MAM Autopart Automated Credit Hold Worklist
Every morning, WebRun opens MAM Software Autopart, finds every trade account on credit hold, captures the outstanding balance, hold age, and credit limit, logs the full worklist to Google Sheets, and posts the credit controller a Slack alert ranked by balance so holds are reviewed before the account appears at the trade counter and causes a scene.
How do I automatically manage trade account credit holds in MAM Autopart before customers arrive at the counter?
Every morning, WebRun pulls every trade account on credit hold from MAM Software Autopart, captures the outstanding balance and hold age, logs the worklist to Google Sheets, and posts the credit controller a ranked Slack alert so holds are reviewed and actioned before an account turns up at the trade counter and causes a problem.
- Credit holds are reviewed before the trade counter opens so no customer is turned away without warning
- Holds over 7 days are escalated automatically so chronic bad payers do not stay unresolved
- Total balance at risk is visible every morning so cash flow risk is quantified daily
Built for auto parts distributors · credit controllers · automotive jobbers · trade counter managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.mamsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
MAM Software Autopart - pull all trade accounts on credit hold
mamsoftware.com
WebRun opens MAM Software Autopart to pull all trade accounts on credit hold. - Open Autopart and filter customer accounts to those with a credit-hold status
- Capture account name, account number, current outstanding balance, credit limit, hold start date, and last payment date
- Calculate the number of days the account has been on hold
- Flag accounts that have been on hold for more than 7 days as requiring escalation
Done when Every credit-hold account is captured with its balance, hold age, and escalation flag.
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2
Google Sheets - log worklist with balance, hold age, and limit
google.com
WebRun opens Google Sheets to log worklist with balance, hold age, and limit. - Append today's credit-hold list to the worklist tracker with the run date
- Remove accounts that had their hold lifted since the last run
- Add a column for the credit controller to record action: payment received, hold lifted, or escalate to manager
Done when The credit-hold worklist is updated and ready for the credit controller to mark up.
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3
Slack - post ranked worklist to credit controller
slack.com
WebRun opens Slack to post ranked worklist to credit controller. - Post a summary to the credit control channel with total accounts on hold, total balance at risk, and the top 5 holds by value
- Flag accounts on hold for more than 7 days with an escalation note
- Include a link to the Google Sheet worklist for the full list and action columns
Done when The credit controller has a ranked credit-hold worklist in Slack and can begin releasing or escalating before the counter opens.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it automatically release credit holds when a payment is received?
No. Releasing a credit hold in MAM Software Autopart is done by your credit controller after they have verified payment. WebRun only surfaces the list so the decision stays with a human every time.
What if a trade customer on hold turns up at the trade counter?
Because the worklist runs before the counter opens each morning, your staff already know which accounts are on hold and can handle the situation without needing to check the system live in front of the customer.
Can it notify the customer that their account is on hold?
Not automatically. WebRun posts an internal worklist only. If you want to contact a customer, the credit controller prepares that message and sends it from their own email so the communication is reviewed first.
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