The ongoing maintenance rhythm
Once you're live, this doesn't stop. This is the cadence that keeps you off the review-out list.
Daily
Monitor the EDI order queue. Confirm every PO is acknowledged, nothing sits unshipped or unnoticed.
Weekly
Check your OTIF / fill rate dashboard. Respond to any compliance alert the same week it lands, not the week you notice it.
Biweekly
Update your deduction and chargeback log. Don't let disputes age past the distributor's response window.
Monthly
Pull velocity/POS reports. Reconcile invoices against POs and payments. Check DC-level inventory so you don't stock out.
Quarterly
Review trade spend against budget. Re-check the compliance guide for anything that changed. Get ahead of the next reset or category review window.
Annually
Renew your Certificate of Insurance. Prepare your annual business review. Reassess pricing. Re-read the current compliance guide start to finish, it moves more than founders expect.