Sourcing Resources & Downloads

A public checklist and documents to request for review

Editable sourcing & project tools

Public planning template, not a COA, TDS, certificate, approved specification or manufacturing commitment. Fill only nonconfidential requirements; unknowns may be “to discuss”. Keep confidential formulas out of public forms. Documents, supply, executors, costs and schedule require written confirmation.

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Ingredient sourcing brief & supplier document review

Version: 2026-09-08

Download editable template (Markdown) Bilingual sourcing checklist (TXT)

Buyer requirements

Company / contact / email; project reference and date________________
Ingredient / botanical identity / plant part; proposed SKU if known________________
Target marker, method and limits requested; solvent / carrier / origin requirements________________
Application, target countries, intended use level; pH / heat process / packaging________________
Sample quantity and acceptance criteria; first order / annual estimate with units________________
Destination, desired date, budget currency; packaging / Incoterms to discuss________________

Supplier document review — record evidence, not assumptions

For each requested file record: document name / SKU or lot / version-date / issuer / received date / reviewer / gap / next action________________
TDS: match identity, composition, methods, limits, storage and shelf-life basis to offered SKU________________
Genuine lot COA: match lot and specification; review actual results, units, methods and applicable contaminant limits. A sample COA does not release a future lot________________
Certification if required: holder, legal entity, site, scope, issuer, number, validity and verification source. A logo is not evidence________________
Traceability / allergen / residual-solvent / import documents: list applicable requests and missing items________________
Disposition: pending evidence / clarify / acceptable for stated review scope / not acceptable; reviewer and date. Do not equate document review with shipment release________________

Written next-step agreement

Confirm source (own / partner / custom), availability, sample fees/freight, MOQ, lead time, quote validity, payment and responsible contact before ordering________________

Concept-stage ODM project brief

Version: 2026-09-08

Download editable template (Markdown)

Nonconfidential starting point

Company / contact / email; project reference and date________________
Target audience, occasion and target countries; intended product category________________
Beverage format, flavor and sweetness preferences; reference concept (not a validated formula)________________
Candidate ingredients / exclusions / allergens; claims needing local review (not approved claims)________________
Packaging direction, desired shelf life and storage conditions to validate________________
Budget currency / range, initial quantity with units and desired timing; unknowns to discuss________________

Proposed stage gates — agree before execution

Brief review: customer approves scope, unknowns and candidate-material document requests________________
Prototype: name R&D executor; agree fees, iterations, sensory criteria and safety/market review before work________________
Validation: name testing executor; agree protocol, packaging, stability criteria, records and stop/go decision owner________________
Production feasibility: confirm qualified partner/site/line, pilot criteria, IP, release responsibility, costs and delivery scope in writing________________
Next action / owner / due date / evidence needed; no project is accepted by completing this template________________

Existing-formula transfer review checklist

Version: 2026-09-08

Download editable template (Markdown)

Public first-contact summary

Company / contact / email; project reference and date________________
Nonconfidential format, target countries, packaging, process stage and completed trials________________
Formula ownership or authorization status; NDA contact and approved secure handover method to agree before sharing________________
Initial volume with units, schedule and budget currency; known transfer constraints________________

Controlled technical handover — inventory only, no formula here

Record owner / version / availability / gap for formula and BOM, raw-material specifications, process flow and critical parameters________________
Inventory trial reports, analytical methods, packaging specifications and stability evidence; agree secure access after confidentiality approval________________
Compare proposed executor/site/line capability with process and packaging needs; document gaps rather than assume compatibility________________
Agree pilot plan, change control, deviations, acceptance/rejection criteria and stop/go owner________________
Assign market/label review, testing, batch release, traceability, IP and retained-record responsibilities________________
Written feasibility outcome: pending evidence / pilot review / not feasible; named executor, quote, MOQ and schedule remain to confirm________________

The documents below must be requested by product and intended use, subject to availability and applicable scope. No downloadable certificates or product catalogue are published here.

Certificate of Analysis (COA)

Specify product, grade and batch if known. Request the relevant batch tests, limits, results and methods; an example is not evidence for a future shipment.

Request review: Certificate of Analysis (COA)

Technical Data Sheet (TDS)

Specify assay, method, carrier, solubility and use case to request the technical information for the relevant grade.

Request review: Technical Data Sheet (TDS)

Certification copy review

State the required standard and market. Review the entity, site, product scope and validity. This listing does not claim that any product is certified.

Request review: Certification copy review