| 1. Compare landed cost, not unit price | Valve price, actuator and accessories, inspection, packaging, freight, insurance, import duty, taxes, and local handling. | Request a line-item quotation and compare offers using the same valve specification, quantity, destination, and Incoterms® 2020 rule. | A lower quoted valve price may not mean a lower delivered cost. Confirm which charges are included and which are payable by the buyer. |
| 2. Match valve design to the pipeline | Wafer, lug, or double-flanged body; face-to-face dimensions; connection type; and available installation clearance. | Check the mating flange standard, pressure class, bolt pattern, pipe size, and whether the line requires dead-end service. Confirm lug-valve suitability with the manufacturer for the specified pressure and installation. | Correct dimensions help avoid adapters, rework, and installation delays. Body style and pressure rating can affect price, weight, and freight volume. |
| 3. Verify materials against the process fluid | Body, disc, stem, seat, and seal materials, considering fluid composition, concentration, temperature, and cleanliness. | Ask for a material list and compatibility confirmation for the actual service. For example, elastomer suitability depends on both the chemical and operating conditions; do not select by material name alone. | Material choices affect initial price, expected service life, maintenance needs, and replacement-part availability. |
| 4. Confirm pressure, temperature, and testing requirements | Operating and shut-off pressure, temperature range, pressure-temperature limits, leakage acceptance, and inspection scope. | Check the applicable product and test requirements in the purchase specification. API 609 and EN 593 are commonly referenced butterfly-valve standards; ISO 5208 and API 598 are commonly used valve testing standards. Confirm the exact edition and scope required. | Higher ratings, special testing, witness inspections, or additional documentation may affect quotation price and production schedule. |
| 5. Size the actuator and accessories correctly | Manual lever or gear operator, pneumatic or electric actuator, fail-safe position, control signal, voltage, and required accessories. | Provide the valve torque requirements and operating conditions. Check actuator mounting compatibility; ISO 5211 specifies a mounting interface for part-turn actuators, but the complete assembly still needs to be verified. | A complete, matched assembly can reduce installation work. Actuator selection can materially affect price, package dimensions, power requirements, and lead time. |
| 6. Get a delivery schedule with defined milestones | Manufacturing lead time, inspection and test time, packing time, dispatch date, transit estimate, and any required approval stages. | Ask whether the quoted schedule starts after order confirmation, drawing approval, or receipt of payment. Confirm the production quantity, delivery destination, and whether the estimate is for dispatch or arrival. | Clear milestones make project planning more reliable. Custom materials, actuators, testing, and peak shipping periods can change the schedule. |
| 7. Check export documents and shipment terms | Commercial invoice, packing list, transport document, certificate of origin when required, inspection records, and any destination-specific certificates. | Agree the Incoterms® 2020 rule and named place in the quotation. Confirm who books freight, handles export clearance, arranges insurance, and completes import clearance. Verify tariff classification and document requirements with the destination-country customs authority or broker. | Incomplete documents or unclear responsibilities can lead to customs delays and extra charges. Confirm packing dimensions and gross weight before booking transport. |