Handbook Page: Vendor Approval Process

[sumitshinde-84]

Task

Create a Handbook page documenting the Vendor Approval Process (also referred to as "budget request" or "vendor approval process").

Background

Currently, there is no formal documentation for the vendor approval process. In the past, employees were putting purchases directly on credit cards, leading to:

• Unknown subscription owners over time
• No visibility into who approved what
• Difficulty auditing active subscriptions

What the Handbook page should cover

• What the vendor approval process is called officially
• Step-by-step process for requesting budget / vendor approval
• Who needs to approve (and at what spend thresholds, if any)
• How to track approved subscriptions and ownership
• What NOT to do (e.g., putting things on credit card without approval)

Epic/Story

No response

Have you provided an initial effort estimate for this issue?

I have provided an initial effort estimate

[UnicornGunnerz]

Use the vendor template in the admin repo please