Start with the physical constraint
Most initial inquiries specify a farm type rather than a machine. This is sufficient to begin, but the quotation becomes much more concise when physical constraints are included: row width, working width, slope, or the turning radius of the yard.
Dealers who send these numbers in their first message typically receive a configuration list in one round instead of three. These same numbers also determine which items are worth quoting simultaneously.
Soil and slope affect the model
Heavy soil and sustained slopes place different demands on the drivetrain and tire selection than flat, light terrain. A model that performs well on a demonstration plot may be underpowered for the same implement in heavier conditions.
The practical approach is to specify the widest implement the customer expects to use, then verify the required engine power and weight for towing. Tyre options and ballast are determined based on that decision.
Market rules take precedence over options.
Braking, lighting, and emission requirements vary by destination market and may alter the specification of an otherwise standard model. These items are reviewed before optional equipment is discussed, as they impact approval and delivery.
The shipment's document list is confirmed at this stage. Dealers working with a customs broker typically submit the broker's checklist to ensure export documents align with the import process.
Plan initial order inventory
Building the parts list alongside the machine order simplifies planning. Filters, belts, and wear items are organized by machine, enabling dealers to determine which parts to stock initially rather than ordering them after the first failure.
Reorder using the same item numbers to maintain consistent stock records and simplify consumption comparisons across the fleet.