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Kitchen Inventory Management · Available now

Trace ingredient stock from request to signed movement.

Kitchen Inventory Management runs ingredient stock work from item and location setup through supervisor review, reservation and signed stock movement. Kitchen teams record base units and dated lot balances, follow vendor arrivals and keep container custody visible during receiving and preparation.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewAvailable Lots
Kitchen Inventory Management · Stock lots

Available Lots

Stock lots in one list

New stock lot
Stock lots in view
6
Total quantity on hand
2,210
Available
6
Lot codeItemStorage locationQuantity on handReceived atExpires at
OIL-261012-AUnsalted butter, 500 gBakery ingredient rack61021 Oct29 Oct
FLOUR-261010-BFlat-leaf parsley, bunchFreezer room B38022 Oct25 Oct
CREAM-261014-CFlat-leaf parsley, bunchFreezer room B38020 Oct24 Oct
RICE-261008-AHeavy cream, 1 LBakery ingredient rack4018 Oct27 Oct
BERRY-261004-DFlat-leaf parsley, bunchFreezer room B5021 Oct25 Oct
6 of 6 records
OIL-261012-AStock lots · SL-59892
Available
ItemUnsalted butter, 500 g
Storage locationBakery ingredient rack
Quantity on hand610
Received at21 Oct
Expires at29 Oct
Review requestSL-59892 · OIL-261012-A

Inventory Supervisor approves the current request revision and retains the reviewed rationale.

Waiting for Inventory Supervisor
ApproveReturn
Example screen with sample data
Tables, ready to use
16
Saved views
16
Roles with set permissions
5
Reports and dashboards
8
Features

Your kitchen stock workspace

Every feature works on the same records. Pick one to see the screen your team works in.

Kitchen stock catalog

Keep ingredient identity, base units and dated lot balances clear before stock is requested.

  • Item identity
  • Physical position
  • Planning settings
  • Stock items
  • Stock lots
  • Storage locations
  • Stock requests
  • Stock reservations
  • Par level policies
Explore kitchen stock catalog
OverviewActive Stock Items
Kitchen Inventory Management · Kitchen stock catalog

Active Stock Items

Stock items

New
SKUNameBase unitItem categoryTracking modeUnit cost
OIL-EV-5LExtra virgin olive oil, 5 LLiterCooking oilsNone560
FLOUR-AP-25KGAll-purpose flour, 25 kgKilogramDry goodsLot410
CREAM-HV-1LHeavy cream, 1 LEachDairySerial780
RICE-BAS-10KGBasmati rice, 10 kgBunchFrozen produceNone200
BERRY-MIX-2KGFrozen mixed berries, 2 kgCaseFresh produceLot580
6 of 6 records
OIL-EV-5LStock items · SI-28160
None
NameExtra virgin olive oil, 5 L
Base unitLiter
Item categoryCooking oils
Unit cost560
Reorder point580
Example screen with sample data
Process

From stock request to checked completion

Kitchen stock request to verified completion ships ready to use. One step needs a named approval before the work moves on: Review request (Inventory Supervisor).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare request

    Identify the ingredient, location and inspected quantity needed by the kitchen.

    OIL-261012-ASL-59892 · Inventory Supervisor
    Prepare requestBy Inventory Supervisor
  2. Review request

    Let Inventory Supervisor decide the current request and its supporting evidence.

    OIL-261012-ASL-59892 · Inventory Supervisor
    Review requestBy Inventory Supervisor
    ApprovalInventory Supervisor approves the current request revision and retains the reviewed rationale.
  3. Reserve eligible stock

    Hold the selected lot only within its free eligible quantity.

    OIL-261012-ASL-59892 · Inventory Clerk
    Reserve eligible stockBy Inventory Clerk
  4. Execute stock action

    Apply the approved signed stock effect and retain its operation result.

    OIL-261012-ASL-59892 · Inventory Clerk
    Execute stock actionBy Inventory Clerk
  5. Verify completion

    Compare recorded stock effects with the authorized request quantity.

    OIL-261012-ASL-59892 · Inventory Supervisor
    Verify completionBy Inventory Supervisor
  6. Correct authorized scope

    Release unused holds when approved scope changes or is cancelled.

    OIL-261012-ASL-59892 · Inventory Supervisor
    Correct authorized scopeBy Inventory Supervisor
Inside a record

Connect receiving with kitchen demand

Open any stock lot to see its stock movements, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Item, Storage location, Quantity on hand and Received at.

  2. 2
    Stock movements

    Each line is linked to this stock lot.

  3. 3
    Who works on it

    Inventory Clerk, Inventory Supervisor and Auditor, each with their own permissions.

  4. 4
    Process stages

    Establish kitchen stock and Reserve eligible stock, with the role that acts.

  5. 5
    Approvals

    Review request, with who decides.

