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Pallet Tracking System
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Pallet Tracking System · Available now

Know where each handling unit stands.

Pallet Tracking System keeps handling-unit identity beside the stock work it supports. A pallet custody record carries a code, custody owner, location, item, quantity and operating status.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen Stock Requests
Pallet Tracking System · Stock requests

Open Stock Requests

Stock requests in one list

New stock request
Stock requests in view
6
Total requested units
2,970
Draft
2
Review
2
Draft2
Reserve insulated cartons for order 4821SR-94398
360
21 Oct
Issue shrink wrap to packing line 2SR-56864
120
29 Oct
Add
Review2
Move glass jars to pick face B4SR-44960
930
26 Oct
Transfer pallets to cold roomSR-64214
500
22 Oct
Add
Approved2
Receive paper sleeves from inbound loadSR-60064
950
19 Oct
Replenish corner protectors in aisle 6SR-88578
110
31 Oct
Add
Reserve insulated cartons for order 4821Stock requests · SR-94398
Draft
Required by21 Oct
Requested units360
OwnerElif Moreno
Review requestSR-94398 · Reserve insulated cartons for order 4821

Inventory Supervisor approves or rejects the current request revision.

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

Know each pallet and its work

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

Pallet custody

Follow each handling unit by code, custody owner, item, location, quantity and status.

  • Identify the unit
  • Keep custody visible
  • Connect authorized work
  • Pallet custody
  • Storage locations
  • Stock items
  • Stock requests
  • Loads
  • Load stops
Explore pallet custody
OverviewActive Stock Items
Pallet Tracking System · Pallet custody

Active Stock Items

Stock items

New
SKUNameTracking modeBase unitReorder pointSafety stock
SHIP-12LInsulated shipper, 12 LNoneEach240190
JAR-500MLGlass jar, 500 millilitersLotCase440930
SLEEVE-MKraft sleeve, mediumSerialPallet460470
WRAP-450Stretch wrap, 450 mmNoneRoll390560
CORNER-36Corner protector, 36 inLotBundle420260
6 of 6 records
SHIP-12LStock items · SI-11552
None
NameInsulated shipper, 12 L
Base unitEach
Reorder point240
Safety stock190
Example screen with sample data
Process

From request to verified movement

Request to verified stock operation 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

    Name the item, location, units and owner for the work.

    Reserve insulated cartons for order 4821SR-94398 · Inventory Clerk
    Prepare requestBy Inventory Clerk

  2. Review request

    Inventory Supervisor decides the current request revision.

    Reserve insulated cartons for order 4821SR-94398 · Inventory Supervisor
    Review requestBy Inventory Supervisor
    ApprovalInventory Supervisor approves or rejects the current request revision.

  3. Reserve eligible lot

    Check free lot quantity after existing Held reservations.

    Reserve insulated cartons for order 4821SR-94398 · Inventory Clerk
    Reserve eligible lotBy Inventory Clerk

  4. Execute request

    Post a signed movement and record the effect against the request.

    Reserve insulated cartons for order 4821SR-94398 · Inventory Clerk
    Execute requestBy Inventory Clerk

  5. Verify completion

    Compare posted quantity with authorized scope and keep the receipt.

    Reserve insulated cartons for order 4821SR-94398 · Inventory Supervisor
    Verify completionBy Inventory Supervisor

Start with Custody and request review

Inside a record

Keep dock context connected

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

  1. 1
    Record details

    Required by, Requested units and Owner.

  2. 2
    Operation receipts

    Each line is linked to this stock request.

  3. 3
    Who works on it

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

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Review request, with who decides.

Open Stock RequestsReserve insulated cartons for order 4821
Pallet Tracking System · Stock requests

Reserve insulated cartons for order 4821

Draft

Log activity
1
Record details
Required by21 Oct
Requested units360
OwnerElif Moreno
2
Operation receipts

Reserve insulated cartons for order 4821

Receipt numberSubjectFailure reason
OR-66967Pallet 0421 received at Reno dockSeal number does not match manifest
OR-60030Pallet 0422 moved to aisle B4Pallet label unreadable at scan
OR-52442Pallet 0423 reserved for order 4821Quantity differs from receiving note
Operation receipts
6
Total quantity
3,620
3

Who works on it

  • Inventory ClerkManage load stops, Loads, pallet custody, record attachments…
  • Inventory SupervisorManage allocation policies
  • AuditorView allocation policies, load stops, Loads, operation…
5

Approvals

  • Review requestInventory Supervisor
    Approved
Example screen with sample data
Approvals

Decide the current request

Inventory Supervisor reviews requests and handles correction, reversal and reconciliation.

OverviewApprovals
Pallet Tracking System · Overview

Approvals

Signed in as Inventory Supervisor

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SR-84864Reserve insulated cartons for order 4821
    Requested by Theo Rahman
    Review3dActions
  • SR-83256Move glass jars to pick face B4
    Requested by Luis Okafor
    Review2dActions
  • SR-44785Receive paper sleeves from inbound load
    Requested by Maya Velasco
    Review3dActions
  • SR-83157Issue shrink wrap to packing line 2
    Requested by Dara Iversen
    Review4dActions

Who approves what

DecisionApprover
Review requestInventory Supervisor decides the current request revision.Inventory Supervisor
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Pallet Tracking System 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 Inbox

Draft Requests Inbox

Stock requests · Inventory Clerk

Record numberSubjectStatusRequired byRequested unitsOwner
SR-70075Reserve insulated cartons for order 4821Draft28 Oct140Keiko Mensah
SR-17059Move glass jars to pick face B4Draft30 Oct130Keiko Mensah
SR-93863Receive paper sleeves from inbound loadDraft15 Oct300Maya Velasco
SR-63573Issue shrink wrap to packing line 2Draft20 Oct320Dara Iversen
SR-51175Transfer pallets to cold roomDraft28 Oct530Maya Velasco
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read the stock and evidence trail

Answer custody, stock and exception questions from the recorded trail.

