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Encompass Automated Backorder Status Digest

Every morning, WebRun opens Encompass, pulls all open backorders, groups them by customer and expected arrival date, and posts a clean status digest to your operations Slack channel so the team knows exactly what is on back-order and when it is expected.

Runs on WebRun · Strict Lockdown policy
Every day at 7:30 AM WebRunorchestrates each step
1 Encompass pull open backorders with ETAs
2 Slack post grouped backorder digest to ops channel
In short

How do I get a daily backorder status digest from my distribution ERP?

WebRun opens Encompass every morning, pulls all open backorder lines, groups them by customer and expected arrival date, and posts a clean digest to your Slack operations channel. The team sees which items land soonest, which customers are affected, and which backorders still have no ETA so someone can chase the vendor.

  • Ops team starts every day with a complete backorder picture in Slack
  • ETAs grouped so the team can prioritize vendor follow-ups
  • No-ETA backorders flagged automatically so nothing stalls unnoticed

Built for foodservice distributors · broadline distributors · operations managers · customer service teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.encompasstech.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Encompass - pull open backorders with ETAs
    encompasstech.com
    WebRun in Encompass: pull open backorders with ETAs
    WebRun opens Encompass to pull open backorders with ETAs.
    • Open Encompass and navigate to the backorder or open-order screen
    • Filter to orders with any line item in a backordered status
    • Capture customer name, item code, description, quantity on backorder, and ETA for each line
    • Group lines by expected arrival date so the team knows what lands soonest
    • Flag any backorder with no ETA set as requiring follow-up with the vendor

    Done when All open backorder lines are captured and grouped by customer and ETA.

  3. 2
    Slack - post grouped backorder digest to ops channel
    slack.com
    WebRun in Slack: post grouped backorder digest to ops channel
    WebRun opens Slack to post grouped backorder digest to ops channel.
    • Post the grouped digest to the operations channel, organized by ETA (soonest first)
    • Include count of affected customers and total lines in the summary header
    • List backorders with no ETA in a separate section flagged for vendor follow-up

    Done when Ops team has today's full backorder picture in Slack, grouped and prioritized.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.encompasstech.com
ScheduleRuns automatically on this cadence
Every day at 7:30 AM
DeliveryHow each run's result reaches you
Backorder digest · Slack
OutputWhat each run produces - A daily Slack digest of all open backorders grouped by ETA, with customer name, item, quantity, and vendor follow-up flags.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it notify customers about their backorders?

No. WebRun posts an internal digest to your Slack channel only. Customer-facing communications are left for your team to draft and send after reviewing the digest.

What if an ETA changes in Encompass overnight?

Each morning's digest pulls live data from Encompass, so any ETA updates made the previous day appear in the same day's digest with the corrected date.

Can it cover backorders across multiple warehouses?

Yes, as long as all warehouses are visible under the same Encompass login. The digest groups by ETA across all locations so nothing is missed.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.