A first order from China, step by step

Direct answer

A first tackle order runs eight steps — specification, factory matching, written quotation, sample, sample approval, deposit and tooling, production with checkpoints, and pre-shipment inspection before the balance.

Key facts
  1. Steps 1 to 4 are reversible. You can stop after the quotation or after the sample.
  2. The quotation is the step that has to be in writing, because it carries the price basis, MOQ, lead time, tooling and validity.
  3. The sample is approved against a specification, not against a description.

The eight steps, and which ones you can still walk away from

#StepOutputReversible?
1SpecificationA field-by-field sheetYes — nothing is committed
2Factory matchingNamed factories that can actually make itYes
3Written quotationPrice basis, MOQ, lead time, tooling, validityYes
4SampleA physical unit against your specificationYes
5Sample approvalA signed-off standardNo — this is the commitment point
6Deposit and toolingTooling starts, capacity is bookedNo
7Production with checkpointsProgress against the approved sampleNo
8Pre-shipment inspection, then balanceInspection result, then documentsNo

Steps one to four cost nothing except the sample. That is not a sales line; it is how the process is built, and it is why the How It Works page puts the commitment at step five.

Step 1: the specification

This is the step where first orders are won or lost, and it is entirely in the buyer's hands. A photograph states none of the fields a factory needs.

Use the specification builder to turn a product family into a field-by-field sheet. The fields that matter differ by type — hardness and salt loading for a soft lure, wire gauge and gap for a hook, bill geometry for a hard lure, blank and guide train for a rod.

Step 2: factory matching

The honest output of this step is a shortlist, and sometimes the honest output is that nothing fits. A factory that makes soft plastics well does not make rods well, and a directory that returns results for everything returns nothing useful.

Our own position on how a factory is checked before it appears anywhere is set out in the four verification gates, and what those gates do not prove is on the same page. Read that before you read a supplier profile.

Step 3: the written quotation

A quotation is not a price. It is a price plus four conditions, and without them it cannot be compared with anything:

ConditionWhy it is not optional
The unitPer piece, per pack, per bag. Our own sample mixes all three, and comparing across them is the most common error in this business.
The quantityThe unit price belongs to an MOQ band. A price without a quantity is a price for some other order.
The basisFOB a named port, or EXW factory. Why two quotes differ is entirely explained by this field.
The validityA quotation with no expiry is a quotation nobody can act on.

The comparable quote fields page carries the full list, and how to compare two factory quotations is the next page in this route.

Step 4 and 5: the sample, and the approval

The sample's job is to test the specification, not to be liked. If the sample is right and the specification was vague, you have learned nothing that will survive a repeat order.

Approve it against the written fields — color against the approved sample under a stated light, dimensions against the tolerance, hardware against the named grade. Then keep the approved sample, because step eight is measured against it.

If the sample is wrong, that is a normal outcome and not a crisis: what to do when a sample fails.

Steps 6 to 8: production, inspection, documents

Production is followed at agreed checkpoints, not by asking for updates. Pre-shipment inspection measures the delivery against the approved sample — the colorway, the hardware, the buoyancy — rather than against a description, because a description is exactly what the sample replaced.

The inspection page covers the checkpoints and the documents. The compliance page covers what has to be true per market before the shipment clears, which is a separate question from whether the goods are correct.

Where to go next

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