Five-stage workflow
Five confirmation stages
The sequence may be discussed for each project, while the same responsibility checks remain visible.
Records to confirm
- Opening photos and marked location
- Rough width, height, wall, and floor information
Supplier
Review the submitted information and list missing or unclear items.
Customer
Share opening photos, rough width and height, location, and known wall conditions.
Local contractor
When appointed, check site access, wall build-up, and field-measurement needs.
Records to confirm
- Product category and style ID references
- Color, glass, hardware, and finish decisions still open or confirmed
Supplier
Discuss available directions and identify choices that require further confirmation.
Customer
Share preferred products, style IDs, color, glass, hardware, and reference images.
Local contractor
Flag clearances, interfaces, or site rules that may affect the selection.
Records to confirm
- Confirmed drawing revision and opening information
- Confirmed quote revision, scope, and open-item list
Supplier
Provide applicable revisions and clearly identify included, excluded, and open items.
Customer
Review the drawing and quote revisions and confirm the agreed version in writing.
Local contractor
Review final field dimensions, interfaces, clearances, and installation conditions.
Records to confirm
- Agreed production and inspection communication notes
- Agreed packing labels, handling notes, and packing information
Supplier
Communicate applicable progress, inspection, and packing checkpoints when available.
Customer
Respond to open confirmations and review agreed updates or records when shared.
Local contractor
Confirm receiving access, handling limits, and site needs that affect packing or handoff.
Records to confirm
- Destination, consignee, and shipping communication record
- Site handoff and local installation responsibility record
Supplier
Discuss shipping documents, product handoff information, and product-side questions.
Customer
Confirm consignee, destination, access, receiving plan, and appointed local contractor.
Local contractor
Plan site receiving, protect the opening, perform installation, and confirm site completion items.