Available LotsOIL-261012-A
Kitchen Inventory Management · Stock lots

OIL-261012-A

Unsalted butter, 500 g · Available

Log activity
1
Record details
ItemUnsalted butter, 500 g
Storage locationBakery ingredient rack
Quantity on hand610
Received at21 Oct
2
Stock movements

OIL-261012-A

Record numberItemStorage location
SM-50044Basmati rice, 10 kgFreezer room B
SM-12708Unsalted butter, 500 gProduce wash room
SM-70144Extra virgin olive oil, 5 LFreezer room B
Stock movements
6
Total quantity
3,420
3

Who works on it

  • Inventory ClerkManage delivery appointments, kitchen containers, record…
  • Inventory SupervisorManage par level policies
  • AuditorView delivery appointments, kitchen containers, operation…
4

Process stages

  • Establish kitchen stockInventory Supervisor, App Administrator, Inventory Clerk
  • Reserve eligible stockInventory Clerk
5

Approvals

  • Review requestInventory Supervisor
    Approved
Example screen with sample data
Approvals

Review the requested stock quantity

Auditor has configured read access to operational and evidence records. Read-only review should not create another receipt, decision or stock effect.

OverviewApprovals
Kitchen Inventory Management · Overview

Approvals

Signed in as Inventory Supervisor

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SR-94207Transfer olive oil to prep kitchen
    Extra virgin olive oil, 5 LRequested by Jonah Okafor
    Review3dActions
  • SR-60786Receive morning produce delivery
    Frozen mixed berries, 2 kgRequested by Elise Nwosu
    Review1dActions
  • SR-24973Reserve cream for pastry service
    Basmati rice, 10 kgRequested by Jonah Okafor
    Review2dActions
  • SR-29386Issue flour to bakery station
    Heavy cream, 1 LRequested by Camila Wren
    Review6dActions

Who approves what

DecisionApprover
Review requestLet Inventory Supervisor decide the current request and its supporting evidence.Inventory Supervisor
1 approval rule · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens Kitchen Inventory Management to the work that is theirs. Pick a role to see what it starts with.

Inventory Clerk

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

This is the first screen this role sees.

OverviewDraft Requests for Submission

Draft Requests for Submission

Stock requests · Inventory Clerk

Record numberSubjectItemLocationCounterpartyRequested units
SR-64132Transfer olive oil to prep kitchenHeavy cream, 1 LMain walk-in coolerMain walk-in cooler600
SR-59702Receive morning produce deliveryBasmati rice, 10 kgBakery ingredient rackMain walk-in cooler950
SR-83959Reserve cream for pastry serviceBasmati rice, 10 kgFreezer room BBakery ingredient rack940
SR-27751Issue flour to bakery stationAll-purpose flour, 25 kgFreezer room BDry goods storeroom640
SR-13070Move frozen berries to dessert prepAll-purpose flour, 25 kgBakery ingredient rackFreezer room B40
6 of 6 records
Example screen with sample data
Reports

Find stock and completion exceptions

Read available stock, late demand and completion exceptions from their actual source fields.

Overview
Kitchen Inventory Management · Overview

Kitchen Inventory Management dashboard

This quarter

Stock requests in view
6
Total requested units
3,750
Draft
6

Stock lots by status

How far records got this quarter

StageReachedStep
Available42
Quarantined1536%
Expired533%
Consumed120%

Quantity on hand by status

Sample totals per stage

0
-5000Available
-6000Quarantined
-2000Expired
-5000Consumed
-6000Blocked
Example screen with sample data
  1. 01Kitchen lot availability

    What remains on hand by item and location, and how much is Held for other requests?

  2. 02Lot expiry attention

    Which dated lots reach the selected expiry cutoff, and which have no expiry evidence?

  3. 03Request lateness

    Which Draft, Review or Approved requests are past required date, and who owns their next action?

  4. 04Vendor arrival progress

    Which delivery stops are still Planned or Confirmed, and what arrival facts have been recorded?

  5. 05Par policy coverage

    Which active channel rules apply to each organization at the chosen date?

  6. 06Waste decision evidence

    Which submissions have an approved decision and a traceable stock effect?

  7. 07Movement and reversal trail

    How does a compensating movement relate to its immutable original?

  8. 08Completion exceptions

    Which posted quantities fail to reconcile with the authorized request scope?

Controls

Keep the reason behind every stock change

Each stage of kitchen stock request to verified completion names the role that acts and the status it records, so a change is never anonymous.

OverviewKitchen stock request to verified completion
Kitchen Inventory Management · Process

Kitchen stock request to verified completion

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
15
Plan vendor arrival
Inventory Clerk
StatusScheduled → Arrived → Unloading → Received
RecordsDelivery appointments, Vendor deliveries
Prepare requestApproval
Inventory Supervisor, Inventory Clerk
StatusDraft → Review
RecordsRecord attachments, Stock requests
Review requestApproval
Inventory Supervisor
StatusReview → Approved
RecordsOperation receipts, Review decisions, Stock requests
Kitchen stock request to verified completion
  1. Start
    Plan vendor arrivalScheduled → Arrived → Unloading → Received
    Delivery appointments
  2. Approval
    Prepare requestDraft → Review
    Record attachments
  3. Approval
    Review requestReview → Approved
    Operation receipts
  4. Step
    Reserve eligible stockHeld → Released
    Operation receipts
  5. Step
    Execute stock actionApproved → Executed
    Operation receipts
Example screen with sample data
AI agent

Prepare the next action with Proto

Ask Proto to prepare stock evidence and configuration for the team to review.

