FORKLIFT PURCHASE DOCUMENT CHECKLIST
ForkliftIQ | https://forkliftiq.com/guides/
Version: 1 October 2026

For each item record: document reference, revision/date, responsible party,
status (received / incomplete / not applicable), and open question.
This is a purchasing organizer. Applicability requires review of the actual
configuration, destination and transaction by the responsible parties.

1. OPERATING REQUIREMENT
Load weight, dimensions and load centre:
Required lift height and residual capacity:
Pallet interface, attachment and rack/aisle information:
Route, surface, thresholds, gradients and site conditions:
Shifts, duty pattern and charging windows:

2. OFFERED CONFIGURATION
Complete truck model and option codes:
Mast, attachment, tyres and configuration load chart:
Battery/engine identity, charger and approved integration:
Technical sheet and manufacturer application limits:
Substitutions and written approvals:

3. COMMERCIAL AND DESTINATION REVIEW
Legal seller and manufacturer relationship:
Accepted quotation reference, revision and currency:
Quantity, delivery rule/edition and named place:
Included and excluded freight, handling, installation and support:
Applicable destination requirements and matching document references:
Milestones, payment terms, inspection and acceptance agreement:

4. DISPATCH AND HANDOVER
Inspection reference and outstanding findings:
Cargo/packing details and logistics acceptance:
Shipment and destination documents:
Actual truck serial number, capacity plate and component labels:
Operating instructions and commissioning record:
Warranty provider, exclusions and claim procedure:
Parts catalogue, revision references and support contacts:

5. OPEN-QUESTION LOG
Question | Document/configuration affected | Owner | Due checkpoint | Answer

KEEP THE FINAL ACCEPTED REVISION WITH THE EQUIPMENT RECORD.
Research routes:
https://forkliftiq.com/tools/model-comparison-brief/
https://forkliftiq.com/parts/find-my-part/
https://forkliftiq.com/quality/