1. Inventory Valuation System
  2. Agent assistance
Reference

Put an AI agent to work in Inventory Valuation System

Give each team member help grounded in their own stock and value records.

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 10 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

  • Warehouse Operator: Find arrived receipts awaiting physical review and show the source line.
  • Warehouse Manager: Show counts awaiting review and transfers still carrying owned transit.
  • Accountant: Trace a posted stock event to movements, layers and its journal.
  • Finance Manager: Explain a valuation delta from source, rate and before-and-after carrying value.

What stays with a person

  • A human still confirms physical facts, makes approval decisions and accepts the period cutoff.
  • Ask the agent to assemble evidence for the assigned reviewer.
  • Its answer should cite the source record and current status.

A human still confirms physical facts, makes approval decisions and accepts the period cutoff. Ask the agent to assemble evidence for the assigned reviewer. Its answer should cite the source record and current status.

Set up Inventory Valuation System your way.

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

How to get started