Cross-dock Management

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  1. Cross-dock Management
  2. Your cross-dock assistant
Reference

Put an AI agent to work in Cross-dock Management

Use Proto to inspect dock exceptions, stock commitments and the evidence behind the next decision.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Inventory Clerk: Find my open stock requests and show the location, quantity and required date needing attention.
  • Inventory Supervisor: Summarize the current request revision, applicable policy context and existing held stock before I decide.
  • Auditor: Trace a request through its decision, posted effects and verification receipts.
  • App Administrator: Help check the organization and platform account associated with the team member handling the work.

What stays with a person

  • The assistant must respect record and action permissions.
  • It cannot confirm a physical arrival or custody change without evidence, substitute for the supervisor's stock decision, or bypass quantity and revision checks.
  • An uncertain posting response must be inspected against the saved movement before another attempt.
  • The responsible person remains accountable for the observed dock event and authorized stock scope.

The assistant must respect record and action permissions. It cannot confirm a physical arrival or custody change without evidence, substitute for the supervisor's stock decision, or bypass quantity and revision checks. An uncertain posting response must be inspected against the saved movement before another attempt. The responsible person remains accountable for the observed dock event and authorized stock scope.

Set up Cross-dock Management your way.

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

Start now Download Proto

How to get started