Automated Category Margin Reporting
Every Monday, WebRun opens VitaHealth POS, pulls last week's revenue and units by category, matches each category's cost in QuickBooks Online, calculates gross margin percent, and posts a ranked Slack report from highest to lowest margin.
How do I see which supplement categories have the best margins?
WebRun pulls last week's revenue and units by category from VitaHealth POS, matches each category against its landed cost in QuickBooks Online, and calculates the gross margin. It posts a ranked report to Slack every Monday morning, highest margin category first, so you can see which categories actually make money before deciding what to promote.
- Owners see real margin by category every Monday
- Promotion decisions use booked cost, not list price
- Low margin categories surface before they drag down the quarter
Built for supplement shop owners · vitamin store buyers · health food retail managers · multi location retail chains
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.vitahealthpos.comin a real browser with your saved login - no setup, no API keys. -
1
VitaHealth POS - pull category revenue and units
vitahealthpos.com
WebRun opens VitaHealth POS to pull category revenue and units. - Open VitaHealth POS unified catalog and sales reports
- Pull last week's revenue by category
- Capture units sold and average selling price per category
Done when Last week's revenue and units are captured for every category.
-
2
QuickBooks Online - match category cost
- Open QuickBooks Online and pull the landed cost of goods sold for the same categories
- Match each category's cost against its VitaHealth POS revenue
Done when Every category has a matched revenue and cost figure for the week.
-
3
Slack - post the ranked margin report
slack.com
WebRun opens Slack to post the ranked margin report. - Calculate gross margin percent per category
- Rank categories from highest to lowest margin
- Post the ranked report to your Slack channel with revenue, cost, and margin percent for each
Done when You have last week's category margin report ranked 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
Does it change any pricing based on the margins it finds?
No. WebRun only reads sales and cost data and reports the margin. Any pricing decision stays with you, WebRun never edits a price in VitaHealth POS or QuickBooks Online.
Where does the cost figure come from?
It pulls the landed cost of goods sold from QuickBooks Online for the same week, so the margin reflects your actual booked cost, not just a list price.
Can it break margin down below category level?
The default report ranks by category, but you can ask for a SKU level breakdown within any category that looks off before deciding what to do about it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.