How to Automate MicroBiz

MicroBiz already covers complicated retail stock: matrix products up to three variant factors, special orders and customer orders, purchasing and receiving, credit accounts, serial numbers, multi-store, plus WooCommerce and QuickBooks Online sync. Distributor stock pages, backorder dates and launch calendars sit behind supplier logins, and reading those is where an agent like WebRun works.

Matrix products are how a pen shop keeps its stock straight

MicroBiz is a cloud point of sale and order management system for small retail and wholesale businesses. It sells to shops carrying awkward stock: appliance dealers, nurseries, feed and farm stores, furniture, pool and spa, uniform suppliers, firearms retailers and repair businesses.

Awkward stock is the point. A stationery and pen shop is a clean example. One fountain pen model exists in four barrel colours and three nib widths, which is twelve things to count and one thing to talk about. The same ink comes as a bottle and as a cartridge pack. A dated planner is worth full price in November and nothing in February.

MicroBiz calls that a matrix product and handles variants from a single factor up to three at once, applying the right SKU and price when the assistant picks the combination. Around it sits the rest of the shop: the customer who wants a nib nobody stocks, the school account buying on terms, the web store, and a till that has to agree with all of them.

A special order is chased through a distributor's own portal

The shop floor is the straightforward half. The other half is a set of questions whose answers live somewhere else.

A customer orders a pen the shop does not carry, and every week after that they ask when it will arrive. Finding out means signing into the distributor, looking up the line, and reading a date that may have moved twice since anyone last checked. Multiply that by the eleven other special orders open at the same time.

The brands do not help. A new collection is announced on a manufacturer's site with a launch date, and the shops that noticed get stock. An ink colour is discontinued, and nobody mentions it until a reorder comes back short. A delivery arrives with two boxes missing and a packing slip that does not match the purchase order, so somebody sits with both documents open and a pen.

Meanwhile the web store sells the same notebook the shop just sold, off the same shelf.

The microbiz.com homepage, the app these three jobs run in. MicroBiz
Special orders with a date attached Each open order checked on the distributor's own stock and backorder screen, so the answer for a waiting customer is current rather than remembered.
Launch calendars read a season early Manufacturer release dates and new collections gathered ahead of the buying window, so the shelf plan is made before the reps arrive.
Receiving checked against the supplier's own record The dispatch note on the distributor's site read against the purchase order, so a short delivery is raised while the claim is still open.

Purchase orders can only reorder lines the shop already carries

MicroBiz does more of this than most small-shop systems, and it is worth naming what is genuinely covered.

Matrix Products handles the variant problem up to three factors at once. The Special Order workflow and Customer Orders follow an item the shop does not stock from the moment it is promised to the moment it is collected, which is the exact record a stationery counter needs. Purchasing & Receiving raises orders and books deliveries in. Credit Accounts run terms for the school or the office buying on account, and Customer-based Pricing gives them their own price. Serial Numbers track individually identified goods, Work Orders cover repairs, and Multi-Store keeps stock straight across locations. The WooCommerce integration keeps the online storefront and the shop floor in step, and QuickBooks Online takes the day's register batch through to mapped ledger accounts.

Everything there works on records already inside MicroBiz, or inside the systems it is wired to.

The distributor's stock page is not one of them. Neither is the manufacturer's launch calendar, the discontinuation notice, the backorder date that moved this morning, or the price a competitor is showing on the same notebook. Those live behind supplier logins, and a purchase order cannot open a browser.

Distributor stock and launch dates arriving ahead of the shelf plan

Point something at those logins on a schedule and the shop stops being the last to know.

Open special orders checked against each distributor's own stock and backorder screen every morning, so the customer waiting on a nib gets a real date rather than a shrug. Manufacturer launch calendars read ahead of the season, so the collection everyone will ask about in September is ordered in July. Discontinuation notices caught while there is still stock in the channel to buy, because a line dying quietly is how a loyal customer starts shopping elsewhere.

The money side is just as mechanical. Distributor cost changes set against the current shelf price, so a pen now selling under margin surfaces the same week rather than at stocktake. Delivery discrepancies checked by reading the supplier's own dispatch record against what the purchase order said. Competitor listings on the handful of lines customers actually price-compare, gathered rather than guessed at.

No API, no developer, and no integration the distributor has any intention of building.

