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    Spend Categories and Sub-Categories

    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.


    Click here for more articles about Company Settings

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