How to Automate talech

talech, now being renamed Elavon Point of Sale, automates what its own register can see. Inventory alerts email the owner a daily list of items below their warning threshold, and reports can be scheduled rather than pulled. Supplier prices and bank settlements sit outside it, and suit an agent like WebRun.

A salon, a cafe and a hardware store run the same register

talech runs the counter in restaurants, cafes, retailers and service businesses, and it belongs to Elavon, which is part of U.S. Bank. It is also mid-rename: the talech site now says the product is becoming Elavon Point of Sale, with the change rolling out in stages, so a business signing up today may meet it under either name. The card processing and the software come from the same company either way.

The register is the familiar part. Orders, discounts, refunds, exchanges and store credit. A product file with barcode labels and stock counted in real time. Staff logins and hours worked. A customer record building up quietly behind the transactions. Service businesses get appointment booking on top of it, retailers get online ordering for pickup, and it runs on a countertop unit, a handheld or a phone.

For a lot of these businesses it is the only piece of software in the building.

The register closes and the phone comes out

Nobody here is employed to do the back office. The owner does it, and the owner has just finished a shift.

So it happens standing up, on a phone, in the twenty minutes after the door is locked. The daily report is opened and skimmed. The low-stock email is read and half remembered. The card deposit is checked against what the day felt like, roughly, because doing it properly means signing into the bank and matching a batch against a total. Two suppliers would get looked at if there were time, since the last delivery came in at a price nobody had agreed to. Tomorrow's appointments are counted and the gap at eleven is noticed but not filled.

None of this is skipped on purpose. It is skipped because the person who has to do it has been on their feet since seven.

The talech.com homepage, the app these three jobs run in. talech
The alert with prices attached Each item below its threshold priced at the suppliers you buy from this morning, with anything now dearer than the last invoice flagged, before the order goes in.
Yesterday's batch, found or missing The card total compared with what actually reached the business account, so a short settlement becomes a question this week.
Tomorrow's book against tomorrow's staff The appointment list read against who is rostered, with gaps and double bookings named the night before rather than at opening.

Inventory alerts fire on the shelf, never on the supplier

More of that is already handled on the register than people expect.

Inventory is tracked in real time, with barcode labels printed from the same product file. Inventory alerts carry a warning threshold per item: the register warns an employee who adds a low or out-of-stock item to an order, and a daily email goes to the account owner and any designated employees listing everything that has fallen below its threshold, which is where a purchase order starts. Reports can be scheduled daily and weekly instead of pulled by hand. Staff access and hours worked are tracked, service plans add appointment booking, and retail plans add online ordering for pickup.

What all of those have in common is that a transaction on the register set them off. The alert knows a shelf is empty. It does not know what refilling it costs this week, whether the supplier has stopped listing the item at all, or whether yesterday's card batch reached the bank. Those three answers live on three other websites, and a register has no reason to open any of them.

The low-stock email can arrive already priced

That daily alert is a good starting point for something more useful than a reminder.

The same list, with every item priced at the two or three suppliers you buy from, this morning, against the prices on the previous order from each, so an item that costs more this week than last is called out on the sheet the order gets written from. The items a supplier has quietly stopped listing marked as gone rather than as low, because that is a different problem with a different answer.

Yesterday's card batch compared with what actually landed in the business account, so a short settlement becomes a question this week rather than a discovery at year end. Pickup orders from the online store added to the counter's day, so the figure is one number. On the service side, tomorrow's appointment book read against who is rostered, with the gaps and the double bookings listed the night before. Gift card and store credit balances totalled, so the liability is known before an accountant asks for it.

Reading and comparing can run overnight. Placing an order, messaging a customer or refunding a card is a decision, and it stays with whoever owns the shop.

Turning an alert into an order takes three logins

The alert says the shelf is empty. Getting from there to a costed order means opening three supplier sites and reading them properly. The only real question is whether that is a person's twenty minutes.

WebRun is an agent that works a real Chrome browser, signed in as you are. It opens talech, your suppliers' trade sites and your bank, reads what each one says, and leaves the answer somewhere you will see it before you open up.

It runs on your schedule in your own private environment, and a workflow can be locked to a named list of sites. You can watch a run and stop it. Nothing that spends money or reaches a customer goes out without you saying so.

Each workflow below names what it opens and what it brings back.

Questions people ask

Our talech is turning into Elavon Point of Sale. Does the rename break this?

No. An agent signs in and reads the screens the way your staff do, so a change of name, logo or menu layout is something it adapts to rather than something that severs a connection. There is no integration keyed to a product name that can go stale underneath you.

Once it has the supplier prices, can it place the order?

Only if you tell it to, and the default is no. Spending money is kept behind a person. What arrives is the order built and costed, with any item that has gone up marked, so approving it takes a glance instead of an evening.

Do we need a particular talech plan for any of this?

No. The workflows read what your own login already shows, so whichever tier you are on, the figures visible to you are the figures available to it. A plan with appointment booking simply means there is an appointment book to read as well as a product list.

11 ready-made talech 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 talech Supplier Invoice Chaser
Every week, WebRun matches your talech purchase orders against open supplier invoices in QuickBooks, finds gaps, and drafts a chaser email for any invoice that is overdue.
talechQuickBooksGmail
Automated talech Shift Coverage Alerts
Every morning, WebRun checks your upcoming talech schedule for shifts with no assigned staff member and posts an urgent coverage alert to your team's Slack channel.
talechSlackGoogle Calendar
Automated talech Review Request SMS Drafts
Each evening, WebRun finds recent talech customers with high-value or repeat transactions and drafts a review request message via Twilio SMS for your approval before any text is sent.
talechTwilio
Automated talech Refund Exception Flags
Every morning, WebRun reviews the prior day's refunds in talech, flags any that exceed your threshold or lack a reason code, and sends a summary to the manager via Slack.
talechSlack
Automated talech Price Change Rollout
When you upload a price-change list, WebRun updates each item in talech, verifies the new prices were saved, and sends you a completion checklist in Google Sheets showing what changed and what needs a manual fix.
talechGoogle Sheets
Automated talech Online Order Routing
Whenever a new online order lands in talech, WebRun reads the order details and posts a formatted ticket to the right Slack channel for the kitchen or fulfillment team to action.
talechSlack
Automated talech Loyalty Win-Back Drafts
Every week, WebRun finds loyalty members in talech who have not visited in 60 days or more, and drafts a personalized win-back email in Mailchimp for your approval before sending.
talechMailchimp
Automated talech Low-Stock Reorder Alerts
Every morning, WebRun scans your talech inventory, finds items at or below your reorder threshold, and sends a reorder alert to Slack and a draft purchase request to Gmail.
talechSlackGmail
Automated talech Gift Card Liability Digest
Every Monday, WebRun reads your talech gift-card balances, totals the outstanding liability, flags cards unused for over a year, and posts a digest to Slack so your bookkeeper stays current.
talechSlack
Automated talech End-of-Day Reconciliation
Each night, WebRun reads talech's end-of-day report, compares cash and card totals against expected drawer amounts, and emails you a reconciliation summary flagging any variances.
talechGmail
Automated talech Daily Sales Digest
Every evening, WebRun opens talech, pulls your day's net sales, transaction count, and top category totals, and posts a clean summary to your Slack channel.
talechSlack

Want one of these running on your own talech?

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