Make sure every new item is fully set up before it ships
When a new item is created in Encompass, WebRun immediately checks all required setup fields including cost, sell price, unit of measure, allergen info, case pack, vendor code, and category, flags any missing or incomplete fields as a gap list in Slack, and logs the full checklist result to a Google Sheet so your catalogue team can complete the setup before the item is ordered.
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How do I automatically check new item setup is complete in my foodservice distribution ERP?
WebRun checks every new item record in Encompass the moment it is created, verifying all required setup fields including cost, sell price, unit of measure, allergens, case pack, and vendor code. Any gaps trigger a Slack alert to your catalogue team with a direct link to the item, and every result is logged field-by-field in Google Sheets so nothing ships with incomplete data.
- Every new item flagged for setup gaps before it can be ordered by a customer
- Catalogue team gets a direct link to the incomplete item record in Encompass so fixes take seconds
- Full item-setup audit trail in Google Sheets for every new SKU added
Built for foodservice distributors · broadline distributors · catalogue managers · purchasing 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.encompasstech.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - detect new item and check all required setup fields
encompasstech.com How to Automate Encompass
WebRun opens Encompass to detect new item and check all required setup fields. - Detect when a new item record is created in Encompass
- Check each required setup field: item code, description, vendor code, case pack size, unit of measure, cost price, sell price, category, allergen information, and shelf life
- Mark each field as complete, incomplete, or missing
- Flag the item as setup-complete only if all required fields are filled
Done when Every required setup field for the new item has been checked and each is marked complete or flagged as a gap.
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2
Google Sheets - log checklist result with field-by-field status
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log checklist result with field-by-field status. - Append a row for the new item to the item-setup checklist sheet
- Log item code, description, vendor, creation date, and the status of each required field
- Mark the row green if setup is complete or red if any field is missing
Done when The new item's checklist result is logged in Google Sheets with field-by-field status and a pass or fail indicator.
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3
Slack - alert catalogue team to any setup gaps
slack.com How to Automate Slack
WebRun opens Slack to alert catalogue team to any setup gaps. - If any required fields are missing, post an alert to the catalogue team Slack channel
- List the item code, description, and each missing field by name
- Include a direct link to the item record in Encompass so the team can complete setup immediately
Done when Catalogue team is alerted in Slack about every new item with setup gaps, with a link to fix them in Encompass.
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 complete the missing fields in Encompass automatically?
No. WebRun identifies and flags the gaps but does not write data back to Encompass. Your catalogue team completes the missing fields using the direct link in the Slack alert.
Which fields count as required?
The default required fields are item code, description, vendor code, case pack size, unit of measure, cost price, sell price, category, allergen info, and shelf life. You can customize this list to match your internal item-setup standards.
What if an item is created correctly the first time?
If all required fields are complete, no Slack alert is sent. The Google Sheet log records a green pass row so your catalogue manager has a complete audit trail of all new items, not just the ones with gaps.
Related templates
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