Back to insights

Planning & supply

What to check before your first production order

A useful packaging trial follows the product from filling to final use. Define the questions, record the configuration and agree what a successful result looks like.

Five Polytainer jerrycans with handles and screw caps in different sizes

BEFORE YOU BEGIN

Three things to take away.

  • Use representative packaging and agree acceptance criteria before the trial.
  • Check filling, sealing, distribution and customer use as separate stages.
  • Keep the approved specification and trial record together for future orders.
01

Give the trial a clear decision to support

Start with the uncertainty you need to resolve. Is the concern whether the closure fits the filling line, whether the pack can be dispensed cleanly, or whether the complete shipment performs through distribution? List each question, its owner and the evidence needed to close it.

Agree pass and fail criteria before testing begins. ISTA recommends representative samples, documented results and a test selected around the real distribution environment. A trial should tell you whether an identified configuration meets defined needs, rather than simply produce a sample that looks acceptable.

References: [1]

02

Document the complete sample

Give the trial pack a clear reference. Record the container, closure, gasket or liner, any valve or accessory, label and outer packaging. Include the sample date, supplier references and any differences from the proposed production item.

Keep photographs and an agreed specification with the record. If one component changes during a trial, identify the new combination separately. This makes it possible to connect an observation to the pack that actually produced it, and prevents an untested substitution being mistaken for the approved version.

03

Follow the pack through four stages

Use this working checklist with your production, quality and logistics teams. Ask the supplier for the applicable handling and closure instructions; do not improvise universal temperature, torque or stacking limits.

  • Filling: record the product, fill quantity, process conditions and any interruptions or adjustments at the line.
  • Closing: record the equipment, settings, sealing components and checks used to confirm the intended closure application.
  • Distribution: identify the actual pallet arrangement, handling steps, route and storage conditions the assessment needs to represent.
  • Use: observe opening, pouring or connection, emptying and any difficulty experienced by the receiving team.
04

Separate screening from a transport claim

ISTA distinguishes basic screening tests from procedures intended to simulate distribution hazards. A successful informal handling exercise should therefore not be described as a certified transport test. Agree any formal protocol and laboratory arrangements with the responsible technical team.

Close the trial with a written decision: approved, approved with defined conditions, or further work required. Record unresolved questions and who will answer them. Before ordering, confirm that the quotation and production specification match the configuration reviewed. Ask Polytainer about sample availability and documentation for the range you are considering.

References: [2]

PUT IT INTO PRACTICE

Your next-step checklist.

Bring these points to your packaging discussion.

  • Set the trial objective, acceptance criteria and decision owner.
  • Identify every component in the sample configuration.
  • Obtain the applicable filling and closure instructions.
  • Record observations from the line, shipment and end user.
  • Resolve deviations and retain the approved specification.
  • Confirm sample availability and the next commercial steps.
Build your packaging brief

Sources & further reading

References support the specific points noted above. Confirm the requirements that apply to your product, market and intended use.

  1. ISTA — Getting started with design & testing (opens in a new tab)

    Guidance on representative samples, acceptance criteria, distribution conditions and test records. The four-stage buyer checklist is an original practical framework.

  2. ISTA — Test procedures (opens in a new tab)

    Explains the distinction between screening and distribution simulation. No Polytainer testing service or ISTA certification is asserted.

Back to insights