Marg ERP distribution

Marg ERP distribution automation templates

12 ready-made workflows for Marg ERP distribution. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Marg ERP, Google Sheets and Xero.

Marg ERP distribution
All categories
Automated Marg ERP Supplier Payment Reminders
Every morning, WebRun checks Marg ERP for supplier bills due in the next few days, cross-checks what is already scheduled in Xero, and alerts your accounts team on Telegram with what still needs action, so no due date or early payment discount gets missed.
Marg ERPXeroTelegram
Automated Marg ERP Scheme Reconciliation
Every night, WebRun compares scheme and discount entries in Marg ERP against the scheme master, flags any invoice that under or over applied a scheme, records the value gap in Xero, and logs every mismatch to Google Sheets for review.
Marg ERPXeroGoogle Sheets
Automated Marg ERP Beat Sales Summary
Every night, WebRun compares each salesman's planned beat against the orders actually booked in Marg ERP, flags zero-order retailers and skipped stops, logs the day's numbers to Google Sheets, and emails your sales manager a scorecard.
Marg ERPGoogle SheetsGmail
Automated Marg ERP Collection Chaser
Every Monday, WebRun reads retailer outstanding in Marg ERP, drafts a polite WhatsApp reminder for each overdue account, and posts your team a ranked chase list in Slack. Nothing sends without your approval.
Marg ERPWhatsAppSlack
Automated Marg ERP Price Revision Notices
Every morning, WebRun checks Marg ERP for products with a new price effective that day, drafts a WhatsApp notice to every retailer who buys them, and alerts your sales team on Telegram once the drafts are ready for review.
Marg ERPWhatsAppTelegram
Automated Marg ERP Expiry Stock Alerts
Every morning, WebRun scans batch and expiry data in Marg ERP for stock nearing expiry, builds a ranked clearance list in Google Sheets, and drafts WhatsApp offers to the right retailers. Nothing sends without your approval.
Marg ERPWhatsAppGoogle Sheets
Automated Marg ERP Purchase Order Drafts
Every morning, WebRun checks Marg ERP for items below their reorder level, drafts a purchase order to the right supplier for each, mirrors the draft to Xero, and notifies purchasing in Slack. Nothing is sent without approval.
Marg ERPXeroSlack
Automated Marg ERP E-Invoice IRN Tracker
Every couple of hours, WebRun checks Marg ERP for GST invoices that need an e-invoice but still have no IRN, prepares each one for submission, cross-checks against Tally so nothing without an IRN reaches a GST return, and alerts your accounts team on Telegram.
Marg ERPTallyTelegram
Automated Marg ERP Fast vs Slow Mover Report
Every Monday, WebRun ranks every product's sales velocity in Marg ERP into fast, medium, or slow movers, checks the value tied up in slow stock against your Tally valuation, and posts your purchase team a ranked report in Slack.
Marg ERPTallySlack
Automated Marg ERP E-Way Bill Tracker
Through the day, WebRun checks Marg ERP for invoices above the e-way bill limit that still have no bill, prepares each for approval, logs the status to Google Sheets, and alerts your dispatch team on Telegram.
Marg ERPGoogle SheetsTelegram
Automated Marg ERP Fulfilment Digest
Every morning, WebRun reads yesterday's orders in Marg ERP, sorts each into dispatched, pending, or short-supplied, logs the status to Google Sheets, and posts a fulfilment digest to Slack.
Marg ERPGoogle SheetsSlack
Automated Marg ERP Credit Limit Alerts
Through the day, WebRun checks new Marg ERP orders against each retailer's sanctioned credit limit, cross-checks the outstanding balance in Xero, and alerts your sales manager on WhatsApp the moment an order would push a retailer over their limit.
Marg ERPXeroWhatsApp

Don't see your workflow?

Show WebRun any process once and we'll turn it into an agent that runs it on schedule.