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Automated ClearTEQ Blend Margin Recap

Every Monday, WebRun opens ClearTEQ POS to pull last week's revenue and units by blend, checks QuickBooks Online for each blend's landed cost, and builds a margin ranking in Google Sheets so you can see which blends actually make you money, not just which ones sell the most.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 8:30 AM WebRunorchestrates each step
1 ClearTEQ POS pull sales by blend
2 QuickBooks Online confirm landed costs
3 Google Sheets build the margin ranking
In short

How do I see which tea blends actually have the best profit margin?

WebRun pulls last week's revenue and units by blend from ClearTEQ POS, checks each blend's landed cost in QuickBooks Online, and builds a gross margin ranking in Google Sheets every Monday. It highlights any blend that sells well but earns a thin margin, so you can see which teas actually make money, not just which ones move the most.

  • You see margin by blend, not just units sold
  • High-volume, low-margin blends get flagged automatically
  • Cost figures reconcile against your actual QuickBooks bills

Built for tea house owners · tea shop bookkeepers · specialty tea retailers · multi-location tea businesses

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens clearteq.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    ClearTEQ POS - pull sales by blend
    clearteq.com
    WebRun in ClearTEQ POS: pull sales by blend
    WebRun opens ClearTEQ POS to pull sales by blend.
    • Open ClearTEQ POS and pull last week's revenue and units by blend
    • Include every location in the total
    • Carry forward the current listed price for each blend

    Done when Last week's revenue and units are pulled for every blend.

  3. 2
    QuickBooks Online - confirm landed costs
    • Look up each blend's landed cost, freight and packaging included
    • Flag any blend with a cost that changed since last week
    • Confirm the cost figures against the latest supplier bill

    Done when Every blend has a confirmed landed cost.

  4. 3
    Google Sheets - build the margin ranking
    google.com
    WebRun in Google Sheets: build the margin ranking
    WebRun opens Google Sheets to build the margin ranking.
    • Calculate gross margin per blend using revenue, units, and landed cost
    • Rank every blend from highest to lowest margin
    • Highlight any blend selling well but earning a thin margin

    Done when The margin ranking is built and ready to review.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
clearteq.com
ScheduleRuns automatically on this cadence
Every Monday at 8:30 AM
DeliveryHow each run's result reaches you
Margin recap · Google Sheets
OutputWhat each run produces - A blend-by-blend margin ranking with revenue, landed cost, and gross margin, highlighting high-volume, low-margin blends.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Where does the cost data come from?

It comes straight from QuickBooks Online, so the landed cost per blend reflects your actual supplier bills, freight, and packaging.

Can a blend sell well but still rank low?

Yes, and that's the point. WebRun highlights any blend with strong sales but a thin margin so you can see it, not just the top-selling list.

Does it change any prices based on the margin?

No. It only reports the ranking. Any pricing decision stays with you.

Keep going

Related templates

Automated ClearTEQ Best Seller Report
Every Monday, WebRun ranks last week's blends by units and revenue in ClearTEQ POS, emails you the full report in Gmail, and posts the top-line summary to Slack.
ClearTEQ POS›Gmail›Slack
Automated ClearTEQ Tea Sales Digest
Every night, WebRun tallies the day's sales in ClearTEQ POS by blend and category, logs the totals to Google Sheets, and posts the recap to Slack so you always know how the day went.
ClearTEQ POS›Google Sheets›Slack
Automated Seasonal Tea Markdown Alerts
Every Monday, WebRun checks Google Calendar for each seasonal blend's season-end date, checks remaining stock in ClearTEQ POS, and emails you a markdown recommendation while there's still time to sell through.
Google Calendar›ClearTEQ POS›Gmail

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