lecture_recording_on_05_March_2025_at_10.39.52_AM

Action Items Overview

• Touching base on recent action items:

  • Jeff's meeting with Heather and Riley regarding credit processing. Both are working effectively now.

  • Differences between system reports and paper reports are being addressed. System improvements are ongoing.

• Discussion on new workflows in Acumatica.

  • First workflow for AP billing is complete and functioning well.

  • Chaz assigned to develop workflow for credit and return processes.

Credit Card Policy Update

• Credit card process complexities noted.

  • Rich working to get additional cards

  • Need to establish a credit card policy with Whitney and Heidi.

Budget Objectives Discussion

• Whitney presents on budget objectives and incentives.

  • Not sent out budgets vs actuals due to first week inactivity.

  • Final February numbers were sent out last week.

  • Questions about those numbers and their approval discussed.

• Issues raised regarding invoice approvals and their impact on budget tracking.

  • Emphasized the need for clarity in approving past invoices and their relevance to current budgets.

  • Follow up with Whitney if numbers aren’t correct.

  • Creation of workflows to prevent invoice mismatches in future.

Enhancing Communication

• Challenges noted in inter-departmental communication leading to increased costs.

  • Kenny addresses operational failures and communication breakdowns.

    • Few examples brought up with communication breakdowns. Ezzo Pepperoni/Sonic Truck Saturday

  • Suggestions for improved accountability in communication discussed, aiming to avoid future issues.

  • Chelsea to follow up with her team to ensure communication and availability for ops

  • Jeff to discuss sales team sense of urgency and responding

Objectives and Incentives Visibility

• Overview of departmental objectives and incentives.

  • Summary of how individual incentives tie to overall team objectives and departmental performance discussed.

  • Emphasis on the need for consistent updates and communication regarding progress.

Action on Off Routes and Specials

• Evaluation of customers’ routes based on profitability.

  • Discussion on charging customers for special requests that deviate from standard routes. Jeff to schedule for off routes. (Charles,Me,Whitney,Mike,Jeff,Heather to develop process)(see action item below)

  • Requirement for clarity in the system setup to ensure proper billing for off-route deliveries.

  • Proposal for $1000 min order quantity with option of $750 + $50 charge to discuss with Mark and Rich

Handling of Inventory Issues

• Addressing challenges related to dead inventory.

  • Need for regular evaluations of inventory and associated costs discussed.

  • Discussion around dead inventory that is obsolete and old. Better comminication from sales and merch to improve and correct moving forward.

  • Need to create additional dry space. Chelsea to run dead stock. This will help us identify items that are not selling and take appropriate actions to either discount, donate, or dispose of them. (To become meeting topic going forward)

  • Come up with plan to move inventory out.

Operational Backhaul Processes

• Discussion on financial implications of backhaul operations and potential outsourcing.

  • Need for reevaluation of backhaul meetings to assess current efficiency.

  • Questions raised on cost-effective solutions for backhauls, especially concerning Leprino. outsourcing quantum and leprino. Gives ability to reduce equipment and potential heads.

  • Action item : Bring back backhaul meetings to continue to evaluate profitability.

Product Implementation with Pepper

• Overview of product data integration efforts with Pepper.

  • Need for category managers to assist with data verification discussed.

  • Action item : Clean up the reporting on the data. 700 items (branded smithfield sugardale, etc) that need additional verification. Commodity items next.

  • Aim to enhance accuracy of product listings through collaboration.

Next Steps and Additional Actions

• Agreement on the necessity of ongoing evaluations of costs for inventory management and operational efficiencies.

• Assign team members to verify the 700 items and establish a timeline for completion.

• Schedule follow-up meetings to discuss progress and address any challenges encountered during the verification process.

• Explore potential software solutions to streamline the inventory management system and improve reporting accuracy.