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PREPARE A BETTER BRIEF

Sourcing downloads

Download an editable text checklist, complete the relevant fields and use it to prepare your enquiry. Product catalogues and test reports should be requested for the exact range.

PREPARE A BETTER BRIEF

Useful documents.
A clearer next step.

TXT / 01

Wholesale enquiry worksheet

Organise the market, model list, quantities, samples and delivery requirements.

Download checklist ↓
  • Company and contact
  • Country and destination port
  • Buyer type and intended application
  • Product references / models
  • Quantity and unit for each model
  • Requested size / thickness / finish
  • Sample requirements
  • Preferred timing
  • Packing and labelling requirements
  • Technical documents required
TXT / 02

Specification review checklist

Keep the model, sample, dimensions and required technical evidence connected.

Download checklist ↓
  • Project and application
  • Exact product model
  • Approved sample reference
  • Nominal and usable dimensions
  • Thickness and tolerances
  • Surface finish and shade reference
  • Drawing revision / installation layout
  • Required tests and applicable model
  • Installer / fabricator confirmation
  • Items still awaiting approval
TXT / 03

Packing & delivery worksheet

Prepare package information, unloading arrangements and receiving details.

Download checklist ↓
  • Order reference and destination
  • Consignee and receiving contact
  • Product and package identification
  • Units per package
  • Package dimensions
  • Net and gross weight
  • Handling equipment at destination
  • Loading plan approval
  • Required shipping documents
  • Receiving inspection and issue-record process
Working template only. Confirm all order and technical details with the relevant parties.Request product documents ↗

A PRACTICAL BUYER’S REFERENCE

Turn a checklist into a controlled working document

The downloadable files help organise questions, not certify a purchase. Choose the checklist for the stage you have reached, fill the fields with current references and keep unresolved items visible rather than leaving them to assumption.

01

Choose one working copy for the conversation

Choose one working copy for the conversation
Planning illustration only; not a construction drawing or supporting evidence.

Give the file a project or enquiry reference and revision date. When several colleagues contribute, combine their comments in one version before sending it onward. Keep the earlier copy so a change to quantity or scope can be understood later.

  • Attach the associated drawing or sample identifier.
  • Distinguish a question from an accepted answer.
02

Request product documents separately

Request product documents separately
Planning illustration only; not a construction drawing or supporting evidence.

A completed checklist is different from a catalogue, technical report or order confirmation. Use the form to specify which evidence is needed for the selected model and destination. The relevant supplier and project professionals should confirm the information before it becomes part of an approved purchase.

  • Name the product and finish when requesting evidence.
  • Retain the issue reference of received documents.

A PRACTICAL BUYER’S REFERENCE

Which file belongs to which stage?

Which file belongs to which stage?
ChecklistUse it whenOutput to keep
Wholesale enquiryPreparing the first comparable briefA defined buying scope
Specification reviewChecking a selected materialAn unresolved-questions register
Packing and deliveryPlanning the physical handoverA receiving and shipping brief

Sourcing downloads

Questions buyers ask

Are these downloads a product catalogue?

No. They are editable text worksheets for organising a purchase. Ask for current product-specific catalogues and documents through the enquiry process.

Can a filled worksheet replace a purchase order?

No. It supports discussion and should be reconciled with the formal quotation, agreed specifications and order documents.

LET’S START A CONVERSATION

Your next project
starts with a surface.

Tell us what you are sourcing. We will help turn your requirements into a clear product enquiry.

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