Cross-dock Management helps the warehouse team coordinate carrier arrivals, staged units and the stock work that moves goods through the dock. Inventory Clerk records load details and sequenced appointments, maintains license-plate units with their location and custody owner, and prepares stock requests with an item, base-unit quantity and required-by date.
staged waits for the inventory clerk
| Lot code | Item | Storage location | Quantity on hand | Received at | Expires at | |
|---|---|---|---|---|---|---|
| BB-260912 | Atlantic cod, 20 lb tote | Reno distribution center | 340 | 21 Oct | 24 Oct | |
| RH-261008 | Atlantic cod, 20 lb tote | Reno distribution center | 140 | 22 Oct | 26 Oct | |
| ML-261014 | Yogurt cups, 24 count tray | Fresno outbound lane 4 | 20 | 16 Oct | 18 Oct | |
| CD-261015 | Oranges, 40 lb crate | Fresno outbound lane 4 | 390 | 13 Oct | 21 Oct | |
| OR-261010 | Whole milk, 1 gallon case | Fresno outbound lane 4 | 730 | 13 Oct | 20 Oct |
Inventory Supervisor approves eligible stock scope or records the reason for rejection, return or escalation.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep carrier details, dock doors and appointment sequence visible during inbound and outbound work.
Storage locations
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Reno distribution center | RNO-DC | Nadia Farouk | 4200 Quarry Road, Reno, NV | Chilled goods only | Riverbend Cold Chain | |
| Reno cold room A | RNO-COLD-A | Mateo Silva | 180 Coldwater Way, Reno, NV | Open for same-day transfers | Meadowline Wholesale | |
| Reno cross-dock lane 2 | RNO-LANE-2 | Priya Nair | 75 Freight Loop, Sacramento, CA | Forklift access after 6 a.m. | Pine Harbor Grocers | |
| Sacramento staging yard | SAC-YARD | Daniel Cho | 310 Yard Lane, Sacramento, CA | Inspection required before release | Willow Gate Foods | |
| Sacramento freezer bay | SAC-FRZ | Amara Johnson | 920 Orchard Road, Fresno, CA | No oversized pallets | Juniper Lane Markets |
Track identified pallets and totes by item, staging location and current custody owner.
Stock items
| Name | SKU | Base unit | Item category | Tracking mode | Unit cost | |
|---|---|---|---|---|---|---|
| Frozen blueberries, 10 lb case | FR-BB-10LB | Case | Frozen fruit | None | 570 | |
| Romaine hearts, 12 count carton | PR-RH-12CT | Pallet | Leafy produce | Lot | 320 | |
| Whole milk, 1 gallon case | DA-ML-1GAL | Tote | Dairy | Serial | 70 | |
| Atlantic cod, 20 lb tote | SE-CD-20LB | Crate | Seafood | None | 770 | |
| Oranges, 40 lb crate | PR-OR-40LB | Roll | Citrus | Lot | 290 |
Define the item, quantity and locations for dock stock work before the supervisor decides it.
Approval conditions
| Record number | Subject | Item | Location | Counterparty | Requested units | |
|---|---|---|---|---|---|---|
| SR-25327 | Receive 24 pallets of frozen berries | Frozen blueberries, 10 lb case | Reno cross-dock lane 2 | Reno cross-dock lane 2 | 860 | |
| SR-37162 | Move citrus crates to cold room | Atlantic cod, 20 lb tote | Reno cold room A | Modesto reserve storage | 550 | |
| SR-30283 | Reserve cartons for morning dispatch | Oranges, 40 lb crate | Modesto reserve storage | Reno distribution center | 140 | |
| SR-12190 | Issue shrink wrap to outbound dock | Brown rice, 25 lb bag | Modesto reserve storage | Modesto reserve storage | 540 | |
| SR-52624 | Receive packaged greens from supplier | Oranges, 40 lb crate | Reno cross-dock lane 2 | Modesto reserve storage | 530 |
Check eligible stock and existing commitments before promising quantity to another dock request.
Stock reservations
| Reservation number | Lot | Request | Quantity | Expires at | Revision | |
|---|---|---|---|---|---|---|
| SR-77565 | Oranges lot OR-261010 | Move citrus crates to cold room | 700 | 26 Oct | 540 | |
| SR-69524 | Milk lot ML-261014 | Reserve cartons for morning dispatch | 630 | 21 Oct | 690 | |
| SR-68405 | Cod lot CD-261015 | Hold seafood totes for inspection | 520 | 21 Oct | 140 | |
| SR-30734 | Yogurt lot YG-261011 | Receive 24 pallets of frozen berries | 590 | 30 Oct | 530 | |
| SR-49865 | Romaine lot RH-261008 | Issue shrink wrap to outbound dock | 40 | 01 Nov | 490 |
Keep channel priorities and safety stock policy available to the supervisor deciding stock scope.
