How to Automate Wherefour

Wherefour automates the traceability and planning work in a food factory: one-button forward and backward lot traces, recall reports by lot, date or customer, Control Points on the batch record, and a one-click MRP that writes purchase orders. Supplier portals, retailer deductions and published recall notices still need an agent like WebRun.

Wherefour is the factory floor written down

Wherefour is an ERP for manufacturers who make things out of other things, and food and beverage sits in the middle of its market: sauces, snacks, drinks, bakeries, supplements, cosmetics, and the co-packers who make all of it for somebody else.

That business is unusual enough to need software of its own. A pallet of oats arrives with a lot code on it. Some of those oats go into batch 118 on Tuesday and the rest into batch 124 on Thursday. Batch 118 becomes four hundred cases that ship to eleven customers over six weeks. If anything is ever wrong with those oats, you have hours to say exactly which cases went where, and to prove it with records written at the time.

So Wherefour holds the formulas, the lots, the batches, the yields, the inventory across locations, the purchase orders behind it and the sales orders in front.

The trouble arrives as somebody else's document

The floor runs. The desk is where a small manufacturer loses its week.

A customer's quality team wants the certificate of analysis for the lot on the pallet they received, and wants it today. Your own ingredient supplier owes you a certificate for the material you are about to run and has not sent it. A retailer's vendor portal has taken a deduction against an invoice and the reason code is four characters long. A pallet left on Tuesday and the customer says it never arrived, so somebody is on a freight carrier's site with a pro number. An ingredient went up eleven percent and you found out from the invoice.

Every one of those questions has its answer sitting on a website with its own login, and not one of those websites is yours.

The wherefour.com homepage, the app these three jobs run in. Wherefour
Upstream recalls matched to your lots Published withdrawal notices checked against the lot numbers you actually received, so the answer exists before a supplier gets around to phoning.
Deductions disputed in the same month Retailer and distributor portals read weekly, so a chargeback with a four-character reason code is queried while the paperwork still exists.
Certificates that chase themselves The COAs your suppliers owe you tracked on their portals, and the ones customers keep asking for drafted out of your own batch records.

One button gives you the whole chain, in both directions

Wherefour does the hard part of this job well, and a manufacturer should have it set up properly first.

Lot tracking runs on one button: from a lot code you get the forward trace, the backward trace or a full recall report, by lot, by date or by customer, and lot codes go onto invoices automatically and are followed through to delivery. Control Points sit in the production record for the quality checks that have to be signed off, and adjustments carry an audit trail showing who changed what and when. One-Click MRP reads future sales, stock on hand, open purchase orders, production and supplier lead times together, works out what you will run out of and when, then generates purchase orders to your preferred suppliers. The What If function takes a list of products with production multipliers and answers whether you can make them out of what is in the building, with a cost attached.

All of it runs on records you own: your lots, your batches, your orders, your suppliers.

It has no view of the customer's vendor portal, of the certificates a supplier has not sent, or of the recall notices published this morning.

The recall you need to hear about is somebody else's

That is the one worth picturing first, because a recall upstream turns a normal week into a very bad one, and the difference is how fast you answer.

Published enforcement and withdrawal notices read the morning they appear and matched against the lot numbers you actually received, so whether you hold any is a question with an answer already on screen. Certificates chased where they live: the ones your suppliers owe you, tracked on their portals, and the ones customers keep asking for, assembled from your own records into a reply that is written and waiting.

Retailer and distributor portals read weekly for deductions and chargebacks, so a reason code raised in March is disputed in March rather than found at year end. Purchase order acknowledgements checked on each supplier's site against the date your production plan assumed, so an ingredient slipping two weeks moves the schedule rather than stopping it.

Freight tracking against every pallet that left, with anything that has stopped moving at the top. Ingredient prices on supplier portals checked against the costing your last batch was built on. Your own product on the grocer's site: still listed, at the price you agreed.

Draw the line at people. A note to a customer about their certificate is written by the machine and sent by you.

Chasing documents is not manufacturing

All of that is reading: opening eleven sites in the same order and noticing what changed since last week, which is exactly the work that gets skipped when a production run goes long.

WebRun is an agent that works a real Chrome browser, signed in as you. It opens Wherefour, the supplier portal, the retailer's vendor site or the carrier's tracking page, reads what is there and gives you the comparison with the differences named.

Because it drives a browser rather than an API, a supplier with no integration and no export is handled like one that has both. It runs on your schedule in your own private environment, you can watch a run and stop it, and anything going out to a customer is drafted for you to send.

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

Questions people ask

Will it write to our lot records or our batches in Wherefour?

