Scout enables your organization to track Events by Spend Category and Spend Sub-Category. These categories help you to keep things organized and report on your Sourcing Events quickly.
Identify Spend Categories
User level determines how a user can interact with Spend Categories:
- Sourcing Managers may assign Spend Categories or Sub-Categories to their Sourcing Events from company-wide or department-level lists
- Department Admins may configure department-level lists of Spend Categories and Sub-Categories
- Company Admins may configure Company-wide lists or Department-level lists
How to Create and Manage Categories
To configure company-wide Spend Categories and Sub-Categories, select Settings on the Navigation Bar:
Next, under Settings, click Categories to view your list.
Scout comes pre-populated with set of primary categories, but you can add, edit, or delete these as needed:
If a Company Admin has configured one or more Departments, a Department Admin will be able to add, edit, or delete Spend Categories and Sub-Categories by opening the Company Settings and selecting Departments.
Tracking by Spend Category
Spend Categories and Sub-Categories will be reflected in the Events by Category chart on the main Dashboard page.
Here, you will be able to see a clear breakdown of the various categories of Sourcing Events that your company or department is running:
Want to learn more about how to utilize your dashboard? Check out the Savings Dashboard article in our Knowledge Base.