Automated Ideal Aged Unit Inventory Flags
Every Monday, WebRun opens Ideal DMS, flags units on the lot more than 90 days, totals what each has cost in floorplan interest so far in QuickBooks, and drafts a Mailchimp campaign offering a discount on the aged categories, left unscheduled for your sales manager to review and send.
How do I find and move aged unit inventory before it costs more in interest?
Every Monday, WebRun opens Ideal DMS and flags units that have sat on the lot more than 90 days, then totals the floorplan interest each one has accrued in QuickBooks. It drafts a Mailchimp discount campaign targeting past buyers of those categories, left unscheduled for your sales manager, so aging inventory gets a push before it costs more in interest than it is worth.
- Aged units are flagged before floorplan interest keeps piling up
- Sales managers see the true interest cost of sitting inventory
- Discount campaigns are drafted, never sent, until a person schedules them
Built for outdoor power equipment dealers · dealership sales managers · dealership GMs · lawn and garden retailers
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.idealcomputersystems.comin a real browser with your saved login - no setup, no API keys. -
1
Ideal DMS - flag units aged past 90 days
idealcomputersystems.com
WebRun opens Ideal DMS to flag units aged past 90 days. - Open Ideal DMS and pull unit inventory sorted by days on the lot
- Flag every unit older than 90 days since it arrived
- Capture the brand, model, and stock number for each flagged unit
Done when Every unit aged past 90 days is listed with its stock number and age.
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2
QuickBooks - total the floorplan interest cost
- Open QuickBooks and pull the floorplan interest accrued against each flagged stock number
- Total the interest cost across all aged units
- Note the three units with the highest accrued interest
Done when The total floorplan interest cost for aged inventory is calculated.
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3
Mailchimp - draft a discount campaign
mailchimp.com
WebRun opens Mailchimp to draft a discount campaign. - Open Mailchimp and start a campaign targeting past customers who bought in the aged categories
- Draft a discount offer naming the models and a call to visit or call the store
- Save the campaign as a draft and leave it unscheduled
Done when A draft discount campaign sits ready in Mailchimp for the sales manager to review.
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 send the discount campaign without approval?
No. WebRun saves the campaign as a draft in Mailchimp only. Your sales manager reviews the offer and schedules the send, so no discount goes out unchecked.
How does it decide a unit is aged?
It reads the arrival date on each unit in Ideal DMS and flags anything on the lot more than 90 days, a threshold you can adjust in your run settings.
Does it change the price in Ideal DMS?
No. It only flags aged units and drafts an outreach campaign. Any price change to a unit is still made by hand in Ideal DMS.
Related templates
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