4 The Organizational Buying Process McGraw-Hill/Irwin Copyright © 2005 by The McGraw-Hill Companies, Inc. All rights reserved. Agenda Objectives of Business Buyers Profile of a Professional Buyer The Changing Role of the Buyer The Business Buying Process Business Buying Situations The Buying Center The Materials Management Concept Purchasing and the Internet Environmental Forces and Buying Decisions Purchasing's Impact Upon Company Profit 4-2 Typical Job Ad Square D Company has a Buyer position available at the Asheville, NC, location. Square D is a manufacturer of electrical control products. Responsibilities include: developing, communicating, and implementing strategies and tactics to establish, manage, and improve all aspects of supplier performance; acting as a liaison between the external supplier base and manufacturing operations; analyzing and developing strategies to manage commodity availability and pricing market conditions. (continued) 4-3 Typical Job Ad Prefer a BS degree in business with knowledge of a JIT environment. CPM or APICS certification a plus. Experience in value analysis required. This position requires a highly motivated self-starter with excellent verbal and written communication skills and strong computer experience. 4-4 Objectives of Business Buyers Product availability Reliability of sellers Consistency of quality, delivery, and price 4-5 The Changing Role of the Buyer Relationship Marketing a.k.a. alliances or strategic partnerships Process where a firm builds longterm alliances with prospective and current customers so both sides can work toward a common set of goals Intraindustry and Interindustry alliances possible 4-6 The Changing Role of the Buyer Value Analysis The task of studying a product and all of its components in order to determine ways to produce it at a lower cost, to improve its quality, or to make it with a material in greater or more stable supply -or Finding the best way to do a job at the lowest possible cost 4-7 The Changing Role of the Buyer Make-or-Buy Analysis An analysis that determines which products should be made in-house and which should be purchased. 4-8 The Changing Role of the Buyer Steps in Value Analysis: Comparison of Function to Cost • Select a relatively high-cost or high-volume purchased item (part, material, or service). • Find out how the item is used and what is expected of it - i.e., its function in detail. (continued) 4-9 The Changing Role of the Buyer Steps in Value Analysis: Comparison of Function to Cost • Ask the following questions: Does its use contribute value? Is it cost-proportionate to usefulness? Does it need all its features? Is there anything better, at a more favorable price, for the intended use? Can the item be eliminated? If the item is not standard, can a standard item be used? If it is a standard item, does it completely fit the proposed application, or is it a misfit? (continued) 4-10 The Changing Role of the Buyer Steps in Value Analysis: Comparison of Function to Cost • Ask the following questions: Does the item have greater capacity than required? Is there a similar item in inventory that could be used instead? Can the weight be reduced? Are closer tolerances specified than are necessary? Is needless machining performed on the item? Are unnecessarily fine finishes specified? Is commercial quality specified? Can you make it now? Can you buy it for less? If you are making it now, can you buy it for less? (continued) 4-11 The Changing Role of the Buyer Steps in Value Analysis: Comparison of Function to Cost • Ask the following questions: Is the item properly classified for shipping purposes to obtain the lowest transportation rates? Can the cost of packaging be reduced? Are you asking your suppliers for suggestions to reduce costs? Do material, reasonable labor, overhead, and profit total the item’s cost? Will another dependable supplier provide it for less? Is anyone buying it for less? 4-12 The Changing Role of the Buyer Steps in Value Analysis: Comparison of Function to Cost • Now: Pursue those suggestions that appear practical. Get samples of the proposed item(s). Select the best possibilities and propose changes. 4-13 The Changing Role of the Buyer Negotiation 4-3 4-14 The Changing Role of the Buyer Centralization Versus Decentralization of the Buying Function • Centralized purchasing Advantages = standardization of purchased parts, administrative duplication eliminated or reduced, order quantities can be increased, buyer has better control over purchase commitments, fosters development of specialization and expertise. Disadvantages? 