Track blanket PO balances before they run out or expire unused
Every Monday, WebRun opens DDI Inform, checks every active blanket purchase order's remaining balance and expiration date, flags any running low on quantity or dollar value and any nearing expiration with balance still unreleased, logs the status to a tracking sheet, and alerts sales in Slack so a new blanket agreement gets started before the old one lapses.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically track blanket PO balances before they run out?
WebRun checks every active blanket purchase order in DDI Inform each Monday, flags any running under 10 percent of its original balance or within 30 days of expiring with balance still unreleased, and logs the status to a Smartsheet tracking sheet. It then alerts sales in Slack with the account rep tagged, so a blanket agreement gets renewed before it runs out or expires with money left on the table.
- Blanket POs running low on balance get flagged before an order gets rejected for insufficient balance
- Agreements near expiration with unused balance get caught before that value is lost
- Sales gets a tagged action list instead of having to audit every blanket PO by hand
Built for industrial distributors · account reps · sales managers · wholesale distribution
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
www.ddisystem.comin a real browser with your saved login - no setup, no API keys. -
1
DDI System (Inform ERP) - check blanket PO balance and expiration
ddisystem.com How to Automate DDI System (Inform ERP)
WebRun opens DDI System (Inform ERP) to check blanket PO balance and expiration. - Open DDI Inform and pull every active blanket purchase order
- Calculate the remaining quantity and dollar balance against the original agreement
- Note the expiration date and the last release date for each
Done when Every active blanket PO has its remaining balance and expiration status captured.
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2
Smartsheet - log the status per account
smartsheet.com How to Automate Smartsheet
WebRun opens Smartsheet to log the status per account. - Log each blanket PO's remaining balance, expiration date, and last release date to the tracking sheet
- Flag any PO under 10 percent of its original balance
- Flag any PO within 30 days of expiring with balance still unreleased
Done when The tracking sheet reflects every blanket PO's current balance and flags for low balance or near expiration.
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3
Slack - alert sales to what needs action
slack.com How to Automate Slack
WebRun opens Slack to alert sales to what needs action. - Post sales a list of blanket POs flagged for low balance or near expiration
- Tag the assigned account rep on each flagged account
- Note the unreleased dollar value at risk of expiring unused
Done when Sales has this week's blanket PO action list with the account rep tagged on each.
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
Does it release against the blanket PO itself?
No. WebRun only tracks the remaining balance and flags it. A release against a blanket PO still has to be entered and approved by your order desk.
Why flag a blanket PO nearing expiration if it still has balance?
So sales can prompt the customer to release the remaining quantity, or start renewing the agreement, before that unreleased balance expires unused.
How low does the balance have to be to get flagged?
Under 10 percent of the original agreement's quantity or dollar value, so sales has enough runway to line up a new blanket agreement before the old one runs dry.
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