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ERP.AI Inventory Management

Inventory Management

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Modules

Stock & locationsSee where stock is held, who owns it and what your team can use now. Receiving & putawayRecord each delivery, protect its stock identity and move received goods into the right location. Issues & returnsReserve the right stock, record actual consumption and trace returned goods to their original movement. Stock transfersMove stock between locations while keeping quantities, ownership and in-transit value accounted for.
Counts & adjustmentsCount against a controlled stock snapshot, investigate differences and post corrections with clear authority. ReplenishmentGive buyers a reliable shortage worklist with clear quantities, supplier context and follow-up. Inventory analysisExplain inventory value, consumption, shortages and corrections from the stock evidence behind them.

Inventory Management

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Processes

Receive and put awayConfirm the delivery, establish its stock basis and put each received portion into storage. Issue and return stockClaim eligible stock, record actual issue and resolve returns against source goods and reviewed value. Transfer stockAuthorize a move, trace dispatched stock and reconcile every portion at its destination or source.
Count to adjustPlan a controlled count, review the difference and reconcile stock with a traceable correction. Replenish stockTurn current stock shortages into a clear purchasing worklist without losing the basis of each recommendation.

Inventory Management

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Industries

Wholesale and distributionKeep warehouse stock, transfers and replenishment aligned with daily demand. Retail and spare partsFind the stock you can use and spot replenishment needs across stores and stockrooms.
Manufacturing stockroomsTrack materials entering, moving through and leaving the stockroom. Service and maintenance teamsKeep parts visible across depots, stores and service locations.

Inventory Management

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Reference

Roles and permissionsGive warehouse teams clear responsibilities and the access their work needs. Reports and analyticsUnderstand stock availability, value and the reasons quantities change. Data modelInspect the stock identities, movement history and controls behind the specification.
IntegrationsConnect stock work to purchasing, demand, devices and accounting. ImplementationPlan the first release around trusted quantities, costs and warehouse responsibilities. AI assistants and APIHelp teams prepare stock work and investigate exceptions.

Inventory Management

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All systems
Modules
Stock & locationsSee where stock is held, who owns it and what your team can use now.Receiving & putawayRecord each delivery, protect its stock identity and move received goods into the right location.Issues & returnsReserve the right stock, record actual consumption and trace returned goods to their original movement.Stock transfersMove stock between locations while keeping quantities, ownership and in-transit value accounted for.Counts & adjustmentsCount against a controlled stock snapshot, investigate differences and post corrections with clear authority.ReplenishmentGive buyers a reliable shortage worklist with clear quantities, supplier context and follow-up.Inventory analysisExplain inventory value, consumption, shortages and corrections from the stock evidence behind them.
Processes
Receive and put awayConfirm the delivery, establish its stock basis and put each received portion into storage.Issue and return stockClaim eligible stock, record actual issue and resolve returns against source goods and reviewed value.Transfer stockAuthorize a move, trace dispatched stock and reconcile every portion at its destination or source.Count to adjustPlan a controlled count, review the difference and reconcile stock with a traceable correction.Replenish stockTurn current stock shortages into a clear purchasing worklist without losing the basis of each recommendation.
Industries
Wholesale and distributionKeep warehouse stock, transfers and replenishment aligned with daily demand.Retail and spare partsFind the stock you can use and spot replenishment needs across stores and stockrooms.Manufacturing stockroomsTrack materials entering, moving through and leaving the stockroom.Service and maintenance teamsKeep parts visible across depots, stores and service locations.
Reference
Roles and permissionsGive warehouse teams clear responsibilities and the access their work needs.Reports and analyticsUnderstand stock availability, value and the reasons quantities change.Data modelInspect the stock identities, movement history and controls behind the specification.IntegrationsConnect stock work to purchasing, demand, devices and accounting.ImplementationPlan the first release around trusted quantities, costs and warehouse responsibilities.AI assistants and APIHelp teams prepare stock work and investigate exceptions.
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Inventory Management Modules
Receiving & putaway2 of 7
  • Stock & locations1 of 7
  • Receiving & putaway2 of 7
  • Issues & returns3 of 7
  • Stock transfers4 of 7
  • Counts & adjustments5 of 7
  • Replenishment6 of 7
  • Inventory analysis7 of 7

Receiving & putaway

Record each delivery, protect its stock identity and move received goods into the right location.

