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Supplier Approval Record Template

Approval attaches to a site and a material, not to a company. A supplier approved on the basis of certification held by one manufacturing site can legitimately supply the same product from a different site, under the same company name and the same specification, with different controls and a different risk profile.

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Approve
Site plus material
Not
The company name

Summary

In short

  • Approve a site and a material. Company-level approval permits supply from manufacturing locations nobody has assessed.
  • Certification is a starting point, not the assessment. It confirms a system was audited against a scheme at a point in time and says nothing about your specific requirements.
  • Agree the specification before approval, not after first delivery. A dispute about what was supposed to be supplied is much harder once product is on site.
  • Risk-based approval means the evidence scales with consequence, and a low-risk material with a strong history does not need what a new supplier of a critical ingredient needs.
  • Approval decays. Ownership changes, site changes, process changes and personnel changes all affect capability and none of them announce themselves.
  • Where a supplier is a distributor or broker, the approval has to reach the actual manufacturer, or you have approved a relationship rather than a source.

What it is

What it is

What is a supplier approval record?

The record establishing that a supplier can consistently meet requirements for a specific material from a specific site: the evidence gathered, the technical requirements agreed, any trial or validation performed, and the approval decision with its scope and conditions.

Why does the approval scope matter?

Because the scope defines what the approval covers. A supplier approved for one material from one site is not thereby approved for another material, or for the same material from a different site, and unscoped approvals are how unassessed manufacturing locations enter a supply chain without anyone making a decision.

When to use it

When to use it, and when not to

This approves a supplier for a scope. Ongoing performance and audit sit separately.

Use it for

  • Approving a new supplier for a specific material from a specific site
  • Extending approval to an additional material or an additional manufacturing site
  • Reassessing after ownership, site, process or certification change
  • Approving distributors and brokers, where the manufacturer must also be identified
  • Recording conditions or limitations attached to an approval

Not for

  • Supplier audits, which are an input to approval and to ongoing verification
  • Supplier performance monitoring, which tracks delivered quality over time
  • Incoming material inspection and certificates of analysis
  • The supply agreement and commercial terms
  • Supplier risk assessment, which addresses dependency as well as hazard

Standards

What it is built against

Supplier control requirements appear across quality and food safety standards with a consistent risk-based structure.

ClauseRequirementWhere it lands
ISO 9001 cl.8.4.1Criteria for evaluation, selection, monitoring and re-evaluation of external providers, with records retainedHeader
ISO 9001 cl.8.4.2Type and extent of control based on the effect on conformity of products and servicesEvidence gathered
ISO 9001 cl.8.4.3Requirements communicated to the external provider before communicationTechnical requirements
SQF Edition 9 cl.2.3Approved supplier programme with risk assessment, approval criteria and monitoringHeader
BRCGS Issue 9 cl.3.5Supplier and raw material approval based on risk assessment with defined approval proceduresEvidence gathered
21 CFR 117 Subpart GSupply chain programme where a hazard requires a supply chain applied controlTechnical requirements
ISO 22000 cl.7.1.6Control of externally provided processes, products and services affecting food safetyTrial and decision
IATF 16949 cl.8.4.2.4Supplier monitoring with defined performance indicators and escalationTrial and decision

What it does not cover

  • Supplier audits, an input to approval and to ongoing verification.
  • Supplier performance monitoring, tracking delivered quality over time.
  • Incoming inspection and certificates of analysis.
  • Supply agreements and commercial terms.
  • Supplier risk assessment, which addresses dependency as well as hazard.

Filling it in

Filling it in well

Define the scope precisely, scale the evidence to the risk, and agree the specification first.

Name the site, the material and any limitations

Manufacturing site address, the specific materials covered, and any conditions: volumes, grades, packaging formats or seasonal restrictions. Then make the purchasing system enforce it, because an approval scope that exists in a quality file and not in the ordering process constrains nothing.

Scale the evidence to the consequence

A new supplier of an allergen-containing ingredient for a ready-to-eat product needs more than a long-standing supplier of packaging outer cases. Risk-based approval is explicit in the standards and it is what makes the programme sustainable, because uniform requirements produce either an unmanageable workload or a token exercise.

Agree the specification before the first delivery

Attributes, limits, methods, sampling, certification and what happens on a deviation. A specification agreed after product arrives is a negotiation with material already on site and money already committed, and it is settled on very different terms from one agreed while the supplier is still being selected.

Reach through to the manufacturer

Where the supplier is a distributor, broker or agent, identify the actual manufacturing site and apply the approval there. Otherwise the approval covers a commercial relationship, and the distributor can change source without breaching anything you have agreed.

Audit findings

Common audit findings

Supplier approval findings concentrate on scope and on what the evidence establishes.

FindingClauseWhat fixes it
Approval granted at company level rather than site and material.BRCGS 3.5Name the site; company approval permits supply from unassessed locations.
Certification treated as the assessment.ISO 9001 cl.8.4.1It confirms a scheme audit at a point in time, not your requirements.
Specification agreed after first delivery.ISO 9001 cl.8.4.3Requirements communicated before supply; afterwards it is a negotiation.
Uniform evidence requirements regardless of risk.ISO 9001 cl.8.4.2Scale to consequence; uniform requirements produce a token exercise.
Distributor approved without identifying the manufacturer.21 CFR 117 Subpart GReach through; otherwise the source can change without notice.
Approval not reviewed after ownership, site or process change.SQF 2.3Capability changes with all three and none announce themselves.
Approval scope not enforced in the purchasing system.ISO 9001 cl.8.4.1A scope in a quality file constrains nothing at the point of ordering.
No trial or validation for a critical new material.ISO 22000 cl.7.1.6Establish performance before commitment where consequence warrants it.
Allergen and regulatory status not confirmed at material level.21 CFR 117.135These attach to the material and the site, not to the supplier.
Emergency or temporary suppliers used outside the approval process.BRCGS 3.5Define an expedited route with defined minimum evidence rather than an exception.

