| 1. Match the machine to the job | Confirm the workpiece size range, bore diameter, boring-bar length, setup method, and whether the machine will be used on-site or in a workshop. Portable systems and fixed installations have different setup and access requirements. | Technical specifications, operating manual, installation requirements, and examples of comparable applications. | Compare the machine’s published capacity with the dimensions and access constraints of your actual workpieces. Do not select on maximum capacity alone. |
| 2. Verify accuracy and test methods | Review stated accuracy, repeatability, feed control, and alignment requirements. These are distinct performance measures and depend on setup, tooling, workpiece condition, and measurement method. | Written tolerances, test procedure, measurement equipment details, and a sample inspection or acceptance report. | Agree in writing on the test conditions and acceptance criteria before ordering; ask how results are measured and recorded. |
| 3. Assess the supplier’s technical capability | Check experience with the machine type, application engineering, operator training, commissioning, and ability to answer technical questions before and after delivery. | Product documentation, training outline, service process, and references or case examples relevant to the application. | Send the supplier a real application scenario and assess whether the response addresses setup, tooling, safety, and limitations—not just price. |
| 4. Check certifications and destination-market requirements | Identify the regulations and conformity requirements that apply in the country where the machine will be installed. CE marking may be relevant for the European Economic Area; other markets may have different requirements. ISO 9001 describes a quality management system, not product certification. | Applicable declaration of conformity, risk and safety documentation, electrical documentation, and certificates with scope and validity details where relevant. | Verify documents against the exact machine configuration and destination requirements. A certificate for a management system does not by itself demonstrate that a machine meets local product rules. |
| 5. Confirm safety and electrical provisions | Review guarding, emergency stops, safe operating procedures, electrical supply, control equipment, and any site-specific safety requirements. Standards such as ISO 12100 and IEC 60204-1 may be relevant to risk assessment and machine electrical equipment, depending on the application and jurisdiction. | Risk assessment, safety instructions, electrical diagrams, required supply specifications, and details of supplied protective devices. | Have a qualified person check compatibility with the installation site and applicable local rules before commissioning. |
| 6. Evaluate international service and spare-parts support | Check support hours and languages, remote troubleshooting options, local service coverage, spare-parts availability, and the process for urgent repairs. | Service contact details, parts list, recommended spare-parts list, warranty procedure, and written response-time or dispatch commitments if offered. | Ask which parts are stocked locally, which must be shipped internationally, and who pays shipping, import charges, and on-site service costs. |
| 7. Compare landed cost and delivery terms | Consider the machine price alongside tooling, training, packaging, freight, insurance, import duties, taxes, installation, and ongoing maintenance. Delivery responsibilities vary by the agreed Incoterms® rule and named place. | Itemized quotation, delivery schedule, packing details, warranty terms, payment schedule, and clearly stated Incoterms® rule and named place. | Compare quotations on the same scope and delivery basis. Confirm who handles export clearance, transport, import clearance, and unloading before placing the order. |