Turn safety supply orders into a monthly usage report
On the first of every month, WebRun opens DDI Inform, pulls the prior month's safety supply orders for every contract account, breaks the spend down by department or cost center where that data is tagged, logs it to a formatted usage sheet per account, and tells each account rep in Microsoft Teams that their customer's report is ready to review.
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How do I automatically generate a monthly safety supply usage report per customer?
WebRun pulls each contract account's safety supply orders from DDI Inform on the first of every month, breaks the spend down by department where it is tagged, and logs it to a formatted usage sheet with a three month trend line. It then tells each account rep in Microsoft Teams that their customer's report is ready, so the rep decides how and when to share it.
- Every contract account gets a usage report on the first of the month without a manual pull
- Department level spend is broken out automatically wherever it's tagged
- Account reps see a three month trend, not just a single month's number
Built for industrial distributors · account reps · safety and PPE suppliers · wholesale distribution
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
www.ddisystem.comin a real browser with your saved login - no setup, no API keys. -
1
DDI System (Inform ERP) - pull the month's safety supply orders
ddisystem.com How to Automate DDI System (Inform ERP)
WebRun opens DDI System (Inform ERP) to pull the month's safety supply orders. - Open DDI Inform and pull the prior month's orders for every contract safety supply account
- Filter to the safety and PPE product categories
- Capture the department or cost center code tagged on each order line
Done when The prior month's safety supply orders are pulled for every contract account.
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2
Google Sheets - log usage by department
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log usage by department. - Log each account's usage into its own tab, broken down by department
- Total the spend and unit count by category for the month
- Carry forward a trend line against the prior three months
Done when Every account has a formatted usage sheet with a department breakdown and a trend line.
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3
Microsoft Teams - tell the rep the report is ready
teams.microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to tell the rep the report is ready. - Message each account rep that their customer's usage report is ready
- Link directly to that customer's tab in the sheet
- Flag any account whose usage jumped or dropped more than 20 percent month over month
Done when Every account rep has been notified their report is ready, with big swings flagged.
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
Does it send the usage report to the customer directly?
No. WebRun only prepares the report and notifies the account rep it's ready. The rep decides how and when to share it with the customer.
What if an order line has no department code?
It groups uncoded lines into an unassigned category on the sheet, so the total spend still reconciles even when tagging is incomplete.
How far back does the trend line go?
It carries the trailing three months alongside the current one, so an account rep can spot a usage jump or drop at a glance, not just the raw monthly number.
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