Recent Receipts (last 7 days)GoodsReceipts
Stock & locationsReceiving & putawayIssues & returnsStock transfersCounts & adjustmentsReplenishmentInventory analysis
last 7 daysStatusReceivedPutAwayClosed
Received
GR-11889VND-001110 received
GR-62701VND-20880 received
PutAway
GR-56891VND-083120 received
GR-57780VND-006150 received
Closed
GR-58310VND-16850 received
GR-31827VND-21690 received
Records in this module
  • GoodsReceipts
  • Products
  • Suppliers
  • ProductConversions
  • UnitsOfMeasure
  • Inventory
  • StockEvents
  • StockMovements
  • CostLayers
  • CostAllocations
  • InventoryPolicies

Capture the delivery that actually arrived

Each receipt identifies one external order line, partial delivery and controlled product identity. The order remains in your purchasing system. Inventory Management records the warehouse event and its supporting reference without implying that a receipt authorizes a purchase or matches a supplier invoice.

Warehouse Operator confirms the actual quantity and arrival location. Buyer can prepare the external order details and resolve supplier information. A copied order quantity or incoming message alone cannot establish that goods reached the warehouse.

  • Keep separate delivery identities for separate partial arrivals.
  • Record the actual receiving bin and warehouse.
  • Preserve the source revision and evidence attached to the received quantity.
  • Resolve a changed payload under an existing delivery identity before posting.
On-Hand by WarehouseInventory
on hand
ProductWarehouseBinLot NumberSerial Number
PRD-5731WRH-140BNS-3203L26-6081INV-60820
PRD-7689WRH-140BNS-4287L26-4399INV-10318
PRD-5489WRH-130BNS-6774L26-6683INV-80102
PRD-6893WRH-120BNS-5050L26-1993INV-56814
PRD-3703WRH-130BNS-8895L26-3843INV-51402
PRD-5050WRH-110BNS-6453L26-6691INV-58420

Keep cases, units and costs consistent

The receipt retains its input unit and the approved conversion into the product’s stocking unit. Packaging conversions belong to the product: a case of one item need not contain the same quantity as a case of another. The frozen positive factor determines both the base quantity and the equivalent cost per stocking unit.

Receipt evidence What it protects
Transaction quantity and unit What the supplier delivered
Approved conversion The quantity added to stock
Reviewed cost and currency The value assigned to owned inventory
Source line and delivery identity The boundary for partial arrivals and retries

Buyer or Inventory Manager confirms the protected cost evidence. Warehouse Operator can record physical receipt facts without editing or viewing restricted costs. An unknown owned-stock cost remains unresolved; a genuine zero cost requires evidence. Foreign source costs retain the external conversion basis into the installation’s valuation currency.

Lot Expiry SoonInventory
has expiry datenext 30 dayson hand
ProductWarehouseBinLot NumberQuantity On Hand
PRD-7378WRH-140BNS-7012L26-0683900
PRD-3179WRH-120BNS-3583L26-7261370
PRD-7178WRH-130BNS-5434L26-0326640
PRD-4245WRH-110BNS-9276L26-2740590
PRD-2917WRH-110BNS-7294L26-2181830
PRD-9134WRH-150BNS-6075L26-8182760

Preserve lot, serial and title evidence

Lot-controlled goods retain their original lot identity and established expiry. A later arrival of that lot cannot extend its life by starting a new shelf-life clock. A configured fallback for a new lot uses supported origin evidence and the reviewed policy.

Serial-controlled goods remain individually identifiable through receipt, movement and later issue. The serial’s stocking quantity must reconcile to a single unit. Bin and warehouse checks prevent a valid scan from assigning goods to an unrelated site.

Ownership is recorded separately from the warehouse’s name or type. Third-party goods can be held in custody without entering owned inventory value or ordinary available-to-issue stock. Missing title evidence is resolved before the corresponding owned-stock effect.

