Bin / Location Management connects storage locations to stock requests, lot balances and reviewed slotting plans. An Inventory Clerk prepares the item, location and base-unit quantity needed for the work.
Stock lots in one list
| Lot code | Item | Storage location | Quantity on hand | Received at | Expires at | |
|---|---|---|---|---|---|---|
| CS-261016 | Corrugated shipper, 12 count | Cold room 2 | 400 | 10 Oct | 18 Oct | |
| AB-261010 | Lavender oil, 5 L | North yard container bay | 830 | 18 Oct | 27 Oct | |
| LO-260925 | Corrugated shipper, 12 count | Cold room 2 | 900 | 20 Oct | 23 Oct | |
| CT-261002 | Glass dropper bottle, 30 ml | North yard container bay | 300 | 10 Oct | 14 Oct | |
| UL-261018 | Citrus hand soap, 500 ml | East pick aisle A | 80 | 18 Oct | 22 Oct |
Inventory Supervisor approves or rejects the submitted plan independently of its creator.
Every feature works on the same records. Pick one to see the screen your team works in.
Give each warehouse, bin and storage area a clear identity and operating context.
Storage locations
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Reno distribution center | RNO-DC | Rosa Alvarez | 41 Ridgeway Road, Reno | Pallets up to 900 kg | Pinegate Stock Services | |
| East pick aisle A | EAST-A | Imani Cole | 18 East Quay Lane, Reno | Temperature held at 2 to 6 C | Pinegate Stock Services | |
| Cold room 2 | COLD-02 | Jun Park | 7 North Yard Way, Reno | Food grade stock only | Elmline Warehouse Group | |
| Bulk reserve rack C | RESERVE-C | Adeel Khan | 52 Morrow Street, Reno | Quality hold access required | Pinegate Stock Services | |
| Returns quarantine cage | QUAR-01 | Tessa Novak | 9 Cedar Court, Reno | Small case picks only | Elmline Warehouse Group |
Prepare assigned stock work with an explicit item, location, quantity and review decision.
Stock requests
| Record number | Subject | Item | Location | Requested units | Base unit | |
|---|---|---|---|---|---|---|
| SR-64740 | Move citrus soap to east pick face | Pump cap, black | Cold room 2 | 510 | Each | |
| SR-77909 | Reserve pump bottles for October run | Citrus hand soap, 500 ml | East pick aisle A | 140 | Case | |
| SR-71829 | Receive lavender oil drums | Amber pump bottle, 500 ml | Reno distribution center | 550 | Pallet | |
| SR-43103 | Issue packing cartons to line 2 | Corrugated shipper, 12 count | Fragile goods shelf F | 740 | Liter | |
| SR-58383 | Transfer lotion cases to cold room | Glass dropper bottle, 30 ml | North yard container bay | 210 | Kilogram |
Compare proposed zone capacity and allocation policy before an independent slotting decision.
Slotting plans
| Name | Channel | Priority | Safety stock units | Allocation rule | Effective from | |
|---|---|---|---|---|---|---|
| Fast movers, east pick face | Retail orders | 880 | 210 | Reserve oldest eligible lot first | 03 Nov | |
| Cold chain, morning dispatch | Wholesale orders | 790 | 600 | Keep two cases at pick face | 21 Oct | |
| Bulk pallets, upper reserve | Production supply | 90 | 130 | Hold cold stock for morning loads | 03 Nov | |
| Small parts, ground-level bins | Store replenishment | 290 | 960 | Assign bulk pallets to upper racks | 21 Oct | |
| Returns quarantine allocation | Returns processing | 760 | 90 | Exclude quarantine stock from picks | 15 Oct |
Check eligible lot balances and held quantities before reserving stock for a request.
Stock items
| Name | SKU | Base unit | Item category | Tracking mode | Unit cost | |
|---|---|---|---|---|---|---|
| Citrus hand soap, 500 ml | SOAP-CIT-500 | Each | Finished goods | None | 340 | |
| Amber pump bottle, 500 ml | BOTTLE-AMB-500 | Case | Packaging | Lot | 420 | |
| Lavender oil, 5 L | OIL-LAV-5L | Pallet | Raw material | Serial | 730 | |
| Corrugated shipper, 12 count | SHIPPER-12 | Liter | Consumables | None | 920 | |
| Unscented lotion, 250 ml | LOTION-UNS-250 | Kilogram | Components | Lot | 860 |
Post approved quantity effects and preserve their history when a movement needs reversal.
