Remind contractors their will call order is ready before it clutters the counter
Every evening, WebRun opens CP Tech DistributionPlus, finds will call orders marked ready for pickup but not yet collected, drafts a short pickup reminder for each contractor in Outlook without sending it, and posts your counter staff a Slack list of aging will calls ranked by how long they've been sitting so the staging area stays clear.
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How do I remind contractors to pick up a will call order that's still sitting?
Every evening, WebRun opens CP Tech DistributionPlus to find will call orders marked ready but not yet picked up, drafts a short reminder email for each contractor in Outlook without sending it, and posts your counter staff a Slack list of aging orders ranked by how long they've been staged, so the pickup area doesn't quietly fill up.
- Contractors get a reviewed pickup reminder before their order clutters the staging area
- Counter staff see aging will calls ranked by wait time every evening in Slack
- Orders sitting past 2 business days are flagged before they become a restocking headache
Built for PHCP wholesale distributors · trade counter staff · branch managers · will call coordinators
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
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - find ready but uncollected will calls
cptechinc.com How to Automate CP Tech DistributionPlus
WebRun opens CP Tech DistributionPlus to find ready but uncollected will calls. - Open DistributionPlus and pull will call orders marked ready for pickup
- Capture the contractor, order contents, the date it was staged, and days since ready
- Flag orders sitting more than 2 business days as aging
Done when Every ready but uncollected will call is listed with its staged date.
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2
Outlook - draft a pickup reminder for each
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a pickup reminder for each. - Draft a short reminder email for each contractor with the order contents and where to pick it up
- Keep the tone friendly for orders under 2 days, more direct for aging orders
- Save every reminder as a draft and leave it unsent for your counter staff to review
Done when A pickup reminder draft is ready in Outlook for every uncollected will call.
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3
Slack - post the aging will call list
slack.com How to Automate Slack
WebRun opens Slack to post the aging will call list. - Post the counter team a list of every will call still sitting, oldest first
- Flag orders aging past 2 business days that may need to go back to stock
- Note the total number of orders currently staged so staff can gauge the space needed
Done when Counter staff has today's aging will call list in Slack.
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 email a contractor without the counter team checking first?
No. Every reminder is saved as an Outlook draft and left unsent. Your counter staff reviews and sends each one themselves.
What happens to a will call that never gets picked up?
WebRun keeps flagging it as aging in the Slack list past 2 business days. Whether to call the contractor, restock the items, or hold it longer stays a decision for your counter staff.
Does it change anything in DistributionPlus?
No. It only reads order status to build the reminder and the Slack list. Marking an order picked up or returned to stock still happens in DistributionPlus by your team.
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