Before a heat exchanger is dispatched, it is wise to ensure that all inspection requirements by all parties concerned have been completed and that all documentation with respect to materials, fabrication, heat treatments, and testing (including those for valves and fitting) are procured and made available for the purchaser and the inspection authority.

In transit, special precautions should be taken to ensure that no abnormal vibration, excessive loading, or mechanical damage results-the latter usually being caused by loading and unloading operations or by storage in unsuitable places. It is recommended that one should consider the provisions made for insurance coverage against such damage.