Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Network Inventory Management
- Identity
- Asset source
- Documents
- External operation references
Network Inventory Management · Available now
Example screen with sample data
Trace network asset work from request to verified evidence.
Network Inventory Management brings an asset directory, work orders and device port assignments into one operating record. A clerk starts with an active asset, chooses the item and location, sets a due date and requested quantity, then records the device, port number and VLAN on an assignment linked to that work order.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewOpen Work Orders×
Network Inventory Management · Work orders
New work order
Open Work Orders
Work orders in one list
Work orders in view
6Total requested units
1,220Draft
2Review
2Draft2
Replace core switch at Reno siteWarehouse wireless controller
190
28 OctInstall access switch on floor 3Core switch, Reno site
260
12 OctAdd
Review2
Audit port labels in rack BWarehouse wireless controller
350
02 NovRetire damaged edge routerWest wing rack B
110
29 OctAdd
Approved2
Move guest VLAN to new uplinkWarehouse wireless controller
30
11 OctReconcile spare transceiver stockCore switch, Reno site
280
26 OctAdd
Replace core switch at Reno siteWork orders · WO-10172
DraftDue at28 Oct
Requested units190
OwnerJorge Salazar
LocationWarehouse wireless controller
Review authorized scopeWO-10172 · Replace core switch at Reno site
Inventory Supervisor decides the current work order scope and records the reason.
Waiting for Inventory Supervisor
ApproveReturn
- Tables, ready to use
- 16
- Saved views
- 15
- Roles with set permissions
- 4
- Reports and dashboards
- 8
Features
See network work in context
Every feature works on the same records. Pick one to see the screen your team works in.
Asset and item directory
Keep active assets, locations and item references ready for network work.
- Organization
- Asset
- Item and lot
- Organizations
- Assets
- Stock items
- Stock lots
- Team members
OverviewActive Assets×
Network Inventory Management · Asset and item directory
New
Active Assets
Assets
| Name | Code | Organization | Address | Eligibility note | Active | |
|---|---|---|---|---|---|---|
| Reno distribution center | SW-REN-CORE-01 | Harborline Infrastructure | Reno site, rack A2 | Approved for overnight changes | Yes | |
| Sacramento network room | RTR-SAC-EDGE-01 | Harborline Infrastructure | Sacramento site, room 118 | Escort required for server room | Yes | |
| West wing rack B | AP-NC-3F-07 | Harborline Infrastructure | North campus, building C | Maintenance window on Sundays | Yes | |
| Core switch, Reno site | SKU-10G-SR-02 | Westhaven Data Operations | West wing, rack B4 | Rack access restricted to network team | Yes | |
| Edge router, Sacramento | SKU-CAT6-2M | Northvale Network Services | Warehouse, mezzanine closet | Power capacity verified | Yes |
6 of 6 records
Reno distribution centerAssets · ASS-45224
YesCodeSW-REN-CORE-01
OrganizationHarborline Infrastructure
AddressReno site, rack A2
Eligibility noteApproved for overnight changes
Work orders
Plan asset work with an owner, due date and requested quantity.
- Plan
- Review
- Execute
- Work orders
- Assets
- Stock items
- Team members
- Port assignments
- Record attachments
OverviewActive Stock Items×
Network Inventory Management · Work orders
New
Active Stock Items
Stock items
| Name | Code | Base unit | Tracking mode | Active | |
|---|---|---|---|---|---|
| 48-port powered access switch | SW-REN-CORE-01 | Each | None | Yes | |
| 10G short-range transceiver | RTR-SAC-EDGE-01 | Meter | Lot | Yes | |
| Cat6 patch cable, 2 m | AP-NC-3F-07 | Pair | Serial | Yes | |
| Single-mode fiber patch lead, 3 m | SKU-10G-SR-02 | Pack of 10 | None | Yes | |
| Rack mount rail kit | SKU-CAT6-2M | Reel | Lot | Yes |
6 of 6 records
48-port powered access switchStock items · SI-86662
NoneCodeSW-REN-CORE-01
Base unitEach
ActiveYes
Port assignments
Track a device port and VLAN against its parent work order.
