How to Automate GiftLogic

GiftLogic automates the counter and the stockroom. PurchasePal suggests reorders from each item's sales history and red-line levels, purchase orders email straight to the vendor, and receiving reconciles what arrived against what was ordered. Watching vendor portals, recall notices and competitor prices is still somebody's morning.

GiftLogic is the stockroom as much as the till

GiftLogic is point of sale and retail management software for independent shops: gift stores, toy shops, museum and hospital gift shops, boutiques, bookshops, antique dealers and souvenir stores.

A shop like that is not a small supermarket. It carries a few thousand items from dozens of tiny vendors, half of them seasonal, most of them ordered months before anybody buys one. Margin is decided in the buying rather than at the counter, and the buyer is usually the same person who unlocks the door in the morning.

So GiftLogic has to hold much more than the register. It carries inventory with its styles matrix, the vendors and purchase orders, customer records and loyalty, charge accounts, layaway, custom orders, gift registries, consignment, and the reporting sitting on top of all of it.

For a single-site shop it is the only place that knows both what sold on Saturday and what is due in from a supplier in March.

The buying happens on somebody else's website

The till end of the day looks after itself. The buying end does not.

A case of the thing that sells out every December was ordered in August, and the vendor's portal says part-shipped, which means somebody has to log in and find out what actually went on the truck. Another vendor has quietly changed a price and nobody notices until the invoice arrives. A recall notice goes out on a toy that is sitting in the window and has been sold eleven times this year.

Then there is the stock that is not moving: seasonal lines in February, an exhibit tie-in after the exhibit closed, a shelf that has been face-out since spring. There is the customer with a charge account thirty days past due. There is the maker whose consignment payout is owed at the end of the month.

Each of those questions is answered on a different website, and every one of those websites has its own login.

The giftlogic.com homepage, the app these three jobs run in. GiftLogic
Vendor orders actually tracked Open purchase orders checked on each vendor's own portal, so a part-shipped case is chased in September and not November.
Recalls caught the same day Published recall notices matched against what is on the shelf and against who has already bought one.
Cash tied up on the shelf Slow movers and out-of-season stock ranked by the money sitting in them, with a markdown suggested for each.

PurchasePal already knows what to reorder

GiftLogic does a good deal of the reordering thinking for you, which is the part most independents dread.

PurchasePal collects and calculates sales information in the background, then suggests what to reorder and when, based on each item's sales history and your own preferences. Red-line alert levels can drive the reordering automatically, or you can build an order yourself. Once you have reviewed the suggestions, purchase orders are generated and emailed to the vendor from inside the software, and when the boxes turn up you receive against the order, with reconciliation and backorder assessment telling you what did not arrive. Around that sit the register, inventory management with the styles matrix, client records and loyalty, charge accounts, layaway, custom orders, gift cards and gift registries, consignment and multi-vendor handling, a management dashboard, and integrations to QuickBooks, Shopify and Mailchimp.

All of it works on what has already passed through your own till or your own purchase orders.

It has no view of the vendor's portal, of the recall notices published this week, of what the same toy is listed at online, or of what the museum has scheduled for the spring.

Recalls and late vendors are findable the same morning

Put the shelf next to what the vendors and the recall notices say, and the buying stops being a Sunday evening job.

Every open purchase order checked against the vendor's own portal, so a case marked part-shipped in August becomes a question you ask in September rather than a hole you find in November. Recall notices compared against what is on your shelves and what you have sold, so the box comes off the display today and the people who bought one can be contacted.

Slow movers ranked by the cash they hold rather than by how annoying they look, with seasonal stock that has run past its season on the same list. Charge accounts past due, checked against the books before anybody is contacted. Consignment sales totalled per maker, so a month-end payout statement is a document rather than an afternoon.

Prices on the same item where other people sell it, so you hear it from a screen rather than from a customer. The museum's calendar of what opens in spring, read from their published page, so tie-in merchandise is ordered while the vendor still has stock.

Keep customer contact supervised. A shop like this runs on people who know the owner by name, so a note about an overdue account is written by the software and sent by a person.

The shopkeeper should be on the shop floor

Knowing what the shop actually holds means opening eleven vendor portals, the recall notices and the accounts package, then lining all of it up. Every step of that is fixed in advance, and it is the shopkeeper's afternoon that pays for it.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens GiftLogic, the vendor sites, the recall listings or QuickBooks, reads them, and hands you what disagrees.

It runs on your schedule in your own private environment, and you can watch a run and stop it. Anything going to a customer or a vendor is drafted and waits for you.

The workflows below are already built, and each one names the sites it opens.

Questions people ask

Does it change stock levels in GiftLogic?

Only if you ask it to. By default it reads GiftLogic and reports, so a run produces a list of what it found. Writing anything back is something you turn on deliberately.

Can it log into a vendor site that offers no API at all?

Yes, and that is the point. It opens the site in a browser signed in as you, reads the order status page and reports it, exactly as a person would.

Will it email vendors or customers by itself?

No. It writes the chaser and leaves it for you. In a shop where customers know the owner by name, a message about money should have a person behind it.