Allocation policies
| Name | Channel | Priority | Safety stock units | Allocation rule | Effective from | |
|---|---|---|---|---|---|---|
| Chilled retail orders first | Retail stores | 660 | 580 | Allocate earliest expiry first | 15 Oct | |
| Frozen reserve floor | Wholesale orders | 620 | 900 | Hold 20 cases as reserve | 23 Oct | |
| Same-day wholesale priority | Direct delivery | 540 | 120 | Prioritize confirmed orders | 21 Oct | |
| Dairy morning dispatch buffer | Emergency replenishment | 440 | 940 | Round to full pallets | 29 Oct | |
| Seafood inspection hold | Internal transfer | 230 | 850 | Require inspection release | 20 Oct |
Execute approved quantity effects once and retain their history when stock needs correction.
Stock movements
| Record number | Parent | Item | Location | Lot | Signed quantity | |
|---|---|---|---|---|---|---|
| SM-82902 | Move citrus crates to cold room | Brown rice, 25 lb bag | Reno distribution center | Blueberries lot BB-260912 | 870 | |
| SM-22924 | Move citrus crates to cold room | Romaine hearts, 12 count carton | Reno cross-dock lane 2 | Romaine lot RH-261008 | 210 | |
| SM-54634 | Issue shrink wrap to outbound dock | Yogurt cups, 24 count tray | Reno cross-dock lane 2 | Romaine lot RH-261008 | 270 | |
| SM-81486 | Transfer dairy cases to Door 6 | Yogurt cups, 24 count tray | Reno distribution center | Oranges lot OR-261010 | 840 | |
| SM-74918 | Move citrus crates to cold room | Oranges, 40 lb crate | Fresno outbound lane 4 | Cod lot CD-261015 | 150 |
Trace request decisions and operation results before declaring the authorized stock quantity verified.
Operation receipts
| Receipt number | Subject | Parent | Action | Quantity | Failure reason | |
|---|---|---|---|---|---|---|
| OR-33454 | Berries counted at receiving | Receive 24 pallets of frozen berries | Receive stock | 210 | Seal number differs from manifest | |
| OR-82664 | Milk cases scanned into cold room | Receive 24 pallets of frozen berries | Verify count | 780 | Two cases missing at count | |
| OR-51589 | Seal verified at Door 4 | Release dry goods for evening load | Transfer stock | 650 | Cold room temperature above limit | |
| OR-79503 | Citrus pallets staged for transfer | Release dry goods for evening load | Release reservation | 740 | Lot label unreadable | |
| OR-71219 | Seafood temperature check | Hold seafood totes for inspection | Quarantine lot | 550 | Pallet wrap torn on arrival |
Coordinate cross-dock stock and verify its effect ships ready to use. One step needs a named approval before the work moves on: Approve Stock Request (Inventory Supervisor).
Define the item, locations and base-unit quantity with a clear owner and required date.
Record the supervisor's decision and reason against the current request revision.
Check the lot's free quantity after existing holds before committing stock.
Maintain the unit's license plate, staging location and custody owner as physical work progresses.
Execute approved scope once and inspect the signed effect on the lot balance.
Compare posted effects with the authorized quantity and investigate discrepancies.
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.
Reserve Eligible Stock, with the role that acts.
Approve Stock Request, with who decides.
Atlantic cod, 20 lb tote · Available
| Record number | Parent | Item |
|---|---|---|
| SM-82902 | Move citrus crates to cold room | Brown rice, 25 lb bag |
| SM-22924 | Move citrus crates to cold room | Romaine hearts, 12 count carton |
| SM-54634 | Issue shrink wrap to outbound dock | Yogurt cups, 24 count tray |
Inventory Clerk maintains the operational records, prepares stock requests and uses the supported stock actions. Protected quantity effects belong to the action that records their evidence.
Signed in as Inventory Supervisor
| Decision | Approver | |
|---|---|---|
| Approve Stock RequestRecord the supervisor's decision and reason against the current request revision. | Inventory Supervisor |
Everyone opens Cross-dock 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.
Stock requests · Inventory Supervisor
| Record number | Subject | Item | Location | Counterparty | Requested units | |
|---|---|---|---|---|---|---|
| SR-25327 | Receive 24 pallets of frozen berries | Frozen blueberries, 10 lb case | Reno cross-dock lane 2 | Reno cross-dock lane 2 | 860 | |
| SR-37162 | Move citrus crates to cold room | Atlantic cod, 20 lb tote | Reno cold room A | Modesto reserve storage | 550 | |
| SR-30283 | Reserve cartons for morning dispatch | Oranges, 40 lb crate | Modesto reserve storage | Reno distribution center | 140 | |
| SR-12190 | Issue shrink wrap to outbound dock | Brown rice, 25 lb bag | Modesto reserve storage | Modesto reserve storage | 540 | |
| SR-52624 | Receive packaged greens from supplier | Oranges, 40 lb crate | Reno cross-dock lane 2 | Modesto reserve storage | 530 |
Read-only access to every record and the evidence trail (decisions, receipts, movements).
This is the first screen this role sees.
