DMSi Agility Automated Return Credit Tracking
Every morning, WebRun opens DMSi Agility, finds every material return that has been received and inspected but has no credit memo yet, drafts the credit memo in QuickBooks with the item, quantity, and restocking terms for accounting to review, and posts a Slack alert for any return still open after three days.
How do I keep material return credits from getting missed?
Every morning, WebRun opens DMSi Agility and finds every material return that has been received and inspected but has no credit memo yet. It drafts the credit memo in QuickBooks with the item, quantity, and restocking terms for accounting to review, and posts a Slack alert for any return still open past three days, so contractors get credited on time.
- Inspected returns get a drafted credit memo the same morning, not weeks later
- Aging returns surface in Slack before a contractor has to call about it
- No credit posts to an account without accounting reviewing it first
Built for roofing and siding distributors · accounting and AR teams · branch operations managers · warehouse and returns staff
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 inspected returns without a credit memo
dmsi.com
WebRun opens DMSi Agility to find inspected returns without a credit memo. - Open DMSi Agility and filter return authorizations to Received and Inspected status
- Capture the contractor account, item, quantity, condition, and any restocking fee that applies
- Check whether a credit memo has already been issued for the return
Done when Every inspected return without a credit memo is listed with its detail.
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2
QuickBooks - draft the credit memo for review
- Draft a credit memo against the contractor's account for each open return
- Apply the restocking fee or full credit based on the condition noted in DMSi Agility
- Save the credit memo as a draft. Do not post it to the customer account without review
Done when A draft credit memo exists in QuickBooks for every inspected return awaiting one.
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3
Slack - alert accounting to aging returns
slack.com
WebRun opens Slack to alert accounting to aging returns. - Post an alert to the accounting channel for any return still open more than three days after inspection
- Include the contractor, item, and dollar amount pending credit
- Link the drafted credit memo so accounting can approve it in one click
Done when Accounting has a Slack alert for every return aging past three days with its draft ready.
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 post the credit memo to the contractor's account automatically?
No. WebRun drafts the credit memo in QuickBooks with the item, quantity, and any restocking fee, and leaves it as a draft. Accounting reviews and posts it, so no credit reaches an account without approval.
How does it calculate the restocking fee?
It reads the condition and terms recorded on the return authorization in DMSi Agility, and applies whatever restocking fee or full credit your team already set for that return before drafting the memo.
What about returns still waiting on inspection?
Those are skipped. WebRun only drafts a credit memo for returns marked Received and Inspected in DMSi Agility, so nothing is credited before someone has actually checked the material.
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