Stock movements
| Record number | Parent | Item | Storage location | Lot | Signed quantity | |
|---|---|---|---|---|---|---|
| SM-76871 | Replenish small parts bins | Citrus hand soap, 500 ml | Cold room 2 | Wrap roll lot PW-261008 | 960 | |
| SM-95662 | Replenish small parts bins | Unscented lotion, 250 ml | Cold room 2 | Pump cap lot PC-261005 | 780 | |
| SM-89644 | Ship wholesale soap allocation | Amber pump bottle, 500 ml | East pick aisle A | Glass bottle lot GB-260930 | 340 | |
| SM-91811 | Hold damaged glass bottles | Pallet wrap, 500 m | North yard container bay | Amber bottle lot AB-261010 | 700 | |
| SM-23419 | Move citrus soap to east pick face | Lavender oil, 5 L | Cold room 2 | Lavender oil lot LO-260925 | 470 |
Record handling-unit custody and dock activity alongside the locations where stock work happens.
Handling units
Read review reasons, failed actions and verification results against the authorized stock request.
Operation receipts
| Receipt number | Subject | Parent | Action | Quantity | Failure reason | |
|---|---|---|---|---|---|---|
| OR-21400 | Received lavender oil at dock 2 | Replenish small parts bins | Receive stock | 400 | Destination bin was full | |
| OR-68911 | Moved soap to east pick aisle | Issue packing cartons to line 2 | Move between bins | 920 | Lot label did not match receipt | |
| OR-43612 | Reserved bottles for filling run | Ship wholesale soap allocation | Reserve for order | 830 | Count variance requires review | |
| OR-65478 | Issued cartons to packing line | Receive lavender oil drums | Issue to production | 30 | Cold room temperature exceeded limit | |
| OR-81360 | Quarantined cracked glass bottles | Replenish small parts bins | Quarantine damaged lot | 50 | Approval was missing |
Plan a location change and verify stock ships ready to use. 2 steps need a named approval before the work moves on: Approve Slotting Plan (Inventory Supervisor) and Approve Stock Request (Inventory Supervisor).
Identify the item, location and base-unit quantity with an owner and required date.
Record the zone, capacity comparison and allocation policy for the proposed placement.
Have an independent Inventory Supervisor decide the submitted plan revision.
Record the supervisor's decision and rationale for the authorized stock scope.
Execute approved work once and inspect the signed effect on the lot balance.
Compare posted movements with the authorized quantity and investigate any mismatch.
Open any stock lot to see its stock movements, the roles that work on it, its process stages and its approvals on one page.
Item, Storage location, Quantity on hand and Received at.
Each line is linked to this stock lot.
Inventory Clerk, Inventory Supervisor and Auditor, each with their own permissions.
Every status change, in order.
Approve Slotting Plan and Approve Stock Request, with who decides.
Corrugated shipper, 12 count · Available
| Record number | Parent | Item |
|---|---|---|
| SM-76871 | Replenish small parts bins | Citrus hand soap, 500 ml |
| SM-95662 | Replenish small parts bins | Unscented lotion, 250 ml |
| SM-89644 | Ship wholesale soap allocation | Amber pump bottle, 500 ml |
Inventory Clerk maintains the operational records and prepares stock requests and slotting plans. Posting and reservation actions handle protected stock effects.
Signed in as Inventory Supervisor
| Decision | Approver | |
|---|---|---|
| Approve Slotting PlanHave an independent Inventory Supervisor decide the submitted plan revision. | Inventory Supervisor | |
| Approve Stock RequestRecord the supervisor's decision and rationale for the authorized stock scope. | Inventory Supervisor |
Everyone opens Bin / Location Management to the work that is theirs. Pick a role to see what it starts with.
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.
Stock requests · Inventory Clerk
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
This is the first screen this role sees.
Slotting plans · Inventory Supervisor
| Name | Parent | Zone | Capacity cubic feet | Required cubic feet | Planned at | |
|---|---|---|---|---|---|---|
| Fast movers, east pick face | Transfer lotion cases to cold room | Fast pick zone | 930 | 360 | 22 Oct | |
| Cold chain, morning dispatch | Move citrus soap to east pick face | Cold storage zone | 700 | 780 | 28 Oct | |
| Bulk pallets, upper reserve | Receive lavender oil drums | Bulk reserve zone | 950 | 840 | 31 Oct | |
| Small parts, ground-level bins | Transfer lotion cases to cold room | Quarantine zone | 210 | 750 | 28 Oct | |
| Returns quarantine allocation | Reserve pump bottles for October run | Packing staging zone | 950 | 730 | 28 Oct |
Read-only access to every record and the evidence trail (decisions, receipts, movements).
This is the first screen this role sees.
Slotting plans · Auditor
| Name | Parent | Zone | Capacity cubic feet | Required cubic feet | Planned at | |
|---|---|---|---|---|---|---|
| Fast movers, east pick face | Transfer lotion cases to cold room | Fast pick zone | 930 | 360 | 22 Oct | |
| Cold chain, morning dispatch | Move citrus soap to east pick face | Cold storage zone | 700 | 780 | 28 Oct | |
| Bulk pallets, upper reserve | Receive lavender oil drums | Bulk reserve zone | 950 | 840 | 31 Oct | |
| Small parts, ground-level bins | Transfer lotion cases to cold room | Quarantine zone | 210 | 750 | 28 Oct | |
| Returns quarantine allocation | Reserve pump bottles for October run | Packing staging zone | 950 | 730 | 28 Oct |
Maintain the organization and its team members.