Move received stock into storage

Posting the receipt adds the evidenced quantity at its arrival position. Putaway then moves bounded portions to valid destinations. Each move removes stock and carried value from the source position and adds the same amounts at the destination.

A receipt can therefore be partly put away while the remainder stays in receiving. Its original arrival bin and quantity remain unchanged. Storage assignments and movement history explain the subsequent route rather than rewriting the receipt to look as if everything arrived in its final bin.

  • Preserve the original lot, serial, owner and expiry during a move.
  • Carry the selected cost layers and their original age into storage.
  • Check active count locks before changing either position.
  • Close receipt work only after the remaining custody has been reconciled.

Correct errors without losing the trail

An unposted draft can be corrected before confirmation. A posted receipt needs a traced compensating action or the appropriate return. The check follows the affected stock through later moves and commitments; it cannot subtract from an empty arrival bin or erase goods already issued elsewhere.

Repeated scans and integration deliveries retain their original action identity. The stock change, signed movement legs and cost effects commit together. A retry returns the established result instead of creating another receipt or another layer of inventory value.

Recent Receipts (last 7 days) helps the receiving team reconcile recent activity. On-Hand by Warehouse shows current eligible stock, while Lot Expiry Soon highlights dated goods needing attention. Inventory Valuation and Expiry Report provide their separate cost and age perspectives to authorized users.

Modules

  • Stock & locations
    SKUDescriptionCategoryItem Type

    Stock & locations

    See where stock is held, who owns it and what your team can use now.

  • Recent Receipts (last 7 days)Received
    Receipt NumberExternal POReferenceSupplierProduct

    Receiving & putaway

    Record each delivery, protect its stock identity and move received goods into the right location.

  • Issues & returns
    Issue NumberIssue TypeExternal Demand ReferenceProduct

    Issues & returns

    Reserve the right stock, record actual consumption and trace returned goods to their original movement.

  • Open TransfersApproved
    Transfer NumberFrom WarehouseTo WarehouseProduct

    Stock transfers

    Move stock between locations while keeping quantities, ownership and in-transit value accounted for.

  • Overdue Cycle CountsScheduled
    Count NumberWarehouseZoneScheduled Date
    Storage

    Counts & adjustments

    Count against a controlled stock snapshot, investigate differences and post corrections with clear authority.

  • Replenishment
    SKUDescriptionCategoryItem Type

    Replenishment

    Give buyers a reliable shortage worklist with clear quantities, supplier context and follow-up.

  • Inventory analysis
    Summary NumberProductWarehouseStocked

    Inventory analysis

    Explain inventory value, consumption, shortages and corrections from the stock evidence behind them.

Roles and permissions

Inventory Manager

Owns inventory integrity, count coordination, stock decisions and the external accounting reconciliation.

Permissions and records
  • Prepare Products, ProductCategories, Warehouses, Bins, UnitsOfMeasure, ProductConversions, Suppliers, ReorderRules, StockAdjustmentReasons and StockSummaries assortment changes through MasterChanges
  • Prepare InventoryPolicies subject to independent Admin activation
  • Prepare and coordinate CycleCounts and PhysicalInventories, CountLocks and CountObservations
  • Approve StockAdjustments and count review only within explicit value authority and independently of requester, material editors and all counters for the target
  • Products
  • Suppliers
  • ProductConversions
  • UnitsOfMeasure
  • Inventory
  • InventoryPolicies
  • StockEvents
Overdue Cycle CountsCycleCounts
StatusScheduledInProgressoverdue
14 Sep09 Oct WRH-110 CC-37543, 14 Sep to 17 Sep, InProgress CC-28671, 17 Sep to 24 Sep, InProgress CC-32880, 17 Sep to 24 Sep, InProgress CC-90242, 28 Sep to 05 Oct, Scheduled CC-23834, 30 Sep to 09 Oct, Scheduled WRH-120 CC-37141, 19 Sep to 23 Sep, Scheduled CC-90242CC-28671CC-37141CC-37543CC-23834CC-32880 today · 17 Sep
  • WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
  • WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
  • WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
  • WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
  • WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
  • WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress
Warehouse Operator

Performs physical stock work and blind counts in currently assigned warehouses, with cost fields masked.

