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.

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