Reconcile wholesale returns and credits every week
Every Monday, WebRun opens BakeSmart, compiles the past week's wholesale product returns by account, calculates the credit owed for each one, drafts a matching credit memo in QuickBooks for your review, and posts a reconciliation summary to Slack so nothing gets missed at month end.
- No credit card
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How do I automatically reconcile wholesale bakery returns and credits each week?
Every Monday, WebRun opens BakeSmart and compiles the past week's wholesale product returns by account, calculating the credit owed from the returned quantity and unit price. It drafts a matching, unposted credit memo in QuickBooks for each account and posts a reconciliation summary to Slack, so credits are always reviewed before they are finalized.
- Every wholesale return is matched to a credit before month end
- Credit memos stay unposted until a human reviews them
- Returns missing a reason code are flagged instead of silently processed
Built for wholesale bakeries · bakery finance and accounting teams · wholesale account managers · commercial bakery owners
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.bakesmart.comin a real browser with your saved login - no setup, no API keys. -
1
BakeSmart - compile the week's returns by account
bakesmart.com How to Automate BakeSmart
WebRun opens BakeSmart to compile the week's returns by account. - Open BakeSmart and pull every wholesale return logged in the past 7 days
- Group returns by account and calculate the credit owed based on the unit price
- Flag any return without a reason code recorded
Done when This week's returns are compiled by account with the credit amount owed.
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2
QuickBooks - draft a matching credit memo
- Draft a credit memo in QuickBooks for each wholesale account with returns this week
- Match the credit amount to the returns compiled from BakeSmart
- Leave every credit memo unposted for your review. Do not finalize without approval
Done when A draft credit memo is ready in QuickBooks for every account with returns.
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3
Slack - post a reconciliation summary
slack.com How to Automate Slack
WebRun opens Slack to post a reconciliation summary. - Post a summary of this week's returns and draft credits to your finance channel
- List the account, return quantity, and credit amount for each
- Flag any return missing a reason code for follow up
Done when The finance team has this week's return and credit summary 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 finalize or post the credit memo to a customer's account?
No. Every credit memo is left as an unposted draft in QuickBooks for your review. WebRun never finalizes a credit or adjusts an account balance on its own.
How is the credit amount calculated?
WebRun groups each account's logged returns from BakeSmart over the past week and multiplies the returned quantity by the unit price, so the draft credit memo matches what was actually returned.
What if a return is missing a reason code?
It is flagged in the Slack summary for follow up instead of silently included, so your team can confirm the reason before the credit memo is approved.
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