Assign preparation, inventory decisions and evidence reading to the people responsible for the dock cycle.
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.
Inventory Supervisor reviews request scope, maintains allocation policy and uses reversal, correction and reconciliation actions. The review reason explains the decision to the clerk handling the work.
Auditor traces requests, movements and receipts without changing their outcome. That access supports investigation across shifts.
App Administrator manages the operating organization and team members. Technical account maintenance remains separate from stock approval authority.
Record access and guarded actions must respect the organization and user involved. The same care applies when following a supporting document link outside the app.
| Role | Load coordination | Staging and custody | Stock requests | Lots and reservations | Allocation policies | Stock movements | Evidence and reconciliation |
|---|---|---|---|---|---|---|---|
| Inventory Clerk | Edit | Edit | Edit | Edit | View | Edit | Edit |
| Inventory Supervisor | View | View | View | View | Edit | View | View |
| Auditor | View | View | View | View | View | View | View |
| App Administrator | View | View | Edit | View | Edit | View | View |
| Admin | View | View | Edit | View | Edit | 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: Draft Request Review
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Draft Request Review
Maintain the organization and its team members.
Starts on: Active Storage Locations
Maintain platform accounts and technical access while leaving inventory decisions with the authorized supervisor.
Start free, then use Proto to change fields, steps and approvals before your team goes live.