Notify contractors before a manufacturer price increase lands
When your team uploads a new manufacturer price sheet, WebRun logs the updated cost and sell price by SKU in Savance Enterprise (Klipboard), checks the margin impact against current pricing in Xero, and drafts a heads up notice for contractor accounts affected before the new pricing takes effect.
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How do I notify contractors before a manufacturer price increase takes effect?
When a new manufacturer price sheet is uploaded, WebRun logs the updated cost by SKU in Savance Enterprise (Klipboard), calculates the percent increase, and checks Xero for the margin impact and which contractor accounts order that SKU most. It drafts a heads up notice for each affected account in Gmail, left for your sales team to review before it goes out.
- Contractors get advance notice before a price increase takes effect
- Margin impact is calculated by SKU the day the new sheet arrives
- Notices go only to accounts that actually order the affected SKUs
Built for HVAC wholesale distributors · pricing and margin managers · contractor account managers · inside sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
klipboard.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Savance Enterprise (Klipboard) - log the new price by SKU
klipboard.com How to Automate Savance Enterprise (Klipboard)
WebRun opens Savance Enterprise (Klipboard) to log the new price by SKU. - Open Savance Enterprise (Klipboard) and enter the new manufacturer cost by SKU from the uploaded price sheet
- Calculate the percent increase against the current price for each SKU
- Flag any SKU with an increase above your set threshold, typically 5 percent
Done when Every SKU on the new price sheet has its increase calculated and flagged if above threshold.
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2
Xero - check the margin impact
xero.com How to Automate Xero
WebRun opens Xero to check the margin impact. - Check current sell price and margin for each flagged SKU against recent invoices
- Note which contractor accounts ordered that SKU most in the past 90 days
Done when Every flagged SKU has its margin impact and top contractor accounts identified.
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3
Gmail - draft the contractor heads up notice
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the contractor heads up notice. - Draft a heads up notice for each affected contractor account listing the SKUs and effective date
- Suggest ordering before the effective date for anything they order regularly
- Leave every notice as a draft for your sales team to review and send
Done when A heads up notice draft exists for every contractor account affected by the increase.
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
Will it email contractors about the price change automatically?
No. Every heads up notice is saved as a Gmail draft. Your sales team reviews and sends it, WebRun never emails a contractor on its own.
How does it decide which contractors to notify?
It checks Xero for which contractor accounts ordered that SKU most in the past 90 days, so notices go to the accounts actually affected.
What counts as a price increase worth flagging?
Any SKU increasing more than your set threshold, typically 5 percent, gets flagged. Smaller adjustments are logged but do not trigger a notice.
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