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Private-label supplement launch checklist

The decisions and documentation review steps a brand team moves through from concept to launch. Use this checklist to identify where you are in planning and what is still open.

Private-label supplement launch checklist

What this checklist covers

  • Five project stages — Concept, Brief, Formulation, Specification, Production
  • Review-step criteria and documentation deliverables at each stage
  • MOQ thresholds by route (private-label catalogue or qualified custom development)
  • Claim review process and when it runs relative to the formulation review step
  • Sachet format flag — sachet requires a pre-specification feasibility review
  • The documentation package — what it contains and when it is released

Who this is for

  • Brand teams at the start of a private-label gummy project
  • Founders mapping out the steps from concept to production
  • Operators auditing their current supplier process
  • Category managers reviewing project timelines before committing to a launch window

Working through the checklist and need a specific answer?

Drop your work email and a DAT team member will follow up with the right context for your project stage and target market.

The five order review steps

Concept

  • Define target market(s): EU, UK, US, or multi-country
  • Confirm product concept: category, active ingredients, format (bottle / doypack / sachet)
  • Review minimum order quantities by option: the private-label catalogue from 1,000 units in PET jars, from 2,500 in doypacks; qualified custom development confirmed after scope
  • Identify the active ingredient stack — which ingredients, what dose anchors
  • Flag any ingredients with Novel Food or GRAS considerations early

Brief

  • Complete the DAT project brief: option, format, target market, quantity range
  • Submit artwork brief or brand guidelines for a custom development project
  • Confirm label language requirements for each target market
  • Agree the claims positioning — structure-function or health claim (EFSA 432/2012 for EU)

Formulation

  • Select a catalogue option, or define bespoke requirements for qualified custom development
  • DAT confirms gummy compatibility and format feasibility — sachet requires additional review
  • Review pilot or prototype sample for organoleptic and visual acceptance
  • Confirm active ingredient dose against the target market framework

Specification

  • Receive product specification document — confirms formula, packaging, label artwork requirements
  • Review claims wording against the EFSA authorised list (EU) or DSHEA framework (US)
  • Confirm packaging dieline and artwork proofing route
  • Sign specification — this gate locks the formulation before production

Production

  • DAT issues batch manufacturing order — production scheduling confirmed per MOQ tier
  • In-house quality team reviews the production run against the signed specification
  • Batch-specific Certificate of Analysis issued post-production
  • Documentation package released through the DAT portal client workspace

MOQ note: The private-label catalogue starts at 1,000 units per SKU in PET jars and 2,500 units in doypacks. Qualified custom development production volumes are confirmed after the development scope. Sachet format requires a pre-specification feasibility review regardless of quantity. DAT confirms format feasibility before the specification is signed.

How to use this checklist

Work through the stages top to bottom. Each completed stage gives you the inputs for the next gate. The DAT team reviews your brief and confirms which stages can run in parallel (e.g. artwork and formulation review can overlap on a tight timeline) and which must be sequential.

If you are early in concept — before a formal brief — start at the top. The checklist helps you identify what is already decided and what still needs resolution before approaching a manufacturer.

Where to next?

Browse the reviewed catalogue, request samples, or start an order when you're ready — the DAT Supply portal routes your brief through the right review step.

Quick context request

Get manufacturing context

Drop your work email and a member of the DAT team will follow up with the right context for this concept. Order documents, certificates and pricing are released through the client workspace in the DAT portal.

You will receive a short confirmation email. Order documents (specification, batch-specific COA, packaging documents) are released through the client workspace in the DAT portal once a brief is in place.

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