| Requirement and Feasibility Review | Envelope, voltage, output RPM, torque, duty cycle, noise, backlash, load direction, target volume, and drawing revision. | Platform shortlist, gearbox route, open risk list, and sample feasibility notes. | Move forward when the buyer and factory agree on the target motor family and unresolved technical assumptions. |
| DFM / DFMEA Direction | Mating CAD, shaft load, flange limits, cable exit, connector preference, gear material preference, and expected failure modes. | Custom shaft/flange route, gear material direction, ratio split, sample BOM baseline, and design-risk notes. | Move forward when mechanical interface, material tradeoffs, and validation concerns are clear enough for sample quotation. |
| Engineering Samples and Validation | Sample quantity, acceptance limits, load fixture, torque-speed points, noise/backlash targets, temperature profile, and reporting format. | Sample build, dimensional notes, torque-speed/current/noise/backlash checks, and approval comments by agreed scope. | Move forward when sample data and buyer comments support design freeze or a controlled revision loop. |
| Pilot Production / Process Review | Critical-to-quality list, end-of-line limits, packaging rules, lot labels, incoming inspection needs, and buyer document requests. | Pilot inspection record, fixture notes, OQC criteria, PFMEA/APQP/PPAP-style evidence scope when requested. | Move forward when production checks describe the same configuration approved during sample validation. |
| Repeat Export Supply | Forecast, PO cadence, destination, Incoterms, compliance documents, revision control expectations, and change-notice rules. | Frozen BOM and drawing revision, OQC summary, packing list, lot traceability, shipment file, and change-control path. | Move forward when procurement, quality, and logistics can receive repeat lots without revalidating unclear assumptions. |