Separate warehouse preparation, inventory decisions and evidence reading.
Inventory Clerk maintains the operational records and prepares stock requests and slotting plans. Posting and reservation actions handle protected stock effects.
Inventory Supervisor reviews stock scope, decides submitted plans and uses the reversal, correction and reconciliation actions. Read access to the records supports those decisions without unrestricted record editing.
Auditor follows requests, movements and operation receipts without changing their outcomes.
App Administrator manages the operating organization and team members. Technical account maintenance remains separate from inventory approval.
Apply organization and user access when opening records, following document links and running actions. A filtered worklist supports navigation; authorization must also apply to the underlying operation.
| Role | Location setup | Stock requests | Slotting plans | Lots and reservations | Stock movements | Loads and handling | Evidence and reconciliation |
|---|---|---|---|---|---|---|---|
| Inventory Clerk | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
| Inventory Supervisor | View | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View | View |
| App Administrator | Edit | Edit | View | View | View | View | View |
| Admin | Edit | Edit | View | View | View | View | View |
Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
Starts on: Open Stock Requests
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Starts on: Slotting Review Inbox
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Slotting Review Inbox
Maintain the organization and its team members.
Starts on: Active Storage Locations
Maintain platform accounts and technical access without taking over inventory approval decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.