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Healthcare ERP

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Modules

Department suppliesFollow department needs from approved request to actual supply use. Purchasing & suppliersFollow approved purchasing through accepted deliveries and supplier settlement. Inventory & locationsSee current supply, reservations and restrictions across stores and facilities. Supply-pack assemblyBuild standard supply packs with clear component, work and cost records.
Sales & billingConnect genuine goods orders with actual fulfillment, approved billing and collected cash. Intercompany supplyCoordinate goods between group companies while keeping each side accountable. FinanceConnect supply costs, goods transactions and each company’s financial close. ReportingSee supply work, intercompany differences and financial results on a consistent basis.

Healthcare ERP

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Processes

Request to useFollow department requirements through approved supply and actual use. Procure to payConnect provider purchasing with accepted supply and actual supplier settlement. Assemble supply packsFollow standard packs from approved work through actual output and cost.
Order to cashFollow actual goods orders through approved billing and collected cash. Intercompany supplyFollow paired company orders through destination acceptance and separate settlement. Period closeReconcile supply operations and intercompany positions before closing each company.

Healthcare ERP

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Industries

Independent hospitalsConnect hospital supply work and finance with clear local responsibilities. Hospital groupsCoordinate shared supply while each hospital company keeps its own authority.
Outpatient networksFollow supplies and operating costs across a network of provider locations. Rehabilitation providersConnect nonclinical operating supplies with facility and department costs.

Healthcare ERP

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Reference

Roles & permissionsGive healthcare operations teams the access and decisions their work requires. Reports & analyticsFollow department supply, company commitments and the costs behind them. Data modelUnderstand the records connecting healthcare supplies and separate company books.
IntegrationsConnect source systems while keeping ownership and approvals clear. ImplementationAgree the operating scope, verify source balances and activate reviewed workflows. Your agentUse AI assistance to prepare work and follow the decisions that need attention.

Healthcare ERP

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Modules
Department suppliesFollow department needs from approved request to actual supply use.Purchasing & suppliersFollow approved purchasing through accepted deliveries and supplier settlement.Inventory & locationsSee current supply, reservations and restrictions across stores and facilities.Supply-pack assemblyBuild standard supply packs with clear component, work and cost records.Sales & billingConnect genuine goods orders with actual fulfillment, approved billing and collected cash.Intercompany supplyCoordinate goods between group companies while keeping each side accountable.FinanceConnect supply costs, goods transactions and each company’s financial close.ReportingSee supply work, intercompany differences and financial results on a consistent basis.
Processes
Request to useFollow department requirements through approved supply and actual use.Procure to payConnect provider purchasing with accepted supply and actual supplier settlement.Assemble supply packsFollow standard packs from approved work through actual output and cost.Order to cashFollow actual goods orders through approved billing and collected cash.Intercompany supplyFollow paired company orders through destination acceptance and separate settlement.Period closeReconcile supply operations and intercompany positions before closing each company.
Industries
Independent hospitalsConnect hospital supply work and finance with clear local responsibilities.Hospital groupsCoordinate shared supply while each hospital company keeps its own authority.Outpatient networksFollow supplies and operating costs across a network of provider locations.Rehabilitation providersConnect nonclinical operating supplies with facility and department costs.
Reference
Roles & permissionsGive healthcare operations teams the access and decisions their work requires.Reports & analyticsFollow department supply, company commitments and the costs behind them.Data modelUnderstand the records connecting healthcare supplies and separate company books.IntegrationsConnect source systems while keeping ownership and approvals clear.ImplementationAgree the operating scope, verify source balances and activate reviewed workflows.Your agentUse AI assistance to prepare work and follow the decisions that need attention.
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Healthcare ERP Modules
Inventory & locations3 of 8
  • Department supplies1 of 8
  • Purchasing & suppliers2 of 8
  • Inventory & locations3 of 8
  • Supply-pack assembly4 of 8
  • Sales & billing5 of 8
  • Intercompany supply6 of 8
  • Finance7 of 8
  • Reporting8 of 8

Inventory & locations

See current supply, reservations and restrictions across stores and facilities.

