| Planning | Product identity and use | Specify food-grade trehalose, the intended application, country of sale, product form, packaging, and any processing or storage conditions relevant to use. | Document the intended use and applicable market requirements before requesting quotations or samples. | Approved product brief and jurisdiction-specific regulatory review. |
| Planning | Technical specification | Agree the product identity and buyer-required limits for assay, moisture, ash, appearance, solubility, pH where relevant, and microbiological criteria. | Use one controlled specification with units, test methods, limits, and a defined process for approving revisions. | Signed specification attached to the purchase and quality documents. |
| Sampling | Supplier sample set | Request samples linked to identifiable production lots, with lot numbers, production dates, packaging details, and available certificates of analysis. | For initial qualification, assess samples from three separate production lots when available. | Sample register linking each sample to its lot and supplier documentation. |
| Sampling | Sample handling and retention | Agree sample quantity, packaging, shipping conditions, storage instructions, and responsibility for maintaining retained samples. | Use clean, sealed, clearly labeled containers; retain a documented reference sample from each qualification lot when feasible. | Record receipt condition, seal status, lot identity, storage location, and retention period. |
| Sampling | Independent testing | Compare supplier results with testing by a qualified laboratory using agreed methods for identity and critical specification attributes. | Test at least one qualification sample independently; expand testing if results disagree or risk assessment warrants it. | Document methods, results, deviations, and disposition before approval. |
| Qualification | Food safety and compliance documents | Request the current specification, lot-specific COA, food safety program information, allergen and cross-contact statements, and applicable regulatory or food-contact declarations. | Verify that documents match the product, manufacturing site, intended use, and destination market; do not treat a generic declaration as proof of market authorization. | Document review checklist with expiry dates and follow-up items. |
| Qualification | Traceability and recall readiness | Confirm lot coding, raw-material and finished-product traceability, complaint escalation, and the supplier’s recall notification process. | Request a documented traceability or recall exercise summary and confirm the expected contact route for urgent notifications. | Record exercise date, response findings, contact details, and corrective actions. |
| Qualification | Application trial | Test the material in the intended formulation and process, including relevant handling, dissolution, stability, sensory, or performance checks. | Complete a documented bench or pilot trial before routine commercial purchasing. | Approved trial protocol, results, and product-use decision. |
| Contracting | Commercial terms | Define grade, specification revision, packaging, order quantity, minimum order quantity, price basis, currency, lead time, delivery terms, and payment terms. | State the agreed delivery term using the applicable Incoterms® rule and named place, where used. | Purchase contract or order terms aligned with the approved specification. |
| Contracting | Quality agreement | Define COA requirements, lot release status, nonconformance handling, change control, complaint response, audit access, and document retention. | Require written advance notice of changes that may affect identity, quality, safety, manufacturing site, process, or packaging; agree the notice period contractually. | Signed quality agreement and documented change-approval workflow. |
| Ongoing review | Incoming lot verification | Check each delivery against the purchase order, packaging condition, lot code, shelf-life information, and lot-specific COA. | Review documentation for every lot; apply additional identity or quality testing according to risk, history, and the agreed sampling plan. | Receiving record, COA review, test results where applicable, and lot disposition. |
| Ongoing review | Supplier performance | Track delivery reliability, specification conformity, document completeness, complaint handling, and responsiveness to corrective actions. | Review performance quarterly; use buyer-defined targets such as at least 95% on-time, in-full delivery and 100% required COA availability. | Quarterly scorecard with trends, exceptions, owners, and due dates. |
| Ongoing review | Change and risk review | Reassess manufacturing-site changes, supply interruptions, regulatory updates, repeated deviations, and changes to the intended application or market. | Conduct a documented annual review and an additional review after a material change, serious complaint, or significant nonconformance. | Updated supplier risk rating, approval status, and corrective or preventive actions. |
| Ongoing review | Continuity planning | Review forecast accuracy, production capacity, expected lead times, inventory exposure, and availability of qualified alternatives. | Set safety-stock and alternate-source decisions based on demand variability, lead time, shelf life, and business risk. | Approved continuity plan with review owner and next review date. |