Only if you set it up to. The useful work here is mostly reading: it opens Wherefour, takes what it needs and compares it against an outside site. Anything that writes back is switched on deliberately, and the workflow says what it writes.

Can it handle a supplier who still works by email and PDF?

Yes. An inbox is a site with a login like any other, so a certificate that arrives as an attachment can be read, matched to the lot it belongs to and filed against the right batch, with anything missing listed for you.

Is it safe to point this at a retailer's vendor portal?

It signs in as you, with the access you already have, and by default it only reads. Disputing a deduction, replying to a buyer or submitting anything at all is left as a draft, because those are decisions with money attached to them.

13 ready-made Wherefour 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.

Wherefour Automated Slow-Moving Inventory Report
Every week, WebRun analyzes finished goods inventory in Wherefour, identifies items with low sales velocity relative to quantity on hand, calculates days of supply remaining, and logs a slow-mover report to Google Sheets with FEFO expiry context so your sales and ops teams can act before stock ages out.
WherefourGoogle SheetsMailchimp
Wherefour Automated Quote Follow-Up Drafts
Every Monday, WebRun finds quotes in Wherefour that were sent more than five days ago and have not been accepted or declined, and drafts a personalized follow-up email in Gmail for each one so your sales team can review and send without having to track open quotes manually.
WherefourGmailGoogle Sheets
Wherefour Automated Proof of Delivery Chaser
Every morning, WebRun checks shipped orders in Wherefour that are past their expected delivery date but still lack a signed proof of delivery, and sends a Twilio SMS to your logistics contact or driver requesting confirmation so missing PODs do not hold up your invoicing cycle.
WherefourTwilioQuickBooks
Wherefour Automated Price List Update Rollout
When you upload a new price list to Google Sheets, WebRun reads the changes, updates the relevant customer price lists in Wherefour, and drafts individual price change notification emails in Gmail for your sales reps to review and send to each affected customer.
Google SheetsWherefourGmail
Automated Food Manufacturer Invoice Collection Drafts
Every Monday, WebRun finds overdue invoices in QuickBooks, cross-references customer order history in Wherefour, and drafts polite but firm collection emails in Gmail so your accounts team can review and send without writing each one from scratch.
QuickBooksWherefourGmail
Wherefour Automated Order Exception Flagging
WebRun reviews every open sales order in Wherefour each morning, flags exceptions like quantity mismatches, missing lot assignments, or orders past their promised ship date, and posts a prioritized exceptions list to Slack so your ops team can resolve issues before they reach the customer.
WherefourGoogle Sheets
Wherefour Automated New Item Setup Checklist
When a new item is created in Wherefour, WebRun runs through a mandatory setup checklist covering formula, costing, lot attributes, regulatory fields, and customer price list inclusion, and posts a completion status to Slack so your team can close any gaps before the first batch is produced.
WherefourSlackDocuSign
Wherefour Automated New Customer Onboarding
When a new customer is added in Wherefour, WebRun drafts a personalized welcome email with your product catalog and ordering instructions, adds a follow-up task to Google Calendar, and notifies your sales rep in Slack so no new account gets a cold start.
WherefourGmailSlack
Wherefour Automatic Low-Stock Reorder Alerts
WebRun checks your ingredient inventory in Wherefour each morning, finds items below reorder threshold, and posts a prioritized replenishment list to Slack so your purchasing team acts before a stockout hits production.
WherefourSlack
Wherefour Automated FEFO Expiring Lot Alerts
Every morning, WebRun scans all ingredient and finished goods lots in Wherefour, identifies those expiring within your configured lead time, checks whether each lot is allocated to a production batch or sales order, and posts a prioritized expiry alert to Slack so your team can quarantine, use, or disposition stock before it becomes a food safety issue.
WherefourSlackTwilio
Wherefour Automated Customer Reorder Reminders
Every week, WebRun analyzes customer order history in Wherefour, identifies accounts that are due for a reorder based on their average order frequency, and drafts a personalized reorder reminder email in Gmail so your sales reps can review and send before the customer places an emergency order or turns to a competitor.
WherefourGmailStripe
Wherefour Automated COA Document Chaser
Every morning, WebRun scans incoming raw material receipts in Wherefour that lack an attached certificate of analysis, identifies the supplier contact for each, drafts a polite COA request email in Gmail, and logs the outstanding COAs to a Google Sheet so your QA team has a complete chase list for the day.
WherefourGmailGoogle Sheets
Wherefour Automated Backorder Status Digest
WebRun pulls every open backorder from Wherefour each morning, groups lines by customer and expected ship date, and sends a concise digest to a Telegram group so your customer service team can set expectations without digging through the ERP.
WherefourTelegram

Want one of these running on your own Wherefour?

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