Permissions and records
  • Prepare GoodsReceipts and confirm actual receipt after protected cost/title checks
  • Prepare Issues and Transfers, reserve eligible stock and perform guarded pick, unpick, issue, transfer departure and destination receipt
  • Execute authorized ReturnAuthorizations receiving, restock, return-out or scrap after required decisions
  • Count assigned CycleCountLines and PhysicalInventoryLines through CountObservations, including independent assigned recounts
  • GoodsReceipts
  • Inventory
  • Products
  • StockMovements
Overdue Cycle CountsCycleCounts
StatusScheduledInProgressoverdue
14 Sep09 Oct WRH-110 CC-37543, 14 Sep to 17 Sep, InProgress CC-28671, 17 Sep to 24 Sep, InProgress CC-32880, 17 Sep to 24 Sep, InProgress CC-90242, 28 Sep to 05 Oct, Scheduled CC-23834, 30 Sep to 09 Oct, Scheduled WRH-120 CC-37141, 19 Sep to 23 Sep, Scheduled CC-90242CC-28671CC-37141CC-37543CC-23834CC-32880 today · 17 Sep
  • WRH-110: CC-90242, 28 Sep to 05 Oct, Scheduled
  • WRH-110: CC-28671, 17 Sep to 24 Sep, InProgress
  • WRH-120: CC-37141, 19 Sep to 23 Sep, Scheduled
  • WRH-110: CC-37543, 14 Sep to 17 Sep, InProgress
  • WRH-110: CC-23834, 30 Sep to 09 Oct, Scheduled
  • WRH-110: CC-32880, 17 Sep to 24 Sep, InProgress
Buyer

Follows replenishment in an external purchasing process and provides receipt cost and supplier context.

Permissions and records
  • Read Products, Suppliers, ReorderRules, StockSummaries, Inventory and receipt-only StockMovements
  • Prepare GoodsReceipts against external PO lines and confirm actual receipt when assigned to the warehouse
  • Review receipt cost and documented external valuation-currency conversion
  • Prepare vendor ReturnAuthorizations and external return follow-up but not authorize them
  • Products
  • Suppliers
  • Inventory
  • StockMovements
  • GoodsReceipts
Recent Receipts (last 7 days)GoodsReceipts
last 7 daysStatusReceivedPutAwayClosed
Received
GR-11889VND-001110 received
GR-62701VND-20880 received
PutAway
GR-56891VND-083120 received
GR-57780VND-006150 received
Closed
GR-58310VND-16850 received
GR-31827VND-21690 received
Viewer

Reads current non-cost stock information for finance, sales or customer service without changing it.

Permissions and records
  • Read Products, ProductCategories, Warehouses, Bins, non-cost Inventory and StockSummaries within granted sites
  • View On-Hand by Warehouse, Low Stock, Out of Stock and Recent Receipts (last 7 days) including on-hand, allocated, available and receipt quantities
  • Supplier names and external reference display are limited to granted business scope
  • StandardCost, UnitCost, value deltas, layers, adjustment/count detail and inventory cost reports remain masked across UI, export and API
  • Products
  • Inventory
Recent Receipts (last 7 days)GoodsReceipts
last 7 daysStatusReceivedPutAwayClosed
Received
GR-11889VND-001110 received
GR-62701VND-20880 received
PutAway
GR-56891VND-083120 received
GR-57780VND-006150 received
Closed
GR-58310VND-16850 received
GR-31827VND-21690 received

Related processes

Recent Receipts (last 7 days)Received
Receipt NumberExternal POReferenceSupplierProduct

Receive and put away

Confirm the delivery, establish its stock basis and put each received portion into storage.

6 stages · 1 approval

On-Hand by Warehouse
ProductWarehouseBinLot Number

Issue and return stock

Claim eligible stock, record actual issue and resolve returns against source goods and reviewed value.

7 stages · 2 approvals

Open TransfersApproved
Transfer NumberFrom WarehouseTo WarehouseProduct

Transfer stock

Authorize a move, trace dispatched stock and reconcile every portion at its destination or source.

7 stages · 2 approvals

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