Resources.
Every tool, sheet, channel, and contact the operations team relies on, in one place.
Systems & tools
| Tool | Used for |
|---|---|
PerkUp Swag Platform (Shopify perkup-swag) | Order hub — SOs, proofs, ship dates, tracking, fulfillment routing |
| Linear | The ticket tracking each order’s work |
| Fulfill Engine | Topshelf WMS — FE POs, inventory, receiving |
| OrderDesk | Customized POD fulfillment routing |
| OrderMyGear | Bulk PO generation |
| Brex | Supplier payments (memo = SO#) & expense management |
| Zonos | Customs commercial invoices & duties |
| Margin Calculator | Order margin math |
| Retool (Transactions & Balances) | Verifying reward status before refunds |
| 1Password (Gift & Swag vault) | Supplier account credentials |
| Sage / ESP | US promotional-products sourcing |
| Quo, WhatsApp | Vendor phone / messaging |
| CommonSku archived | Former bulk-order flow (replaced by the Swag Platform) |
Key spreadsheets
- PerkUp 3PL Address + Contact — canonical warehouse partner directory.
- PerkUp Inventory — All Warehouses — live stock tracker by warehouse and PO.
- Mobility Global — Shipping Cost Analysis — the kit rate card (see Shipping).
- US Shipping Rates Audit 2026 — per-order Topshelf margin audit + GP customs charges.
- Bulk Orders Payment Spreadsheet — payment + margin tracking for bulk POs.
- Customs submissions — duty-reimbursement log.
- PerkUp <> TopShelf — Topshelf order/tracking sheet.
Slack channels
| Channel | Purpose |
|---|---|
#operations | Main ops coordination |
#orders-manual | FlowBot manual-order alerts |
#unfulfilled-alerts | Orders unfulfilled > 21 days |
#bulk-swag-so-po | Bulk SO/PO notifications |
#topshelf-perkup | Topshelf receiving & ops |
#perkUp-tsp-invoices | Topshelf invoices & payment |
#design-customizable-swag | POD artwork QC issues |
#engineering-warehouse-fees | Warehouse storage-fee billing |
Team & escalation
Procurement: Jonathan (lead), Gly, Journey. Receiving: Raphne, Cameron. CSM partners: Nick, Adriana. Art/Graphics: Salma, Violeta, Delfina. Escalation path: self-resolve → Jonathan → CSM → Thomas (CEO). See the Operations overview for the full org breakdown.
Sources: “Procurement Team Playbook” (Notion) and the operations research compiled 2026-06-07.