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- Cross-dock Management
- Start with a familiar dock cycle
Get Cross-dock Management running in four steps.
Prepare the people, locations and stock evidence for a practical cross-dock pilot.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Cross-dock Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Cross-dock Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure Cross-dock Management for your business. Confirm the operating organization and the accounts used by the Inventory Clerk, Inventory Supervisor and Auditor. Agree the location and unit identifiers that staff will recognize during the pilot.
Prepare the first operating cycle
Choose a familiar load and record its carrier, dock details and sequenced appointment. Identify a staged unit with its license plate, item, quantity and custody owner. Prepare the relevant stock request using the operating manifest or instruction, then have the supervisor decide the current source revision.
Confirm the item’s base unit and the lot’s eligible quantity before requesting a reservation. Rehearse a valid hold and an excessive request that produces a shortfall. Execute the approved stock work and compare the signed movement with the lot balance while keeping physical load progress current.
Review before release
Refuse a stale decision request and test unauthorized stock actions. Repeat a successful posting to confirm its effect occurs once. Cancel an eligible held commitment and reverse a rehearsal movement, retaining the original evidence. Have the Auditor trace a verified result and a failed mismatch, then agree how the next shift receives unresolved work.
Follow the implementation phases and define connection responsibilities before relying on transport or scanning messages.
Set up Cross-dock Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.