Inventory Allocation Engine

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  1. Inventory Allocation Engine
  2. Roles and permissions
Reference

Who can do what in Inventory Allocation Engine

Separate stock preparation, supervisor decisions and read-only evidence access.

Who can do what

Permissions by role
RoleAllocation policiesRequest reviewLot availabilityReservation controlStock executionLoad and custody recordsEvidence and reconciliation
Inventory ClerkEditEditEditViewEditEditEdit
Inventory SupervisorEditViewViewViewViewViewView
AuditorViewViewViewViewViewViewView
App AdministratorEditEditViewViewViewViewView
AdminEditEditView—ViewView—

Each role in detail

Inventory Clerk

Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.

Can

  • Manage handling units, load stops, Loads, record attachments, stock items, stock lots, stock requests, storage locations
  • View allocation policies, operation receipts, Organizations, review decisions, stock movements, stock reservations, team members

Starts on: Stock Requests Register

Inventory Supervisor

Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.

Can

  • Manage allocation policies
  • View handling units, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members

Starts on: Open Stock Requests

Auditor

Read-only access to every record and the evidence trail (decisions, receipts, movements).

Can

  • View allocation policies, handling units, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations, team members

Starts on: Open Stock Requests

App Administrator

Maintain the organization and its team members.

Can

  • Manage Organizations, team members
  • View allocation policies, handling units, load stops, Loads, operation receipts, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, storage locations

Starts on: Active Storage Locations

Admin

Maintain platform user access and organization-to-team mappings while keeping stock decisions with Inventory Supervisor.

Can

  • Manage Users, Organizations, team members
  • View allocation policies, stock items, storage locations

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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