Industrial MRO Supply Distribution

Industrial MRO Supply Distribution automation templates

12 ready-made workflows for Industrial MRO Supply Distribution. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: DDI System (Inform ERP), Slack and Gmail.

Industrial MRO Supply Distribution
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Automated DDI Inform Bin-Stock Alerts
Every hour, WebRun checks DDI Inform for VMI bins at or below their reorder point, drafts replenishment order lines for review, and posts the route rep a prioritized restock list in Slack.
DDI System (Inform ERP)Slack
Automated Vendor Lead Time Delay Alerts
Every morning, WebRun checks DDI Inform for vendor purchase orders past their confirmed ship date, finds the customer orders waiting on them, drafts a delay notice for review, and alerts purchasing in Microsoft Teams.
DDI System (Inform ERP)GmailMicrosoft Teams
Automated Spot Buy Quote Follow-Ups
Every weekday afternoon, WebRun checks DDI Inform for open spot buy quotes nearing their expiration without an order, drafts a follow-up email for the salesperson to review, and logs the pipeline to a tracking sheet.
DDI System (Inform ERP)GmailGoogle Sheets
Automated Safety Supply Usage Reports
On the first of every month, WebRun pulls each customer's safety supply order history from DDI Inform, breaks it down by department, logs it to a usage sheet, and tells the account rep it's ready in Microsoft Teams.
DDI System (Inform ERP)Google SheetsMicrosoft Teams
Automated Plant Account Statement Reminders
Every Monday, WebRun checks DDI Inform and QuickBooks for plant accounts with a past due balance, drafts a statement reminder email for the AR team to review, and lists who still owes what.
DDI System (Inform ERP)QuickBooksGmail
Automated Obsolete Part Cross-Reference Alerts
Every Monday, WebRun checks DDI Inform for parts flagged obsolete with recent order history, cross-references the replacement part number, drafts a substitution notice for the account rep, and posts sales a Slack summary.
DDI System (Inform ERP)OutlookSlack
Automated DDI Inform Min Max Reorder Alerts
Every morning, WebRun checks DDI Inform for branch stock below its min level, checks QuickBooks for the current cash position, drafts the reorder in DDI Inform for the buyer, and posts the dollar impact in Slack.
DDI System (Inform ERP)QuickBooksSlack
Automated DDI Inform Kitting Status Updates
Every 15 minutes during shift hours, WebRun checks DDI Inform for kitting order status changes and posts the production floor a live update in Microsoft Teams on what's ready, in progress, and behind.
DDI System (Inform ERP)Microsoft Teams
Automated Emergency Order Staging Alerts
Every 5 minutes, WebRun checks DDI Inform for new emergency orders, texts the warehouse to pull and stage the parts, and drafts a customer confirmation email for the CSR to review before it goes out.
DDI System (Inform ERP)TwilioGmail
Automated DDI Inform Cycle Count Variance Reports
Every night, WebRun pulls the day's completed cycle counts from DDI Inform, calculates the variance against system quantity, logs it to a tracking sheet, and flags the largest discrepancies in Slack.
DDI System (Inform ERP)Google SheetsSlack
Automated Contract Pricing Renewal Alerts
Every Monday, WebRun checks DDI Inform for contract pricing agreements expiring within 60 days, drafts a renewal email for the account manager to review, and posts sales a Slack list of what needs attention.
DDI System (Inform ERP)GmailSlack
Automated Blanket PO Balance Tracking
Every Monday, WebRun checks DDI Inform for blanket purchase orders running low on balance or nearing their expiration with releases still open, logs the status to a tracking sheet, and alerts sales in Slack.
DDI System (Inform ERP)SmartsheetSlack

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