Checklist

Alternate Supplier Onboarding Checklist

A structured, saveable checklist to rapidly qualify, document, and approve temporary or alternate suppliers during shortages while protecting food safety, quality, and commercial terms.

Interactive Tool

Alternate Supplier Onboarding Checklist

Use this checklist to quickly capture the essential information, safety assurances, commercial terms, and first-delivery checks needed to bring a temporary or alternate supplier online during a disruption. Complete required fields, run sample testing where needed, inspect the first three deliveries, and record an approval decision. This form stores the response so teams can review decisions, follow up, and reduce supply risk.

Legal name and trading name if different.
Include country code if applicable.
Best address for order confirmations and invoices.
Which sites or regions can this supplier serve?
Check all that apply; list document IDs in the field below.
Enter document names and registration numbers (e.g., HACCP plan v2, insurance policy #).
Yes if they can show training / competency records for handlers.
Select Yes when product safety or new supplier history requires lab verification.
Describe sample type, number, tests, accepted lab, and timeline.
Record result once available.
Record required temperatures, packaging handling, and any special instructions.
Days from order to delivery.
Confirm receiving can accept within promised windows.
E.g., >=95% on-time deliveries
List currency and units (e.g., $3.50 / lb).
Include remit-to, tax ID, invoicing email.
Enter invoice address, PO requirements, or special instructions.
Summarize duration, termination notice, price lock, liability, and return policy.
If yes, enter policy number and expiry date.
A yes should prompt the team to perform the delivery checklist below.
Who to notify, escalation contacts, required documentation, and hold/quarantine steps.
Name, role, phone/email.
Who will place orders and manage terms.
Who to contact for safety or urgent quality issues.
Select Yes to allow placing orders under the recorded temporary terms.
Record any limits, special conditions, or review date (e.g., approve for 30 days pending full audit).
YYYY-MM-DD format recommended.
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