The following 73 items are listed by Content Data.
Methodologies & Models
Merchandise Procurement Capability Maturity Model (CMM)
This capability maturity model can be used to measure the maturity of an organization’s merchandise procurement process ...
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Policies & Procedures
Sales Process Policy
This tool contains three sample policies that define the general sales approach to assist in sales personnel’s understan...
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Checklists & Questionnaires
Sales Planning and Forecasting Process Questionnaire
This sample questionnaire can be used by auditors to assess and improve the site planning and forecasting process.
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Benchmarking Tools
Pricing Risk Key Performance Indicators (KPIs)
This document includes leading practices and questions an organization should consider when developing its pricing strat...
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Guides
Strategy Assessment Guide
In this tool, we’ve compiled a guide that outlines the key recommendations and processes related to an organization’s st...
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Benchmarking Tools
Payroll and HR Leading Practices
This tool features a number of leading practices to assist with payroll and HR process improvement.
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Benchmarking Tools
Sales Compensation Leading Practices
This tool features several leading practices to assist with evaluating and improving an organization’s sales compensatio...
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Benchmarking Tools
Incentive Compensation Leading Practices
This tool contains a number of leading practices to assist with evaluating and enhancing an organization's incentive com...
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Benchmarking Tools
Warranty and Field Services Leading Practices
This tool features several leading practices to assist with warranty and field services process improvement.
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Policies & Procedures
Standard Shipping and Packaging Policy
The purpose of this sample policy is to ensure that all items manufactured by an organization are given the necessary pr...
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Benchmarking Tools
Warehouse and Storage Key Performance Indicators (KPIs)
This tool outlines leading practices and key performance indicators for the warehouse and storage process.
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Audit Programs
Commissions Audit Work Program
The objective of these three sample work programs is to comprehend and assess the steps involved in the processing of sa...
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Audit Programs
Hotel Audit Work Program
This sample audit program provides general steps organizations should take when performing a hotel audit.
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Checklists & Questionnaires
Quote-to-Cash Scoping Questionnaire
This sample questionnaire can be used to assess the process associated with quote-to-cash management.
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Risk & Control Matrices - RCMs
Develop Sales and Marketing Strategy Risk and Control Matrix (RCM)
This document outlines risks and controls common to the sales and marketing strategy process in a risk control matrix (R...
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Risk & Control Matrices - RCMs
Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)
This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
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Checklists & Questionnaires
Sales Order Entry Questionnaire
This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
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Checklists & Questionnaires
Sales Planning and Forecasting Process Appraisal Questionnaire
This questionnaire sample includes questions that can be addressed when evaluating an organization's sales planning and ...
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Audit Programs
Travel Agent Commissions Review Audit Work Program
This work program focuses on the high-level assessment and validation of key controls in place for the travel agent comm...
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Audit Programs
Order Entry/Customer Service Audit Work Program
The purpose of this work program is to provide the general steps used to perform an order entry/customer service audit.
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Checklists & Questionnaires
Site Audit Questionnaire
This questionnaire includes an extensive — but not exhaustive — list of questions typically used to drill down to the fa...
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Audit Reports
Sales Compensation Process Audit Report
This sample audit report summarizes an internal audit review of an organization's sales compensation process. The report...
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Audit Programs
Pricing and Discounts Audit Work Program
This \audit program can be used to conduct a thorough review of product pricing and to help assure that controls over pr...
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Audit Reports
Incentive Compensation Process Audit Report
This sample report summarizes an internal audit review of an organization's incentive compensation process. The report i...
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Audit Reports
Sales Order Cycle Review Audit Report
This sample audit report outlines a review of an organization's sales order cycle, including the quote-to-invoice proces...
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Audit Reports
Distributor Sales Review Audit Report
This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
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Audit Reports
Sales Order Processing Review Audit Report
This audit report evaluates the control adequacy and operational effectiveness of the sales order processing cycle.
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Performer Profiles
Digital Transformation Keeps Rising at Panera
In this profile, Panera Director of Internal Audit and Chief Auditor Peter Odman explains how his team finds new ways to...
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Audit Reports
Co-Op Advertising Internal Audit and Process Review Report
This 30-page audit report outlines the activities and tasks included in the co-op advertising process and provides manag...
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Process Flows
Target Costing and Profit Management Process Flow
This process flow sample provides steps for completing the target costing and profit management process at an automotive...
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Articles
Inventory: The Key to Unlocking Integrated Business Planning and an SIOP Process
In this article, Protiviti’s Tony Abel explains how a robust sales, inventory and operations planning (SIOP) process can...
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Audit Reports
Internal Audit Plan Status – Report to the Audit Committee
This sample internal audit report includes a status summary and recommendations for quarter 1 of the fiscal year.
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Risk & Control Matrices - RCMs
Invoice the Customer RCM
This document outlines risks and controls common to the invoice the customer process in a risk control matrix (RCM) form...
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Audit Reports
Sales Commissions Audit Report
This sample report provides findings from a sales commissions review at a company.
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Policies & Procedures
AR Risk Sales Orders Policy
This sample documents procedures for opening sales orders to authorize expenditure of company funds on products or servi...
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Checklists & Questionnaires
Order Processing Benchmarking Questionnaire
This questionnaire template can be used to perform a benchmarking survey for order processing.
