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📋 May 2026 Priorities
📦 S&M Inventory Status
Monthly Review: Check all BOM-related Supplies & Materials against Min thresholds. Ensure 3-6 month runway for production.
| Item | Current Qty | Min | Max | Status | Action |
|---|
📋 Recent Purchase Orders
Enter all incoming POs from vendors. Track delivery status and update inventory on receipt.
| PO # | Vendor | Items | Amount | Status | ETA |
|---|---|---|---|---|---|
| PO tracking coming soon. Currently managed in Distru. | |||||
📖 Inventory Management SOP
Your Role: Inventory Procurement Manager
Primary monitor for Supplies & Materials. Ensure BOM ingredients have 3-6 month runway.
Monthly Workflow
STEP 1: Run Threshold Report
└─ Pull Distru Inventory Valuation (filter: Supplies & Materials)
└─ Check all items vs "Min" threshold
└─ Flag any items below Min
STEP 2: Coordinate with Monica
└─ Review flagged items
└─ Check production schedule (3-6 months out)
└─ Prioritize by production impact
STEP 3: Source & Order
└─ Get vendor quotes for needed materials
└─ Create Purchase Order
└─ Submit to Marc for approval (if > $500)
STEP 4: Track & Receive
└─ Enter PO in system
└─ Track delivery ETA
└─ Verify received qty matches PO
└─ Update Distru inventory
└─ Pull Distru Inventory Valuation (filter: Supplies & Materials)
└─ Check all items vs "Min" threshold
└─ Flag any items below Min
STEP 2: Coordinate with Monica
└─ Review flagged items
└─ Check production schedule (3-6 months out)
└─ Prioritize by production impact
STEP 3: Source & Order
└─ Get vendor quotes for needed materials
└─ Create Purchase Order
└─ Submit to Marc for approval (if > $500)
STEP 4: Track & Receive
└─ Enter PO in system
└─ Track delivery ETA
└─ Verify received qty matches PO
└─ Update Distru inventory
🎯 Success Criteria
- Every BOM ingredient has Min/Max thresholds set
- Zero items below Min at month end
- 3-month minimum runway on all materials
- All POs entered and tracked
- Zero production delays due to missing materials