ProShop Automatic Material Cert Requests
Every morning, WebRun opens ProShop ERP, finds received raw stock lots with no material certification on file, drafts a request to the supplier in Gmail for your purchasing team to review, and logs each lot's cert status in Google Sheets for traceability.
How do I make sure every raw material lot has its certification on file?
WebRun checks ProShop ERP each morning for received raw stock lots with no material certification on file, then drafts a request to the supplier in Gmail naming the lot and purchase order for your purchasing team to review. Every lot's cert status is logged in Google Sheets, so traceability stays audit ready without anyone chasing paperwork by hand.
- No job starts on raw stock missing its certification
- Purchasing gets a ready supplier request instead of writing one from scratch
- The traceability log stays current without manual entry
Built for CNC machine shops · AS9100 certified shops · ITAR registered manufacturers · quality and purchasing 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
proshoperp.comin a real browser with your saved login - no setup, no API keys. -
1
ProShop ERP - find lots with no cert on file
proshoperp.com
WebRun opens ProShop ERP to find lots with no cert on file. - Open ProShop ERP and filter received raw stock lots
- Check each lot for an attached material certification
- Capture the lot number, material, and supplier for anything missing a cert
Done when Every lot missing a certification is listed with its supplier.
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2
Gmail - draft the request to the supplier
gmail.com
WebRun opens Gmail to draft the request to the supplier. - Draft a request to the supplier naming the lot and purchase order number
- Leave every email as a draft in Gmail for purchasing to review
- Never send a cert request on its own
Done when A ready-to-send draft exists for every lot missing a cert.
-
3
Google Sheets - log cert status for traceability
google.com
WebRun opens Google Sheets to log cert status for traceability. - Log the lot, supplier, and request date to the traceability sheet
- Mark the lot as resolved once the certification is filed in ProShop ERP
Done when The traceability log reflects every lot checked this run.
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 suppliers without review?
No. WebRun only drafts the cert request in Gmail. It stays in your drafts folder until purchasing reviews and sends it, so nothing goes to a supplier unapproved.
How does it know a cert is missing?
It checks each received lot in ProShop ERP for an attached material certification document, the same record your quality team already relies on for traceability.
What if the cert arrives before the request is sent?
It reads the live document status in ProShop ERP each run, so a lot with a certification already on file is skipped automatically.
Related templates
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