- Hold
- Decide
- Release
- Port assignments
- Work orders
- Stock lots
- Review decisions
- Operation receipts
OverviewHeld Port Assignments×
Network Inventory Management · Port assignments
New
Held Port Assignments
Port assignments
| Assignment number | Parent | Device | Port number | VLAN | Expires at | |
|---|---|---|---|---|---|---|
| PA-33962 | Replace core switch at Reno site | Core switch REN-01 | 370 | VLAN 10 Management | 21 Oct | |
| PA-68178 | Reconcile spare transceiver stock | Access switch SAC-03 | 310 | VLAN 20 Staff | 16 Oct | |
| PA-56590 | Move guest VLAN to new uplink | Edge router SAC-01 | 280 | VLAN 30 Voice | 18 Oct | |
| PA-19151 | Retire damaged edge router | Wireless controller WH-01 | 860 | VLAN 40 Guest | 14 Oct | |
| PA-27898 | Retire damaged edge router | Distribution switch NC-02 | 520 | VLAN 50 Cameras | 16 Oct |
6 of 6 records
Core switch REN-01Port assignments · PA-33962
HeldParentReplace core switch at Reno site
Port number370
VLANVLAN 10 Management
Expires at21 Oct
Review and decisions
Keep reviewer decisions tied to the work order revision they examined.
- Prepare
- Decide
- Trace
- Review decisions
- Work orders
- Port assignments
- Operation receipts
- Record attachments
- Team members
OverviewReturned and Escalated Decisions×
Network Inventory Management · Review and decisions
New
Returned and Escalated Decisions
Review decisions
| Record number | Parent | Decision | Reviewer | Reason | Decided at | |
|---|---|---|---|---|---|---|
| RD-67586 | Patch fiber link to west wing | Returned | Luca Moretti | Awaiting switch compatibility check | 30 Oct | |
| RD-61079 | Audit port labels in rack B | Escalated | Aisha Bello | Port map needs rack verification | 02 Nov | |
| RD-92240 | Patch fiber link to west wing | Returned | Sara Okafor | Approved after failover test | 22 Oct | |
| RD-49443 | Patch fiber link to west wing | Escalated | Arjun Mehta | Returned for missing photos | 20 Oct | |
| RD-15476 | Audit port labels in rack B | Returned | Hyejin Park | Escalated for maintenance window | 28 Oct |
6 of 6 records
Awaiting switch compatibility checkReview decisions · RD-67586
ReturnedParentPatch fiber link to west wing
ReviewerLuca Moretti
Decided at30 Oct
Work evidence
Capture actual work and preserve the history of posted and corrected evidence.
- Capture
- Inspect
- Correct
- Work evidence
- Work orders
- Stock items
- Stock lots
- Assets
- Record attachments
OverviewPosted Work Evidence×
Network Inventory Management · Work evidence
New
Posted Work Evidence
Work evidence
| Record number | Parent | Owner | Quantity | Occurred at | Status | |
|---|---|---|---|---|---|---|
| WE-39899 | Retire damaged edge router | Arjun Mehta | 290 | 31 Oct | Posted | |
| WE-34205 | Reconcile spare transceiver stock | Aisha Bello | 700 | 27 Oct | Posted | |
| WE-38508 | Retire damaged edge router | Luca Moretti | 340 | 23 Oct | Posted | |
| WE-95972 | Move guest VLAN to new uplink | Diego Vargas | 510 | 04 Nov | Posted | |
| WE-67190 | Install access switch on floor 3 | Sara Okafor | 950 | 16 Oct | Posted |
6 of 6 records
Retire damaged edge routerWork evidence · WE-39899
PostedOwnerArjun Mehta
Quantity290
Occurred at31 Oct
Operation receipts
Inspect recorded, verified and failed outcomes for work order actions.
