Managing Company Policies

Objective

After completing this lesson, you will be able to upload and manage company policies

Managing Company Policies

In category management, the Company Policies card serves as a centralized reference point for guidelines, rules, and procedures that govern procurement activities and decision-making processes. ​

Alex, the lead category manager, has the capability to upload documents that outline the ZZZ, Inc.’s purchasing policies for items within a specific category and its subcategories. By selecting the card header, he can view, create, edit, filter, or delete a policy as needed.​

Furthermore, Alex can attach files in various formats, including PDF, DOC, DOCX, and TXT.

Image of Company Policies card.

In this simulation, you’ll assume the role of Alex Reed, the lead category manager. Remember, with his role permissions Alex can add, edit and delete company policies.​

Alex has been assigned the task of creating the Ethical Sourcing Policy for the Purchasing department.

Summary

  • The Company Policies card serves as a centralized reference for guidelines and procedures governing procurement activities.
  • Category managers can view, create, edit, filter, or delete policies directly from the card header.
  • Policy documentation can be uploaded in various file formats, including PDF, DOC, DOCX, and TXT.
  • Role-based permissions allow lead category managers to maintain and update specific category policies, such as ethical sourcing guidelines.