Wholesale & Distribution
Wholesale & Distribution automation templates, page 3
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 Green Certified Product Compliance
When a customer or bid requires proof that products meet green certification standards, WebRun checks each requested SKU in JanSanix against your certified product list and drafts a compliance response for your team to review before it goes out.
Automated Accolent ERP Credit Application Intake
When a new practice submits a credit application, WebRun logs a pending account in Accolent ERP with their requested terms and trade references, drafts a credit agreement in DocuSign, and logs the application to a Google Sheet awaiting your finance team's credit limit decision.
DMSi Agility Automated Loyalty Points Redemption
Every morning, WebRun checks DMSi Agility for new loyalty point redemption requests, confirms each contractor's shipping address on file in QuickBooks, and drafts a redemption confirmation text in Twilio for the rewards coordinator to review before it sends.
Automated DDI Inform Min Max Reorder Alerts
Every morning, WebRun checks DDI Inform for branch stock below its min level, checks QuickBooks for the current cash position, drafts the reorder in DDI Inform for the buyer, and posts the dollar impact in Slack.
Automated rfxcel Lot Expiry Tracking
Every Monday, WebRun scans rfxcel for lots nearing their expiry date, logs each one to a Google Sheet with days remaining, and posts your warehouse team a Slack list sorted so the soonest-to-expire stock moves first.
Automated HVAC Filter Reorder Reminders
WebRun finds contractor accounts due for a filter reorder based on past purchase intervals in Savance Enterprise (Klipboard), checks the account is in good standing in QuickBooks Online, and drafts a reorder reminder for review.
Automated DistributionPlus Price File Update Digest
Every morning, WebRun checks CP Tech DistributionPlus for vendor price file updates loaded overnight, syncs the new item costs to QuickBooks, and posts your sales team a Slack digest of what went up, what went down, and which open quotes now use a stale price.
Automated Eclipse Submittal Approval Alerts
WebRun checks Epicor Eclipse for switchgear and panel submittals still awaiting engineer or GC approval, drafts a chase email in Gmail for each one, and posts your project team a Slack digest of what's holding up release.
Automatic Floor Machine Repair Status Updates
WebRun checks open floor machine and equipment repair tickets in JanSanix each morning, drafts a status update text for each customer whose ticket changed, and posts the service department a digest of every ticket still open.
Automated Accolent ERP Handpiece Repair Updates
Every day, WebRun checks open handpiece repair orders in Accolent ERP against the repair vendor's status sheet, updates each order's stage, and drafts a status email in Gmail to the practice for your service desk to review before sending.
DMSi Agility Automated Bundle Backorder Alerts
Every few hours, WebRun checks DMSi Agility for orders shipping with a bundle short of what the contractor ordered, drafts a backorder notice in Gmail for the branch to review, and drafts a follow up text in Twilio once the missing bundles are back in stock.
Automated DDI Inform Kitting Status Updates
Every 15 minutes during shift hours, WebRun checks DDI Inform for kitting order status changes and posts the production floor a live update in Microsoft Teams on what's ready, in progress, and behind.
Automated rfxcel DSCSA Compliance Alerts
WebRun checks rfxcel each morning for shipments missing a complete DSCSA transaction statement, drafts a follow-up request to the trading partner for your review, and flags any unresolved gaps to your compliance team.
Automated Savance HVAC Warranty Registration
WebRun finds newly shipped serialized equipment in Savance Enterprise (Klipboard), logs each unit's warranty details, and drafts the registration confirmation for the contractor so nothing ships unregistered.
Automated DistributionPlus Open Quote Follow Ups
Every morning, WebRun checks CP Tech DistributionPlus for quotes sent more than 3 business days ago with no order attached, drafts a polite follow up email for each in Outlook for your rep to review, logs the pipeline to Google Sheets, and posts a ranked Slack list by quote value.
Automated Eclipse Will Call Ready Alerts
WebRun watches Epicor Eclipse for orders marked ready for will call pickup, then posts your counter and warehouse team a live Slack alert with the customer, order number, and staging location so nobody keeps a contractor waiting at the counter.
Automatic Dilution Control Training Reminders
Every Monday, WebRun checks which customer accounts are due or overdue for a dilution control refresher in JanSanix, and drafts a reminder to schedule the training for the account rep to review and send.
Automated Accolent ERP GPO Price Updates
Every Monday, WebRun checks Outlook for new GPO contract price files, compares every line against current pricing in Accolent ERP, and drafts a price update batch in Google Sheets that flags each changed item for your pricing team to review before anything is imported.
DMSi Agility Automated Return Credit Tracking
Every morning, WebRun checks DMSi Agility for material returns awaiting a credit memo, drafts the credit memo in QuickBooks for accounting to review, and posts a Slack alert for any return sitting more than three days.
Automated Emergency Order Staging Alerts
Every 5 minutes, WebRun checks DDI Inform for new emergency orders, texts the warehouse to pull and stage the parts, and drafts a customer confirmation email for the CSR to review before it goes out.
Automated rfxcel Suspicious Order Reports
Each morning, WebRun reviews the prior day's controlled substance orders in rfxcel, flags any that exceed your suspicious order thresholds, logs them to a Google Sheet, and alerts your compliance officer on Telegram.
Automated Savance HVAC Price Increase Alerts
WebRun logs a new manufacturer price sheet in Savance Enterprise (Klipboard), calculates the increase by SKU, and drafts a heads up notice so contractors can order ahead of the new pricing.
Automated DistributionPlus Delivery Confirmation Alerts
Every evening, WebRun checks CP Tech DistributionPlus for today's job site deliveries, logs each as confirmed, short shipped, or refused in Google Sheets, and sends your dispatch team a Telegram alert on any exception so it gets resolved before the crew needs the parts.
Automated Eclipse Quote Follow-Up Emails
WebRun finds contractor quotes in Epicor Eclipse that have gone quiet, drafts a friendly follow-up email in Gmail from the assigned rep for each one, and leaves it ready to review and send.
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