A first order from China, step by step
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.
- Steps 1 to 4 are reversible. You can stop after the quotation or after the sample.
- The quotation is the step that has to be in writing, because it carries the price basis, MOQ, lead time, tooling and validity.
- The sample is approved against a specification, not against a description.
The eight steps, and which ones you can still walk away from
| # | Step | Output | Reversible? |
|---|---|---|---|
| 1 | Specification | A field-by-field sheet | Yes — nothing is committed |
| 2 | Factory matching | Named factories that can actually make it | Yes |
| 3 | Written quotation | Price basis, MOQ, lead time, tooling, validity | Yes |
| 4 | Sample | A physical unit against your specification | Yes |
| 5 | Sample approval | A signed-off standard | No — this is the commitment point |
| 6 | Deposit and tooling | Tooling starts, capacity is booked | No |
| 7 | Production with checkpoints | Progress against the approved sample | No |
| 8 | Pre-shipment inspection, then balance | Inspection result, then documents | No |
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:
| Condition | Why it is not optional |
|---|---|
| The unit | Per piece, per pack, per bag. Our own sample mixes all three, and comparing across them is the most common error in this business. |
| The quantity | The unit price belongs to an MOQ band. A price without a quantity is a price for some other order. |
| The basis | FOB a named port, or EXW factory. Why two quotes differ is entirely explained by this field. |
| The validity | A 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
- Starting a private label lure brand
- How to compare two factory quotations
- Where programmes go wrong — the four failure modes and the control for each
- The three working models
- Send a specification
