Inventory Allocation Engine runs stock requests from preparation and review through eligible-lot reservation, signed movement posting and completion reconciliation. Inventory Clerk prepares the item, locations and requested quantity.
Stock lots in one list
| Lot code | Item | Storage location | Quantity on hand | Received at | Expires at | |
|---|---|---|---|---|---|---|
| RT-SEP26-01 | Cedar Canvas Tote, natural | Portland retail stockroom | 800 | 20 Oct | 22 Oct | |
| RS-AUG26-02 | Summit Bottle, 750 ml | Spokane yard storage | 750 | 19 Oct | 26 Oct | |
| CT-OCT26-03 | Cedar Canvas Tote, natural | Spokane yard storage | 700 | 10 Oct | 18 Oct | |
| SB-JUL26-04 | Northwind Gloves, large | Reno distribution center | 520 | 12 Oct | 20 Oct | |
| DP-SEP26-05 | Summit Bottle, 750 ml | Spokane yard storage | 720 | 21 Oct | 24 Oct |
Inventory Supervisor decides the current request revision and records the reason before execution.
Every feature works on the same records. Pick one to see the screen your team works in.
Give the supervisor a clear policy basis for reviewing competing stock requests.
Allocation policies
| Name | Channel | Priority rank | Safety stock units | Allocation rule | Effective from | |
|---|---|---|---|---|---|---|
| Retail priority for footwear | Retail stores | 640 | 500 | Reserve retail orders first | 19 Oct | |
| Wholesale outerwear reserve | Online orders | 750 | 550 | Hold 20 units for online orders | 19 Oct | |
| Store replenishment floor | Wholesale | 320 | 330 | Allocate oldest eligible lot | 12 Oct | |
| Online drinkware allocation | Marketplace | 330 | 780 | Keep two weeks of store stock | 23 Oct | |
| Seasonal camping stock | Field sales | 250 | 160 | Exclude quarantined returns | 12 Oct |
Review stock demand against its current revision and retain the deciding person's rationale.
Stock requests
| Record number | Subject | Item | Requested units | Required by | Location | |
|---|---|---|---|---|---|---|
| SR-45320 | Reserve trail shoes for retail orders | Willow Fleece Pullover, navy medium | 480 | 17 Oct | Portland retail stockroom | |
| SR-81163 | Move rain jackets to Reno | Meadow Dome Tent, two-person | 940 | 22 Oct | Boise returns warehouse | |
| SR-61996 | Receive canvas totes from supplier | Summit Bottle, 750 ml | 310 | 20 Oct | Boise returns warehouse | |
| SR-10667 | Issue insulated bottles to stores | Cedar Canvas Tote, natural | 60 | 26 Oct | Boise returns warehouse | |
| SR-53921 | Reserve hiking packs for wholesale | Pinecrest Daypack, 24 L | 200 | 20 Oct | Boise returns warehouse |
Inspect lot quantity and condition alongside the reservations already using that stock.
Stock items
| Name | SKU | Base unit | Item category | Tracking mode | Reorder point | |
|---|---|---|---|---|---|---|
| Ridge Trail Runner, men's 10 | RTR-M10 | Pair | Footwear | None | 190 | |
| Harbor Rain Shell, women's medium | HRS-WM | Each | Outerwear | Lot | 310 | |
| Cedar Canvas Tote, natural | CCT-NAT | Carton | Bags | Serial | 580 | |
| Summit Bottle, 750 ml | SBT-750 | Case | Drinkware | None | 270 | |
| Pinecrest Daypack, 24 L | PCD-24L | Pallet | Camping gear | Lot | 90 |
Hold eligible lot quantity for reviewed demand and release claims when authorized scope changes.
Stock reservations
| Reservation number | Request | Lot | Quantity | Expires at | Revision | |
|---|---|---|---|---|---|---|
| SR-56500 | Reserve hiking packs for wholesale | Rain Shell batch, Aug 2026 | 100 | 20 Oct | 300 | |
| SR-58478 | Reserve hiking packs for wholesale | Northwind Gloves batch, Jun 2026 | 750 | 18 Oct | 180 | |
| SR-64307 | Receive fleece pullovers, navy | Northwind Gloves batch, Jun 2026 | 710 | 27 Oct | 320 | |
| SR-20366 | Issue insulated bottles to stores | Summit Bottle batch, Jul 2026 | 310 | 20 Oct | 850 | |
| SR-13508 | Receive fleece pullovers, navy | Northwind Gloves batch, Jun 2026 | 780 | 26 Oct | 170 |
Post the authorized signed stock effect once and preserve the original when correcting it.
