DMSi Agility Automated Bundle Backorder Alerts
Every few hours, WebRun opens DMSi Agility, finds orders staged or shipping with a bundle short of what the contractor ordered, drafts a backorder notice in Gmail explaining what shipped and what's still coming for the branch to review, and drafts a follow up text in Twilio the moment the missing bundles receive into stock so the contractor knows their order is finally complete.
How do I alert contractors when their order ships with a bundle on backorder?
Every few hours, WebRun opens DMSi Agility and finds orders shipping short a bundled product like shingles or accessories. It drafts a backorder notice in Gmail explaining what shipped and what's still coming for the branch to review, then drafts a follow up text in Twilio the moment the missing bundles receive into stock, so no contractor is left guessing.
- Contractors hear about a shortage before they show up expecting a full load
- Backorder notices go out with the real restock date, not a guess
- Nobody gets a completed order text until the missing bundles are actually in stock
Built for roofing and siding distributors · counter sales staff · branch operations managers · purchasing and inventory managers
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.dmsi.comin a real browser with your saved login - no setup, no API keys. -
1
DMSi Agility - find orders with a bundle shortage
dmsi.com
WebRun opens DMSi Agility to find orders with a bundle shortage. - Open DMSi Agility and filter staged or shipping orders where the picked quantity of a bundled product is less than what was ordered
- Capture the contractor, order number, product, quantity short, and the expected restock date from the open purchase order
- Note whether the order is shipping now with the shortage or holding until the bundles arrive
Done when Every order with a bundle shortage is listed with its shortfall and expected restock date.
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2
Gmail - draft the backorder notice for review
gmail.com
WebRun opens Gmail to draft the backorder notice for review. - Draft a backorder notice to the contractor naming the product, how many bundles shipped, how many are on backorder, and the expected fill date
- Pull every detail from the order's own shortage record so nothing is guessed
- Save every notice as a draft. Do not send any backorder notice without branch review
Done when A draft backorder notice is ready for every order shipping short, unsent.
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3
Twilio - draft the restock follow up text for approval
twilio.com
WebRun opens Twilio to draft the restock follow up text for approval. - Watch DMSi Agility for the backordered bundles receiving into stock against the open purchase order
- Draft a short text to the contractor once their missing bundles are in and ready for pickup or delivery
- Leave every text unsent in the queue for the branch to review and send
Done when A draft arrival text is ready for every contractor whose backordered bundles are back in stock.
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 notify the contractor about a shortage without review?
No. WebRun drafts the backorder notice in Gmail and leaves it unsent. The branch reviews and sends it, so no contractor hears about a shortage before your team confirms the detail.
What counts as a bundle shortage?
Any staged or shipping order where the quantity picked for a bundled product is less than what the contractor ordered, read directly from the pick detail in DMSi Agility rather than the original order line.
How does it know when the backorder is resolved?
It watches the open purchase order in DMSi Agility for the missing bundles receiving into stock, then drafts a follow up text in Twilio so the contractor is told the moment their order is actually complete.
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