CP Training Courses
Contracting and Procurement Training Courses

Purchasing and Materials Management.

Principles and practical techniques for effective purchasing and management of materials.

A 5-day course.


The programme is designed primarily for newcomers to the supply, procurement and materials management functions. It is suitable for:
• experienced staff from within the Supply function who would benefit from a wider understanding of the overall roles and responsibilities of the function
• graduate entrants
• people transferring from other functions or divisions of the business
• people serving in other functions, such as Finance and HR Management, who need an understanding of the supply business and its activities without themselves necessarily being involved.

This course addresses principles and practical techniques for effective procurement and management of materials within the organisation.

Topics covered will include:
  • Procurement:
  • Understanding the total procurement process and the parties involved
  • Good business practices in the procurement & supply of requirements
  • Different purchasing strategies for various types of equipment & materials
  • Buyer / supplier relationships
  • Purchasing specifications - technical & commercial considerations
  • Tendering & evaluation
  • Managing purchase orders after award
  • Organisation & staffing for effective procurement & supply
  • Internal controls during development and award of contracts
  • Measuring procurement performance
  • Re-engineering of the procurement process
  • Finding the good suppliers rather than chasing up the bad ones
  • Defining terms - suppliers, vendors, manufacturers etc.
  • Supplier relationships that support effective procurement & supply strategies
  • Assessing the range of goods and services to be provided by suppliers
  • Supplier appraisal principles and techniques - inc. the role of ISO9000.
  • Supplier performance during delivery of orders
  • Expediting and Quality Control in context of the overall procurement & supply process
  • Objectives of expediting and quality control, and the basic requirements
  • The role of "preferred supplier" lists
  • Supplier performance monitoring
  • Warehouse Operations:
  • Warehousing requirements in context of the overall procurement & supply process
  • Safe and secure warehousing operations inc. hazardous materials
  • Goods receiving, goods inward inspection - inc. documentation & certification
  • Effective storage and preservation of stored items
  • Stock taking and stock checking, accuracy of stock records
  • Issuing of materials
  • Record-keeping and administration, including interfaces with other departments
  • Organisation and staffing for warehouse operations
  • Inventory Control & Materials Catalogues:
  • Differences between materials "catalogues" and materials "inventories"
  • Materials identification systems - codes, word search etc.
  • Standardisation and variety control
  • Development of a "stockholding policy" inc. financial accountability
  • Organisational roles for selecting stock items, deciding stock levels and controlling stock
  • Inventory control techniques for different classes of materials, including "service level" considerations
  • Retirement & disposal of equipment & materials:
  • Retirement of items from service - salvage or dispose?
  • Ownership and responsibility for disposal of items
  • Influence upon initial procurement strategies
  • Authorisation to dispose of items, budget cover and updating asset records
  • Environmental considerations of disposal - ISO14000 etc.
Dates: 4th to 8th October 2010
Venue: London
Fee: £2,390 plus VAT @ 17.5%

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Testimonial from a satisfied participant

""I have enjoyed the exercises in team, discussing procurement process questions, case studies as well. It helps to understand much better.""
E&P company, Kazakhstan

Training courses in this section include:

Strategic Procurement Skills.
eProcurement - how to achieve the benefits.
Strategic Contract Management - up to Award
Practical Contract Management - Getting the Results
Suppliers and Contractors - How to Get the Best from Local Providers
Purchasing and Materials - an overview of the Supply function
Materials Management for Engineering Projects
Contract Terms and Conditions - The Law
Practical Purchasing Skills - theory, practice and techniques.
Purchasing and Materials Management.
Contract Cost and Price Analysis: a Realistic Approach for Buyers and Sellers
Project Surplus Materials - Management and Minimisation
Managing Bids and Tenders from Suppliers
How to Ensure Contractor HSE Performance
Expediting for On-Schedule Delivery
Procurement and Maintenance Planning

Booking Deadlines

Date Course Title Last date to book
27/09/10 The Principles of Problem Solving and Decision Making: 20/09/10 Book Now
04/10/10 Purchasing and Materials Management. 27/09/10 Book Now
04/10/10 The Front-line Managers/Supervisors Development Programme 27/09/10 Book Now
11/10/10 Advanced Materials Storage Management - Policy and Process 04/10/10 Book Now