Specify the use and unit format
Describe the intended routine and the way the customer handles the product. State whether you want to evaluate a twist-up case or another format and give the proposed unit shape or filled weight. Include the destination and any artwork requirements already agreed.
Review the stick and case together
Ask for an assembled sample showing the unit seated in the case with the intended cap and mechanism. Record fit, movement, opening and closing observations. Log the stick sample and packaging revision separately so the team can track any changes.
Set the packing and order configuration
Give the buyer’s planned consumer pack and master case quantity. Ask for the proposed case, label and outer packaging on the quote. Confirm what product and packing details still need evaluation before placing the order.