Create a controlled component matrix
Give each assembly a reference with one line for the container, closure, liner, dispenser and overcap. Record the vendor code or drawing for each part. Ask the filler to mark information missing from the drawing and the samples needed for review. Add decoration and shipping protection to the same record so changes to those items can be tied back to a specific pack.
- Date the matrix and keep the previous revision.
- Confirm whose approval covers each supplied component.
Review a filled assembly on the intended line
Have the filler review the pack with the proposed formula and normal handling equipment. Ask the team to record how filling, assembly and dispensing perform for the actual configuration. Agree checks for fit, closing, leak observations, output and appearance with the supplier and filler. If a component is revised, request a new filled sample covering the change before production sign-off.
- Keep the selected bottle and closure codes with the sample.
- Photograph the assembly and its outer protection after review.
Lock the approved pack and price scope
Attach the approved physical proof or sample reference to the purchase line. Confirm which part costs, decoration, sample charges, protective materials and cartons the quote covers. Ask who provides artwork, testing samples and customer-supplied components, and record whether they are included in the delivery terms. If a finish or component is substituted, ask for updated approval and the revised quotation in writing.
- Record quantities by component rather than by appearance alone.
- Confirm the dispatch units and instructions for packing mixed components.