This is the first screen this role sees.
Storage locations · App Administrator
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Reno distribution center | RNO-DC | Rosa Alvarez | 41 Ridgeway Road, Reno | Pallets up to 900 kg | Pinegate Stock Services | |
| East pick aisle A | EAST-A | Imani Cole | 18 East Quay Lane, Reno | Temperature held at 2 to 6 C | Pinegate Stock Services | |
| Cold room 2 | COLD-02 | Jun Park | 7 North Yard Way, Reno | Food grade stock only | Elmline Warehouse Group | |
| Bulk reserve rack C | RESERVE-C | Adeel Khan | 52 Morrow Street, Reno | Quality hold access required | Pinegate Stock Services | |
| Returns quarantine cage | QUAR-01 | Tessa Novak | 9 Cedar Court, Reno | Small case picks only | Elmline Warehouse Group |
Maintain platform accounts and technical access without taking over inventory approval decisions.
Compare stock availability, placement proposals and the evidence behind quantity changes.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Available | 36 | ||
| Quarantined | 18 | 50% | |
| Expired | 8 | 44% | |
| Consumed | 4 | 50% |
Sample totals per stage
What stock remains eligible and uncommitted at each location, expressed in the item's base unit?
How does the space required by each plan compare with its recorded capacity?
Which assigned requests need attention against their required-by dates?
Which signed postings and compensations explain the stock effect for a request?
Which requests hold the lot's quantity and when do those commitments expire?
Which planned or missed stops need a response at the dock?
Who holds responsibility for an identified unit at its current location?
What did the supervisor decide, and what operation result followed?
Which verification failures need investigation before the work can be treated as reconciled?
See how Bin / Location Management fits your kind of team.
Coordinate bin placement, stock commitments and verified quantity changes across warehouse work.
Use location eligibility and lot states to guide stock commitments and placement review.
Keep component locations, stock requests and reservation evidence understandable to the storeroom team.
Each stage of plan a location change and verify stock names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to inspect location work, held stock and the evidence behind an exception.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 16 tablesStart with one team and one process, then add the rest once the basics are running.
Select a familiar item and labeled locations, with an Inventory Clerk and Inventory Supervisor who know the physical work. Agree the request action and location meanings.
Confirm organization membership, location codes, item base units and reconciled opening lot quantities. Review location eligibility and lot restrictions.
Prepare a slotting plan with a consistent capacity measurement. Submit it, test creator self-review rejection and decide the current revision independently.
Create an eligible reservation, reject a shortfall and inspect repeat handling. Correct or cancel request scope and confirm that held stock is released.
Approve the stock request, post its signed quantity and compare the lot balance. Repeat the action, then reverse the saved movement and inspect the linked compensation.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Bin / Location Management for your business. Start with a familiar item, labeled storage locations and a reconciled lot balance. Have an Inventory Clerk and Inventory Supervisor rehearse a slotting decision, stock reservation and approved posting.
Record warehouses, bins, yards or cold rooms with a name, code, contact and eligibility note under the operating organization. Agree the level of detail and coding convention before assigning opening stock.
The plan records the zone, planned date, capacity and required cubic feet alongside allocation policy. Inventory Supervisor reviews the submitted proposal. Agree the measurement basis and consider overlapping plans for the same zone before committing space.
Inventory Supervisor approves or rejects the submitted revision through the slotting action. The person who created the plan cannot decide it. Each transition increases the plan revision so a stale action is refused.
Availability takes eligibility and existing holds into account. The reservation action subtracts active Held reservations from the eligible lot's on-hand quantity before accepting another commitment.
The action refuses the excess quantity and records a failed receipt with the shortfall. Inventory Clerk can inspect that reason and the existing commitments before deciding the next request.
Executing an approved stock request posts a signed movement and applies it to the lot balance. The request becomes Executed and a recorded receipt identifies the operation. Inspect that evidence when checking the result.
Inventory Supervisor uses the reversal action to create a compensating movement linked to the original. The lot balance is corrected while the original posting remains available for review. Repeating the reversal returns the existing compensation.
Reconciliation compares posted movements with the authorized request quantity. A mismatch creates a failed receipt and leaves the request unchanged so the supervisor can investigate the discrepancy.
They record physical context such as custody, dock details and appointment sequence. Stock requests and posted movements supply the quantity-effect evidence. Agree how staff coordinate these records or connect their scanning and carrier systems during setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.