Odyssey ERP Automated Order Backlog Reports
Every Monday, WebRun opens Odyssey ERP, pulls every open order with its status and due date, checks each job's value in QuickBooks, and compiles a backlog report in Google Sheets sorted by due date, so sales and production start the week working from the same list.
How do I see my full foundry order backlog every week?
WebRun compiles your order backlog every Monday. It opens Odyssey ERP, pulls every open order with its status and due date, checks each job's sales value in QuickBooks, and builds a report in Google Sheets sorted by due date with past due orders at the top, so sales and production start the week looking at the same list.
- Sales and production start every week looking at the same backlog list
- Past due orders are surfaced at the top instead of buried in the order list
- Backlog value by month is visible without a manual pull from two systems
Built for foundries · die casters · foundry sales teams · production planners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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 - pull every open order and its status
blinfo.com
WebRun opens Odyssey ERP to pull every open order and its status. - Open Odyssey ERP and pull every open order with its current production status
- Capture the due date, alloy, and quantity remaining for each order
- Flag any order already past its due date
Done when Every open order is pulled with its status, due date, and quantity remaining.
-
2
QuickBooks - check each job's value
- Look up the sales value for each open order in QuickBooks
- Total the backlog value by customer and by month due
- Note any order with an invoice already raised against it
Done when Every open order in the backlog has a sales value from QuickBooks.
-
3
Google Sheets - compile the backlog report
google.com
WebRun opens Google Sheets to compile the backlog report. - Add a row per open order with status, due date, and value
- Sort the report by due date with anything past due at the top
- Total the backlog value by month so the coming month's workload is clear
Done when This week's backlog report is compiled in Google Sheets, sorted by due date.
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
Does it reprioritize orders on its own?
No. It only reports the backlog as it stands in Odyssey ERP. Deciding what to prioritize on the floor stays with production planning.
How is backlog value calculated?
It pulls the sales value for each open order from QuickBooks and totals it by customer and by month due, so the dollar figure matches what's already on the books.
Are past due orders called out separately?
Yes. The report sorts by due date with anything already past due at the top, so the orders that need attention first are the first thing you see.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.