wiki/clients/current/doudlah-farms/2026-04-05-inventory-sync-mark-karly.md · 815 words · 2026-04-05
Inventory Sync — Mark & Karly (2026-04-05)
Attendees: Mark Hope, Karly Oykhman
Client: [1]
Source: Fathom Recording
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
- Compile the full order list (items, quantities, box counts)
- Send to Jason and request an availability/ship date
- Do not create the order in Seller Central without a confirmed date — entering a wrong date causes errors
- 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) |