| System configuration | Confirm the instrument configuration, included components, software, and any optional modules or accessories. | Itemized quotation, configuration list, and product specifications. | All quoted items and exclusions are listed in writing. |
| Total cost | Review the instrument price and recurring or additional costs, including installation, shipping, training, service, and consumables. | Itemized quote, payment schedule, and applicable tax or delivery terms. | One-time charges and ongoing costs are clearly distinguished. |
| Site readiness | Check room, access, utilities, environmental conditions, network requirements, and any facility or safety requirements specified for the configured system. | Current site-preparation guide and written site-readiness checklist. | Facility requirements are reviewed with the responsible site teams before delivery. |
| Delivery and installation | Clarify delivery scope, handling responsibilities, installation steps, expected schedule, and responsibility for required site modifications. | Delivery and installation scope, schedule, and site-acceptance procedure. | The contract states who performs each task and how installation completion is documented. |
| System acceptance | Define the checks used to confirm that installation is complete and the system is operating according to the agreed specifications. | Installation report, acceptance-test criteria, and issue-resolution process. | Acceptance criteria, sign-off process, and treatment of unresolved issues are agreed in writing. |
| Training | Confirm training format, number of sessions, participant limits, topics, scheduling, and whether follow-up training is included. | Training plan, course outline, and written statement of included sessions. | Training scope, timing, and any additional fees are clear before purchase. |
| Warranty | Review the warranty start date, duration, covered components, exclusions, response process, and any conditions that could affect coverage. | Full warranty terms and the process for submitting a claim. | Coverage and exclusions are available in the contract or attached warranty document. |
| Service and support | Verify support hours, contact channels, response-time commitments, on-site service availability, and escalation procedures. | Service-level terms, support contact details, and escalation path. | Response targets and any differences between remote and on-site support are documented. |
| Maintenance and repairs | Determine recommended preventive-maintenance intervals, included maintenance visits, parts coverage, and charges outside the warranty. | Maintenance schedule, service-plan options, and repair-cost terms. | Required maintenance and its effect on warranty or service coverage are understood. |
| Consumables and supply continuity | Confirm required consumables, storage and handling requirements, ordering lead times, and any compatibility limitations. | Consumables list, ordering information, and relevant handling guidance. | Initial operating needs and expected replenishment arrangements are planned. |
| Software and data | Review software access, updates, user permissions, data storage, export options, cybersecurity requirements, and any recurring license fees. | Software terms, IT requirements, and data-management documentation. | IT and data-governance teams have reviewed the requirements and responsibilities. |
| Cancellation and changes | Check the terms for delays, changes to the configuration, cancellation, return, and any applicable fees. | Order terms, cancellation policy, and change-order process. | Financial and schedule implications are clear before the order is placed. |