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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
Stock transfers4 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

Stock transfers

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

Open TransfersTransfers
Stock & locationsReceiving & putawayIssues & returnsStock transfersCounts & adjustmentsReplenishmentInventory analysis
StatusApprovedInTransit
Approved
TRN-13416PRD-8332520 base quantity
TRN-83173PRD-8554860 base quantity
TRN-82942PRD-9937510 base quantity
InTransit
TRN-57692PRD-5573960 base quantity
TRN-75052PRD-8713420 base quantity
TRN-81253PRD-611060 base quantity
Records in this module
  • Transfers
  • Reservations
  • Inventory
  • StockEvents
  • StockMovements
  • CostLayers
  • CostAllocations
  • ApprovalDecisions
  • InventoryPolicies
  • CountLocks

Plan the move around real stock

Inventory Manager or Warehouse Operator prepares the requested source, destination and quantity. The transfer retains its unit conversion and controlled lot or serial identity. A valid destination bin must belong to the intended warehouse, and the acting person needs the applicable site assignment.

The request is checked against current stock and competing claims. Reserving a transfer protects that quantity for its move; another issue or vendor return cannot reserve the same units. Changed quantities, destinations, identity or cost evidence require the corresponding new reviewed revision.

  • Keep the requested quantity separate from shipped quantity.
  • Preserve source and destination locations on each partial move.
  • Use the product’s approved stocking-unit conversion.
  • Check the stock’s status, owner and active count locks.
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

Apply the appropriate transfer authority

The reviewed inventory policy defines whether eligible routine transfers can proceed automatically within a finite value limit. Equality at the limit is explicit, and every eligibility condition must pass. Automatic qualification is recorded as policy execution, without inventing a Warehouse Operator approval.

Where review is required, an independent Inventory Manager checks the exact request and carried value within their own finite authority. The requester and material editors cannot approve their own transfer by changing roles. Missing cost, an invalid policy or absent approval authority leaves the request unresolved.

Approval is tied to the reviewed revision. Editing the destination or increasing quantity after review cannot reuse that decision. A protected policy change follows independent configuration approval and does not retroactively authorize pending work.

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

Keep departure and arrival separate

Warehouse Operator confirms the actual departure against the authorized quantity. The movement removes that portion from source storage and carries it into transfer-specific transit custody. Ownership and inventory value continue through the journey. A local bin move can use one atomic paired movement without an artificial transit interval.

A partial departure leaves the unshipped request visible. A partial arrival consumes only the outstanding dispatched portion. Repeated arrival scans do not receive the transfer again, and a header date cannot complete quantities that remain in transit.

Transfer positionMeaning for operations
Reserved at sourceClaimed for the planned move
In transitDeparted, still owned and unavailable to destination picking
Received at destinationPhysically confirmed into the appropriate destination status
Unresolved portionRequires arrival, return or reviewed discrepancy evidence

Reconcile damage, shortage and returns

Destination Warehouse Operator records the quantity that actually arrived. Damaged or held goods can be acknowledged as received custody while remaining unavailable for ordinary issue. Their later disposition follows the inventory controls for that stock.

Goods still away remain outside floor-count populations and accuracy; transfer evidence reconciles their quantity and value separately. A shortage remains outstanding until evidence explains it. A physical return moves the actual transit portion back to the source. A loss needs a separately reviewed stock adjustment; merely reducing the expected arrival would erase the unresolved stock and its value.

Completion reconciles shipped quantity against received, physically returned and approved lost quantities, with any unshipped remainder explicitly cancelled. An already shipped portion cannot be cancelled as though it never left the source.

Carry the original valuation through the move

Internal movement preserves total owned quantity and value. Cost layers retain their original receipt or opening lineage and FIFO age as they move or split between positions. Current balances include each remaining layer once, without adding both its parent and moved descendant.

Transit value remains carried at the source until arrival and is disclosed separately from destination availability. The transit layer keeps its departure value even if later source receipts change the warehouse average. A transfer therefore cannot create inventory value at both ends. Historical movement costs do not change when a product’s current standard or supplier information is edited later.

Open Transfers gives the operating team its unresolved movement queue. On-Hand by Warehouse shows the stock that can be used at each site, while Inventory Valuation includes owned transit once. Stockout Report uses the eligible available population rather than treating an expected arrival as stock already on the shelf.

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
  • Inventory
  • InventoryPolicies
  • CountLocks
  • Transfers
  • 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
  • Transfers
  • Inventory
  • 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
  • Inventory
  • StockMovements
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
  • 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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