- Action
- Result
- Follow-up
- Operation receipts
- Work orders
- Work evidence
- Review decisions
- Team members
OverviewFailed Operation Receipts×
Network Inventory Management · Operation receipts
New
Failed Operation Receipts
Operation receipts
| Receipt number | Parent | Action | Failure reason | Occurred at | Result state | |
|---|---|---|---|---|---|---|
| OR-84014 | Audit port labels in rack B | Assign device port | Port already assigned to another VLAN | 24 Oct | Failed | |
| OR-61157 | Replace core switch at Reno site | Release reserved stock | Serial number did not match receipt | 19 Oct | Failed | |
| OR-97875 | Install access switch on floor 3 | Confirm equipment receipt | Change window approval expired | 01 Nov | Failed | |
| OR-79006 | Replace core switch at Reno site | Approve change window | Device failed link test | 21 Oct | Failed | |
| OR-21730 | Patch fiber link to west wing | Close network work order | Stock shortfall at Reno site | 29 Oct | Failed |
6 of 6 records
Assign device portOperation receipts · OR-84014
FailedParentAudit port labels in rack B
Failure reasonPort already assigned to another VLAN
Occurred at24 Oct
Process
Follow work through verification
Plan to verified network work ships ready to use. One step needs a named approval before the work moves on: Review authorized scope (Inventory Supervisor).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Prepare asset context
Choose the site, item and owner for the job.
Replace core switch at Reno siteWO-10172 · App AdministratorPrepare asset contextBy App Administrator -
Plan work order
Record the due date and requested scope.
Replace core switch at Reno siteWO-10172 · Inventory ClerkPlan work orderBy Inventory Clerk -
Record port assignment
Link the device, port and VLAN to the parent.
Replace core switch at Reno siteWO-10172 · Inventory ClerkRecord port assignmentBy Inventory Clerk -
Review authorized scope
Check the current revision and record a decision.
Replace core switch at Reno siteWO-10172 · Inventory SupervisorReview authorized scopeBy Inventory SupervisorApprovalInventory Supervisor decides the current work order scope and records the reason. -
Execute and inspect
Capture actual work and inspect its evidence.
Replace core switch at Reno siteWO-10172 · Inventory ClerkExecute and inspectBy Inventory Clerk -
Reconcile completion
Match posted quantity with authorized scope.
Replace core switch at Reno siteWO-10172 · Inventory SupervisorReconcile completionBy Inventory Supervisor
Inside a record
Keep outside references linked
Open any work order to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Due at, Requested units, Owner and Location.
- 2Operation receipts
Each line is linked to this work order.
- 3Who works on it
Inventory Clerk, Inventory Supervisor and Auditor, each with their own permissions.
- 4Process stages
Plan work order and Record port assignment, with the role that acts.
- 5Approvals
Review authorized scope, with who decides.
Open Work OrdersReplace core switch at Reno site×
Network Inventory Management · Work orders
Log activity
Replace core switch at Reno site
Warehouse wireless controller · Draft
1
Record details
Due at28 Oct
Requested units190
OwnerJorge Salazar
LocationWarehouse wireless controller
2
Operation receipts
Replace core switch at Reno site
| Receipt number | Parent | Action |
|---|---|---|
| OR-84014 | Audit port labels in rack B | Assign device port |
| OR-61157 | Replace core switch at Reno site | Release reserved stock |
| OR-97875 | Install access switch on floor 3 | Confirm equipment receipt |
- Operation receipts
- 6
3
Who works on it
- Inventory ClerkManage Assets, handling units, load stops, Loads, port…
- Inventory SupervisorManage allocation policies
- AuditorView allocation policies, Assets, handling units, load stops…
4
Process stages
- Plan work orderInventory Clerk
- Record port assignmentInventory Clerk
5
Approvals
- Review authorized scopeInventory SupervisorApproved
Approvals
Decide from the current revision
OverviewApprovals×
Network Inventory Management · Overview
Approvals
Signed in as Inventory Supervisor
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- RD-19683Awaiting switch compatibility checkApproved1dActions
- RD-51823Port map needs rack verificationReturned2dActions
- RD-40895Approved after failover testEscalated2dActions
- RD-37221Returned for missing photosApproved4dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review authorized scopeCheck the current revision and record a decision. | Inventory Supervisor |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens Network 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.
