---
title: Inventory Sync — Mark & Karly (2026-04-05)
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-10-13-doudlah-inventory-sync-93679012.md
tags:
- meeting
- doudlah
- inventory
- amazon-fba
- karly-oykhman
- evoque
- quora
- salesforce
- staffing
layer: 2
client_source: Doudlah Farms
industry_context: food-beverage
transferable: false
---

# Inventory Sync — Mark & Karly (2026-04-05)

**Attendees:** Mark Hope, Karly Oykhman
**Client:** [[wiki/clients/current/doudlah-farms/_index|Doudlah Farms]]
**Source:** [Fathom Recording](https://fathom.video/calls/439959567)

## Overview

Mark walked Karly through the Doudlah FBA inventory reorder process — how to identify low-stock SKUs, calculate a 3-month supply, and convert units to box counts using the product data tab. The meeting also covered Karly's part-time work arrangement (tentative full-time return in January 2024), Mark's plan to step back from most client calls, and Evoque's ongoing support role.

---

## Doudlah FBA Inventory Reorder Process

### Step 1 — Identify Items to Reorder

- Check the **"Inbound to FBA" column (col H)** in the inventory sheet for stock already in transit
- **Reorder threshold:** any SKU with **< 2 months** of stock remaining
- Aggressive option: reorder anything **< 3 months** if you want a buffer
- 25 lb products (except black beans and pinto beans) move slowly — lower urgency

### Step 2 — Calculate 3-Month Supply

Formula: `monthly velocity (col M) × 3`

| SKU | Monthly Velocity | 3-Month Target |
|---|---|---|
| Yellow Cornmeal 1.5 lb | 117 | 351 units |
| Buckwheat Flour 5 lb | 15 | 45 units |

> Note: Mark said 3 months is the right target given lead times — by the time the shipment arrives, stock will be even lower.

### Step 3 — Convert Units to Boxes

- Open the **Product Data tab** to find units/box and units/pallet for each SKU
- Formula: `target units ÷ units per box = boxes to order` (round up)

| SKU | Target Units | Units/Box | Boxes to Order |
|---|---|---|---|
| Yellow Cornmeal 1.5 lb | 234 (2× velocity) | 18 | 13 boxes |
| Buckwheat Flour 5 lb | 45 | 6 | 8 boxes |

> For high-velocity SKUs (popcorn, black beans), check whether a full pallet makes sense.

### Step 4 — Order Workflow

1. Compile the full order list (items, quantities, box counts)
2. Send to **Jason** and request an availability/ship date
3. **Do not create the order in Seller Central without a confirmed date** — entering a wrong date causes errors
4. Once Jason confirms a date, book a **45-minute session with Mark** for a Seller Central walkthrough

---

## Key Decisions

| Decision | Detail |
|---|---|
| Reorder threshold | < 2 months stock; < 3 months if aggressive |
| Order quantity | 3-month supply (velocity × 3) |
| Seller Central walkthrough | Karly to book 45 min with Mark after Jason confirms date |
| Mark's call involvement | Stepping back from most client calls; Karly to remove him from recurring invites |
| Monthly strategy calls | Mark stays on first call of each month for major clients (Quora, Doudlah) |
| Salesforce/Quora calls | Mark stays on temporarily; Sergey to take larger technical role going forward |
| Karly's arrangement | Part-time through holidays; tentative full-time return early January 2024 |

---

## Action Items

- [ ] **Karly** — Compile Doudlah inventory order: flag items < 2 months, calculate 3-month supply, use product data tab for box counts
- [ ] **Karly** — Send compiled order to Jason; request confirmed availability date
- [ ] **Karly** — Book 45-min session with Mark once Jason's date is confirmed (purpose: Seller Central order scheduling walkthrough)
- [ ] **Karly** — Audit all client meeting invites; remove Mark except for monthly strategy calls and Salesforce/Quora calls
- [ ] **Mark** — Attend upcoming Quora tech partner call (not yet scheduled)
- [ ] **Both** — Reassess Karly's work arrangement during holiday season

---

## Staffing & Team Notes

### Karly's Work Arrangement

- Currently part-time; first 2–3 weeks required adjustment but now feeling settled
- Plans to stay part-time through the holiday season and reassess
- Tentative full-time return: **early January 2024**
- Mark is flexible; will "pencil in" January and adjust if circumstances change

### Mark's Role Reduction

- Pulling back from day-to-day client calls to focus on business development
- **Exceptions where Mark stays involved:**
  - Monthly strategy calls for major clients (Quora, Doudlah)
  - Salesforce calls with Quora — temporarily, until Sergey is fully ramped
  - Upcoming Quora tech partner call (one-time)
- **Sergey** to take a larger role in Salesforce and technical discussions, acting as the bridge between client needs and the technical team

### Evoque's Role

Evoque continues supporting across several client accounts:

| Client | Point of Contact | Evoque Tasks |
|---|---|---|
| Bluepoint | Melissa | Agendas, call recaps, call monitoring, ClickUp management |
| Flynn | Chris | ClickUp task upkeep (specifics of Chris/Evoque workflow unclear) |
| Karly's accounts | Karly | Monthly content task creation (recurring blog/social tasks), misc. projects (e.g., adding images to blog posts) |

---

## Related

- [[wiki/clients/current/doudlah-farms/_index|Doudlah Farms]]
- [[wiki/clients/current/quora/_index|Quora]]
- [[wiki/knowledge/amazon-fba/inventory-reorder-process|FBA Inventory Reorder Process]]