Separate stock preparation, independent entry review and audit access.
Maintain the operating records, submit bond entries and run eligible stock actions within the assigned scope.
Review release proposals, handle authorized corrections and reconcile posted quantities. The bond entry reviewer must be a different person from its creator.
Inspect decisions, movements and operation receipts without changing the operating outcome.
Keep the organization and its team members aligned with the warehouse's operating scope.
User administration does not replace the inventory decision or establish that a movement was posted.
| Role | Bond entry review | Stock requests and movements | Lot availability and reservations | Locations and handling units | Loads and dock appointments | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Inventory Clerk | Edit | Edit | Edit | Edit | Edit | Edit |
| Inventory Supervisor | View | View | Edit | View | View | View |
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | View | Edit | View | Edit |
| Admin | 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: Bond Entry Review Inbox
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Bond Entry Register
Maintain the organization and its team members.
Starts on: Active Storage Locations
Maintain user access and support approved organization membership without replacing the inventory review decision.
Start free, then use Proto to change fields, steps and approvals before your team goes live.