OverviewOpen Work Orders×
Open Work Orders
Work orders · Inventory Clerk
Draft2
Replace core switch at Reno siteWarehouse wireless controller
190
28 OctInstall access switch on floor 3Core switch, Reno site
260
12 OctAdd
Review2
Audit port labels in rack BWarehouse wireless controller
350
02 NovRetire damaged edge routerWest wing rack B
110
29 OctAdd
Approved2
Move guest VLAN to new uplinkWarehouse wireless controller
30
11 OctReconcile spare transceiver stockCore switch, Reno site
280
26 OctAdd
Inventory Supervisor
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
This is the first screen this role sees.
OverviewOpen Work Orders×
Open Work Orders
Work orders · Inventory Supervisor
Draft2
Replace core switch at Reno siteWarehouse wireless controller
190
28 OctInstall access switch on floor 3Core switch, Reno site
260
12 OctAdd
Review2
Audit port labels in rack BWarehouse wireless controller
350
02 NovRetire damaged edge routerWest wing rack B
110
29 OctAdd
Approved2
Move guest VLAN to new uplinkWarehouse wireless controller
30
11 OctReconcile spare transceiver stockCore switch, Reno site
280
26 OctAdd
Auditor
Read-only access to every record and the evidence trail (decisions, receipts, movements).
This is the first screen this role sees.
OverviewStock Requests Register×
Stock Requests Register
Work orders · Auditor
Draft2
Replace core switch at Reno siteWO-56459
840
27 OctRetire damaged edge routerWO-69381
950
03 NovAdd
Review1
Audit port labels in rack BWO-12850
560
11 OctAdd
Approved1
Move guest VLAN to new uplinkWO-10747
710
30 OctAdd
Executed1
Install access switch on floor 3WO-24380
260
02 NovAdd
Rejected1
Reconcile spare transceiver stockWO-46372
50
11 OctAdd
App Administrator
Maintain the organization and its team members.
This is the first screen this role sees.
OverviewOpen Work Orders×
Open Work Orders
Work orders · App Administrator
Draft2
Replace core switch at Reno siteWarehouse wireless controller
190
28 OctInstall access switch on floor 3Core switch, Reno site
260
12 OctAdd
Review2
Audit port labels in rack BWarehouse wireless controller
350
02 NovRetire damaged edge routerWest wing rack B
110
29 OctAdd
Approved2
Move guest VLAN to new uplinkWarehouse wireless controller
30
11 OctReconcile spare transceiver stockCore switch, Reno site
280
26 OctAdd
Reports
Find exceptions in the record
Read work, assignment and evidence outcomes from the recorded fields.
Overview×
Network Inventory Management · Overview
Network Inventory Management dashboard
This quarter
Work evidence in view
6Total quantity
2,360Draft
3Posted
2Work orders by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 44 | ||
| Review | 21 | 48% | |
| Approved | 9 | 43% | |
| Executed | 5 | 56% |
Requested units by status
Sample totals per stage
- 01Late work orders
Show work orders by due date, status and owner.
- 02Port assignment expiry
Show held assignments by expiry date, device, port number and VLAN.
- 03Decision outcomes
Group review decisions by outcome, reviewer and work order.
- 04Failed operations
Show failed receipts with action, failure reason and parent work order.
- 05Evidence versus authorized scope
Compare each work order's requested units with its posted work evidence quantities.
