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Automated Storage (AS/RS)
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Automated Storage (AS/RS) · Available now

Authorize storage work and verify the stock effect.

Automated Storage (AS/RS) coordinates stock records and review decisions around automated storage work. Inventory Clerk prepares stock requests against eligible storage locations and items, organizes inbound transfers and induction slots, and maintains the custody and location of handling units.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewAvailable Lots
Automated Storage (AS/RS) · Stock lots

Available Lots

Stock lots in one list

New stock lot
Stock lots in view
6
Total quantity on hand
3,400
Available
6
Lot codeItemStorage locationQuantity on handReceived atExpires at
LOT-26A-104Cable harness, 2 meterAisle 7 pick face17020 Oct24 Oct
LOT-26B-105Motor assembly, 24 VAisle 7 pick face71011 Oct19 Oct
LOT-26C-106Temperature sensor, probe typeNorth dock receiving54017 Oct23 Oct
LOT-26D-107Cable harness, 2 meterNorth dock receiving58013 Oct18 Oct
LOT-26E-108Pump service kit, 12 mmNorth dock receiving69017 Oct23 Oct
6 of 6 records
LOT-26A-104Stock lots · SL-82154
Available
ItemCable harness, 2 meter
Storage locationAisle 7 pick face
Quantity on hand170
Received at20 Oct
Expires at24 Oct
Review stock requestSL-82154 · LOT-26A-104

Inventory Supervisor approves, rejects, returns or escalates the current stock request with a reason.

Waiting for Inventory Supervisor
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
16
Roles with set permissions
5
Reports and dashboards
9
Features

Storage work ready for its next action

Every feature works on the same records. Pick one to see the screen your team works in.

Storage Locations and Items

Establish the locations, item identities and membership context behind authorized storage work.

  • Location eligibility
  • Item identity
  • Membership context
  • Storage locations
  • Stock items
  • Organizations
  • Team members
  • Users
Explore storage locations and items
OverviewActive Storage Locations
Automated Storage (AS/RS) · Storage Locations and Items

Active Storage Locations

Storage locations

New
NameCodeOrganizationContact nameAddressEligibility note
Reno distribution centerRNO-DCCedar Vale ComponentsLena Ortiz42 Willow Yard, RenoApproved for pallet storage
North dock receivingNDOCK-01Willow Bend LogisticsCalvin Reed18 Harbor Road, SparksCold chain monitoring active
Aisle 7 pick faceAISLE-07Bluecrest DistributionMira Shah7 Cedar Park, Carson CityOversize access only
Cold room 2COLD-02Northfield Parts SupplyJonah Price90 North Dock Way, RenoQuality hold requires release
Robot shuttle bay 4SHUTTLE-04Harborline FulfillmentFatima Noor24 Stone Lane, FernleyDock staffed weekdays
6 of 6 records
Reno distribution centerStorage locations · SL-37317
Yes
CodeRNO-DC
OrganizationCedar Vale Components
Contact nameLena Ortiz
Address42 Willow Yard, Reno
Eligibility noteApproved for pallet storage
Example screen with sample data
Process

From stock request to verified effect

Request to verified storage work ships ready to use. 2 steps need a named approval before the work moves on: Review stock request (Inventory Supervisor) and Review robot task (Inventory Supervisor).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare stock request

    Identify the item, eligible location and quantity needed by the required date.

    LOT-26A-104SL-82154 · Inventory Clerk
    Prepare stock requestBy Inventory Clerk

  2. Review stock request

    Inventory Supervisor decides on the current request revision and records the reason.

    LOT-26A-104SL-82154 · Inventory Supervisor
    Review stock requestBy Inventory Supervisor
    ApprovalInventory Supervisor approves, rejects, returns or escalates the current stock request with a reason.

  3. Reserve eligible stock

    Hold only the eligible quantity that remains free after active reservations.

    LOT-26A-104SL-82154 · Inventory Clerk
    Reserve eligible stockBy Inventory Clerk

  4. Review robot task

    An Inventory Supervisor other than the task creator approves or rejects the submitted work.

    LOT-26A-104SL-82154 · Inventory Supervisor
    Review robot taskBy Inventory Supervisor
    ApprovalInventory Supervisor reviews the submitted task independently of its creator before approved work can complete.

  5. Execute approved stock

    Post the authorized signed quantity effect once and retain its receipt.

    LOT-26A-104SL-82154 · Inventory Clerk
    Execute approved stockBy Inventory Clerk

  6. Reconcile completion

    Compare the posted movement evidence with the authorized quantity and investigate differences.

    LOT-26A-104SL-82154 · Inventory Supervisor
    Reconcile completionBy Inventory Supervisor

Start with Request preparation and review

Inside a record

Connect stock and execution evidence

Open any stock lot to see its stock movements, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Item, Storage location, Quantity on hand and Received at.

  2. 2
    Stock movements

    Each line is linked to this stock lot.

  3. 3
    Who works on it

    Inventory Clerk, Auditor and App Administrator, each with their own permissions.

  4. 4
    Process stages

    Reserve eligible stock and Execute approved stock, with the role that acts.