Overview
Pallet Tracking System · Overview

Pallet Tracking System dashboard

This quarter

Loads in view
6
Scheduled
2
Arrived
1
Unloading
1

Stock requests by status

How far records got this quarter

StageReachedStep
Draft49
Review1939%
Approved526%
Executed120%

Requested units by status

Sample totals per stage

0
-5000Draft
-2000Review
-5000Approved
-2000Executed
-5000Rejected
Example screen with sample data
  1. 01Handling units by status

    Group pallet codes and quantities by custody status and location.

  2. 02Custody by owner

    Group handling-unit quantities by organization, custody owner and location.

  3. 03Open request demand

    Sum requested units by item and required date for open requests.

  4. 04Available lot balances

    Compare on-hand quantity by available lot and storage location.

  5. 05Held reservation exposure

    Sum held quantities by lot and expiration date.

  6. 06Posted movement trail

    Trace signed quantities from each request through its posted movements and reversals.

  7. 07Review outcomes

    Group decisions by decision value and reviewer.

  8. 08Failed operations

    List failed receipts with failure reason, quantity and parent request.

All reports and dashboards

Who it's for

Fit the warehouse floor

See how Pallet Tracking System fits your kind of team.

Warehouse operations

Connect handling-unit custody to the stock work run by warehouse shifts.

Pallet pooling teams

Keep pooled handling units visible across owners and operating locations.

Distribution docks

Coordinate dock appointments, loads and pallet records with reviewed stock work.

Controls

Check quantity before posting

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

OverviewRequest to verified stock operation
Pallet Tracking System · Process

Request to verified stock operation

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

Process stages
10
Approval steps
1
Roles involved
2
Tables touched
2
Submit for review
Inventory Supervisor, Inventory Clerk
StatusDraft → Review
Review requestApproval
Inventory Supervisor
StatusReview → Approved
Execute request
Inventory Clerk
StatusApproved → Executed
Request to verified stock operation
  1. Start
    Submit for reviewDraft → Review
    Inventory Supervisor
  2. Approval
    Review requestReview → Approved
    Inventory Supervisor
  3. Step
    Execute requestApproved → Executed
    Inventory Clerk
  4. Step
    Correct or cancelApproved → Cancelled
    Inventory Supervisor
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to trace the work

Ask Proto to help prepare and inspect pallet and stock work.

It can

  • Inventory Clerk: Find a pallet code, its location and linked open request before a handoff.
  • Inventory Supervisor: Summarize a request revision, its decisions and failed receipts for review.
  • Auditor: Trace a posted movement, reversal and verification receipt to the parent request.
  • App Administrator: Help prepare organizations and team members for the first shift.

Stays with a person

  • A person decides whether a request is approved and whether a physical custody handoff happened.
  • Proto can prepare the records and show the evidence, but the supervisor and clerk remain responsible for those decisions and observations.
  • It should not infer a lot balance from a pallet status or treat a failed receipt as success.

Set up an agent

Integrations

Connects to the tools you use

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

  • Pallet Tracking System
  • Carrier scheduling
  • Label printing
  • Document storage
  • Identity
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
  • Pallet custody9
  • Stock requests9
  • Lot inventory7
  • Movements and reservations7
  • Loads and stops6
  • Review and evidence7
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. Map the operation

    Name the organization, warehouse locations, pallet-code convention and staff who prepare or review requests.

  2. Prepare stock

    Add items, tracking modes, lots and current on-hand quantities at their storage locations.

  3. Prepare work

    Register handling units and loads, then link a real request to the item and location it affects.

  4. Rehearse decisions

    Have Inventory Supervisor review a request and inspect its decision and operation receipt.

  5. Rehearse effects

    Hold eligible lot quantity, execute approved work and compare the posted movement with the request.

Read the implementation plan

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 Pallet Tracking System.

All questions
How do I get started?

Click Get started, then use Proto to configure Pallet Tracking System for your business. Begin with one organization, its locations, a small item and lot range, and a real pallet handoff to rehearse.

What identifies a pallet?

The handling-unit record uses a pallet code, with item, quantity, custody owner, location and status alongside it.

How does the lot balance change?

Executing an approved stock request posts a movement that changes the lot balance. Staff maintain pallet status from the observed physical event.

Who approves a stock request?

Inventory Supervisor reviews the current request revision and records a decision and reason.

How is free lot quantity checked?

The reservation action compares eligible on-hand quantity with active Held reservations before creating another hold.

What happens when a reservation fails?

A Failed operation receipt records the shortfall so the team can select another lot or correct the request.

Can a posted movement be corrected?

Inventory Supervisor can post a compensating movement that links to the original and corrects the lot balance.

What happens when posted totals differ?

Reconciliation writes a Failed receipt and leaves the request unchanged for investigation.

Where are load appointments kept?

Load stops keep sequence, appointment time, status and location beneath the related Load.

Where can auditors find evidence?

Review decisions, operation receipts, attachments and the movement ledger link back to stock requests.

Set up Pallet Tracking System your way.

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

Start now Download Proto

How to get started

A personal agent for your business

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