Choose a small set of active SKUs. Record the legal entity, product versions, review period, and programs already identified by your company or adviser.
Separate the container, closure or pump, label, carton, inserts, and relevant shipping packaging. Record quantities per selling unit and supplier part numbers.
Find finished component weights, their units, source documents, and effective dates. Keep unknown values blank and visibly flagged; do not treat a blank as zero.
Link each material description to its specification or other supplied evidence. Record layers or assemblies needing clarification. Final classifications require authorized review.
Ask for the exact part number, revision, weight and unit, material description, source specification, effective date, and a contact for changes.
Identify the owner of aggregated sales by state and period. Document the connection between sold units and packaging quantities; keep consumer-level records out of this preliminary review.
For each missing field, record the needed source, action owner, due date, and review status. Record any proposed assumption separately with its basis and required approval.
Name the person who approves the dataset, tracks packaging changes, and keeps prior versions. Confirm the next review date.
On-page checkboxes are temporary and reset when you reload. Use the PDF to keep your review.
What to do with the gaps
If several components have no documented weights, sources, or review owner, start by assigning collection tasks. Keep unresolved records visible until your authorized reviewer determines how to handle them.
Request a free 15-minute fit call Run the process internally — $299 kitOperational preparation for customer-identified California, Colorado, and Oregon programs. Your company or adviser decides applicability and classifications; your authorized team approves and submits. No source files are accepted through the introductory form.
Prepared September 13, 2026. Supplier-data guide · Packaging BOM guide