Supplier Onboarding Checklist
Everything a manufacturer needs to prepare before partnering with Blue Heron Brands.
Overview
Our onboarding process is designed to move from first conversation to active distribution in as little as 30 days. The checklist below helps your team assemble documentation and align expectations in advance.
Company Information
- Certificate of incorporation and tax identification (EIN, RFC, CUIT, etc.).
- Primary contacts for commercial, finance, and logistics teams.
- List of existing distributors or international partners (optional but helpful).
- Proof of liability insurance or product insurance (if applicable).
Product Documentation
- SKU list with descriptions, UPC/EAN, dimensions, and weight.
- High-resolution imagery (front, back, detail, lifestyle when available).
- Packaging specifications and case pack details.
- Certificates and compliance documents (FDA, FCC, CE, MSDS, FSC, etc.).
- Ingredient list or material composition where required.
Commercial Data
- Ex-works and landed cost by SKU.
- Suggested wholesale price and minimum advertised price.
- Minimum order quantity and standard production lead times.
- Payment terms and return policies.
- Historical sales data or forecasts (if available).
Logistics Preferences
- Preferred INCOTERMS (FOB, CIF, DDP, etc.).
- Packaging and palletization requirements.
- Warehouse and fulfillment instructions (if specific handling is required).
- Country of origin declarations.
Optional but Recommended
- Testimonials or references from other retailers or distributors.
- Marketing assets (brochures, videos, lifestyle photography).
- Sustainability credentials or social compliance certifications.
- Product training documentation for customer-facing teams.
How to submit
- Download our structured intake template (CSV) [link pending].
- Share all documents via secure cloud folder or encrypted email.
- Confirm samples shipment dates for physical evaluation.
Once everything is received, your account lead will schedule the due diligence call and align next steps. Questions? Contact onboarding@blueheronbrands.com.