Odyssey ERP Automated Customer Cert Packages
Within minutes of a customer requesting a certification package, WebRun opens Odyssey ERP, gathers every chemistry, mechanical test, heat treat, and inspection record tied to the shipment, checks the order and invoice details in QuickBooks, and drafts the complete package as an Outlook email for your review before it goes out.
How do I put together a customer certification package faster?
WebRun assembles customer certification packages for you. Within minutes of a request, it opens Odyssey ERP, gathers every chemistry, mechanical test, heat treat, and inspection record tied to the shipment, checks the order and invoice in QuickBooks, and drafts the complete package in Outlook, left unsent so you can review it before the customer sees it.
- A complete certification package is drafted within minutes of the request instead of hours of manual pulling
- Every chemistry, mechanical, and inspection record comes straight from the Odyssey ERP record for that heat
- Order and invoice details are checked against the package before it goes to a customer
Built for foundries · die casters · foundry quality managers · customer service and shipping teams
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.blinfo.comin a real browser with your saved login - no setup, no API keys. -
1
Odyssey ERP - gather every cert record tied to the shipment
blinfo.com
WebRun opens Odyssey ERP to gather every cert record tied to the shipment. - Open Odyssey ERP and match the request to the shipment's sales order and heat numbers
- Gather the chemistry, mechanical test, heat treat, and inspection records for every heat on the order
- Note any specification, such as a customer or ASTM callout, tied to the shipment
Done when Every certification record tied to the shipment is gathered from Odyssey ERP.
-
2
QuickBooks - confirm the order and invoice details
- Look up the order and invoice for the shipment in QuickBooks
- Confirm the ship quantity and part numbers match what's being certified
- Flag any mismatch between the invoiced quantity and the records gathered
Done when The shipment's order and invoice details are confirmed against the gathered records.
-
3
Outlook - draft the complete package
microsoft.com
WebRun opens Outlook to draft the complete package. - Draft the complete certification package as an email with every record included
- Order the package the way the customer's spec calls for it
- Leave the package as a draft for your review. Never send a certification package without a human check
Done when A complete certification package is drafted and waiting in Outlook for your review.
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 send the certification package to the customer automatically?
No. WebRun drafts the full package in Outlook and leaves it unsent. You review every record before anything goes to the customer.
What if a record is missing for one of the heats?
It flags the missing record instead of sending an incomplete package, so you know exactly what to chase down before the draft is ready for review.
Does it check that the package matches what actually shipped?
Yes. It confirms the ship quantity and part numbers in QuickBooks against the records gathered from Odyssey ERP, and flags any mismatch before drafting the package.
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