Stock movements
| Record number | Parent | Item | Location | Lot | Quantity | |
|---|---|---|---|---|---|---|
| SM-70568 | Reserve trail shoes for retail orders | Northwind Gloves, large | Boise returns warehouse | Summit Bottle batch, Jul 2026 | 280 | |
| SM-19977 | Issue insulated bottles to stores | Pinecrest Daypack, 24 L | Boise returns warehouse | Canvas Tote batch, Oct 2026 | 710 | |
| SM-48289 | Move rain jackets to Reno | Pinecrest Daypack, 24 L | Reno distribution center | Canvas Tote batch, Oct 2026 | 220 | |
| SM-43484 | Reserve trail shoes for retail orders | Harbor Rain Shell, women's medium | Oakland wholesale depot | Fleece Pullover batch, Oct 2026 | 480 | |
| SM-78410 | Transfer gloves to west depot | Willow Fleece Pullover, navy medium | Boise returns warehouse | Canvas Tote batch, Oct 2026 | 160 |
Keep carrier, appointment and handling-unit context visible without confusing it with stock execution.
Storage locations
| Name | Code | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| Reno distribution center | RENO-DC | Sofia Marin | 410 Depot Road, Reno | Approved for finished goods | Cedar Ridge Logistics | |
| Portland retail stockroom | PORT-STOCK | Harun Nwosu | 28 Harbor Street, Portland | Retail pick faces only | Cedar Ridge Outfitters | |
| Boise returns warehouse | BOISE-RET | Mika Duarte | 75 Cedar Way, Boise | Returns require inspection | Cedar Ridge Field Stores | |
| Sacramento cross-dock | SAC-XDOCK | Leila Rahman | 803 Freight Lane, Sacramento | Cross-dock stock ships same day | Cedar Ridge Wholesale | |
| Tacoma cold storage | TAC-COLD | Joon Varela | 16 Dock Avenue, Tacoma | Temperature-controlled items only | Cedar Ridge West Distribution |
Explain failed operations and verify that posted stock effects match authorized demand.
Operation receipts
| Receipt number | Source record | Event | Quantity | Recorded at | Operation key | |
|---|---|---|---|---|---|---|
| OR-50359 | Receive fleece pullovers, navy | Stock reservation posted | 820 | 10 Oct | reserve-2026-10418 | |
| OR-73924 | Transfer gloves to west depot | Lot eligibility checked | 960 | 09 Oct | eligibility-2026-10419 | |
| OR-84970 | Release held tent stock | Transfer dispatched | 600 | 19 Oct | transfer-2026-10420 | |
| OR-75538 | Issue insulated bottles to stores | Receipt confirmed | 430 | 13 Oct | receipt-2026-10421 | |
| OR-95896 | Issue insulated bottles to stores | Allocation released | 150 | 10 Oct | release-2026-10422 |
Reviewed stock allocation ships ready to use. 2 steps need a named approval before the work moves on: Review proposal (Inventory Supervisor) and Correct scope (Inventory Supervisor).
Capture the item, locations and requested quantity for review.
Decide the current proposal and retain its rationale.
Hold the selected lot within its free eligible quantity.
Apply the approved stock movement once and retain the result for review.
Resolve changed demand through authorized correction or cancellation.
Compare posted movement quantity with the authorized request.
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.
Check eligible lots and Post stock effect, with the role that acts.
Review proposal and Correct scope, with who decides.
Cedar Canvas Tote, natural · Available
| Record number | Parent | Item |
|---|---|---|
| SM-70568 | Reserve trail shoes for retail orders | Northwind Gloves, large |
| SM-19977 | Issue insulated bottles to stores | Pinecrest Daypack, 24 L |
| SM-48289 | Move rain jackets to Reno | Pinecrest Daypack, 24 L |
Signed in as Inventory Supervisor
| Decision | Approver | |
|---|---|---|
| Review proposalDecide the current proposal and retain its rationale. | Inventory Supervisor | |
| Correct scopeResolve changed demand through authorized correction or cancellation. | Inventory Supervisor |
Everyone opens Inventory Allocation Engine 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
| Record number | Subject | Item | Requested units | Required by | Location | |
|---|---|---|---|---|---|---|
| SR-45320 | Reserve trail shoes for retail orders | Willow Fleece Pullover, navy medium | 480 | 17 Oct | Portland retail stockroom | |
| SR-81163 | Move rain jackets to Reno | Meadow Dome Tent, two-person | 940 | 22 Oct | Boise returns warehouse | |
| SR-61996 | Receive canvas totes from supplier | Summit Bottle, 750 ml | 310 | 20 Oct | Boise returns warehouse | |
| SR-10667 | Issue insulated bottles to stores | Cedar Canvas Tote, natural | 60 | 26 Oct | Boise returns warehouse | |
| SR-53921 | Reserve hiking packs for wholesale | Pinecrest Daypack, 24 L | 200 | 20 Oct | Boise returns warehouse |
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
Read-only access to every record and the evidence trail (decisions, receipts, movements).
This is the first screen this role sees.
