Free tools for wholesale partnerships
A practical starting point for brands reviewing resellers and sellers evaluating suppliers. Compare expectations, record what you have checked, and identify what still needs an answer.
Version 1.0 · Reviewed September 12, 2026 · No signup required
01 / Partnership readiness
Two partner-review checklists, first-order discussion prompts, and a follow-up record with room for evidence, owners, and dates.
Download readiness kit PDF · 4 pages Read the checklists online02 / Wholesale catalog
An editable catalog, two clearly fictional sample products, and a field-by-field guide. Includes a simple merchandise case-cost formula.
Download catalog template Excel · 3 worksheets See what goes in the catalogDownload a copy and complete it privately. Record the source and date of your checks. Use “follow-up” for unanswered questions; a completed checklist is not a certification, contract, or guarantee of approval or performance.
Keep bank details, tax IDs, login credentials, and confidential documents out of shared catalogs. Exchange sensitive records through an agreed secure channel. These downloads do not send your entries to Capstone.
Before you commit
These are Capstone’s suggested discussion checks, not an Amazon-required checklist. Expand the section that fits your role. The PDF has space to record your findings.
Confirm the reseller's legal business name, registration where applicable, business contact, and public storefront. Record where you checked the information.
Ask which seller accounts, countries, and marketplaces will carry your products. Identify who can approve a change in channel.
Ask how the reseller records orders, invoices, item identifiers, and any relevant lot or expiry information.
Agree which images and product information may be used, and how incorrect listings or pack sizes will be reported.
Ask how the reseller plans an opening order, monitors stock, and discusses reorders without promising unsupported volume.
Discuss storage, preparation, damaged goods, returns, and escalation of product safety or quality concerns.
Identify an order contact and a separate escalation route if needed. Agree realistic response expectations.
Record references or other relevant evidence with permission. Note gaps for follow-up rather than treating a polished website as verification.
Check the supplier's business identity and contact information independently. Confirm unexpected payment-detail changes through a previously verified channel.
Ask whether the supplier is the manufacturer, brand owner, or distributor. Request evidence of its supply relationship and confirm it with the brand when needed.
Document the supplier's stated channel permissions. Separately check your own marketplace selling eligibility and product restrictions before committing funds.
Match the brand, identifier, model, variation, condition, and sellable pack to the offer. Do not confuse one retail unit with one shipping case.
Ask what the supplier's invoice will contain and retain genuine purchase records. Check current marketplace requirements for your situation; this kit does not establish document acceptance.
Confirm unit price, currency, case quantity, minimum order, payment terms, freight charges, and how long the quote remains valid.
Confirm availability, lead time, packaging, expiry or special handling, and the process for shortages, defects, and returns.
Evaluate the full order cost, likely demand, and capacity to hold inventory. Resolve material uncertainties before choosing whether to proceed.
Amazon’s wholesale sourcing guidance discusses validating suppliers and keeping purchasing records. For product eligibility, consult the current approval requirements and your own Seller Central account; a supplier’s permission and a marketplace’s approval are separate checks.
Before the first order
The PDF includes a discussion record and a separate follow-up page. It does not replace an order confirmation or a professionally reviewed agreement. Stop and clarify unresolved identity, payment, permission, or product concerns before committing funds.
A consistent product handoff
Start in the blank Catalog worksheet. Use one row per product variation and define exactly what one sellable unit contains. The Example worksheet demonstrates the format without using real brands or invented product identifiers.
Supplier SKU, brand, product variation, genuine UPC or GTIN, and sellable-unit contents.
Unit cost, units per case, calculated case cost, minimum cases, lead time, and quote expiry.
Packaged unit dimensions and weight, available units, special handling, and product information.
Supplier-stated channels, shipping and payment terms, exceptions, and questions to confirm.
In the fictional example, one tray costs $4.25 and a case contains 12 trays. The worksheet calculates $51.00 per case. Freight, taxes, marketplace fees, and other costs are not included. This is not a profitability calculator.
Preserve product identifiers as text so leading zeros are not lost. See GS1 US’s product identification overview. This workbook is for sharing catalog information, not uploading listings to Amazon.
Get the Excel catalogPrefer a plain file? Download blank CSV headers. The CSV contains input columns only, without the Excel formula, examples, or formatting. Import UPC/GTIN and SKU columns as text.
Prepared by Capstone Commerce Group. Version 1.0, reviewed September 12, 2026. Our worksheets organize questions and information; the linked organizations do not endorse this toolkit.
Platform requirements can change and depend on the product, account, and marketplace. Confirm current requirements directly. This is general business education, not legal or tax advice.
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