1. Instrument identification

Name the family before the pattern. A family name alone rarely defines a specific SKU.

FieldDetail to record
Instrument familye.g. sickle scaler, universal curette, upper extraction forceps, periosteal elevator
Pattern or figure namee.g. H6/H7, Gracey 13/14, #150 upper universal, Molt #9
Manufacturer reference (if replacing an existing instrument)catalog number, label photo, or supplier SKU
Intended workflowe.g. hygiene scaling, extractions, restorative placement, oral surgery

2. Working end and geometry

The working end is what identifies the instrument. Send measurements or reference dimensions where they matter to your order.

FieldDetail to record
Working-end descriptione.g. pointed toe / triangular cross-section (sickle scaler)
Single- or double-endedif double-ended, describe both ends
Left / right / pairedcritical for Cryer elevators, molar forceps, root tip picks
Working-end dimensionsblade width, tip diameter, overall length — as applicable
Shank angle or terminal shankstraight vs anterior vs posterior access shank

3. Handle and joint

For hinged instruments the joint is a wear point; for spring instruments, the tension is.

FieldDetail to record
Handle preferencesolid vs hollow, satin vs mirror finish, knurled grip, colour code if any
Handle lengthif a longer or shorter overall length is required
Joint / spring / lockratchet lock, non-locking, box lock, tungsten-carbide insert

4. Material and finish evidence

Material is confirmed at SKU level, not by broad catalog statement.

FieldDetail to record
Material requeststainless steel family (grade to be confirmed for the exact quoted SKU)
Coating or surface treatment (if any)e.g. titanium nitride, PTFE — only when the SKU supports it
Material evidence needede.g. batch record, material statement, third-party certificate for a specified market

5. Quantity, sample, and set composition

Piece count is a starting point, not a specification.

FieldDetail to record
Quantity per patternlist every pattern on its own line — do not send "one set of forceps"
Sample requirementsample quantity and sample-approval timeline
Set composition (if applicable)component-by-component bill of materials, quantity per set, cassette position
Replacement / reorder SKUso a damaged component can be reordered without buying a whole new set

6. Packaging, marking, and labelling

For private-label orders, packaging and marking are as important as the instrument.

FieldDetail to record
Packaging formatindividual pouch, procedure set, cassette, protective bulk carton
Marking / engravinglaser engraving of instrument code, batch, student name, or private-label logo
Label artworkfile (or approval process) for label content, language, and destination-market requirements
Cassette or organizerstainless cassette configuration, silicone rails, roll case, other

7. Commercial and delivery details

These change the quotation but do not change the instrument identity.

FieldDetail to record
Destination countryaffects courier route, documents, and destination-market requirements
MOQ routesample, standard catalog, mixed wholesale, OEM/private-label, custom manufacturing
Required delivery dateproduction time is 10-15 working days; transit varies by route
Export documents requiredcommercial invoice, packing list, country-of-origin, other market-specific documents

8. Sample approval and receiving inspection

The single most effective way to prevent a wrong-pattern order.

FieldDetail to record
Sample-approval criteriameasurements, working-end symmetry, finish, joint movement, marking legibility
Receiving-inspection pointspattern identity, quantity per pack, working-end protection, cassette layout
Photograph / drawing referenceattach a labelled image if the order must match an existing instrument
Signed-off sample date and reviewerkept with the reorder record for future replacements

9. Reprocessing and IFU boundaries

Reprocessing follows the exact instrument, chemical, ultrasonic, and sterilizer IFUs — not a generic protocol.

FieldDetail to record
Reprocessing method (facility)manual + ultrasonic + steam autoclave, or the facility's validated equivalent
Compatible cassette / packagingconfirmed against the sterilization method
IFU documentationcopy of the instrument manufacturer instructions for use, held on file

Once the checklist is complete

Send the completed list through the quotation form, or email it to qasim@dentalinstrumentssupplier.com. Include a photograph or drawing where the order must match an existing instrument. Every line on the list will be quoted individually so you can compare the response against your specification without ambiguity.

Printable Review and Stock Worksheet

Once an enquiry moves on to samples or a first order, you may need records that this checklist does not cover. Our instrument review and stock worksheet is a separate printable page with three blank sections:

  1. Comparison record: your required or current instrument beside the offered sample, with observed, measured and documented findings kept apart and a line for the decision.
  2. Maintenance and team log: inspection dates, findings, task owner, scheduled time, status, and the qualified person who released each instrument.
  3. Ready-set and reserve planning: figures your facility chooses for sets in use, reprocessing time, items away for service and reserve stock.

Every field is blank, and the worksheet does not calculate quantities. A completed copy is your own internal record. It is not a supplier certificate, test report or inspection result. Use this checklist to specify the order, and use the worksheet to review and maintain what arrives.

Frequently asked questions

Which details should I fill in before asking for a quotation?

Start with the instrument name or product reference, the quantity and the buying unit for each line. Add required dimensions, configuration, packaging or marking, your destination country and the date you need the order, and identify any document or approval requirement that affects your decision. Leaving an optional feature undecided is fine if it is marked clearly, but an unstated mandatory feature is harder to quote correctly. We reply to quote requests within 24 hours.

What should I provide if I do not know the instrument's reference number?

Include any maker's mark or known reference, photographs showing both working ends, and the dimensions that matter to the replacement. Describe the features that must match rather than relying on a general family name. A potential match should still be checked against those details; photographs may not show a joint, marking or interface closely enough to establish interchangeability.

How should I list a kit or a set in the checklist?

List the required contents and quantity of each component, then state how many complete kits you need. Keep a kit count separate from a piece count: ten kits containing several instruments are a different request from ten individual instruments. Identify any cassette, tray or case as a separate inclusion unless the offered set explicitly includes it.

What belongs in the material and configuration fields?

Describe the component or feature your requirement applies to: for example, a working-end dimension, handle configuration or required material specification. Include both ends where the instrument is double-ended. If you have an exact grade or interface requirement, record it expressly and request matching item evidence; a general label such as stainless steel may leave the purchasing requirement unresolved.

How should I record an acceptable alternative or an approval decision?

Mark which characteristics are mandatory and which may vary. Identify any proposed alternative by its own reference, record the difference and obtain the appropriate reviewer's decision before treating it as accepted. Keep the approved list or reference with the quotation so a later change can be compared with the same specification instead of being treated as an unnoticed substitution.

Can I print the checklist and send it with my inquiry?

Yes. The checklist page is designed to be printed or saved through your browser's print function. Use it to organize the item list and requirements, then put the relevant details in the quotation form or send the reference material by email. The checklist is a preparation tool; an empty or printed copy is not a completed supplier inspection or approval record.

Ready to Send a Specification?

The quotation team will confirm each line against the current pattern range and flag any field that needs sample approval before production.

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