Stock requests · Auditor
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 | RENO-DC | Sofia Marin | 410 Depot Road, Reno | Approved for finished goods | Cedar Ridge Logistics | |
| Portland retail stockroom | PORT-STOCK | Harun Nwosu | 28 Harbor Street, Portland | Retail pick faces only | Cedar Ridge Outfitters | |
| Boise returns warehouse | BOISE-RET | Mika Duarte | 75 Cedar Way, Boise | Returns require inspection | Cedar Ridge Field Stores | |
| Sacramento cross-dock | SAC-XDOCK | Leila Rahman | 803 Freight Lane, Sacramento | Cross-dock stock ships same day | Cedar Ridge Wholesale | |
| Tacoma cold storage | TAC-COLD | Joon Varela | 16 Dock Avenue, Tacoma | Temperature-controlled items only | Cedar Ridge West Distribution |
Maintain platform user access and organization-to-team mappings while keeping stock decisions with Inventory Supervisor.
Answer allocation and reconciliation questions from actual policy, reservation and movement fields.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Available | 45 | ||
| Quarantined | 8 | 18% | |
| Expired | 3 | 38% | |
| Consumed | 1 | 33% |
Sample totals per stage
Which active policy guidance applies to the organization, and how are priority and safety-stock quantities interpreted?
Which requests remain Draft, Review or Approved, with what item, location and required date?
How much of the lot quantity is already held, and what condition or expiry evidence needs review?
List Held reservations by expiry date, request, lot and quantity to identify claims needing supervisor follow-up.
Sum Posted movements' signed quantity by organization, item, location and movement date, retaining the reference from each compensation to its original movement.
Show each review decision's outcome, rationale, revision, owner and decision date against its source request.
Which refused operations need supervisor follow-up, and what reason and operation identity explain them?
What quantities were authorized and posted, and what result did completion verification record?
See how Inventory Allocation Engine fits your kind of team.
Review competing demand against the same eligible lots while keeping existing commitments visible.
Give store and warehouse demand a reviewed quantity without promising stock already held elsewhere.
Allocate available stock to reviewed operational demand while keeping production planning external.
Each stage of reviewed stock allocation 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
Prepare allocation evidence and inspect operation results with Proto under the team's permissions.
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.
Inventory Supervisor chooses the pilot items and locations, explains channel policy interpretation and defines the base unit. Rehearse an eligible lot and a condition exception. Agree the authorized quantity and the evidence the clerk needs for the next action.
App Administrator checks the organization and each team member’s platform account mapping. Inventory Clerk prepares stock items, storage locations and stock lots. Reconcile opening quantities and current Held reservations at the declared cutoff without replaying historical movement effects.
Agree the review filter and audience for Review Queue. Set Stock Requests Register to Draft requests owned by the signed-in clerk for preparation. Connect the request owner to the correct platform account. Review Load Stops Schedule using the actual appointment date and assign responsibility for a missed stop.
Review the current request revision, reserve within free stock and repeat an accepted posting to confirm that it changes stock only once. Include a shortfall, a stale review, authorized cancellation and repeated reversal. Inventory Supervisor verifies quantity agreement and Auditor inspects retained failure evidence.
Rehearse permitted and refused actions under each person’s account. Agree user-access responsibility during setup. Test external identifiers and reconciliation behavior before enabling connected work.
$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 Inventory Allocation Engine for your business. Pilot a reviewed request against known opening lots and held quantities, then rehearse reservation, posting and a failed completion check before expanding the item range.
Inventory Supervisor reviews the channel, priority rank and safety-stock guidance before deciding the requested quantity. Agree how the clerk communicates the source channel and retain the rationale with the request. That explanation helps the next shift understand why the quantity was authorized.
Agree the buffer in the item's base unit and review it alongside existing Held quantities. Inventory Supervisor settles the amount the request may use and records the reason. The reservation action then checks its claim against the eligible lot quantity still free after active holds.
The reservation workflow refuses that claim and writes a Failed operation receipt with the shortfall. Approval of demand does not increase supply. Inspect the lot, existing Held quantities and the operation result before correcting scope or waiting for separately evidenced stock.
Stock execution uses a stable source effect key derived from the request. Reservation uses a stable request-and-lot operation key, and review and reconciliation have their own stable keys. Repeat the same intended operation with its original identity and inspect the earlier result instead of generating an unexplained new action.
The review workflow refuses stale revisions and already Executed or Cancelled requests. Inventory Supervisor should reload the current scope before recording the decision. Each review decision retains the outcome and rationale against its source record.
Authorized correction or cancellation releases held reservations and restores free stock. A posted movement uses the reversal workflow, which posts a compensation and retains the original unchanged. Request cancellation alone is not evidence that the physical stock effect was reversed.
Record the actual load state and retain the handling-unit evidence, then inspect the stock request's movement and operation receipt. Completion verification compares posted movement quantity with authorized demand. If they disagree, Inventory Supervisor resolves the case through supported correction or reversal work.
Operations Overview brings stock on hand and available quantity together with pending review decisions and failed operation receipts. Inventory Supervisor can choose the allocation needing attention, inspect its request and lot evidence, then decide the next permitted action.
Use the platform rates in pricing with the expected imports, agent actions and connected operations. Ordinary manual work and machine work follow the published platform policy; implementation is estimated separately for the agreed operating scope.
Start free, then use Proto to change fields, steps and approvals before your team goes live.