Worked case

Case in point: the same company, a different plant

An ingredient supplier was approved on the strength of a site audit, current certification, specifications and satisfactory trial results. The approval was recorded against the company name.

Eighteen months later a quality investigation into an out-of-specification delivery established that the material had been manufactured at a second plant belonging to the same company, in a different country. The move had happened some months earlier for capacity reasons and had not been notified, because nothing in the agreement required it.

The second plant was not certified to the same scheme, used a different process for one step, and had never been assessed. No rule had been broken: the approval named a company, and the company had supplied the material.

Definitions

Definitions and key terms

Approval scope
The specific site, materials and conditions an approval covers, which defines what may be supplied.
Risk-based approval
Scaling the evidence required to the consequence of failure for that material.
Supply chain applied control
A preventive control applied by the supplier where the hazard is controlled before receipt.
Second-party audit
An audit conducted by the customer, scoped to the customer's requirements rather than to a scheme.
Certificate of analysis
Supplier confirmation of results for a delivered batch, which verifies rather than approves.
Reach-through
Identifying and approving the actual manufacturer where the supplier is a distributor or broker.
Approval decay
Loss of validity through ownership, site, process or personnel change occurring without notification.
Expedited approval
A defined shorter route with minimum evidence, used instead of bypassing the process under pressure.

FAQ

Frequently asked questions

What should an approval cover?+

A specific site and specific materials, with any conditions attached. Company-level approval permits supply from any manufacturing location the company operates, including ones with different equipment, controls and certification status that nobody has assessed. The scope also needs enforcing in the purchasing system, because a scope recorded only in a quality file constrains nothing at the point of ordering.

Is certification enough?+

No. Certification confirms that a management system was audited against a scheme at a point in time, by someone assessing conformity to that scheme rather than to your requirements. It is a useful starting point and it establishes a baseline, and it does not address whether the supplier can meet your specification for your application consistently.

How much evidence is enough?+

It scales with consequence. A new supplier of an allergen-containing ingredient for ready-to-eat product warrants far more than a long-standing supplier of outer packaging. Risk-based approval is explicit in the standards, and applying uniform requirements produces either an unmanageable workload or a process everyone completes without reading.

What about distributors and brokers?+

The approval has to reach the actual manufacturing site. Otherwise you have approved a commercial relationship, and the distributor can change source at any time without breaching anything, which is a common route by which unassessed manufacturers enter a supply chain invisibly.

When does an approval need revisiting?+

On ownership change, manufacturing site change, significant process change, loss or change of certification, and a pattern of performance issues. None of these announce themselves, which is why the agreement should require notification and why periodic reassessment exists as a backstop for the changes that were never notified.

The agents

What the agents do with it

The record approves a source. What fails is a scope naming a company and a source that moved without notice.

KnowQuality

Holds approval scoped to site and material with conditions, and scales evidence requirements to the risk of the material.

KnowLogistics

Enforces the approval scope at the point of ordering, so an unapproved site cannot supply against an approved code.

Ella

Flags ownership, certification and site changes as approval review triggers rather than waiting for a periodic cycle.

KnowComply

Tracks certification expiry and scheme scope, distinguishing what certification establishes from what it does not.

This template lives in KnowQualityquality and food safety. HACCP, nonconformance, traceability, laboratory and customer complaints.

Sources

Sources

  • ISO 9001:2015 clause 8.4, control of externally provided processes, products and services
  • SQF Edition 9 clause 2.3, approved supplier programme
  • BRCGS Food Safety Issue 9 clause 3.5, supplier and raw material management
  • 21 CFR 117 Subpart G, supply chain programme, FDA
  • ISO 22000:2018 clause 7.1.6, control of externally provided processes, products and services

KnowQuality

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Assessment

Supplier Questionnaire

Collects information about a supplier's systems, certifications and controls. Sent before approval and refreshed yearly. Completed by the supplier and reviewed by quality. Scored, so suppliers can be compared on the same basis.

Audit

Supplier Audit

Audits a supplier's site against your requirements. Run on a risk based schedule, more often for higher risk materials. Carried out by a trained auditor. Findings become actions the supplier owns, tracked to closure the same as internal ones.

Review

Supplier Scorecard

Scores a supplier on quality, delivery, responsiveness and cost over a period. Run quarterly. Compiled by procurement with quality. Gives you something concrete to take into a supplier review meeting.

Record

Supplier Corrective Request

Asks a supplier to investigate and fix a problem with their material or service. Raised after a rejection or repeated issue. Sent by quality. Requires root cause and evidence from the supplier, not just an apology and a credit note.

Register

Material Specification Record

Holds the agreed specification for each material you buy, including tolerances and test methods. Created before first order and updated when the specification changes. Owned by quality. Incoming inspection checks against this record, so both sides know the standard.

Review

Certificate of Analysis Review

Checks the certificate supplied with a material against the agreed specification. Run on each delivery that requires one. Carried out by the receiving inspector. Missing or non conforming certificates hold the material until resolved.

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