Moments in Trade #19|The follow-up email: one carton short?

Moments in Trade #19|The follow-up email: one carton short?
This series uses Dingli, a Patisco demo account. Every system screen and all the data shown here came from real operations in the system, including the exchanges between buyers and suppliers; they are not mock-ups. The people and dialogue are dramatized, and the illustrations are for illustration only. Screens are shown in the system's Chinese interface; Patisco is also available in English and other languages.

In the story: a week after shipping, Monday morning, 8:15

All caps

PI-0411: ONE CARTON MISSING + WRONG MODEL? Our warehouse received 47 cartons, not 48. And the chains look different from the last shipment. Please check ASAP.

A-Zhe read it, and his first reaction was to look over at A-Mei's seat. She had taken a half day off for a prenatal checkup.

His second reaction: forty-seven cartons? On inspection day, A-Mei had counted twice, and the first count was exactly forty-seven.

How it used to go

An email like this used to bring the whole office to a halt for a morning.

A-Zhe would dig through his inbox for the PI and message A-Mei on LINE. A-Mei, at the hospital, couldn't reply. He'd go looking through A-Mei's LINE chat with Hongtai for the pre-shipment photos and come up empty, because that was on A-Mei's phone. Hsiu-Chin would hunt through the shared folder for the packing list and find three versions.

Three people digging separately, and when the morning was gone they'd still be working out which version was the real one.

How it goes in Patisco

The answer was already in one thread

A-Zhe opens the PI-0411 discussion. Jonas's email is here. The Hongtai group's conversation and the inspection photos are here. The delivery order issued from this PI is one click away.

He scrolls up: on inspection day, A-Mei wrote "48 cartons, counted twice, first count 47." And there's the photo Ms. Chang took before loading, forty-eight cartons.

The PI-0411 discussion, with an email from Velostrada and LINE messages and photos in one thread
The customer's email and the supplier group's photos are all in the same document's discussion.

Have the AI check it once

On PI-0411, A-Zhe clicks [Ask AI]: "Do the chain quantities and carton counts match between this PI and its delivery order? What day did the new plating spec change?"

The AI reads this document and its linked delivery order and replies: the chain quantities match between the PI and the delivery order. As for what day the spec changed, it says plainly that it can't find that and asks A-Zhe to confirm directly. It doesn't make up a date.

The AI's answer after clicking Ask AI on PI-0411
Ask the AI right on the document. What it can't find, it says it can't find; it won't make up a date.

So the chain numbers are settled. For the rest, A-Zhe opens the "Chain plating change" thread and the PI's [Change history] and reads for himself. Now both questions have answers:

AI drafts, a person checks, then it goes out

In the same thread, A-Zhe clicks [Reply by email], then [AI draft reply], and under "How should it reply?" he writes: "Politely explain the two points, with the tracking number and the inspection photos."

The AI reads the exchanges in this thread and drafts an email. It covers the carton count and the photos, but on the chains it turns around and asks the other side what looks different. A-Zhe adds the tracking number and the explanation of the new plating, confirms the numbers are right, and clicks [Send].

An AI draft reply filled into the email body, with a reminder to check the numbers
The AI reads the whole thread and drafts a reply; a person edits it, confirms it, and only then clicks Send.
The draft only fills in the body of the email. It doesn't send itself. Before sending, if the body contains a figure that only came up in internal messages, the system warns you as well. AI is one step away from answering customers on its own, and that step stays with a person.

At eleven, Jonas replied: "Found the 48th carton. Sorry for the alarm. And yes, the new plating — my mistake."

A-Mei messaged on LINE: "What's going on? Do you need me back there?"

A-Zhe replied: "No need, it's handled. How did the checkup go?"

Hsiu-Chin's question finally gets an answer

That afternoon, Hsiu-Chin walked over to A-Zhe's desk. What she was holding wasn't an invoice. It was a cup of coffee, which she set down in front of him.

"That Marta in Poland, the money for her samples came in," she said. "She paid through the payment link in your PI. I can see it in the PI list by turning on the [Payment Status] column."

For small orders like samples, A-Zhe checks [Include payment link] when he sends the PI, and the customer can pay online by clicking the link. Each payment link works only once, and only original PIs can have one.

"So this time," A-Zhe said, "you don't have to ask me which document this money belongs to?"

Hsiu-Chin thought for a moment. "Not this month."

Before vs. With Patisco

BeforeWith Patisco
The customer's follow-up emailOne salesperson's inboxIn the document's discussion
Pre-shipment photosThe purchaser's phoneGroup photos synced into the same thread
Comparing the PI and delivery orderThree people digging in three placesOpen the delivery order, or [Ask AI]
The replyWritten from scratchAI drafts, a person checks, then it's sent
Which document this money belongs toHsiu-Chin asks aroundThe payment link is tied to that PI
A word for the boss: The follow-up email will come. The difference is whether, when it does, you spend a morning looking for the answer or the answer is already there.
Next episodeMoments in Trade #20|A-Mei's maternity leave: handovers don't start from zeroThat evening, A-Mei came back to the office to pack up. She set the worn notebook on her desk, flipped through it, and closed it again."So…" she said, looking at Chairman Lin. "My maternity leave starts next week."Read the next episode →
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