It can

  • Inventory Clerk: Prepare a stock request draft from inspected quantity, item, location and required date, and gather the supporting attachment reference.
  • Inventory Supervisor: Present the current revision and evidence for review, compare Held reservations with lot quantity and explain a Failed operation receipt result.
  • Auditor: Follow parent request, source effect key and reversal link to explain an original movement and its compensation without changing either record.
  • App Administrator: Check organization and team references and prepare the current-user identity mapping for a view, then test it with the intended account.

Stays with a person

  • Inventory Clerk confirms the inspected quantity and the actual stock location.
  • Inventory Supervisor decides the current waste request and reviews failed results.
  • Proto prepares information for those people; it must respect the action's revision and eligibility checks.
  • Confirm stock deduction from the posted movement and lot balance, then retain the operation result for Auditor.
Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Kitchen Inventory Management
  • Procurement system
  • Supplier scheduling
  • Kitchen planning system
  • Document storage
  • Accounting system
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 16 tables
16tables
  • Kitchen stock catalog6
  • Storage and handling7
  • Vendor receiving9
  • Stock requests and review6
  • Reservations and issues5
  • Par level planning6
  • Waste and stock reconciliation7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ingredient and location identity

    Inventory Clerk and Inventory Supervisor choose the pilot ingredient group, base unit and storage locations. App Administrator resolves organizations, team members and users. Record how par-level policies apply to the pilot channel without treating its text rule as automatic ordering.

  2. Reconcile opening stock

    Load item and lot identities in the data-model order. Check on-hand quantity against the physical evidence and retain received date and known expiry date. Agree the migration cutoff so historic movement records are not replayed on top of an opening balance.

  3. Rehearse decisions and holds

    Prepare a request from Draft to Review, obtain the supervisor decision at its current revision and create an eligible hold. Test stale decisions, excessive holds and repeated operation keys using the published actions.

  4. Check execution and correction

    Execute approved stock work and compare the signed effect with the lot result. Cancel authorized unused scope to release holds, reverse an incorrect posted movement through compensation, and retain a failed reconciliation with the request unchanged.

  5. Verify access and connect demand

    Test the configured role boundaries with real accounts before extending access. Configure the team’s worklists and any required Admin setup permissions explicitly. Arrange external purchasing or kitchen planning handoffs only after the native stock results can be reconciled.

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Kitchen Inventory Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Kitchen Inventory Management for your business. Pilot an ingredient group with its receiving and storage locations, named clerk and supervisor, then rehearse a delivery, an eligible hold and a reviewed waste request before expanding access.

Can it record par levels?

Par-level policies record channel, priority, safety-stock units, par rule and effective date for an organization. Stock items separately record reorder point and safety stock. Agree how the kitchen applies those settings when reviewing current stock and preparing the next request.

How does the team follow vendor arrivals?

Record the vendor, receiving bay and observed arrival with the load, then review its linked appointment time and location. Keep the delivery note with the inspected stock request. Receiving progress and the signed stock result should explain the same physical arrival.

What does a kitchen waste approval do?

The waste action records review decisions, approves the current stock requests revision and writes matching operation receipt evidence. It refuses stale revisions and requests already Executed or Cancelled. Follow the later stock movement effect before treating the approved quantity as deducted.

What is the difference between on-hand and free stock?

Stock lots' on-hand quantity is the lot balance. The reservation action checks eligible quantity after active Held stock reservations. An excessive hold produces a Failed receipt with its shortfall; stock already promised to another request cannot be reserved again merely because it remains physically on hand.

Can the team track lots and expiry?

Stock items' tracking mode supports None, Lot and Serial, and stock lots retain lot code, received date and optional expiry date. The lot states include Available, Quarantined, Expired, Consumed and Blocked. Record actual date evidence and test the workflow's eligibility rules rather than inventing a shelf life for an undated lot.

What happens when a request changes or is cancelled?

Inventory Supervisor uses the authorized scope correction or cancellation action, which releases held reservations. Cancelling scope does not reverse an already posted movement. Use the separate reversal action for a wrong stock effect and retain the original evidence.

How are repeated stock actions handled?

Execution uses a stable source effect key derived from the request; reservation and decision work use stable operation keys. Replays return the established effect or decision. Preserve those identities through retries and rehearse that another lot balance change or hold does not occur.

How can we tell whether completion reconciles?

The reconciliation action compares posted movement totals with the authorized request quantity. A mismatch writes a Failed operation receipt result and leaves the request unchanged. Read its failure reason and related movements before accepting the kitchen handoff as reconciled.

How does the supervisor apply channel priorities?

Read the active par policy for the organization and check its channel, priority and effective date. Compare the rule with current lot quantities and active holds, then explain the requested quantity to the clerk. Rehearse a changed policy with the next stock request before extending the operating procedure.

Set up Kitchen Inventory Management your way.

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

How to get started

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