Working file 01
Buyer Project Brief
Weak request
“We need a 500 kWh BESS from China. Send the best price.”
Replace it with a project use case, location, operating goal, known facts, unknowns, owner and next decision.
Buyer workbench · six practical units
Buyer Workspace
Use the full sequence or open the step blocking your decision now. Each unit ends with a file your buyer, supplier, quality, logistics or service team can use in the next conversation.
01Buyer project brief02Structured RFQ03Quote alignment sheet04Evidence gap list05Pre-shipment brief06Buyer decision record
Start where the work is stuck
Key Decision
You do not need to complete the units like an exam. Open the step that matches the current project decision, produce the file, then return to the wider sequence.
01 · Project questionThe request is too vagueAdd the place, use case, owner, decision and missing facts.02 · RFQSuppliers are answering different questionsGive every supplier the same scope, evidence and delivery fields.03 · QuotesThe prices cannot be comparedExpose equipment, warranty, Incoterm and service differences.04 · EvidenceThe files do not match the modelConnect datasheet, certificate, warranty, packaging and service evidence.05 · ShipmentNo one owns the release evidenceConnect model, batch, findings, corrective action and closure records.06 · DecisionThe files do not lead to a buyer decisionIndex the evidence, keep open items visible and record the authorised next step.
Fictional working example
Northshore Cold Logistics
The company, market, products, quotations and findings below are invented to demonstrate the workflow. They are not a real Solarbe project, supplier record, inspection result or market conclusion.
- Project
- Coastal cold-chain warehouse C&I storage purchase
- Working scope
- 250 kW / 500 kWh outdoor LFP BESS, subject to professional confirmation
- Current decision
- Which of three preliminary offers can enter technical and commercial clarification
- Immediate problem
- System scope, warranty, Incoterm and local service are not aligned
| Open item | Who needs to confirm it | Next file or decision |
|---|
This review version creates no account. Workspace text remains in this tab for up to eight hours and can enter human review only after you choose a submission route and submit its form.
01Project question
Set the Goal
A capacity and product name are not yet a project brief. Record the place, application, buyer role, current stage, next decision, deadline, confirmed facts, assumptions and the one issue blocking progress.
ResultA one-page Buyer Project Brief with an owner and a next decision.
02RFQ scope
One RFQ
Define the product and system boundary, site and interfaces, evidence, commercial terms, delivery, commissioning and local support. Leave engineering, standards and certification questions with named accountable reviewers.
ResultA structured RFQ and a visible missing-information list.
Interactive tool
RFQ information readiness
Mark 24 project, product, evidence, delivery and service fields as included, to add or not applicable. The result measures record completeness, not project quality.
03Quote alignment
Compare scope before you compare price.
Place equipment, certificate scope, warranty conditions, Incoterm, packaging, commissioning, spares and service side by side. A lower total does not mean the same system or responsibility is included.
ResultA quote alignment sheet and a supplier clarification list.
Working file 03
Quote scope comparison
Fictional example
Offer A is FOB with PCS included; Offer B is CIF but does not state whether PCS is included. They are not yet comparable.
04Product evidence
Check that the evidence belongs to the offered product.
A file can exist and still be unusable for the decision. Record the exact model, manufacturer, report or certificate scope, date, validity, warranty conditions, packaging and service owner, then mark every mismatch.
ResultA product evidence gap list with a document owner and next request.
Working file 04
Product Evidence Pack
Separate “file received”, “file applies to the offered model” and “file supports the current buyer decision”. Solarbe does not issue certification conclusions through this guide.
05Pre-shipment evidence
Prepare the file before anyone releases the shipment.
Connect the exact model and batch to original records, packing and transport evidence, open findings, corrective action and closure evidence. Solarbe organises the brief; accountable buyers, manufacturers and inspectors make release decisions.
ResultA pre-shipment evidence brief and an open-findings log.
Working file 05
Shipment evidence brief
Expose missing model records, quote terms, packing, logistics, non-conformities, closure evidence and release ownership before recording a buyer decision.
06Buyer decision
Connect the files and record what the buyer decides.
Put the project brief, RFQ, quote alignment, product evidence and shipment findings into one index. Record every open item, owner, date and the buyer's decision: continue clarification, hold, conditionally release or reject.
ResultAn evidence index and a buyer decision record.
Working file 06
Evidence index + buyer decision record
The record does not certify the product. It shows what was reviewed, what remains open, who owns each answer and which next decision the buyer has authorised.
Where accountable people enter
The files organise work. They do not replace responsibility.
Manufacturers and qualified project parties still confirm engineering, standards, certification, contracts, payment, shipment release, commissioning, warranty and site safety.
- Unknown facts remain unknown; do not fill them with market averages.
- A complete RFQ is not an approved design.
- A received certificate is not automatically valid for the offered model or destination.
- A service route is not a warranty or response-time guarantee.
Next action