Trade & Compliance

An Industrial Sourcing Document Checklist

A practical checklist for technical and commercial purchasing documents.

An Industrial Sourcing Document Checklist

Technical records

Request specifications and relevant technical data sheets. For chemicals, obtain the applicable safety data sheet and discuss testing requirements.

Commercial paperwork

Check quotations, purchase terms, invoice details, packing information and any certificates your transaction requires.

Import and destination checks

Document requirements vary by material and destination. Confirm the applicable regulations with qualified logistics and customs professionals.

This article provides general guidance. Verify technical specifications and requirements for your material, grade and destination before purchasing.

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