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Practical guides

First sourcing trip to China: preparing your brief

Clarify the product and decision criteria before planning suppliers and routes.

For samples, first sourcing visits and new suppliers

Product selection reference, not a client project photograph
Product selection reference

Your reading goal

Prepare a one-page product and visit brief

Start reading
Three preparation points
  1. Intended use, specifications and quantities

    Bring intended use, drawings, quantities and decision criteria into one brief.

  2. Materials, lead times and trade terms

    Prepare questions on materials, samples, lead times and trade terms.

  3. Quotations, samples and follow-up owners

    Link quotations, samples, outstanding documents and owners.

A one-page product brief

A long report is unnecessary. List the conditions that affect selection and quotations.

Use and market
How the product will be used and where it will be sold.
Specifications and references
Images, drawings, materials, dimensions and essential features.
Quantities and timing
Samples, a trial order or ongoing supply; quantities and target timing.
Packaging and documents
Packaging, labels, and testing or document requirements for specialist review.

Prepare market and factory visits separately

Choose product comparison or a production visit according to your objective.

Yiwu markets
Plan around categories, trader locations, samples and comparison questions. Start with the official portal, then verify contacts.
Companies and factories
Confirm the company, address, host and production stages of interest before the visit.
Practical notes
Yiwu markets
Record: trader, model, sample reference and quotation.
Companies and factories
Record: answers, documents to verify and next-step owners.

Keep samples connected to their records

Use a consistent reference for every sample and check it before leaving.

Identity
Trader or company, contact, location and model.
Terms
Materials, quantities, minimum order, timing and quoted trade terms.
Actions
Documents to check, sample approval, owner and agreed next contact.

What to share with us

What to share before planning a visit

  • Product images or drawings
  • Sourcing stage and quantity range
  • Markets or production stages of interest
  • Month, group size and meeting language
Discuss your plans
Official references
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