Automated HVAC Parts Backorder Alerts
Every morning, WebRun opens Savance Enterprise (Klipboard), finds purchase order lines that came back backordered overnight, pings your purchasing channel in Telegram with the part, quantity, and expected date, and drafts a delay notice for any contractor whose order includes an affected part.
How do I get alerted automatically when a parts order goes on backorder?
WebRun checks Savance Enterprise (Klipboard) every morning for purchase order lines that came back backordered overnight, then alerts your purchasing channel in Telegram with the part, quantity short, and new expected date. For any contractor order that needs an affected part, it drafts a delay notice in Gmail for your sales team to review before it goes out.
- Purchasing sees new backorders the same morning they post
- Affected contractor orders are matched automatically, not searched for by hand
- Delay notices are ready to send the same day a backorder is confirmed
Built for HVAC wholesale distributors · purchasing teams · branch inventory managers · contractor sales teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
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) - find newly backordered line items
klipboard.com
WebRun opens Savance Enterprise (Klipboard) to find newly backordered line items. - Open Savance Enterprise (Klipboard) and check purchase orders confirmed overnight for backordered lines
- Capture the part number, quantity short, supplier, and new expected date for each
- Match each backordered part against any open contractor order that needs it
Done when Every newly backordered line is captured with its supplier and expected date.
-
2
Telegram - alert purchasing with the details
telegram.org
WebRun opens Telegram to alert purchasing with the details. - Post the purchasing channel a list of today's new backorders, part and quantity short first
- Flag any part tied to a contractor order with no other stock on hand
Done when Purchasing has today's backorder list in Telegram.
-
3
Gmail - draft the contractor delay notice
gmail.com
WebRun opens Gmail to draft the contractor delay notice. - Draft a delay notice for each contractor whose open order includes a backordered part
- State the new expected date and offer a substitute if one is on hand
- Leave every notice as a draft for your sales team to review and send
Done when A delay notice draft exists for every affected contractor order.
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 notify contractors of a delay automatically?
No. It drafts the delay notice in Gmail with the new expected date. Your sales team reviews and sends it, WebRun never emails a contractor on its own.
How does it match a backorder to a contractor order?
It checks each backordered part number against open contractor orders in Klipboard, so only orders actually affected get a drafted notice.
What if a substitute part is in stock?
It notes when an equivalent part has stock on hand so your team can offer it in the delay notice instead of just apologizing.
Related templates
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