Keep rep sample requests from falling through the cracks
When a field rep submits a sample request form, WebRun logs the new row in a Google Sheet, opens Accolent ERP to confirm the requested item is in stock and not already reserved for another pending request, and messages your fulfillment team on Telegram with the rep, practice, item, quantity, and warehouse location to pull and ship.
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- Under $0.01 per run
- Cancel anytime
How do I track rep sample requests so none get lost before fulfillment?
When a field rep submits a sample request, WebRun logs it to a Google Sheet, checks Accolent ERP to confirm the item is in stock and not already reserved for another request, and messages your fulfillment team on Telegram with the rep, practice, item, quantity, and warehouse location, so samples reach practices fast instead of sitting in an inbox.
- Sample requests reach fulfillment within minutes instead of getting lost in email
- Reps and managers can check request status in the tracker sheet at any time
- Out of stock samples are flagged immediately instead of discovered at pick time
Built for medical supply distributors · dental supply distributors · field sales reps · warehouse fulfillment 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
sheets.google.comin a real browser with your saved login - no setup, no API keys. -
1
Google Sheets - log the new sample request
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log the new sample request. - Open the Sample Request tracker sheet
- Read the newest submitted row for rep name, practice, item requested, and quantity
- Mark the row as checking stock
Done when The newest sample request is captured with rep, practice, item, and quantity.
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2
Accolent ERP - check current sample stock
adssolutions.com How to Automate Accolent ERP
WebRun opens Accolent ERP to check current sample stock. - Open Accolent ERP and look up the current on hand quantity for the requested sample item
- Confirm it is not already reserved for another pending sample request
- Note the item's warehouse location
Done when The requested sample's stock status and location are confirmed.
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3
Telegram - tell fulfillment what to pull
telegram.org How to Automate Telegram
WebRun opens Telegram to tell fulfillment what to pull. - Message the fulfillment channel with the rep, practice, item, quantity, and warehouse location to pull
- Flag the request as out of stock if none is available so the rep can be told to expect a delay
- Mark the sheet row as fulfillment notified
Done when Fulfillment has a Telegram message with exactly what to pull and ship, or a flag that it is out of stock.
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 WebRun ship the sample to the practice on its own?
No. WebRun tells your fulfillment team exactly what to pull and ship in Telegram. Packing and shipping stays a manual step for your warehouse.
What happens if the requested sample is out of stock?
It flags the request as out of stock in the Telegram message instead of pretending it can be fulfilled, so the rep can be told about the delay right away.
Can a rep check the status of their own request?
The tracker sheet is updated at every step, from checking stock to notified, so a rep or manager can open it any time to see whether a sample has shipped.
Related templates
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