Standard procurement operating procedures
The content of the purchase operation is to distribute the purchase cases from the receipt of the "purchase requisition cases". The purchasing manager checks the contents of the purchase requisition, consults the relevant materials such as "manufacturer's data" and "purchasing records", and then starts to make an inquiry, arranges the quotation data after quotation, formulates the bargaining method and various preferential conditions, negotiates, and submits the order according to the examination and approval authority after completion. Detailed operating procedures and key points are as follows:
□ Procurement operation procedures and key points
Table 1
Key points of program sequence
Delivery and delivery
1. Are the columns in the purchase requisition clearly filled in?
2. Distribute purchase requisition cases according to the distribution principle.
3. Give priority to sending urgent items.
4 can not be completed on the specified date, should use the "delivery contact form" to inform the purchase department.
5. The cancellation of purchase requisition should be handled first.
Inquiry price
1. When the delivery date does not match the required date, please contact the application department.
2. Fully understand the name and specifications of the application materials.
3. Priority should be given to those urgent or necessary dates for closing.
4. Specify the product name, specifications, quality requirements, quantity, deduction provisions and delivery to the manufacturer.
Date, place and method of payment
5. How many suppliers of the same specification should make an inquiry?
6. Are there any other more favorable substitutes or counterparties?
7. The same specifications and different brands should be provided for comparison.
8. Is it necessary to handle after-sales service and warranty period?
9. Do new manufacturers need to test and try out their products?
Compare and negotiate prices
1. Can the supplier deliver the goods on time and confirm the quality?
2. Is it a reliable manufacturer or a direct importer?
3. Are the prices of other dealers lower?
4. After cost analysis, set the bargaining target.
5. Is it necessary to compare models with manufacturers?
6. What are the factors of price fluctuation?
7. Is it necessary to develop other vendors or outsource?
8. For cases with tens of thousands of yuan or more, it is required to propose bargaining or set bargaining targets to the deputy manager.
Nucleation phenomenon
1. The purchase requisition shall clearly state the purchase price terms agreed with the manufacturer.
2. If it is necessary to exceed the trading practice, it shall be indicated.
3。 When choosing more expensive materials on site, contact the purchasing department to explain the reasons.
4. According to the examination and approval authority, submit the examination and approval opinions.
Order and purchase
1. A down payment is required, and the domestic and export prices need to be refunded or above the specified amount.
If there are additional conditions, a sales contract should be concluded.
2. Confirm the price, delivery date and quality conditions with the manufacturer.
3. Some delivery personnel stamp some delivery orders on the purchase requisition.
4. The purchase order is sent to the manufacturer (by contacting the fax machine), and the date cannot be used as required.
Contact the purchasing department to find out the delivery situation.
call out
1. The delivery date should be reconfirmed before the delivery date.
2. It is impossible to contact the requisitioning department and list the delivery date before the delivery date.
Regularly control the reminder in the table
3. If the goods have not arrived after the delivery date, step up the rush.
Arrange payment
1. Is the invoice header consistent with the contents?
2. Is the invoice amount consistent with the purchase requisition price?
3. Whether there is any advance payment or temporary loan to handle.
4. Do I need to deduct money?
5. Requisitions requiring tax refund should be sent to the tax refund department.
6. Purchase materials for export at domestic prices, and payment can only be made after receiving the tax refund agreement.
Key points of program sequence
Receiving, distributing and checking
Receiving
2. Assign managers according to the principle of distribution
Check the name
Check specifications
Check quantity
6. Check the required date
Inquiry price
1. Select the query object and region.
Step 2 investigate
3. Sort out the quotation information
4. Confirm the content.
Looking for counterparties
6. Select the development object
7. Sample inquiry
8. Organize the product information of the counter and send samples.
9. Sort out the test results
Bargaining, price comparison and display
1. Investigate the market situation
2. Check the capital budget
3. Choose the person to negotiate with
Step 4 work out the reserve price
5. Discuss purchasing conditions
6. Bargaining (or open price comparison)
7. Fill in the last quotation record
8. Estimate the sea (air) freight.
9. Estimated insurance premium
10. Check payment terms.
1 1. Compare delivery dates
12. Check the unloading conditions.
13. Estimated tariffs
14. Report for approval according to the examination and approval authority.
Key points of program sequence
Import, visa and foreign exchange settlement
1. Write an application for import license.
2. Write down the instructions.
3. Prepare the necessary visa documents.
Step 4 apply for a visa
5. Visa application work
Application form and accessories (measuring instruments, radio equipment)
Organize the necessary documents
Proposal application
6. Apply for foreign exchange settlement
7. Organize settlement documents
8. Check the visa settlement documents
9. Operation of modifying import license or letter of credit
Insurance and shipping services
1. Agreement guaranteed interest rate
2. Insure and pay the insurance premium
3. Negotiate the special shipping company and freight.
4. Designated shipping company
5. Negotiate the service life of the container
6. Accounting freight
7. Pay the freight
8. Handling bulk material transportation
load and transport
1. Urge the scheduled time of shipment
2. Apply for "industrial use" certificate
3. Apply for tax payment by installments
4。 Apply for pre-insurance risk and chattel mortgage
5. Supervise the shipping documents
Confirm delivery date
7. Arrange shipping documents
8. Apply for management product release certificate
9. Contact and arrange unloading
10. Confirm the transportation agent
1 1. Confirm the notary office (office)
12. The contract delivery dates I/L and L/C were abnormally modified.
Process sequence should be considered.
Customs clearance and delivery of goods
1. bank endorsement
2. Handling guaranteed delivery
3. Organize customs declaration documents
4. Pay taxes and take delivery of goods
Step 5 receive materials
Claim compensation
1. Check the material inspection report
2. Fill in the claim record form
3。 Claim against insurance companies and shipping companies
Step 4 claim compensation from suppliers
5. Handle the return and replacement operations.
trace
1. Urge the material to receive.
2. Control the delivery of long-term contracts
3. Control outsourcing funds
4. Organize procurement cases
5. Calculate the delay fee and bonus for unloading.
6. handle foreign exchange refund