Logistics. Order management, order preparation (most important)

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Logistics. Order management, order preparation (most important)

Lecture notes, cheat sheets

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30. ORDER MANAGEMENT, ORDER PREPARATION

Order management addresses the following key issues.

1. What to order?

2. How many to order?

3. When to order the required products?

4. Which division and who specifically should order?

5. In addition, the execution of the order is controlled.

Purchase Order is considered as a document on the basis of which the necessary products are purchased. It clearly and concisely sets out the agreement between the buyer and the supplier. If accepted, the order acquires the legal force of a binding contract. A purchase order is made on the basis of a requisition.

Application - a control document, according to which funds are released for the purchase of certain types of products. The need for products is identified and specified by the employee who submitted the application. A certain amount is allocated to him from the budget of the enterprise for these purposes.

The application specifies:

1) subject of procurement;

2) code of the article to which the costs relate;

3) special conditions governing the purchase (technical conditions, delivery requirements, nature of use).

The order management system involves the calculation of the following indicators:

1) the minimum level of stock of products - the minimum level of residues, when reduced to which an order is submitted for the supply of the next batch of products;

2) optimal stock level - a level sufficient for the uninterrupted functioning of the enterprise during the supply cycle, in which the safety stock of products remains intact;

3) optimal order frequency - the frequency with which the purchasing manager should place regular orders to suppliers to maintain optimal inventory levels.

There are the following types of orders:

1) standard - take place when placing orders to maintain the required level of product inventory is carried out constantly and systematically. This provides a reduction in the level of costs for the creation and storage of product inventories;

2) special - take place when there are no stocks of the required products in the warehouse. A special order is made on the basis of customer orders. The authority to place special orders is limited. In the absence of a reliable inventory control system, the volume of products purchased on special orders increases, which can become a serious problem for the entire enterprise.

The ordering process includes:

1) clarification of the amount of product balances;

2) analysis of the current debt on orders, including on the basis of determining the share of canceled and outstanding orders;

3) inclusion in the regular standard order of all products from unprocessed special orders;

4) finalization of the order;

5) sending the completed order to the supplier.

When placing an order, you must:

1) check the received products with the invoice data;

2) conduct a physical inspection of the delivered products to detect defective products;

3) fix the receipt of the ordered products in the warehouse documentation;

4) after a certain period (for example, 30 days), a special scheme for working with unsold products is applied (it is sent to a warehouse, for sale, or returned to the supplier).

Author: Shepeleva A.Yu.

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