Wholesale & Distribution
Wholesale & Distribution automation templates
96 ready-made workflows for Wholesale & 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: Slack, Google Sheets and Gmail.
Automated JanSanix Vendor Rebate Claim Tracking
WebRun tracks every open manufacturer rebate claim logged in JanSanix against payments received in QuickBooks Online, and posts finance a Slack alert for any claim that has gone past the vendor's normal payment window.
Automated Accolent ERP Recall Tracing
When you upload a manufacturer recall notice, WebRun matches the lot numbers against every shipped order in Accolent ERP, drafts a recall notice for each affected practice in Outlook, and posts your compliance team an urgent Telegram alert, all held for review before anything goes out.
DMSi Agility Automated Will Call Pickup Reminders
Every afternoon, WebRun checks DMSi Agility for will call orders that are staged and ready, drafts a pickup reminder text to each contractor in Twilio for the counter team to approve, and posts a Slack list of anything sitting more than two days.
Automated DDI Inform Bin-Stock Alerts
Every hour, WebRun checks DDI Inform for VMI bins at or below their reorder point, drafts replenishment order lines for review, and posts the route rep a prioritized restock list in Slack.
Automated rfxcel Short-Dated Inventory Clearance
Every Monday, WebRun finds lots inside your clearance window in rfxcel, matches each one to customers who regularly buy that SKU, and drafts a limited-time clearance offer in Outlook for your review.
Automated Savance Warranty Claim Status Updates
WebRun checks warranty claims in Savance Enterprise (Klipboard) for status changes, texts the contractor a quick update when a claim is approved, and drafts an email for review when a claim is denied or needs more information.
Automated DistributionPlus Warranty Registration
Every morning, WebRun checks CP Tech DistributionPlus for water heaters sold or installed the day before, drafts the manufacturer warranty registration for each in Outlook for your team to review and submit, and logs the registration status to Google Sheets so nothing misses the window.
Automated Eclipse Wire Cable Cut Tracking
WebRun totals up the day's wire and cable cuts from Epicor Eclipse tickets, compares the footage against each reel's on-hand record, and posts your warehouse team a Slack log flagging low reels and count mismatches.
Automatic Seasonal Supply Preorder Reminders
Ahead of each season, WebRun checks which key accounts have not yet placed their seasonal preorder in JanSanix based on last year's purchase history, drafts a reminder for the rep to send, and sets a follow up on the rep's calendar.
Automated Accolent ERP Service Contract Renewals
Every week, WebRun checks equipment service contracts in Accolent ERP expiring within 60 days, confirms the account is current in QuickBooks, and drafts a renewal reminder in Outlook for your service coordinator to review and send.
DMSi Agility Automated Storm Demand Surge Report
Every few hours after severe weather, WebRun compares today's order volume in DMSi Agility against your baseline by branch and zip code, logs the surge in Google Sheets, and pushes a Telegram alert to purchasing when a branch is at risk of running out.
Automated Vendor Lead Time Delay Alerts
Every morning, WebRun checks DDI Inform for vendor purchase orders past their confirmed ship date, finds the customer orders waiting on them, drafts a delay notice for review, and alerts purchasing in Microsoft Teams.
Automated rfxcel Serialization Verification
The moment rfxcel flags a package that fails serialization verification, WebRun cross-checks the serial number in TraceLink and drafts a follow-up to the manufacturer in Outlook for your review.
Automated HVAC Utility Rebate Tracking
WebRun finds high efficiency equipment sales in Savance Enterprise (Klipboard) that qualify for a utility rebate, compiles the submission packet, and drafts the rebate email for your team to send.
Automated DistributionPlus Showroom Reminders
Every night, WebRun checks CP Tech DistributionPlus for tomorrow's showroom appointments, drafts a friendly reminder email for each customer in Outlook for your showroom team to send, and posts the day's full appointment list to Slack so staff can prep the right displays.
Automatic Vendor Price Increase Tracking
WebRun scans your inbox for manufacturer price increase notices, flags the affected items and current cost in Epicor Eclipse, and posts purchasing and sales a Slack digest so pricing gets updated before it costs you margin.
Automatic SDS Request Fulfillment
When a customer asks for a product's safety data sheet, WebRun looks up the SKU in JanSanix, pulls the current SDS on file, and drafts an email reply with the sheet attached for your team to review and send.
Automated Accolent ERP Flu Preorder Reminders
Every August, WebRun checks last year's flu season order history in Accolent ERP for each practice, drafts a personalized preorder reminder in Gmail for your reps to review and send, and posts a Slack list ranked by last year's order size so reps start with their biggest accounts.
DMSi Agility Automated Shingle Lot Match Check
Before an order ships, WebRun checks DMSi Agility for the lot or run numbers on every shingle bundle pulled, logs any mismatch in Google Sheets, and posts a Slack alert to the warehouse so it gets corrected before the truck loads.
Automated Spot Buy Quote Follow-Ups
Every weekday afternoon, WebRun checks DDI Inform for open spot buy quotes nearing their expiration without an order, drafts a follow-up email for the salesperson to review, and logs the pipeline to a tracking sheet.
Automated rfxcel Rebate Reconciliation
When the rebate claim file lands, WebRun pulls the period's verified sales volume from rfxcel, compares it against the claim in Model N, and logs every variance to a Google Sheet reconciliation summary.
Automated Seasonal HVAC Demand Forecasting
WebRun compares this season's sell-through in Savance Enterprise (Klipboard) against last year's pace, checks current order coverage in Xero, and posts a by-SKU stocking forecast so purchasing can get ahead of the rush.
Automated DistributionPlus Seasonal Reorder Reports
Every Monday, WebRun checks CP Tech DistributionPlus for seasonal SKUs, water heaters, sump pumps, backflow parts, tracks each against its usual seasonal demand curve, checks the reorder cost against budget in QuickBooks, and logs a suggested reorder report to Google Sheets for purchasing to review.
Automated Eclipse Utility Rebate Tracking
WebRun finds rebate-eligible orders in Epicor Eclipse, drafts the claim submission for review, and reconciles the credit in QuickBooks once the utility pays, posting your team a Slack tracker of what's submitted, paid, and overdue.
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