Factory sourcing

What to include in a sourcing brief for a Chinese factory

Prepare a sourcing brief that makes specifications, quantities, quality expectations and quotation terms clear before you approach factories in China.

Start with the product's intended use

A useful sourcing brief gives a factory enough information to assess the work and identify questions. Explain who will use the product, where it will be sold and which functions matter. A reference photo alone leaves materials, construction and performance open to interpretation. Separate essential requirements from preferences, and label undecided items as open questions rather than filling gaps with assumptions.

Points to check

  • Describe the intended use and operating environment.
  • Explain whether each reference shows appearance, construction or function.
  • List constraints that could rule out a proposed product.

Turn preferences into specifications that can be checked

List dimensions, materials, colours, finishes, accessories and packaging. Identify the drawing, reference sample or specification version behind each requirement. Where a tolerance or performance target matters, state how it will be assessed. If the factory may suggest an alternative, ask it to identify the difference and its effect on price, appearance or use before treating the alternative as part of the quotation.

Points to check

  • Specify measurement units and colour references.
  • Cover the product, accessories and packaging separately.
  • Require approval for material or construction substitutions.

Separate the first order from future forecasts

Give the planned quantity for each model, colour and packaging version. Keep a firm order distinct from a possible repeat order or sales forecast. Ask how the minimum order quantity applies: to the total order, each model, each colour or a packaging run. If you need split deliveries, explain the quantity and requested timing for each shipment so the factory can assess the arrangement.

Points to check

  • Request comparable prices for the quantities you are considering.
  • Label forecasts as forecasts, not purchase commitments.
  • Ask what options exist below the usual minimum quantity.

Define what the sample and inspection must establish

Quality expectations need a shared reference. Include appearance, assembly, function, labelling and packaging requirements, along with specific defects you cannot accept. Identify items that need sample approval or specialist testing. Where market requirements remain unresolved, list them for confirmation by a suitably qualified person. A general instruction to supply good quality does not tell the factory how the product will be accepted.

Points to check

  • Separate product, packaging and document requirements.
  • State who approves the acceptance criteria.
  • Identify questions that must be resolved before a final quotation.

Ask for prices on the same commercial basis

Specify the quotation currency, delivery location, packaging scope and costs you expect the supplier to include. Ask for samples, tooling, custom packaging, inspection and transport charges to be shown separately where applicable. A production estimate also needs a starting point: payment, approved samples and material availability may be relevant conditions. Keep your requested delivery date separate from the factory's confirmed production plan.

Points to check

  • Request payment milestones and quotation validity.
  • Separate one-off charges from charges that recur with quantity.
  • Record the conditions behind the quoted production schedule.

Issue one brief and keep a confirmation record

Send the same dated version to each candidate factory, with the supporting drawings, images and open questions. Check whether each quotation answers the brief before comparing prices. Update the specification when a requirement changes, then reconfirm any effect on cost or timing. XUANHEYI can help organise the brief and clarify factory responses; you retain approval of the product and the purchasing decision.

Points to check

  • Record exceptions, assumptions and unanswered questions.
  • Keep written approval of important changes.
  • Use the confirmed brief for sampling and order checks.

These guides provide general practical information for purchasing decisions. Confirm the requirements and commercial terms for your own project.

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