Supply Restriction ReviewSupplyChecks
review waits for the quality reviewer
Department suppliesPurchasing & suppliersInventory & locationsSupply-pack assemblySales & billingIntercompany supplyFinanceReporting
Approval conditions

Quality Reviewer: Approve SupplyCheckPlans, SupplyCheckCriteria, ShelfLifePolicies and product/component restrictions through independently reviewed MasterChanges

Quality Reviewer: Approve SupplyChecks, SupplyDispositions and protected LotDateEvents independently of producer, receiver, observer, packet/criteria preparer and material editors

PendingReview
  • SC-17386 PRD-5972
  • SC-65489 PRD-3496
  • SC-69655 PRD-1082
  • SC-57862 PRD-8997
  • SC-81640 PRD-2148
SC-17386
Product
PRD-5972
Portion
LP-41052
WorkOrder
WO-41366
Inspector
BW
CompletedAt

Review waits for the quality reviewer.

Records in this module
  • Products
  • UnitsOfMeasure
  • ProductUnits
  • Warehouses
  • Locations
  • Lots
  • LotPortions
  • Serials
  • ShelfLifePolicies
  • LotDateEvents
  • InventoryPositions
  • StockLayers
  • StockEvents
  • StockMovements
  • InventoryReservations
  • StockTransfers
  • StockTransferLines
  • CountLocks
  • InventoryCounts
  • CountLines
  • Returns
  • ReturnLines
  • ReturnDispositions
  • SupplyCheckPlans
  • SupplyCheckCriteria
  • SupplyChecks
  • SupplyCheckResults
  • SupplyHolds
  • SupplyDispositions

Keep one identity for each supply

A canonical product and base unit connect purchasing, stock, assembly and goods orders. Reviewed fixed packs translate buying and selling quantities into that same base without creating another inventory balance.

Facilities and departments belong to a legal company. Warehouses and locations identify physical custody, while the stock source retains accounting ownership. A shared building or group name cannot transfer ownership by itself.

Relevant products retain actual lot, serial, portion and date evidence. Untracked office or facility supplies follow their approved simpler policy. Missing required history remains an open restriction rather than a fabricated date or identifier.

Shelf Life ReviewLotPortions
StatusPendingReviewHeldReleased
PendingReview
LP-16795LTS-1593390 current stock quantity
LP-17487LTS-66052230 current stock quantity
Held
LP-83645LTS-35320830 current stock quantity
LP-19605LTS-26141590 current stock quantity
Released
LP-30567LTS-77084280 current stock quantity
LP-58816LTS-8092820 current stock quantity
Inventory & locations →

Read current stock from its movements

Current positions and cost layers explain what physically remains and its carrying value. Receipts, transfers, consumption, assembly issues and corrections retain the events that changed that position. Historical receipt quantity is not added again to current stock.

Only disjoint current leaf portions carry availability. Aggregate lot history remains useful for tracing sources but is not another physical balance. A split preserves total quantity, original lineage, dates and active claims.

Stock position Meaning
Available Owned quantity eligible under current controls
Reserved Remaining supply protected for approved demand
Held Owned stock with an unresolved restriction
Same-company transit Dispatched quantity still owned during movement
Issued WIP Material already transferred into assembly cost and custody
Stock Availability BoardInventoryPositions
StatusActiveBlocked
Active
IP-31704PRD-995560 on hand
IP-39256PRD-8112690 on hand
IP-80242PRD-7986140 on hand
Blocked
IP-23041PRD-7216820 on hand
IP-87344PRD-4284840 on hand
IP-38494PRD-8278120 on hand
Inventory & locations →

Reserve the right source once

Department, sales, assembly and transfer requirements retain their own approved demand. Their reservations share the same remaining physical stock, preventing two demands from claiming the same units.

Replacing a soft reservation with a hard source claim does not subtract quantity twice. A new hold or date restriction blocks execution while retaining affected picked or uncertain claims for reconciliation. Moving goods to another bin does not free them for an unrelated order.

Follow actual transfers and receipts

Warehouse Manager independently authorizes the required transfer scope. Warehouse Operator records actual dispatch and each destination receipt. Partial or disputed arrival preserves what remains in transit, with its departure quantity and carrying basis.

A same-company transfer to a department retains owned inventory. Actual use has its own authorized source quantity and expense effect. Transfers between legal companies follow the selected paired commercial route in intercompany supply, including seller-owned transit before destination acceptance.

Preserve restrictions through handling

Quality Reviewer independently decides required check and restriction outcomes for exact populations. Warehouse and assembly staff record permitted factual observations, with actual independence from the producer or receiver being checked.

Every relevant hold and date rule still applies after transfer, segregation or assembly. Repacking does not extend original applicable component life. Material release requires an identifiable population; area or process checks retain their actual work context without fictional sampled goods.

Condition release changes eligibility separately from stock value. Valued held output remains owned, and physical scrap or return uses its separately approved quantity and carrying effect.