  5. 5
    Approvals

    Review stock request and Review robot task, with who decides.

Available LotsLOT-26A-104
Automated Storage (AS/RS) · Stock lots

LOT-26A-104

Cable harness, 2 meter · Available

Log activity
1
Record details
ItemCable harness, 2 meter
Storage locationAisle 7 pick face
Quantity on hand170
Received at20 Oct
2
Stock movements

LOT-26A-104

Record numberParentOccurred at
SM-47917Receive autumn carton shipment17 Oct
SM-49824Issue motor assemblies to production29 Oct
SM-25128Reserve blue tote lids for packing01 Nov
Stock movements
6
Total signed quantity
3,410
3

Who works on it

  • Inventory ClerkManage handling units, inbound transfers, induction slots…
  • AuditorView handling units, inbound transfers, induction slots…
  • App AdministratorManage Organizations, team members
4

Process stages

  • Reserve eligible stockInventory Clerk
  • Execute approved stockInventory Clerk
5

Approvals

  • Review stock requestInventory Supervisor
    Approved
  • Review robot taskInventory Supervisor
    Waiting
Example screen with sample data
Approvals

Review the requested work

The person who decides a submitted robot task must be different from its creator. A supervisor who created the task needs another eligible reviewer.

OverviewApprovals
Automated Storage (AS/RS) · Overview

Approvals

Signed in as Inventory Supervisor

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • RT-85205Shuttle 04
    Hold lot 26B for inspectionRequested by Inventory Clerk
    Submitted2dActions
  • RT-97565Shuttle 07
    Move pump kits to pick face 3Requested by Inventory Clerk
    Submitted3dActions
  • RT-14537Lift 02
    Reserve blue tote lids for packingRequested by Inventory Clerk
    Submitted4dActions
  • RT-55468Conveyor 03
    Hold lot 26B for inspectionRequested by Inventory Clerk
    Submitted5dActions

Who approves what

DecisionApprover
Review stock requestInventory Supervisor decides on the current request revision and records the reason.Inventory Supervisor
Review robot taskAn Inventory Supervisor other than the task creator approves or rejects the submitted work.Inventory Supervisor
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Automated Storage (AS/RS) to the work that is theirs. Pick a role to see what it starts with.

Inventory Clerk

Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.

This is the first screen this role sees.

OverviewOpen Stock Requests

Open Stock Requests

Stock requests · Inventory Clerk

Draft2
Reserve blue tote lids for packingCable harness, 2 meter
840
13 Oct
Issue motor assemblies to productionReusable pallet, 48 x 40 in
840
25 Oct
Add
Review2
Move pump kits to pick face 3Pump service kit, 12 mm
360
15 Oct
Replenish aisle 7 fastenersBlue tote lid, medium
600
26 Oct
Add
Approved2
Receive autumn carton shipmentBlue tote lid, medium
720
14 Oct
Transfer sensors to cold storageTemperature sensor, probe type
690
24 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Understand free stock and failed actions

Compare authorized work, free stock and recorded effects without mixing their quantity meanings.

Overview
Automated Storage (AS/RS) · Overview

Automated Storage (AS/RS) dashboard

This quarter

Robot tasks in view
6
Total requested units
3,300
Submitted
6

Stock lots by status

How far records got this quarter

StageReachedStep
Available31
Quarantined2374%
Expired1357%
Consumed969%

Quantity on hand by status

Sample totals per stage

10.0k0
4.0kAvailable
7.0kQuarantined
9.0kExpired
10.0kConsumed
10.0kBlocked
Example screen with sample data
  1. 01Stock Request Lateness

    Compare required by with today for Draft, Review and Approved stock requests, showing requested units, Owner and Location.

  2. 02Free Eligible Stock

    Group eligible stock lots by Item and storage location and subtract active Held stock reservation quantity from quantity on hand.

  3. 03Reservation Exposure

    List Held stock reservations by Request, Lot, Quantity and expires at to identify stock tied to requests needing attention.

  4. 04Robot Review Progress

    Group robot tasks by Status and device reference with requested at, requested units and decision at to show the recorded task lifecycle.

  5. 05Signed Stock Movement Ledger

    Group posted stock movements by Item, Lot and Location, retaining signed quantity, source effect key and Reverses for the movement trail.

  6. 06Induction Slot Adherence

    Review induction slots by slot at, Sequence, Location and Status to distinguish planned, completed and missed stops without inferring unrecorded arrival durations.

  7. 07Handling Unit Custody

    List handling units by custody owner, Location and Status with tote code, Item and Quantity.

  8. 08Decision and Receipt Exceptions

    Group Returned or Escalated review decisions and Failed operation receipts under their parent stock requests with their reasons.

  9. 09Authorized Quantity Reconciliation

    Compare stock request requested units with the matching posted stock movements quantity basis and the verification operation receipts for each request.

All reports and dashboards

Who it's for

For teams coordinating automated storage

See how Automated Storage (AS/RS) fits your kind of team.

Distribution storage teams

Coordinate induction, stock holds and reviewed storage work for distribution operations.

Manufacturing component stores

Control component availability and the stock evidence behind automated storage requests.

