- Order identity
- Project/order reference, supplying legal entity, item/model, drawing revision, quantity and agreed measurement units.
- Package identity
- Item-to-package mapping, bundle/carton/pallet/roll IDs, label sample and pieces per package; resolve contradictory catalogue counts.
- Weights and dimensions
- Net/gross mass and basis, package dimensions and units, number of packages and item scope. Do not infer actual shipment weight from catalogue text.
- Packaging materials
- Protection, wrapping, pallets/crates and dunnage materials; requested condition and handling notes. Agree the packing proposal with the supplier and carrier.
- Transport scope
- Origin/destination, named place, proposed mode, freight inclusions/exclusions, loading/unloading responsibilities and shipment schedule to confirm.
- Commercial delivery basis
- Record the chosen delivery term, named place and agreed edition, currency, quotation validity and cost breakdown. Obtain the responsible parties’ confirmation rather than treating a three-letter term as a complete contract.
- Shipment document list
- Ask the supplier, carrier and destination adviser which invoice, packing list, transport document, origin or other records apply. Record issuer, draft-review owner, dates and needed originals; do not present every item as universally mandatory.
- Inspection records
- Requested reports, model/batch/sample identity, method, issuer and agreed inspection scope. Catalogue claims and a file name are not a test result.
- Wood packaging questions
- If raw-wood packaging or dunnage is proposed, identify the material and ask the responsible parties about applicable phytosanitary requirements and marks. Do not assume all packaging has the same requirement.
- Destination checks
- Importer, customs/plant-protection authority and competent broker or adviser must confirm destination-specific requirements, classification, taxes and document acceptance. No clearance promise is made here.
- Revision and discrepancy record
- Log which requirements remain unanswered, responsible owner and due date. Keep the original source, later clarification and governing offer as separate records.
- Receiving link
- At receiving, use the agreed package identifiers and counts to record visible observations and discrepancies, not inferred conformity.