Appointing RS Surgipharm: onboarding checklist for manufacturers
What we share for your due diligence, what we need from you to start, and a product master-data template to fill in.
For pharma companies. Free to copy and share.
What we share for your due diligence
Available on request, under NDA if you prefer. Tick what your team needs and send the list to us, or use the checklist on our pharma companies pagepharma companies page.
| Area | Documents | Needed |
|---|---|---|
| Licences and registrations | Drug licence copies (Form 20B and 21B) | |
| ISO 9001:2015 certificate | ||
| GST registration certificate | ||
| Certificate of incorporation | ||
| Storage and Good Distribution Practice | SOP index | |
| Warehouse layout | ||
| Insurance certificate | ||
| Cold chain | Temperature mapping report | |
| Monitoring system summary and alarm settings | ||
| Sensor and logger calibration certificates | ||
| Shipper validation summary | ||
| Sourcing and batch traceability | Sample sales invoice | |
| Batch-wise sales report format | ||
| Goods receipt checklist | ||
| Recalls, returns and complaints | Recall SOP | |
| Returns and complaints SOP | ||
| Pharmacovigilance | Adverse-event forwarding SOP | |
| Ethics and anti-bribery | Code of conduct | |
| Customers and territory | Customer verification checklist | |
| Territory coverage summary | ||
| Reporting to manufacturers | Sample stock and sales statement |
What we need from you to start
| Item | What it covers | Sent |
|---|---|---|
| Product master data | One row per pack: brand, molecule, strength, form, pack size, storage condition, schedule, HSN code, GST rate, MRP, price to distributor, shelf life, manufacturer and licence number. Use our template. | |
| Commercial terms | Price list, trade and institutional terms, credit terms, return and expiry policy, and how price changes are notified. | |
| Storage and handling | Storage conditions and any special handling (light protection, do-not-freeze, cytotoxic), shipper requirements and how you want temperature excursions reported. | |
| Safety and quality contacts | Your pharmacovigilance contact and preferred format for adverse-event reports, the quality-complaint contact, and the recall contact available out of hours. | |
| Territory and channels | The territory and customer types you appoint us for, any accounts you serve directly, and tender or rate-contract arrangements. | |
| Reporting | The stock and secondary-sales report you want (fields, frequency, format) and who receives it. | |
| Agreement | Your distribution agreement and any quality agreement, plus code-of-conduct or anti-bribery declarations you need us to sign. |
Product master-data template
A spreadsheet with the columns we need for each pack. Open it in Excel or Google Sheets, fill one row per pack and send it back.
Download: rssurgipharm.com/resources/product-master-template.csv
Free resource from R S Surgipharm Private Limited, Ahmedabad — rssurgipharm.com/resources/manufacturer-onboarding-checklist/. General guidance; always follow the product label and the manufacturer’s instructions.