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📧 Email Inbox

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FILTER BY RETAILER:
💰 Revenue by Customer (MTD)
📦 Open Orders by Retailer
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💰 Revenue by Customer (MTD)
📦 Open Orders by Retailer (Oodle ERP)
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Oodle ERP Connected
Live data from Oodle: open orders, overdue shipments, listings, and retailer metrics.
Data refreshes every 5 minutes.

Weekly Payment Tracker

⚠️ Placeholder — connect Oodle for live data
RetailerAmount DueDue DateStatusNotes

📋 Accounts Payable — Factory Statements

Weekly factory payment statements from Joephee (also tagged in China section)

FactoryStatement DateSubjectStatus
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📧 Email Volume
🔴 Urgency Distribution
💰 Sales by Customer (Oodle)
📊 Email by Category
📋 PoshTech Email & Task Management Policy

1. Email Triage Process

  • All incoming emails are auto-classified by category (Sales, Operations, China/Factory, EDI/DSCO, Marketing, Finance, Compliance)
  • Emails can carry both primary and secondary tags — e.g., a Target shipping email appears under both Operations AND Sales
  • Urgency levels: 🔴 P1 Urgent (chargebacks, disputes, compliance), 🟡 P2 Important (POs, production), 🔵 P3 Routine (reports, newsletters)

2. Team Assignments

  • Daniel G. (CCO) — Operations + China
  • Katherine (Marketing) — Marketing; also Walmart/Target sales, China product dev
  • Joephee (Factory Mgr) — China factory operations
  • Lauren V. (CoS) — Sales: Nordstrom Rack, Anthropologie; some China
  • Natalie (Sales) — Nordstrom, Anthropologie, Macy's + new accounts
  • Lauren T. (E-Com) — DSCO/EDI; loops in Lauren V + Natalie

3. Delegation Rules

  • Emails support dual delegation — assign a primary + secondary person
  • Sam reviews all P1/P2 items first, then delegates via dashboard
  • Tasks auto-suggest assignees based on category + retailer routing rules

4. Response Tone Guidelines

  • Retailers/Buyers: Professional, polished — Sam's client-facing voice
  • China/Factory: Direct, operational, concise
  • Internal Team: Casual, delegative

5. Retailer Domain Routing

  • nordstrom.com → Nordstrom | walmart.com → Walmart | target.com → Target
  • tjx.com → TJX | urbn.com → Anthropologie/URBN | macys.com → Macy's

6. Escalation

  • Emails unactioned for 48h trigger missed follow-up alert (PT05 flow)
  • Overdue tasks flag red in Team view with automatic escalation to Sam
🔒 System Architecture
  • Dataverse: org4c807a83.crm.dynamics.com — Email Tracker, Team Tasks, Retail Performance tables
  • Flow PT01: Active — rule-based email routing via transport rules
  • Flow PT02: Stopped — needs Claude API key for AI analysis
  • AI Draft Rules: ✅ Configured — tone rules set for Sam's voice (Retailers: polished, Factory: direct, Internal: casual). Drafts will auto-queue once email API is fully connected. Pending: admin consent for Microsoft Graph API.
  • Flow PT05: Stopped — 48h missed follow-up escalation ready
  • Dashboard: Live at poshtech.pioneermgmt.com — real-time Dataverse sync