The waiting customer gets a real date

All of that is a person signing into supplier sites and writing down what they see. It is not skilled work, and it is the work that never gets done on a busy Saturday.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens a distributor's ordering site, a manufacturer's dealer page or a competitor's shop, reads the screen, and brings the answer back beside the open orders and stock figures in MicroBiz.

Placing an order, emailing a customer about their special order and changing a shelf price stay yours. Each is drafted and waits for approval.

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

Questions people ask

Will it place purchase orders with our distributors?

No. It reads availability, cost and backorder dates, assembles the order beside your stock and open customer orders, and stops there. Spending money with a supplier is your call, so the order is drafted for you to send.

Could it overwrite stock levels in MicroBiz?

Only if you set it up that way, and most shops do not. The usual arrangement is read-only: it brings outside answers in and sets them next to your figures, leaving every write to MicroBiz to a person at the counter.

Our distributor site is old and has no export. Is that a problem?

No, that is the normal case here. It reads the page in a browser the way your buyer does, so an ordering site with a login, no download and no feed is exactly the kind it was built for.

12 ready-made MicroBiz 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 MicroBiz Web vs Store Sales Recap
Every Monday, WebRun pulls in-store sales from MicroBiz and online orders from Shopify, builds a side-by-side comparison in Google Sheets, and shows you which channel and which products are actually driving the week.
MicroBizShopifyGoogle Sheets
Automated MicroBiz Receiving Discrepancy Alerts
Every night, WebRun compares what MicroBiz shows as received against the vendor bill in QuickBooks, flags any quantity or cost mismatch, and emails your purchasing manager a discrepancy list before the bill gets paid.
MicroBizQuickBooksGmail
Automated MicroBiz Pen Brand Margin Report
Every Monday, WebRun pulls pen sales from MicroBiz, matches each brand's cost from QuickBooks, and builds a Google Sheets report ranking brands by gross margin, not just units sold, so you know which lines are actually worth the shelf space.
MicroBizQuickBooksGoogle Sheets
Automated MicroBiz Customer Winback Drafts
Every Monday, WebRun finds regular customers in MicroBiz who have not purchased in 60 days, drafts a personalized winback email in Mailchimp for each, and posts a Slack note so you can review and approve the campaign before it sends.
MicroBizMailchimpSlack
Automated MicroBiz Special Order Pickup Emails
Every hour, WebRun checks MicroBiz for special orders marked received, drafts a friendly pickup email to each customer, and leaves it for you to review and send so nothing goes out under your name without a look.
MicroBizGmailSlack
Automated MicroBiz Slow Notebook Clearance List
Every Monday, WebRun finds notebook lines in MicroBiz that are not selling, builds a clearance and markdown suggestion list in Google Sheets, and messages you on Telegram so you can decide what to mark down.
MicroBizGoogle SheetsTelegram
Automated MicroBiz Planner Preorder Follow-Ups
Every morning during planner season, WebRun checks MicroBiz for preordered planners marked received, drafts a personalized follow-up email in Mailchimp for each customer, and messages you on Telegram to review and send.
MicroBizMailchimpTelegram
Automated MicroBiz Greeting Card Markdown Alerts
Every Monday, WebRun finds greeting card lines in MicroBiz with too much stock for the season ahead, checks each line's cost in QuickBooks to set a markdown floor, and posts a Slack suggestion for you to approve before any price changes.
MicroBizQuickBooksSlack
Automated MicroBiz Collection Launch Drafts
Every morning, WebRun checks MicroBiz for newly tagged collection items, drafts a Facebook announcement post with the new pieces, and posts a Slack note so you can review, add photos, and publish it yourself.
MicroBizFacebookSlack
Automated MicroBiz Ink Reorder Alerts
Every morning, WebRun checks fountain pen ink and cartridge stock in MicroBiz against your reorder levels, drafts a QuickBooks purchase order for anything low, and pings you on Telegram to approve it before it goes to the supplier.
MicroBizQuickBooksTelegram
Automated MicroBiz Daily Sales Digest
Every night, WebRun pulls the day's sales from MicroBiz, logs revenue, units, and top sellers to Google Sheets, and posts a short digest to Slack so you know how the store did without running a report yourself.
MicroBizGoogle SheetsSlack
Automated MicroBiz Back to School Forecast
Every Monday during the back to school season, WebRun compares this year's MicroBiz sales pace to last year's, builds a demand forecast for notebooks, backpacks, and supplies in Google Sheets, and emails you a recap of what to reorder before it sells out.
MicroBizGoogle SheetsGmail

Want one of these running on your own MicroBiz?

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