22 ready-made GiftLogic workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated GiftLogic Vendor Backorder Alerts
Every Monday, WebRun checks GiftLogic for vendor purchase orders running late, drafts a status check email for each vendor, and posts the delayed list to Slack.
GiftLogicGmailSlack
Automated GiftLogic Brand Margin Report
Every Monday, WebRun pulls sales by brand from GiftLogic, checks true cost and margin in QuickBooks, and posts the ranked margin report to Slack.
GiftLogicQuickBooksSlack
Automated GiftLogic Seasonal Demand Forecast
Every Monday, WebRun compares this year's GiftLogic sales trends to last season, checks margins in QuickBooks, and builds a forecast recap in Google Sheets so you order the right toys early.
GiftLogicQuickBooksGoogle Sheets
Automated GiftLogic Toy Recall Checks
Every morning, WebRun checks CPSC recall notices against your GiftLogic inventory and past sales, then alerts staff in Slack to pull affected stock right away.
CPSCGiftLogicSlack
Automated GiftLogic Toy Reorder Alerts
Every morning, WebRun checks PurchasePal in GiftLogic for SKUs below their reorder point, drafts a reorder email to each vendor, and posts the list to Slack for you to approve.
GiftLogicGmailSlack
Automated GiftLogic Overstock Clearance Alerts
Every Monday, WebRun finds GiftLogic SKUs that have been sitting too long, suggests a markdown for each in Google Sheets, and pings your manager on Telegram to review before any price changes.
GiftLogicGoogle SheetsTelegram
Automated GiftLogic New Arrival Announcements
Every week, WebRun finds newly received SKUs in GiftLogic, drafts a new arrivals email in Mailchimp, and sends your marketing lead the draft link on Telegram.
GiftLogicMailchimpTelegram
Automated GiftLogic Layaway Payment Reminders
Every morning, WebRun finds GiftLogic layaway plans with a payment due soon, drafts a friendly reminder email for each customer, and sends your staff the day's due list on Telegram.
GiftLogicGmailTelegram
Automated GiftLogic Registry Purchase Followups
Every morning, WebRun finds gifts purchased off a GiftLogic registry, drafts a note to the registry owner and a thank you for the buyer, and logs the fulfillment in Google Sheets.
GiftLogicGmailGoogle Sheets
Automated GiftLogic Daily Sales Recap
Every night, WebRun tallies the day's toy sales in GiftLogic, logs the totals in Google Sheets, and posts a short recap to Slack so you know how the day went before you lock up.
GiftLogicGoogle SheetsSlack
Automated GiftLogic Charge Account Chaser
Every Monday, WebRun finds GiftLogic charge accounts past due, drafts a polite reminder email for each customer, and checks QuickBooks so your chase list matches the synced balance.
GiftLogicGmailQuickBooks
Automated GiftLogic Birthday Club Winbacks
Every morning, WebRun finds GiftLogic birthday club members with an upcoming or recently passed birthday, drafts a personal winback email in Mailchimp, and tells you in Slack when drafts are ready.
GiftLogicMailchimpSlack
Automated Slow Mover Clearance Report
Each week, WebRun scans GiftLogic for items that have barely sold in months, ranks them by tied-up cash and shelf space, and sends you a clearance report on Telegram.
GiftLogicGoogle SheetsTelegram
Automated Exhibit Restock Forecast
Ahead of each exhibit, WebRun reads the opening date from Google Calendar, checks tie-in merchandise stock in GiftLogic, and hands you a restock forecast in a sheet.
GiftLogicGoogle CalendarGoogle Sheets
Automated PO Shortfall Digest
As stock is received, WebRun compares each GiftLogic purchase order against what actually arrived and posts you a digest of shortages and overages in Slack.
GiftLogicGoogle SheetsSlack
Automated Loyalty Win-Back Campaigns
Each month, WebRun finds loyalty members who have not shopped in a while in GiftLogic and drafts a personal win-back campaign in Mailchimp for you to approve.
GiftLogicMailchimpGoogle Sheets
Automated Special Order Pickup Alerts
When a special-order item is received in GiftLogic, WebRun matches it to the waiting customer and drafts a ready-for-pickup text and email for you to approve.
GiftLogicTwilioGmail
Automated House Account Reminders
Each week, WebRun finds house accounts with a balance past due in GiftLogic, confirms the amount in QuickBooks, and drafts a polite reminder email for you to approve.
GiftLogicQuickBooksGmail
Automated Seasonal Markdown Flags
Each week, WebRun reviews seasonal and dated souvenir stock in GiftLogic, spots what is lingering past its season, and posts you a suggested markdown list in Slack.
GiftLogicGoogle SheetsSlack
Automated Gift Registry Tracking
Each morning, WebRun reads your GiftLogic gift registries, works out what has been bought versus what is still wanted, and sends you a per-registry status on Telegram.
GiftLogicGoogle SheetsTelegram
Automated Consignment Payout Statements
Each month, WebRun reads consignment sales in GiftLogic, calculates each maker's payout in QuickBooks, and drafts a clear statement email for you to approve.
GiftLogicQuickBooksGmail
Automated GiftLogic Low Stock Alerts
Every morning, WebRun opens GiftLogic PurchasePal, finds items that have dropped below their reorder point, and posts your buyer a ranked restock list in Slack.
GiftLogicGoogle SheetsSlack

Want one of these running on your own GiftLogic?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.