- 06Asset work history
Follow work orders, assignments, evidence and receipts for each asset location.
- 07Available lot positions
Show available lots by item, location and quantity on hand.
- 08Team workload
Group work orders by owner, due date and status.
Who it's for
Fit the work to your sites
See how Network Inventory Management fits your kind of team.
Controls
Trace decisions and corrections
Each stage of plan to verified network work names the role that acts and the status it records, so a change is never anonymous.
OverviewPlan to verified network work×
Network Inventory Management · Process
Plan to verified network work
Each stage, the role that acts and the status it records
Process stages
9Approval steps
1Roles involved
4Tables touched
9Plan work order
Inventory ClerkStatusDraft → Review
RecordsWork orders
Review authorized scopeApproval
Inventory SupervisorStatusReview → Approved
RecordsOperation receipts, Review decisions, Work orders
Correct authorized scope
Inventory SupervisorStatusApproved → Cancelled
RecordsPort assignments, Work orders
- StartOrganizationsPrepare asset contextApp Administrator, Inventory Clerk
- StepWork ordersPlan work orderDraft → Review
- StepPort assignmentsRecord port assignmentInventory Clerk
- ApprovalOperation receiptsReview authorized scopeReview → Approved
- StepOperation receiptsExecute and inspectInventory Clerk
AI agent
Prepare the case with Proto
Ask Proto to prepare work context while people make the recorded decisions.
It can
- Inventory Clerk: Find active assets, current work orders and held port assignments for a selected site.
- Inventory Supervisor: Assemble the parent work order, current revision, assignment and posted evidence for review.
- Auditor: Trace a decision, correction and operation receipt back to their parent work order.
- App Administrator: Check the roster and organization context before granting access to a new operator.
Stays with a person
- The agent can prepare records and explain the trail.
- A person with review authority decides the work order's scope.
- The agent should use the current revision and should not infer an approved outcome from a held assignment or a draft evidence entry.
Show the held port assignment for this work order, its device and VLAN, the current revision, and any prior review decision. Prepare a summary for the supervisor without making the decision.
The agent can prepare records and explain the trail.
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 tables16tables
- Asset and item directory5
- Work orders9
- Port assignments5
- Review and decisions6
- Work evidence7
- Operation receipts5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Establish organizations and people
Confirm the operating organization, active team members and who will prepare, review and audit work.
Load the operating map
Check active assets, item codes, lot locations and the device naming convention used by the field team.
Set up the work cycle
Create a representative work order, held port assignment and attachment; check that the current revision is visible to the reviewer.
Rehearse decisions and evidence
Record approval, execution evidence, a failed reconciliation and a corrected result.
Start daily review
Use Operations Overview, open work orders, held assignments and failed receipts to direct follow-up.
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
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Network Inventory Management for your business. Pilot one active site, a small item range and a work order that reaches review and verification.
What is the main operating record?
The work order is the parent for port assignments, evidence, decisions, attachments and operation receipts.
Where do device ports and VLANs go?
Enter the device, port number and VLAN on a port assignment linked to the work order.
Who reviews a port assignment?
Inventory Supervisor examines the current work order revision and records the decision and reason.
How does a field worker see assigned work?
Open Work Orders shows the owner on each active work order. The clerk can find the assigned record there.
What happens when evidence does not match scope?
Reconciliation writes a failed operation receipt and leaves the work order unchanged. The team inspects the posted evidence and authorized quantity before another attempt.
Can a canceled work order be approved later?
The port approval workflow refuses an already canceled or executed parent.
What happens to a held assignment when scope changes?
Correcting or cancelling authorized scope releases held port assignments attached to the work order.
Can an auditor follow a correction?
The Stock Movements Ledger keeps the original and successor entries, and receipts retain their action outcomes.
Where does the team see urgent exceptions?
Operations Overview ranks late work beside failed operation receipts and escalated reviews.
Set up Network Inventory Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.