Wholesale & Distribution
Wholesale & Distribution automation templates, page 2
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.
Automatic Private Label Reorder Alerts
WebRun checks private label SKU stock in JanSanix against each item's reorder point, drafts suggested reorder quantities for items running low, and alerts purchasing in Telegram, leaving the purchase order unsubmitted for review.
Automated Accolent ERP Sample Request Tracking
When a rep submits a new sample request, WebRun logs it to a Google Sheet, checks current sample stock in Accolent ERP, and pings your fulfillment team on Telegram with exactly what to pull and ship.
DMSi Agility Automated Delivery Scheduling
Every morning, WebRun reviews orders in DMSi Agility that are ready for delivery, builds a delivery schedule grouped by route in Google Sheets for your warehouse team, and drafts a delivery window text to each contractor in Twilio for the dispatcher to review before it sends.
Automated Safety Supply Usage Reports
On the first of every month, WebRun pulls each customer's safety supply order history from DDI Inform, breaks it down by department, logs it to a usage sheet, and tells the account rep it's ready in Microsoft Teams.
Automated rfxcel Recall Notifications
The moment rfxcel flags a new recall or market withdrawal, WebRun finds every affected lot in your inventory, lists the customers who received it, drafts the recall notice in Outlook for your review, and alerts your QA team in Slack.
Automated HVAC Delivery Route Digest
WebRun pulls today's outbound deliveries from Savance Enterprise (Klipboard), groups them by route, and texts each driver their stop list before the truck leaves the yard.
Automated DistributionPlus RGA Tracking
Every morning, WebRun checks CP Tech DistributionPlus for open return goods authorizations, logs each one's stage in Google Sheets from requested to credited, and posts your AR team a Slack alert on any RGA sitting more than 14 days without a vendor credit.
Automated Eclipse Tax-Exempt Cert Renewals
WebRun checks Epicor Eclipse for customer tax-exempt certificates expiring soon, drafts a renewal request email in Gmail to each contractor, and leaves it ready for your credit team to review and send.
Automated JanSanix New Account Setup
When a new customer account is created, WebRun checks JanSanix for the required setup fields, confirms the credit application and tax exemption certificate are signed in DocuSign, and posts sales a Slack update once the account is ready to order.
Automated Accolent ERP Practice Onboarding
When a new practice submits a signup form, WebRun creates the account shell in Accolent ERP, drafts the onboarding agreement in DocuSign for staff to review and send, and posts your onboarding coordinator a Slack checklist of what is still needed before the account goes live.
DMSi Agility Automated Account Balance Reminders
Every Monday, WebRun checks DMSi Agility for contractor accounts near or over their credit limit, pulls the open invoice detail from QuickBooks, and drafts a balance reminder email in Gmail for your credit team to review before it sends.
Automated Plant Account Statement Reminders
Every Monday, WebRun checks DDI Inform and QuickBooks for plant accounts with a past due balance, drafts a statement reminder email for the AR team to review, and lists who still owes what.
Automated rfxcel Pharmacy Credit Reviews
Each time a payment lands, WebRun checks the account's shipments on hold in rfxcel, pulls the updated balance and credit limit from NetSuite, and drafts a past-due notice in Outlook for accounts still significantly over terms.
Automated Refrigerant Cylinder Tracking Log
WebRun logs every refrigerant cylinder received and dispensed in Savance Enterprise (Klipboard), tracks net weight by type, and pings your compliance channel when a cylinder count looks off.
Automated DistributionPlus Rebate Enrollment Tracking
Every week, WebRun checks CP Tech DistributionPlus for contractors buying rebate eligible products who aren't enrolled in the matching program, drafts an enrollment invitation for each in Outlook for review, and sends your rebate coordinator a Telegram summary so no eligible contractor is missed.
Automated Eclipse Slow-Moving Inventory Report
WebRun finds items in Epicor Eclipse with little to no sales activity, checks the carrying cost impact in QuickBooks, and posts your purchasing team a Slack report ranked by dollars tied up so they know what to return, mark down, or stop reordering.
Automatic Janitorial Route Delivery Scheduling
Every morning, WebRun pulls today's staged orders by route in JanSanix, builds each driver's stops as calendar events in order, and posts dispatch a Telegram rundown of every route before the trucks leave.
Automated Accolent ERP PPE Backorder Alerts
Every morning, WebRun checks PPE items backordered in Accolent ERP, drafts a replenishment purchase order in QuickBooks for anything critically low, and posts your purchasing team a Slack alert listing affected customer orders so a manager can approve before it is sent.
DMSi Agility Automated Price Change Digest
Every Monday, WebRun compares this week's SKU price and cost changes in DMSi Agility against QuickBooks item costs, logs any mismatch in Google Sheets, and posts a branch manager digest so pricing errors get caught before a contractor is quoted wrong.
Automated Obsolete Part Cross-Reference Alerts
Every Monday, WebRun checks DDI Inform for parts flagged obsolete with recent order history, cross-references the replacement part number, drafts a substitution notice for the account rep, and posts sales a Slack summary.
Automated rfxcel Customer License Verification
The moment a new customer application comes in, WebRun pulls the DEA and state license details, verifies the license is active in NABP, prepares the customer agreement in DocuSign but holds it unsent, and notifies your account team in Slack.
Automated HVAC Parts Backorder Alerts
WebRun watches purchase orders in Savance Enterprise (Klipboard) for backordered line items, pings purchasing in Telegram with the details, and drafts a delay notice for any affected contractor.
Automated DistributionPlus PVF Backorder Alerts
Every morning, WebRun checks CP Tech DistributionPlus for backordered pipe, valve, and fitting lines, links each to the order or job it belongs to, and posts your purchasing team a ranked Slack alert so nothing stalls a contractor's job without warning.
Automated Eclipse Job Release Scheduling
WebRun checks Epicor Eclipse for job orders with a material release due in the next few days, drafts a heads-up email in Gmail to the job site contact, and posts your warehouse team a Slack digest of what needs to be staged.
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