Count the actual physical scope

Blind counts bind the complete current location and identity population, including new or changed positions. Movement, reservation, restriction or population changes require reconciliation before a stale count can post.

Warehouse Manager independently reviews quantity adjustments, excluding counters and preparers. Finance Manager additionally approves protected value, discovery or other required exceptions. Known zero cost remains valid; unknown cost cannot be replaced with zero. Away transit and issued WIP are reconciled separately from the floor count.

Correct the remaining source

Customer returns trace the original title issue; supplier returns use current receipt-descendant carrying. Actual unused assembly returns create a new layer from the original issue’s remaining basis. A correction follows moved, consumed or delivered dependents rather than reversing a depleted origin.

Stock Availability and Restrictions brings these positions together. Department supplies follows actual use, while period close reconciles stock and carrying with the books.

Modules

  • Department Request QueueSubmitted
    Request NumberFacilityDepartmentNeeded By

    Department supplies

    Follow department needs from approved request to actual supply use.

  • Purchase Approval QueueSubmitted
    Purchase Order NumberSupplierFacilityCurrent Total

    Purchasing & suppliers

    Follow approved purchasing through accepted deliveries and supplier settlement.

  • Supply Restriction ReviewPendingReview
    Inspection NumberProductPortionWork Order

    Inventory & locations

    See current supply, reservations and restrictions across stores and facilities.

  • Assembly ScheduleReleased
    Work Order NumberFacilityOutput ProductPlanned Quantity

    Supply-pack assembly

    Build standard supply packs with clear component, work and cost records.

  • Sales Orders Awaiting ApprovalSubmitted
    Order NumberAccountFacilitySource Route
    Intercompany. Intercompany classifies this existing company effect

    Sales & billing

    Connect genuine goods orders with actual fulfillment, approved billing and collected cash.

  • Intercompany Effect RecoveryAccepted
    Title NumberPair LineKindPhysical Owner
    Return Acceptance

    Intercompany supply

    Coordinate goods between group companies while keeping each side accountable.

  • Invoices Awaiting ApprovalPendingApproval
    Invoice NumberAccountDocument TypeFacility
    Credit Note

    Finance

    Connect supply costs, goods transactions and each company’s financial close.

  • Department Request QueueSubmitted
    Request NumberFacilityDepartmentNeeded By

    Reporting

    See supply work, intercompany differences and financial results on a consistent basis.

Reports

All reports

Stock Availability and Restrictions

Report current InventoryPositions and StockLayers at their actual company/facility/location/product/leaf-portion grain, with reservations, applicable dates and every active SupplyHolds. Aggregate lot/portion ancestors and historical movements provide lineage only. Staged stock, exclusive issued WIP, same-company transit and intercompany seller-owned transit remain distinct populations. At evidenced intercompany destination acceptance, ownership changes once; an incomplete local accounting posting appears as a reconciliation gap without presenting the same goods as available to both companies. Pending buyer custody is separate from owned buyer inventory. Units, current carrying and known-zero versus missing evidence retain their meaning.

Stock Availability BoardInventoryPositions
StatusActiveBlocked
Active
IP-31704PRD-995560 on hand
IP-39256PRD-8112690 on hand
IP-80242PRD-7986140 on hand
Blocked
IP-23041PRD-7216820 on hand
IP-87344PRD-4284840 on hand
IP-38494PRD-8278120 on hand

Roles and permissions

Warehouse Operator

Records actual receipt, movement, delivery and department use while preserving real performer identity.

Permissions and records
  • Prepare GoodsReceipts and GoodsReceiptLines
  • Accept ReceiptAcceptances independently of purchasing, with the actual factual recorder permitted to confirm when independent of the buyer/PO preparer/approver
  • Execute approved picks, transfers, intercompany seller-owned dispatch/return transit and actual goods handover
  • Record buyer destination acceptance for IntercompanyTitleAllocations and actual reciprocal return acceptance within approved scope
  • LotDateEvents
  • SupplyChecks
  • SupplyHolds
Actual Use ReviewDepartmentUses
StatusPendingApprovalException
PendingApproval
DU-59550DPR-150
DU-73791DPR-110
DU-92221DPR-150
Exception
DU-48521DPR-130
DU-22621DPR-110
DU-38547DPR-120
Warehouse Manager

Controls stock demand, movement, destination readiness and actual-use authorization.