4-15 The Changing Role of the Buyer Centralization Versus Decentralization of the Buying Function • Decentralized purchasing Advantages = less inventory is required, cost may be lower due to local economic conditions, local buyers and sells can develop a relationship, buyers create impression of being a good corporate customer and neighbor Disadvantages? 4-16 The Business Buying Process Recognizing the need Developing product specifications Soliciting bids from potential suppliers Making the purchase decision Issuing the contract Inspecting delivered goods for quality Evaluating vendor performance 4-17 Quotations and Contracts RFP: Request for Proposal RFQ: Request for Quotation Boilerplate: Standard legal clauses (fine print) on RFQs, your bid, and the customer’s order. May contain terms of sale that contradict terms on your bid, and often contain penalties for nonperformance. You may receive an RFP, send a proposal, receive an RFQ, send a bid, receive an order, and ship products with an invoice. A contract may be involved for long-term requirements. If company-to-company EDI is used to order, customer’s boilerplate may be sent once per year. Internet purchases give seller an advantage, in that seller’s boilerplate terms are presented, but not customer’s. A wise buyer might add a reference to them. 4-18 Evaluating Potential Vendors Basic Considerations in Evaluating Potential Vendors • • • • Performance Considerations Site Visits Geographic Locations Capacity Vendor-Rating Approaches • The Categorical Plan • The Weighted-Point Plan • The Cost-Ratio Plan 4-19 Business Buying Situations New-task buying: Business buying situation that is new and very different from anything that the buyer has faced previously. Straight rebuy: Most common type of business buying situation; buyer purchases a part, material, or service routinely, with little thought going into buying process. Modified rebuy: Reevaluation of alternatives; necessary because buying requirements have changed such that relatively routine buy or purchase no longer is routine. 4-20 4-7 A requirement or problem that has not arisen before. Little or no relevant past buying experience to draw upon. A great deal of information is needed. Must seek out alternative ways of solving the problem and alternative suppliers. Continuing or recurring requirement, handled on a routine basis. May develop from either new task or straight rebuy situation. Usually the decision on each separate transaction is made in the purchasing department. The requirement is continuing or recurring, or it may be expanded to a significantly larger level of operations. Formally or informally, a list of acceptable suppliers exists. No unlisted supplier is considered The buying alternatives are known, but they are changed. Some additional information is needed before the decisions are made. 4-21 4-7 4-22 4-9 4-23 4-9 4-24 The Buying Center Roles of Buying Center Members User: Person who will use the product in question; influence can range from minimal to major. Gatekeeper: Keeps tight control on flow of information to other buying center members; can open or close the gate for salespeople. Influencer: Provides information to other members for evaluating alternative products or sets purchasing specifications Decider: Makes buying decision; often difficult to identify. Buyer: Assigned formal authority to select vendors and complete purchasing transaction. 4-25 The Materials Management Concept Materials management (a.k.a. logistics): Grouping of functions involved in obtaining and bringing materials into a production operation. Usually one manager responsible for planning, organizing, motivating, and controlling all the activities principally concerned with the flow of materials into an organization. View material flow as a system. 4-26 The Materials Management Concept Approaches to Materials Management • Traditional Approach • Just-in-Time (JIT) Approach • Integrated Supply Strategies Reasons for Adopting the Materials Management Concept • Improved communication and coordination between departments Can balance conflicting interests Faster, smoother material flow Lower inventory and logistics costs 4-27 Just-In-Time Systems JIT = Just-In-Time Adopted and implemented by many original equipment manufacturers (OEMs) and suppliers of component parts and materials. An operational philosophy thought to epitomize the relationship marketing model. Uses a “pull” approach; much more than material arriving just in time. 4-28 JIT Features Zero defects—Strict quality control Frequent, reliable delivery of quantities as needed Close location Advanced telecommunications, EDI. Single sourcing—Customer-supplier partnerships/alliances Value analysis Early supplier involvement Evergreen contracts Customer access to financial and process information 4-29 Integrated JIT versus U.S. Manufacturing (pre-1985) JIT System Pre-1985 U.S. Mfg. What it is An integrated philosophy of operating a business The way it has always been done Raw material and in-process inventory A liability to be eliminated Protection against problems, necessary to maximize machine utilization Order size Immediate needs only Based on EOQ and efficient long production runs. 4-30 Integrated JIT vs. U.S. Manufacturing (pre-1985) JIT System Pre-1985 U.S. Mfg. Production setup time Fast at insignificant cost; flexible manufacturing (Ex: stamping die change =5 minutes) Low-priority concern (Ex: same die change =5 hours) Suppliers Part of the teamsingle source Adversary-multiple source Delivery Must arrive within small time window, go right to the line, packaged for assembly efficiency Arrives on due date plus or minus, packaged for warehouse storage 4-31 Integrated JIT vs. U.S. Manufacturing (pre-1985) JIT System Pre-1985 U.S. Mfg. Purchasing Involve supplier in design; long-term contracts at fixed prices Design in secret, competitive bidding; contract for current requirement; recognize need for price increases Efficiency improvements Workers see as strengthening company Workers see as threat Production control and scheduling Demand “pull”— Kanban to minimize in-process inventory Forecast “push”— maximize machine utilization 4-32 MRP Systems MRP = Materials Requirement Planning MRP systems: Large computer systems used to plan and schedule operations using a “push” approach. Starting from the order due dates and forecast, MRP considers every required raw material, operating supply, and component part, their order of use, and what equipment they will occupy. Backs into a schedule of what will have to be done when, including what will have to be ordered when and received when. 4-33 Purchasing and the Internet Web-based purchasing continuing to win B2B converts • Why? 4-34 Environmental Forces and Buying Decisions The Economic Environment The Physical Environment The Competitive Environment The Technological Environment The Legal-Political Environment The Ethical Environment 4-35 Purchasing’s Impact Upon Company Profit 4-36 Single Sourcing Between XYZ Corp., the buyer, and ___________, the seller. Term of contract: January 1, 2000, through December 31, 2002. 1. Seller shall furnish all goods and services listed as scheduled and released F.O.B. destination without additional charges. XYZ Part #426F37 Revision A 125,000,000 units @ $55.00 per thousand units XYZ Part #426588 Revision D 5,000,000 units @ $15.78 per thousand units XYZ Part #426C56 Revision E 450,000 units @ $525.00 per thousand units 2. Above quantities may be adjusted as necessary by XYZ Corp. over the term of the agreement. 3. Seller will provide technical support as required by XYZ Corp. at no additional cost. (continued) 4-37 Single Sourcing 4. Goods will meet all XYZ Corp. product and quality specifications. 5. If delivery is not completed within the time specified, XYZ Corp. reserves the right to any or all of the following: A. Terminate the agreement. B. Purchase replacement goods at seller’s expense. C. Bill seller for all downtime costs. 6. Seller will, at no cost to XYZ Corp., have their materials certified by an independent laboratory as meeting XYZ Corp. specifications. 7. Seller is restricted from making any changes in the product after sample approval is granted, including but not limited to materials, production operations, and packaging. 8. Sellers will allow XYZ Corp. personnel access to all areas and records necessary to verify compliance. (continued) 4-38 Single Sourcing 9. Seller shall assume all responsibility in connection with liability based on seller’s performance and for the performance of their goods, including, but not limited to patent infringement, civil liability, and criminal liability. 10. Seller shall treat as confidential all information, data, specifications, and processes involved in this agreement. 11. XYZ Corp may terminate this agreement by way of written notice with liability limited to products actually produced to a scheduled delivery date 10 days in the future. 12. Part price is fixed for the term of the agreement; 24 months from the agreement date. 13. Seller agrees that all terms expressed here are in addition to the terms of the Uniform Commercial Code, laws of the State, and laws of the United States. 4-39 Strategic Alliances between Suppliers and Customers Bose Corporation • Reduced production costs • Reduced staff • Allowed for just-in-time delivery • Streamlined and costeffective product development • Consistently met customer requirements Benefits to Bose Suppliers • Evergreen contracts • Improved production efficiency • Elimination of sales calls • Improved communication 4-40