The machine price is only one line of the investment. Keep freight, insurance, port, customs, taxes, installation and commissioning separate according to quotation scope. Write down assumptions; a preliminary study is not approval or a firm price.
Start with the quotation scope
List the accessories, packaging, installation and training included in the machine price. Do not compare quotations with different scopes solely by their total price.
Collect dimensions and weights for transport
Package count, packed dimensions, gross weight, loading address and delivery city are inputs to transport assessment. Costs quoted before these are confirmed may change.
Keep separate cost items visible
Track machinery, inspection, inland transport, international freight, insurance, port handling, customs processes, final delivery and installation on separate lines. Applicable taxes and other obligations require specialist assessment.
Record assumptions and validity dates
Record currency, exchange-rate assumptions, payment schedule and quotation validity. A preliminary cost estimate is not a firm price, confirmation of incentive eligibility or financing approval.
Write the delivery term (Incoterm) next to the price
EXW, FOB or CIF turn the same machine price into a different split of duties and costs. Do not compare total cost if the quotation’s place of delivery, insurance duty and transfer of risk are unclear.
Do not forget commissioning items
Foundations, electrics, raw-material stock, training, spare parts and the first maintenance kit often do not appear on the machine invoice. Keep local labour and time assumptions for installation at your factory on a separate line.
Make currency, payment and tenor differences visible
Cash, letter of credit or deferred payment turn the same list price into a different cash outflow. Mark which line moves if the exchange-rate assumption changes.
Do not write incentive and leasing lines as a promise
KOSGEB, investment incentives or leasing options are matters for preliminary assessment. Eligibility depends on current rules, call conditions and your investment file. China Desk TR provides guidance on these topics; it does not issue an institutional decision.
This is a general preparation guide. Request an assessment specific to your machine and investment.
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