Make sure every new product is fully set up before it ships
When a new item is created in Wherefour, WebRun runs a structured readiness checklist covering formula completeness, standard cost, allergen and regulatory fields, lot tracking configuration, and customer price list assignment. It posts the checklist status to Slack so the new-item team can close gaps, and initiates a DocuSign signature request for the internal new product approval form.
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How do I automatically run a new item setup checklist in my food manufacturing ERP?
When a new item is created in Wherefour, WebRun immediately checks every required setup field including formula, costing, allergen data, lot tracking, and price list assignment. It posts a pass-or-fail checklist to Slack with field-level owners tagged for any gaps, and sends a DocuSign signature request to quality and operations leads for formal new product approval.
- Every new item is checked against all required setup fields within minutes of creation
- Field-level owners are tagged in Slack so gaps are resolved before the first batch
- DocuSign approval is initiated automatically so the sign-off never gets lost in email
Built for food manufacturers · beverage producers · co-packers · product managers · quality teams
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
app.wherefour.comin a real browser with your saved login - no setup, no API keys. -
1
Wherefour - verify item setup completeness across all required fields
wherefour.com How to Automate Wherefour
WebRun opens Wherefour to verify item setup completeness across all required fields. - Detect when a new item is created in Wherefour
- Check the item record for: formula or bill of materials present, standard cost populated, unit of measure set, lot tracking enabled, allergen fields completed, shelf life and expiry method configured, and at least one customer price list assignment
- Mark each field as complete or missing
- Calculate an overall readiness percentage for the item
Done when All required setup fields have been checked and each is marked complete or missing with a readiness percentage.
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2
Slack - post checklist status to new-item team
slack.com How to Automate Slack
WebRun opens Slack to post checklist status to new-item team. - Post the new item setup checklist to the product setup Slack channel
- List each required field with a pass or fail indicator
- Tag the product manager and the relevant owner for each missing field
- Include a direct link to the item record in Wherefour for one-click action
Done when The product setup team has the new item checklist in Slack with field-level owners tagged for any gaps.
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3
DocuSign - initiate new product approval signature request
docusign.com How to Automate DocuSign
WebRun opens DocuSign to initiate new product approval signature request. - Prepare the internal new product approval form with the item name, code, and creation date pre-filled
- Send a DocuSign signature request to the quality manager and the operations director for approval
- Leave the request pending in DocuSign. Do not mark the item as approved in Wherefour until all signatures are received.
Done when A DocuSign signature request for the new product approval form is sent and pending completion.
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 mark the new item as approved or production-ready in Wherefour automatically?
No. WebRun checks completeness and initiates the DocuSign approval process but never changes the item status in Wherefour. The item is only marked approved after all required signatures are received and a human updates the record.
Which fields does it check in the new item setup?
It checks for a formula or bill of materials, standard cost, unit of measure, lot tracking configuration, allergen field completion, shelf life and expiry method, and at least one customer price list assignment. You can add or remove fields from the checklist.
Who receives the DocuSign approval request?
By default it goes to the quality manager and the operations director. You can configure the recipient list to match your internal new product approval workflow.
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