01Define transfer scope and authority
Record supplier legal entity, current and proposed address, line, subcontractor, products, lots, reason, proposed date and initiator. State who must approve contract, quality, technical, regulatory, rights and commercial effects. A supplier should not ship transferred production merely because the buyer acknowledged a notification.
02Freeze baseline and identify differences
List current product revision, bill of materials, software, tooling, equipment, parameters, work instructions, inspection methods, artwork, packaging, approved sample and evidence. Compare source and destination item by item. Mark intended improvements as changes too; a better machine or new fixture still needs impact review.
03Review external obligations
Ask qualified specialists whether site, legal manufacturer, origin, responsible party, certification, test-report coverage, customer approval, labeling, social-responsibility or other destination records change. Check contract and insurance duties. Do not assume an existing report or authorization follows a product automatically to another factory.
04Verify destination readiness
Review floor plan and material flow, utilities, environment, equipment, tooling interfaces, maintenance, storage, segregation, competent people, training, instructions, measurement resources, calibration or control, quality records and subcontractors. Confirm production capacity for the actual product mix without relying only on factory-wide monthly output.
05Control physical and digital transfer
Inventory tools, fixtures, gauges, programs, drawings, samples, material and records before movement. Record condition, custody, packaging, transport, receipt and missing items. Preserve version identifiers when data enters a different system. Protect confidential files and prevent source and destination from using conflicting active revisions.
06Qualify and pilot the new process
Complete installation and method checks, then select first-article, process-capability, product testing, packaging or other qualification based on risk. Run a separated pilot lot with enhanced in-process and final review. Compare results with source-site history while recognizing that similar averages can hide new variation or defects.
07Release, monitor and close
State approved products, lots, quantity, conditions and effective date. Monitor early lots for yield, defects, measurements, complaints and delivery. Keep source-site inventory and production status visible until formally stopped. Close obsolete files, remaining material, tooling location and open corrective actions so the old site cannot restart without approval.