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April 2, 2025 MoM

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Minutes of Meeting

Date: April 2, 2025 Subject: SKU-wise Inventory Tracking using RAG (Red, Amber, Green) Scorecard – Channel-level Accountability

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1. Objective

To implement a SKU-wise, business unit-wise RAG inventory scorecard for each channel, ensuring daily visibility into stock status and clear accountability on restocking timelines.

The goal is to bring ownership and create daily operational discipline by proactive tracking to the channel level without automation, thereby pushing teams to stay on top of operational realities.

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2. Key Points Discussed

A. RAG (Red-Amber-Green) Methodology

Each SKU’s stock status must be tracked across the last 7 days:

Red: SKU was out of stock on all 7 days

Amber: SKU was partially in stock (some days available, some not)

Green: SKU was in stock every day over the last 7 days

For any SKU that falls under Red or Amber, and is currently out of stock (Day 7 = 0), the “Back in Stock Date” must be provided by the responsible Point of Contact (POC).

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B. Structure of the Tracker

Each channel will have its own separate matrix (tab) in a shared Excel file.

Each matrix will contain:

SKU

Daily stock count for the last 7 days (actual inventory numbers, not just binary)

Computed RAG status

“Back in Stock Date” (if applicable)

Name of the POC maintaining the data

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C. Channels & Responsibilities

The business has been broken down into the following 6 channels, each with an assigned leader and team responsible for maintaining the data:

Table 1

Table 1

Geography

Leader PoC

US D2C Website

Sripath

US Amazon Seller

Sripath

India D2C Website

Sripath

India Distribution

Paul

Clinics & Hospitals

Roy

US Clinic Milpitas

Sripath

There are no rows in this table

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Each channel is responsible for independently maintaining their sheet in the tracker.

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D. Manual Ownership – No Automation

Vivek emphasized that this tracker should not be automated. The aim is for teams to manually input data, review stock availability, and take ownership of identifying and resolving out-of-stock issues.

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3. Action Items

Table 2

Table 2

Task

Owner

Deadline

Design RAG Tracker Template (SKU, daily inventory, RAG logic, back-in-stock)

Nishant

Completed

Share Excel with separate tabs per channel

Nishant

Completed

Assign POCs for each tab/channel

Sripath, Paul, Roy

Immediate

Start daily updating and monitoring

All POCs

Ongoing

There are no rows in this table

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4. Next Steps

POCs to begin updating their respective sheets daily.

Channel leads (Sripath, Paul, Roy) to ensure compliance.

Weekly reviews can be considered to monitor the status of each channel’s RAG health.

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5. Tracker

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