Include preferred brands, acceptable alternatives and delivery locations so options can be reviewed against your purchasing criteria.
Custom Procurement Planning Example
Illustrative procurement planning guidance for custom procurement. These examples describe possible requirements, not completed client projects.
Procurement Planning
Requirements to Consider
Source specific products through a procurement brief covering specifications, quantities and delivery priorities.
Procurement Planning
Sourcing & Supply Coordination
We coordinate supplier identification, specification matching and quotation review for requirements that do not fit a standard product list. Consolidated requests can bring several purchasing needs into one sourcing discussion.
Procurement Planning
Plan Your Requirement
Begin with a list of custom procurement items, keeping separate entries for products with different specifications.
Identify the receiving team and any documents needed to review the proposed products.
Use the following coverage areas to organize the sourcing discussion.
Clarify item descriptions, quantities and acceptance criteria before approaching suppliers.
Procurement Planning
Review Before Ordering
Identify supply options for specialist products and mixed purchasing lists.
Bring product options, commercial details and availability together for your review.
Coordinate approved orders around receiving locations and requested schedules.
Review the quoted quantities and product descriptions against the latest approved purchasing list.
Clarify availability, commercial terms and any proposed alternatives before confirming an order.
Procurement Planning
Receiving & Replenishment
Agree receiving locations and identify any site access requirements that may affect coordination.
Record changes to the item list so the sourcing request reflects the current project scope.
For replenishment, distinguish routine consumption from additional products needed for a particular task.
Coordinate approved orders around receiving locations and requested schedules.
Clarify item descriptions, quantities and acceptance criteria before approaching suppliers.
Planning note: Illustrative procurement planning guidance for custom procurement. These examples describe possible requirements, not completed client projects.
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