Permissions and records
  • Manage Warehouses, Locations, InventoryReservations, StockTransfers and InventoryCounts within current company/facility/product restrictions
  • Approve DepartmentRequests and separately DepartmentUses exact source/quantity/current-carrying scope independently of request preparers/material editors/actual performer
  • Approve Shipments, StockTransfers, Returns, ReturnDispositions and count StockEvents independently of relevant preparers/counters
  • Review IntercompanyTitleAllocations dispatch/return custody and posting-restricted physical ownership scope
  • Warehouses
  • Locations
  • InventoryReservations
  • StockTransfers
  • InventoryCounts
  • StockEvents
  • Returns
  • ReturnDispositions
Department Request QueueDepartmentRequests
Submitted
  • DR-20250 FCL-7261 4 d
  • DR-94797 FCL-4129 3 d
  • DR-31117 FCL-5651 in 4 d
  • DR-65881 FCL-3443 3 d
  • DR-15924 FCL-5211 in 9 d
DR-20250
Facility
FCL-7261
Department
DPR-150
NeededBy
13 Sep
CreatedBy
BX
Decision
AD-51440

Approval waits for the warehouse manager.

Assembly Operator

Performs assigned released nonsterile supply-pack work and records actual sources.

Permissions and records
  • View frozen BOMs/routing/component instructions
  • Execute exact authorized material staging, issue and eligible unused return
  • Prepare ProductionEntries and BatchMaterialAllocations with actual producer/time/component/source evidence
  • Record actual SupplyChecks and SupplyCheckResults independently of the producer/receiver whose work is checked
  • SupplyChecks
  • SupplyCheckResults
  • LotDateEvents
  • SupplyHolds
Assembly ScheduleWorkOrders
StatusReleasedInProgressPartiallyCompletedCompletedPendingClose
06 Sep05 Oct FCL-2986 WO-13422, 19 Sep to 22 Sep, Released FCL-2826 WO-53932, 14 Sep to 19 Sep, InProgress FCL-2057 WO-22319, 11 Sep to 15 Sep, PartiallyCompleted FCL-9912 WO-96029, 06 Sep to 13 Sep, Completed FCL-6469 WO-93752, 27 Sep to 05 Oct, PendingClose FCL-5365 WO-27202, 18 Sep to 26 Sep, Released WO-13422WO-53932WO-22319WO-96029WO-93752WO-27202 today · 17 Sep
  • FCL-2986: WO-13422, 19 Sep to 22 Sep, Released
  • FCL-2826: WO-53932, 14 Sep to 19 Sep, InProgress
  • FCL-2057: WO-22319, 11 Sep to 15 Sep, PartiallyCompleted
  • FCL-9912: WO-96029, 06 Sep to 13 Sep, Completed
  • FCL-6469: WO-93752, 27 Sep to 05 Oct, PendingClose
  • FCL-5365: WO-27202, 18 Sep to 26 Sep, Released
Quality Reviewer

Independently controls required nonclinical supply checks and exact restricted populations.

Permissions and records
  • Approve SupplyCheckPlans, SupplyCheckCriteria, ShelfLifePolicies and product/component restrictions through independently reviewed MasterChanges
  • Approve SupplyChecks, SupplyDispositions and protected LotDateEvents independently of producer, receiver, observer, packet/criteria preparer and material editors
  • Apply exact approved eligibility/hold decisions, leaving all other active restrictions effective
  • Review actual incoming/pack/source/date/nonmaterial process evidence
  • ShelfLifePolicies
  • SupplyCheckPlans
  • SupplyCheckCriteria
  • LotDateEvents
  • SupplyChecks
  • SupplyDispositions
Supply Restriction ReviewSupplyChecks
PendingReview
  • SC-17386 PRD-5972
  • SC-65489 PRD-3496
  • SC-69655 PRD-1082
  • SC-57862 PRD-8997
  • SC-81640 PRD-2148
SC-17386
Product
PRD-5972
Portion
LP-41052
WorkOrder
WO-41366
Inspector
BW
CompletedAt

Review waits for the quality reviewer.

Related processes

Department Request QueueSubmitted
Request NumberFacilityDepartmentNeeded By

Request to use

Follow department requirements through approved supply and actual use.

8 stages · 3 approvals

Purchase Approval QueueSubmitted
Purchase Order NumberSupplierFacilityCurrent Total

Procure to pay

Connect provider purchasing with accepted supply and actual supplier settlement.

8 stages · 3 approvals

Assembly ScheduleReleased
Work Order NumberFacilityOutput ProductPlanned Quantity

Assemble supply packs

Follow standard packs from approved work through actual output and cost.

7 stages · 5 approvals

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