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SOURCING / FIELD GUIDE

How to Prepare a Clear B2B Sourcing Brief

A practical checklist covering specification, quantity, target price, packaging, samples and delivery requirements.

Start with the product specification

Describe product function, materials, dimensions, preferred finishes, performance targets and any reference drawings. A supplier can respond more accurately when your needs are measurable.

Define commercial expectations

Share an estimated order quantity, delivery market, target budget and preferred trade terms. Early clarity reduces repeated quotation requests and avoids comparing incompatible offers.

Include quality and compliance considerations

List required certifications, inspection methods, labelling, safety documentation and destination-specific import requirements. Requirements vary by product and destination, so specialist verification may be necessary.

Plan for samples and revisions

Allow time for reviewing samples, agreeing changes, confirming final production specifications and checking packaging before large-volume orders.

This guide provides general business information and does not replace legal, inspection or customs advice for a particular transaction.