Lot-controlled storage operations

Keep lot eligibility, location context and reviewed quantity effects visible in automated storage work.

Controls

Protect quantities through every handoff

Each stage of request to verified storage work names the role that acts and the status it records, so a change is never anonymous.

OverviewRequest to verified storage work
Automated Storage (AS/RS) · Process

Request to verified storage work

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
2
Roles involved
3
Tables touched
16
Plan induction
Inventory Clerk
StatusPlanned → Confirmed
RecordsInbound transfers, Induction slots, Stock movements
Prepare stock request
Inventory Clerk
StatusDraft → Review
RecordsRecord attachments, Stock requests, Organizations
Review stock requestApproval
Inventory Supervisor
StatusReview → Approved
RecordsOperation receipts, Review decisions, Stock requests
Request to verified storage work
  1. Start
    Plan inductionPlanned → Confirmed
    Inbound transfers
  2. Step
    Prepare stock requestDraft → Review
    Record attachments
  3. Approval
    Review stock requestReview → Approved
    Operation receipts
  4. Step
    Submit robot taskDraft → Submitted
    Stock requests
  5. Approval
    Review robot taskSubmitted → Approved
    Robot tasks
Example screen with sample data

See each stage in detail

AI agent

Prepare and inspect work with your assistant

Prepare stock work and inspect its evidence while people retain operational decision authority.

It can

  • Inventory Clerk: Show my stock requests by required date, compare the proposed quantity with eligible free stock and help prepare the task for review.
  • Inventory Supervisor: Explain the current request revision, summarize returned decisions and show the movement evidence behind a failed verification.
  • Auditor: Trace a lot balance change through the original movement, its compensation and the related receipt without editing them.
  • App Administrator: Help inspect active membership and rehearse the organization boundary for the operating team.

Stays with a person

  • The assistant cannot supply an independent human decision on a robot task or reuse authority from an older revision.
  • It must act within the current user's authorized scope.
  • Completion needs the agreed evidence; a controller reference alone does not establish a verified stock effect.
  • Keep equipment control and safety decisions with the responsible controller environment.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Automated Storage (AS/RS)
  • Robot controller
  • Warehouse or ERP system
  • Arrival planning system
  • Document system
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • Storage Locations and Items5
  • Induction and Handling Units5
  • Stock Requests7
  • Lots and Reservations7
  • Robot Tasks5
  • Stock Movements6
  • Review and Reconciliation6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the first operating scope

    Select the organization, induction area and storage locations for the pilot. Identify the item and base unit, the people preparing work and the supervisor responsible for decisions.

  2. Establish reference records

    Configure membership, items and locations before importing lots, loads and handling units. Explain location eligibility and confirm the meaning of the request’s counterparty location.

  3. Prepare request review

    Rehearse Draft preparation and Review, including an approved request and a returned decision. Verify current-revision checks and decide how corrected work is resubmitted.

  4. Test stock holds

    Use a lot with existing active reservations. Accept a hold within free quantity, reject a shortfall and release held stock when authorized scope changes.

  5. Test robot and movement work

    Have someone other than the creator decide the robot task. Execute the approved stock request, inspect its signed effect and repeat the action without duplicating the posting.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Automated Storage (AS/RS).

All questions
How do I get started?

Click Get started, then use Proto to configure Automated Storage (AS/RS) for your business. Begin with an organization, an induction location and a storage area. Rehearse a stock request, an independently reviewed robot task and a verified quantity effect before expanding.

How does the app connect to a robot controller?

Configure the customer's controller connection separately. Agree how device references and controller event references map to the equipment and what evidence establishes the result. The controller environment remains responsible for equipment safety and interlocks.

What does the stock request authorize?

It identifies the item, location context, requested units and required date under an owner and organization. Inventory Supervisor reviews the current revision before approved work proceeds through its eligible stock actions.

Who may approve a robot task?

An eligible Inventory Supervisor decides the Submitted task using its current revision. The deciding person must be different from the task's creator. Only Approved work can move to Completed through the guarded task action.

Why can a reservation fail when stock is on hand?

Existing active Held reservations reduce free eligible inventory. If the new quantity exceeds what remains free, the action records a failed receipt with the shortfall instead of creating the oversized hold.

What happens when the request changes?

Use the authorized correction or cancellation action. Its held reservations are released so the quantity becomes free again. Review the changed scope and current revision before continuing the operating process.

How is a posted movement reversed?

Inventory Supervisor posts a compensating movement linked to the original and corrects the lot balance. The original movement stays immutable, and a repeated reversal returns the existing compensation.

What does verification check?

Reconciliation compares the matching posted movements with the authorized request quantity. A mismatch produces a failed receipt and leaves the request unchanged. The supervisor investigates the difference before accepting completion.

Does a completed robot task prove the stock balance is correct?

Inspect the parent request's movement and verification evidence separately. Task completion records the task lifecycle; the stock comparison establishes whether the authorized quantity and recorded effect agree.

How should the team use induction times?

Use each slot's scheduled time, location and sequence to organize the load handoff. Read the recorded slot status to identify missed or completed work, and keep planned times distinct from arrival evidence.

Set up Automated Storage (AS/RS) your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

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