Stock requests · Auditor
| Record number | Subject | Item | Location | Counterparty | Requested units | |
|---|---|---|---|---|---|---|
| SR-25327 | Receive 24 pallets of frozen berries | Frozen blueberries, 10 lb case | Reno cross-dock lane 2 | Reno cross-dock lane 2 | 860 | |
| SR-37162 | Move citrus crates to cold room | Atlantic cod, 20 lb tote | Reno cold room A | Modesto reserve storage | 550 | |
| SR-30283 | Reserve cartons for morning dispatch | Oranges, 40 lb crate | Modesto reserve storage | Reno distribution center | 140 | |
| SR-12190 | Issue shrink wrap to outbound dock | Brown rice, 25 lb bag | Modesto reserve storage | Modesto reserve storage | 540 | |
| SR-52624 | Receive packaged greens from supplier | Oranges, 40 lb crate | Reno cross-dock lane 2 | Modesto reserve storage | 530 |
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 | Nadia Farouk | 4200 Quarry Road, Reno, NV | Chilled goods only | Riverbend Cold Chain | |
| Reno cold room A | RNO-COLD-A | Mateo Silva | 180 Coldwater Way, Reno, NV | Open for same-day transfers | Meadowline Wholesale | |
| Reno cross-dock lane 2 | RNO-LANE-2 | Priya Nair | 75 Freight Loop, Sacramento, CA | Forklift access after 6 a.m. | Pine Harbor Grocers | |
| Sacramento staging yard | SAC-YARD | Daniel Cho | 310 Yard Lane, Sacramento, CA | Inspection required before release | Willow Gate Foods | |
| Sacramento freezer bay | SAC-FRZ | Amara Johnson | 920 Orchard Road, Fresno, CA | No oversized pallets | Juniper Lane Markets |
Maintain platform accounts and technical access while leaving inventory decisions with the authorized supervisor.
Read appointment exceptions, stock commitments and the evidence behind each quantity effect.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Available | 29 | ||
| Quarantined | 15 | 52% | |
| Expired | 10 | 67% | |
| Consumed | 6 | 60% |
Sample totals per stage
Which planned or missed stops need follow-up at the relevant location?
Where is the identified unit, what state is it in and who holds responsibility for it?
What is the total on hand, and how much remains available after lot restrictions and active holds?
Which assigned requests need attention against their required-by dates?
Which lots and quantities are committed to each request?
Which active rules, priorities and effective dates apply to the supervisor's policy discussion?
Which signed postings and compensations explain the request's stock effect?
Who decided each source revision and what reason was retained?
Which failed actions need investigation before stock work is treated as verified?
See how Cross-dock Management fits your kind of team.
Coordinate arriving stock, staged units and approved quantity effects during the distribution cycle.
Review competing stock requests with visible channel policy and existing lot commitments.
Keep location eligibility, restricted stock and staged-unit custody clear during transfer work.
Each stage of coordinate cross-dock stock and verify its effect 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 dock exceptions, stock commitments and the evidence behind the next decision.
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 inbound load and the stock work needed during an outbound cycle. Name the Inventory Clerk, Inventory Supervisor and Auditor for the pilot.
Confirm organization membership, location codes, item base units and reconciled lot quantities. Agree the meaning of the request’s location references for the selected stock actions.
Record load and stop details, then identify staged units with their license plates and custody owners. Rehearse an appointment change and a held unit.
Prepare the stock request and supporting document. Have the supervisor decide the current revision, then test an eligible reservation and a shortfall rejection.
Execute approved stock work and compare the signed movement with the lot balance. Repeat the action, then reverse a rehearsal posting and inspect its 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 Cross-dock Management for your business. Start with a familiar load, recognizable staging locations and a reconciled stock lot. Have the clerk and supervisor rehearse a request decision, reservation and verified posting alongside the physical dock records.
Record the load number, carrier, dock door, seal, arrival date and current state. Sequenced stops add the location, appointment date and stop state for coordinating expected, arrived or missed work.
Each unit carries a license plate, item, quantity, location and custody owner. The current handling state shows whether it is available, moving, staged, loaded, held or damaged according to the team's observations.
Inventory Supervisor records the request decision with a reason and source revision. Eligible approved scope proceeds to execution. Rejected, returned or escalated work needs the appropriate follow-up before it continues.
Allocation policy records the channel, priority, safety stock guidance and effective date. The supervisor uses the agreed rule when reviewing competing requests and retains the actual decision reason on the request.
The reservation action checks eligible lot quantity less active Held reservations. A request exceeding that free amount is refused with a failed receipt showing the shortfall.
Executing an approved request posts a signed movement and applies it to the lot balance. The request becomes Executed and a recorded receipt identifies the action. Load and unit status updates provide physical context for that work.
The posting uses a stable source effect identity derived from the request. Repeating the same action must return the saved effect without applying the stock quantity again. Inspect its movement and receipt when a response is uncertain.
Inventory Supervisor creates a compensating movement through the reversal action. The compensation links to the original movement and corrects the lot balance while retaining the original evidence. A repeated reversal returns the existing compensation.
The posted movement total did not match the authorized request quantity. Reconciliation writes a failed receipt and leaves the request unchanged so the supervisor can investigate the discrepancy and use the supported correction procedure.
Start free, then use Proto to change fields, steps and approvals before your team goes live.