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Policies & Procedures
Corporate Image and Communication Standards Policy
The sample policy helps to ensure that all internal and external communication reflects a corporate image that is consis...
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Policies & Procedures
Invoice Deductions Policy
This sample outlines a set of policies and procedures for analyzing and dealing with customer invoice deductions in a re...
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Policies & Procedures
Customer Demo Units Policy
This sample policy on demo units includes procedures for initiating a demo transaction; invoicing for demo units, sales ...
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Policies & Procedures
Licenses and Royalties Policy
This sample policy provides guidelines for the proper treatment of licenses and royalty payments.
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Policies & Procedures
Warranty Policy
This sample policy establishes a methodology for determining and calculating warranty rates, warranty accrual, and analy...
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Policies & Procedures
Non-Standard Terms Policy
This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
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Policies & Procedures
Internal Use of Inventory Policy
This sample policy establishes guidelines for the purchase of a company's products (including sales force units, interna...
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Policies & Procedures
Order Management Policy
This sample policy outlines procedures to be followed by the customer service team when processing orders.
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Policies & Procedures
Purchasing Bypass Process Policy
This sample policy outlines the circumstances in which employees are allowed to bypass the company policy requiring all ...
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Policies & Procedures
Commitment and Expenditure Authorization Policy
This sample policy establishes guidelines for all transactions that bind or commit the company to performance or expend ...
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Checklists & Questionnaires
Internal Controls Checklist
This sample internal controls checklist provides a list of items to consider when assessing internal controls for common...
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Newsletters
Overseeing the Organization’s Branding
This issue of Board Perspectives considers the role the board should play in overseeing management’s stewardship of the ...
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Audit Programs
Export Compliance Audit Work Program
This program focuses internal auditors on the necessary controls that should be in place to ensure a compliant export ma...
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Audit Programs
International Site Visit Audit Work Program
The purpose of this work program is to document general procedures to be followed when embarking upon an audit of an int...
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Audit Programs
Customer Service and Support Renewal Audit Work Program
This audit program provides steps to review the overall effectiveness of the customer service and support renewal functi...
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Audit Programs
Product Development Audit Work Program
This sample product development audit program includes risk analysis, special and operational considerations, and evalua...
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Audit Programs
Advertising and Promotion Audit Work Program
This sample audit program includes an overview for understanding and engaging in a review of controls around advertising...
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Audit Programs
Customer Care and Order Fulfillment: Control Analysis and Segregation of Duties Audit Work Program
This work program evaluates the adequacy of internal controls in the customer order fulfillment and cash handling proces...
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Process Flows
Order Entry, Billing and Shipping Process Flow
There are many steps involved from the time a customer places an order to the time their order is delivered to them. To ...
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Process Flows
Sales and Marketing Development Process Flow
This sample process flow focuses on the sales and marketing development function.
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Policies & Procedures
Sales and Use-Tax Policy
This policy establishes the responsibilities, controls, authorizations and procedures for sales and use-taxes for all co...
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Audit Programs
Original Equipment Manufacturer (OEM) Qualification Audit Work Program
This sample audit work program focuses on processes and controls a company may use to select, qualify, approve and maint...
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Audit Programs
Order Management Process Audit Work Program
This work program provides key steps for a review of the order management process, including identification of performan...
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Audit Programs
Sales Compensation Audit Work Program
This audit work program suggests steps for a review of a company's sales compensation and commission payment process.
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Audit Programs
Incentive Compensation Audit Work Program
This document provides two work programs focused on reviewing incentive policies and procedures, speaking with key indiv...
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Process Flows
Sales Forecast Process Flow
This sample process flow can be used as a general guide to help with understanding and reviewing a company's sales forec...
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Audit Programs
Purchase-to-Pay Cycle Data Analytics Audit Work Program
This eight-page work program utilizes data analytics to review the purchase-to-pay cycle.
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Audit Programs
Marketing and Off-Take Agreement Audit Work Program
This work program can be used as a template for reporting the assessment of a client's internal accounting system with r...
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Policies & Procedures
Sales Commissions Policy
The purpose of this policy is to establish accountability for setting commission rates and to define the point at which ...
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Policies & Procedures
Sales Contracts Policy
The purpose of this policy is to outline basic contract content and authorization requirements for sales contracts.
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Newsletters
Leveraging Social Business for Results: Moving Beyond Media
This issue of The Bulletin explores the potential disruptive implications of social media for businesses and what it can...
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Policies & Procedures
Price Administration Policy
This sample outlines a set of policies and procedures for establishing guidelines related to price administration, inclu...
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Policies & Procedures
Sales Customer Follow-Up Policy
The following sample outlines a set of policies and procedures for sales customer follow-up.
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Policies & Procedures
Sales Order Entry Policy
The following sample outlines a set of policies and procedures for sales order entry.
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Policies & Procedures
Sales Returns Policy
The following sample outlines a set of policies and procedures for sales returns.
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Policies & Procedures
Sales Training Policy
The following sample outlines a set of policies and procedures for sales training.
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Blog
Six Successful Warehouse and Storage Strategies You Need to Know
There are two main goals that companies with leading practices strive to achieve in the warehousing process...