Inventory Allocation Engine

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  1. Inventory Allocation Engine
  2. Use Proto with this system
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Put an AI agent to work in Inventory Allocation Engine

Prepare allocation evidence and inspect operation results with Proto under the team's permissions.

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 the request's item, location and held lot quantities before preparing its next supported action.
  • Inventory Supervisor: Show the current request revision and policy guidance, then prepare the evidence for a decision.
  • Auditor: Follow the compensation back to its original movement and compare the operation receipts.
  • App Administrator: Check that each team member is linked to the correct platform account before using the owner worklist.

What stays with a person

  • Inventory Supervisor owns the request decision and authorized corrections.
  • Proto can prepare information and run permitted actions; it cannot grant itself approval authority or turn an uncertain response into a verified stock effect.
  • Preserve stable operation identities and inspect the result before retrying.
  • Table visibility is not workflow execution permission.

Inventory Supervisor owns the request decision and authorized corrections. Proto can prepare information and run permitted actions; it cannot grant itself approval authority or turn an uncertain response into a verified stock effect. Preserve stable operation identities and inspect the result before retrying. Table visibility is not workflow execution permission.

Inventory Supervisor settles policy interpretation before the clerk acts. Bring current quantities and held commitments into that review, then retain the decision rationale and operation result. Agree any external order or carrier connection during setup.

Set up Inventory Allocation Engine your way.

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

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How to get started