Study sheet: Purchasing and Supply Management

📋 Course Outline

1. Purchasing Process Stages
2. Supplier Research and Requirements
3. Offer Comparison and Selection
4. Ordering and Stock Management

📖 1. Purchasing Process Stages

★ Must-know

• The purchasing-order-delivery process consists of defining the needs and product characteristics, searching for suppliers, issuing a call for tenders, selecting the supplier, sending a purchase order, and monitoring delivery and storage.

• The purchasing process must take account of environmental considerations when buying products and consumables and ergonomic considerations when buying materials and equipment.

Further detail

• Efficient ordering requires planning, consideration of the cost of placing an order, and maintenance of safety stock.

• Effective supply management includes:

  • Checking delivery conformity
  • Storing products
  • Maintaining references
  • Monitoring supplies

💡 Memory Hook

Need → supplier search → tender → selection → order

📖 2. Supplier Research and Requirements

📝 Essential Points

• For the floor-cleaning product, the requested supplier requirement is an environmentally friendly detergent certified by ECOCERT.

• The purchasing objective is to independently and efficiently research and select suppliers and manage supplier relationships in order to optimize purchases and ensure continuity of supply.

• A cahier des charges can be sent to suppliers to obtain price proposals.

💡 Memory Hook

A precise need → a suitable supplier search

📖 3. Offer Comparison and Selection

★ Must-know

• Supplier selection requires establishing criteria, comparing the suppliers' offers in a table, and selecting the supplier that best meets the criteria.

• The comparison criteria are:

  • Unit price
  • Possible discount
  • Delivery charges
  • Payment conditions
  • Delivery time
  • Total cost

Further detail

• For the three offers, the displayed total amounts are 502.84 euros, 318 euros, and 510 euros respectively.

• The initial requirement for the floor-cleaning purchase is 10 five-litre containers.

💡 Memory Hook

Lowest price ≠ best offer: compare price, delivery, payment and suitability

📖 4. Ordering and Stock Management

★ Must-know

• A purchase order is sent after the supplier has been selected and forms part of the ordering stage of the purchasing process.

• The course asks students to calculate the paper storage cost when the EHPAD orders paper once per month, using the information provided in the accompanying email.

Further detail

• Monitoring the difference between stock and consumption is an indicator of successful stock management.

💡 Memory Hook

Planned orders → controlled costs and continuous supply

📊 Synthesis Tables

Offer Comparison Criteria

Criterion	Purpose	Displayed course data
Unit price	Compare the base purchase price	Values are shown for each supplier
Discount	Identify a possible price reduction	A discount is shown for some offers
Delivery charges	Include delivery in the cost	Charges include 0 euros, 4.95 euros and 25 euros
Payment conditions	Compare payment terms	The offers specify payment in cash
Delivery time	Assess supply speed	One offer indicates 8 days
Total cost	Compare the overall financial result	Displayed totals include 502.84 euros, 318 euros and 510 euros