| 1 | Define the conveying application | Material characteristics and process conditions | Confirm material type, bulk density, particle size, moisture, temperature, abrasiveness, corrosiveness, and required conveying direction. | The supplier should size the conveyor from measured or documented operating data, not capacity alone. | A standard model is proposed without reviewing the material or duty cycle. |
| 2 | Compare throughput and load ratings | Capacity, speed, and loading method | Check rated capacity in tonnes per hour or units per minute, belt or chain speed, loading rate, incline angle, and peak-load conditions. | Request separate continuous-duty and peak-duty figures with the assumed fill factor and operating speed. | Capacity is stated without assumptions, test conditions, or motor-load calculations. |
| 3 | Assess supplier manufacturing expertise | Engineering capability and production control | Review engineering drawings, material traceability, welding procedures, machining capability, inspection plans, and experience with similar conveyor types. | A capable supplier can provide a bill of materials, general arrangement drawing, calculations, and documented quality checks. | The supplier relies entirely on outsourced fabrication and cannot explain process controls. |
| 4 | Evaluate customization options | Layout, interfaces, and operating requirements | Confirm conveyor length, width, elevation, transfer points, discharge locations, guarding, access platforms, sensors, and controls. | All modifications should be reflected in approved drawings, a change list, and a defined effect on cost and lead time. | Customization is promised verbally but excluded from the technical quotation. |
| 5 | Check construction materials | Durability and environmental compatibility | Specify frame material, belt or chain material, wear liners, fasteners, surface treatment, corrosion protection, and cleaning requirements. | Material grades, coating systems, and surface finishes should be listed clearly in the quotation and drawings. | Terms such as “heavy duty” or “corrosion resistant” appear without material specifications. |
| 6 | Verify safety and compliance | Machine safety and local regulatory requirements | Review emergency stops, guards, pull cords, nip-point protection, lockout provisions, warning labels, electrical protection, and risk assessment documents. | Safety design should be matched to the installation country and the buyer’s workplace safety procedures. | Compliance is described as “international” without identifying applicable standards or test records. |
| 7 | Confirm electrical compatibility | Power supply and control integration | Specify voltage, frequency, phase, motor efficiency, enclosure rating, control-panel requirements, communication interfaces, and site power limitations. | Electrical documentation should include schematics, motor data, terminal details, and control logic descriptions. | The quotation omits voltage, frequency, control architecture, or installation-country requirements. |
| 8 | Review installation and maintenance support | Lifecycle serviceability | Ask for installation instructions, maintenance intervals, lubrication points, spare-parts lists, troubleshooting procedures, and training options. | Routine maintenance tasks and replaceable wear parts should be identifiable before purchase. | No maintenance manual, spare-parts plan, or remote technical support process is available. |
| 9 | Compare total delivered cost | Purchase price, logistics, and ownership cost | Separate equipment price, packaging, inland transport, freight, insurance, duties, taxes, installation, commissioning, energy use, and spare parts. | Use the same delivery term, currency, scope of supply, and payment assumptions for every supplier comparison. | A low headline price excludes freight, controls, guarding, commissioning, or required accessories. |
| 10 | Establish testing and acceptance criteria | Performance verification and warranty protection | Define factory inspection, no-load and loaded testing, throughput verification, noise or vibration checks, documentation, warranty scope, and corrective-action procedures. | Acceptance criteria should be measurable, agreed before production, and linked to payment milestones. | The supplier requests final payment before testing or provides only a general warranty statement. |