| 1 | Define the RFQ Clearly | Send 2D drawings, 3D models, material specifications, revision status, estimated annual volume, packaging requirements, and destination country before requesting a quotation. | The quotation should identify part revision, material grade, quantity breaks, lead time, currency, Incoterm, and validity period. | Controlled drawing package and written quotation with assumptions listed. | Different interpretations of the same design. |
| 2 | Confirm Material Traceability | Specify the material standard, grade, temper or condition, and required certification before production begins. | Material certificate should match the purchase order and include heat or batch identification where applicable. | Material test certificate, supplier batch record, and receiving inspection record. | Incorrect alloy, hardness, or material substitution. |
| 3 | Agree on Tolerances | Separate critical dimensions from general dimensions and identify datum references, geometric tolerances, surface finish, and thread requirements. | Use the drawing standard and tolerance class stated in the technical package; do not rely on verbal tolerance agreements. | Approved drawing, inspection plan, and first-article measurement report. | Disputes over acceptable dimensional variation. |
| 4 | Use a Controlled Sample | Approve a first article or production sample before releasing the full batch, especially for new suppliers or complex multi-axis parts. | The sample must be inspected against the latest drawing revision and approved in writing before mass production. | First-article report, marked-up drawing, photographs, and written approval record. | Repeating a design or programming error across the entire order. |
| 5 | Set Inspection Levels | Define inspection scope for critical dimensions, visual features, surface finish, threads, burrs, quantity, and packaging condition. | Use 100% inspection for safety-critical or highly functional characteristics when justified; use an agreed sampling plan for routine features. | Inspection checklist, calibrated equipment records, sampling plan, and nonconformance report. | Undetected defects or inconsistent inspection results. |
| 6 | Create a Communication Plan | Assign one responsible contact on each side and record decisions, clarifications, revision changes, and action owners in written form. | Every open issue should have an owner, due date, status, and link to the relevant drawing or purchase-order clause. | Communication log, meeting minutes, change request, and updated order confirmation. | Lost information, language misunderstandings, and unauthorized changes. |
| 7 | Monitor Production Milestones | Request updates at material receipt, machining start, inspection completion, packing, and shipment readiness. | Compare actual progress with the agreed production schedule and escalate delays before the confirmed ship date is affected. | Milestone tracker, production photographs when appropriate, inspection status, and shipping notice. | Late delivery discovered too close to the required date. |
| 8 | Control Export Documents | Agree on the commercial invoice, packing list, transport document, certificate of origin when required, and any destination-specific compliance documents. | Part numbers, quantities, weights, values, consignee details, and country-of-origin information must be consistent across documents. | Pre-shipment document draft, final invoice, packing list, and transport documentation. | Customs delays, incorrect duties, or shipment clearance problems. |
| 9 | Protect Parts During Transit | Specify rust prevention, protective film, separators, moisture control, labeling, and package configuration according to part geometry and transport conditions. | Packaging must prevent impact, abrasion, contamination, corrosion, and mixing of different part numbers. | Packaging specification, packing photographs, carton or crate labels, and quantity verification. | Transit damage, corrosion, missing parts, or incorrect identification. |
| 10 | Define After-Sales Support | Include a written process for claims, replacement parts, rework, corrective action, and responsibility for documented nonconformities. | Record the claim date, affected quantity, defect description, photographs, inspection data, containment action, and agreed resolution date. | Return-material or claim form, root-cause analysis, corrective-action report, and closure confirmation. | Slow resolution, repeated defects, and unclear warranty responsibilities. |