| Product type and application | Confirm whether the application requires a Y-strainer, basket strainer, duplex strainer, or another design. Define the fluid, operating temperature, pressure, flow rate, and installation orientation. | Datasheet, dimensional drawing, operating limits, and a written confirmation that the proposed design suits the stated service conditions. | Compare the supplier’s proposal with the project specification and obtain engineering approval before ordering. |
| Body and screen materials | Specify the required body, cover, gasket, and screen materials based on fluid compatibility, temperature, corrosion conditions, and applicable project requirements. | Material list and, where required, material test certificates that identify the material grade and heat or batch number. | Check that the material grades on certificates match the purchase order and product identification records. |
| Filtration opening | State the required screen opening in microns, millimetres, or mesh, and clarify whether the screen is perforated plate, wire mesh, or a combination. | Screen specification, opening-size details, construction drawing, and sample or inspection record when required. | Confirm the stated opening size and screen construction directly; do not treat mesh count and micron rating as interchangeable without conversion details. |
| Pressure rating and connections | Define design pressure, connection type, nominal size, facing, and the required flange or end-connection dimensional standard. | Product datasheet, connection drawing, and documentation identifying the dimensional standard and pressure class or rating. | Cross-check connection dimensions and rating against the approved piping specification and mating equipment. |
| Manufacturing and quality controls | Ask how the supplier controls incoming materials, machining, welding where applicable, assembly, inspection, and traceability. | Quality-management certificate if claimed, inspection and test plan, sample inspection records, and document-control procedures. | Verify certificate validity and scope with the issuing certification body, and confirm that the certified entity matches the contracting supplier. |
| Testing and inspection | Agree on the tests, inspection stages, acceptance criteria, and applicable project or industry requirements before production begins. | Approved test procedure, inspection reports, test results linked to product serial or batch numbers, and final inspection records. | Arrange witness or third-party inspection when required by the purchase contract; confirm results are traceable to the supplied units. |
| Factory and supplier verification | Establish whether the contracting party is the manufacturer, a trading company, or both, and identify the actual production location. | Business registration details, factory address, production capability information, and authorization documents where relevant. | Conduct a site visit or independent factory audit, and cross-check the legal entity, address, and production scope against supplied records. |
| Sample and production consistency | Agree on the approved sample, drawings, bill of materials, marking, and any permitted substitutions before mass production. | Approved sample record, signed drawings, bill of materials, and change-control procedure. | Compare pre-shipment inspection findings with the approved sample and confirm any design or material changes in writing. |
| Quotation and total cost | Compare price on the same basis, including configuration, materials, testing, packaging, documentation, delivery terms, and payment schedule. | Itemized quotation, delivery lead time, warranty terms, packaging details, and clearly stated trade terms. | Resolve exclusions and additional charges before placing the order; evaluate lifecycle suitability as well as purchase price. |
| Documentation and after-sales support | Confirm the required language and format for manuals, drawings, certificates, spare-parts information, and warranty support. | Document list, sample document package, warranty conditions, and named service contact or escalation process. | Make document completeness and agreed response times part of the purchase requirements and final acceptance process. |