Automated DistributionPlus RGA Tracking
Every morning, WebRun opens CP Tech DistributionPlus, pulls every open return goods authorization, logs its current stage, requested, approved, shipped back, or credited, to a Google Sheets tracker, and posts your AR team a Slack alert on any RGA sitting more than 14 days without a vendor credit landing.
How do I keep return goods authorizations from getting lost before the credit lands?
Every morning, WebRun opens CP Tech DistributionPlus to pull every open return goods authorization, logs its current stage and days open to a Google Sheets tracker, and posts your AR team a Slack alert on any RGA sitting more than 14 days without a vendor credit, so outstanding return value never quietly gets lost between systems.
- RGAs open more than 14 days without a credit get flagged before the value is written off
- AR works from one live tracker instead of asking the warehouse for status
- Vendor credits that post are moved to closed automatically so the open list stays accurate
Built for PHCP wholesale distributors · accounts receivable teams · warehouse and returns coordinators · 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 - pull open return goods authorizations
cptechinc.com
WebRun opens CP Tech DistributionPlus to pull open return goods authorizations. - Open DistributionPlus and pull every RGA that hasn't been closed with a vendor credit
- Capture the RGA number, vendor, dollar amount, current stage, and the date it was requested
- Calculate days open for each RGA
Done when Every open RGA is listed with its stage and days open.
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2
Google Sheets - log each RGA's stage
google.com
WebRun opens Google Sheets to log each RGA's stage. - Append today's open RGAs to the tracker with the run date and days open
- Move any RGA that received its vendor credit since the last run to the closed tab
- Total the dollar value still tied up in open RGAs
Done when The tracker reflects every open RGA's stage and the total value still outstanding.
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3
Slack - alert AR on aging RGAs
slack.com
WebRun opens Slack to alert AR on aging RGAs. - Post the AR team a list of RGAs open more than 14 days with no vendor credit
- Include the vendor, dollar amount, and current stage for each aging RGA
- Note the total dollar value across all open RGAs so the team can see what's at stake
Done when AR has today's aging RGA alert in Slack.
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 request a return or contact the vendor automatically?
No. WebRun only tracks RGAs that already exist in DistributionPlus. Requesting a new return authorization or chasing a vendor for a credit is still done by your team.
How does it know an RGA is stuck?
It flags any RGA open more than 14 days with no vendor credit recorded in DistributionPlus, so your AR team can see exactly which returns need a follow up call.
What happens once the vendor credit posts?
WebRun reads the live RGA status each morning and moves any RGA with a posted credit to the closed tab in the tracker, so the open list only shows what's still outstanding.
Related templates
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