Automated DistributionPlus Price File Update Digest
Every morning, WebRun opens CP Tech DistributionPlus, checks for vendor price file updates loaded overnight, syncs the new item costs to QuickBooks so your books match your real cost, and posts your sales team a Slack digest of what changed, plus any open quote still priced off the old file.
How do I know when a vendor price file changes my item costs?
Every morning, WebRun checks CP Tech DistributionPlus for vendor price file updates loaded overnight, syncs the new item costs into QuickBooks, and posts your sales team a Slack digest of what went up and down. Any open quote still priced off the old cost is flagged so a rep can requote before a customer accepts a stale price.
- Item costs in QuickBooks match the latest vendor price file every morning, not weeks later
- Reps are warned before a customer accepts a quote built on an outdated cost
- Sales sees exactly what changed and by how much instead of digging through a raw price file
Built for PHCP wholesale distributors · inside sales teams · purchasing and pricing managers · branch controllers
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
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - check for overnight price file updates
cptechinc.com
WebRun opens CP Tech DistributionPlus to check for overnight price file updates. - Open DistributionPlus and check whether a vendor price file loaded since yesterday's run
- Capture every SKU with a cost change, the old cost, the new cost, and the percentage change
- Cross-check open quotes against the changed SKUs to find any quote still priced off the old cost
Done when Every changed SKU and any affected open quote is captured.
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2
QuickBooks - sync the new item costs
- Update the item cost for each changed SKU in QuickBooks to match the new vendor price file
- Leave customer facing sell prices untouched. Only the underlying cost record is updated
- Skip any SKU QuickBooks shows as already updated this run
Done when QuickBooks item costs match today's vendor price file for every changed SKU.
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3
Slack - digest the changes to sales
slack.com
WebRun opens Slack to digest the changes to sales. - Post the sales team a digest of SKUs that went up and SKUs that went down, sorted by percentage change
- Flag any open quote still priced off the old cost so the rep can requote before it's accepted
- Note the vendor and effective date for the price file
Done when Sales has today's price change digest in Slack with any stale quotes flagged.
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 change the prices customers see right away?
No. WebRun only updates the underlying cost record in QuickBooks. Any change to customer facing sell prices or an open quote is flagged for your sales team to review and requote themselves.
What if no price file loaded overnight?
Then there's nothing to sync or digest, and no Slack message is sent that day. WebRun only posts when it finds an actual change.
How does it catch quotes affected by a cost change?
It cross-checks every changed SKU against your currently open quotes in DistributionPlus, so a rep is warned before a customer accepts a quote built on a cost that no longer applies.
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