1. Pallet Tracking System
  2. Agent assistance
Reference

Put an AI agent to work in Pallet Tracking System

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

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 5 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

  • 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.

What 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.

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 Pallet Tracking System your way.

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

How to get started