Supply Chain Risk: Managing Ingredient Substitutes and Allergen Disclosure

Supply chain manager looking at screen in warehouse
Managing Ingredient Substitutions and Allergen Compliance Under SB-68

Your Menu Moves Fast, Make Sure Allergen Data Moves Faster.

Under the Allergen Disclosure for Dining Experiences (ADDE) Act, restaurant chains with 20 or more U.S. locations must keep allergen information accurate and easy to check. Ingredient swaps — from stock shortages or vendor changes — are a common cause of mislabeling in inspections.

SB-68 expects operators to know what’s in their ingredients. For example, if a dairy-free spread is swapped for butter without approval, the allergen info is immediately wrong — and you could be non-compliant.

Documented substitution protocol

To comply with SB-68, operators should follow a clear, trackable process for ingredient swaps. The steps below match California Department of Public Health (CDPH) standards for allergen checking and traceability.

Step Action Outcome
1. Keep an approved substitute list Each recipe lists approved alternative ingredients. Substitutes must have the same allergens and be verified in your system. Prevents unapproved swaps from being used.
2. Require manager or QA approval No substitutions without OK from an Allergen Champion or QA lead. Ensures accountability before items reach guests.
3. Update allergen info centrally Approved swaps automatically update allergen info across all menus — print, digital, and delivery. Keeps allergen data consistent everywhere.
4. Keep a change history System logs who approved the swap, when it happened, and which menus were updated. Creates a clear audit trail for inspections.

Cross-contact risks during substitutions

Swapping ingredients can create cross-contact risks, especially with new vendors or production lines. Even if the item looks similar, allergens can differ. Examples:

Substitution Scenario New Risk Required Action
Vendor A’s soy-free mayo is replaced by Vendor B’s version B’s mayo contains egg Update allergen info from “Soy” to “Egg” and get manager approval
Canola oil swapped with refined peanut oil Introduces a major allergen Update allergen info and fryer cross-contact statements immediately
Proprietary wheat flour replaced with local generic May contain undeclared soy or milk stabilisers Verify top 9 allergens before approval

Verification and recordkeeping

Digital menu tools automate SB-68 documentation, track every change, and show real-time allergen control — replacing manual logs.

Record Type Purpose Example
Allergen review log Tracks who approved each swap Timestamped approval records in the system
Menu verification proof Shows which allergen info was live at a given time Export or screenshot of menu with timestamps
Vendor confirmation Confirms allergen info from manufacturer or distributor Stored PDFs, declarations, or synced vendor data
Change log Tracks all edits to recipes and menu info Automatic log entries with version history
Pro tip: Inspectors may ask, “How do you know this allergen info is current?” A central digital record of swaps and approvals shows you have “reasonable knowledge,” which SB-68 expects.

Ingredient swaps happen fast — your allergen info must keep pace.

Stay compliant when ingredients change

Access expert tools to manage substitutions, verify allergens, and meet SB-68 requirements at every location.

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Context: California Senate Bill 68 (ADDE Act) makes written allergen disclosure mandatory for restaurant chains with 20+ locations by July 2026.