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Pick & Pack Optimization
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Pick & Pack Optimization · Available now

Plan the wave. Protect the stock. Trace the handoff.

Pick & Pack Optimization coordinates a stock request from review through reservation, pick-wave decision, stock movement and reconciliation. Inventory Clerk prepares the request and the wave; Inventory Supervisor decides the stock request and reviews the wave.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen Stock Requests
Pick & Pack Optimization · Stock requests

Open Stock Requests

Stock requests in one list

New stock request
Stock requests in view
6
Total requested units
2,500
Draft
2
Review
2
Draft2
Reserve trail jackets for store orderSR-82338
340
29 Oct
Issue rain shells for web ordersSR-46853
60
30 Oct
Add
Review2
Pick insulated bottles for wholesaleSR-77445
830
12 Oct
Replenish hiking socks pick binsSR-71071
410
22 Oct
Add
Approved2
Move canvas totes to packing lineSR-86672
140
04 Nov
Reserve fleece pullovers for retailSR-88230
720
19 Oct
Add
Reserve trail jackets for store orderStock requests · SR-82338
Draft
Required by29 Oct
Requested units340
OwnerNadia Okafor
Review requestSR-82338 · Reserve trail jackets for store order

Inventory Supervisor decides the authorized request scope.

Waiting for Inventory Supervisor
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
15
Roles with set permissions
5
Reports and dashboards
8
Features

See the next stock action

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

Stock requests

Take a request from required quantity to an authorized stock action.

  • Prepare
  • Set up
  • Check
  • Stock requests
  • Stock items
  • Storage locations
  • Team members
  • Review decisions
Explore stock requests
OverviewRequests for Review
Pick & Pack Optimization · Stock requests

Requests for Review

Stock requests

New
Record numberSubjectRequested unitsRequired byRevisionOwner
SR-92609Reserve trail jackets for store order20024 Oct950Omar Haddad
SR-35386Pick insulated bottles for wholesale14026 Oct500Priya Desai
SR-65905Move canvas totes to packing line60028 Oct700Mateo Silva
SR-26393Issue rain shells for web orders70021 Oct490Priya Desai
SR-13261Replenish hiking socks pick bins65003 Nov790Nadia Okafor
6 of 6 records
Reserve trail jackets for store orderStock requests · SR-92609
Requested units200
Required by24 Oct
Revision950
OwnerOmar Haddad
Example screen with sample data
Process

From request to verified stock

Request to verified pick ships ready to use. 2 steps need a named approval before the work moves on: Review request (Inventory Supervisor) and Decide wave (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

    Record the item, quantity, owner and required date.

    Reserve trail jackets for store orderSR-82338 · Inventory Clerk
    Prepare requestBy Inventory Clerk

  2. Review request

    Inventory Supervisor decides the current request revision.

    Reserve trail jackets for store orderSR-82338 · Inventory Supervisor
    Review requestBy Inventory Supervisor
    ApprovalInventory Supervisor decides the authorized request scope.

  3. Reserve stock

    Hold free eligible lot quantity for the request.

    Reserve trail jackets for store orderSR-82338 · Inventory Clerk
    Reserve stockBy Inventory Clerk

  4. Submit wave

    Send the zone plan and required units for review.

    Reserve trail jackets for store orderSR-82338 · Inventory Clerk
    Submit waveBy Inventory Clerk

  5. Decide wave

    An independent reviewer approves or rejects the submitted wave.

    Reserve trail jackets for store orderSR-82338 · Inventory Supervisor
    Decide waveBy Inventory Supervisor
    ApprovalInventory Supervisor decides a wave prepared by another person.

  6. Verify completion

    Compare posted stock movements with authorized demand.

    Reserve trail jackets for store orderSR-82338 · Inventory Supervisor
    Verify completionBy Inventory Supervisor

Start with Request review

Inside a record

Bring demand and load details together

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

    Prepare request, with the role that acts.

  5. 5
    Approvals

    Review request and Decide wave, with who decides.

Open Stock RequestsReserve trail jackets for store order
Pick & Pack Optimization · Stock requests

Reserve trail jackets for store order

Draft

Log activity
1
Record details
Required by29 Oct
Requested units340
OwnerNadia Okafor
2
Operation receipts

Reserve trail jackets for store order

Receipt numberSource recordEvent
OR-17487Move canvas totes to packing linePick wave released
OR-81156Move canvas totes to packing lineLot reservation posted
OR-41487Move canvas totes to packing lineCarton sealed
Operation receipts
6
3

Who works on it

  • Inventory ClerkManage Cartons, outbound shipments, pick waves, record…
  • Inventory SupervisorManage pick policies
  • AuditorView Cartons, operation receipts, Organizations, outbound…
4

Process stages

  • Prepare requestInventory Clerk
5

Approvals

  • Review requestInventory Supervisor
    Approved
  • Decide waveInventory Supervisor
    Waiting
Example screen with sample data
Approvals

Keep decisions with the work

OverviewApprovals
Pick & Pack Optimization · Overview

Approvals

Signed in as Inventory Supervisor

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PW-31948Reno small-parts zone
    Reserve fleece pullovers for retailRequested by Inventory Clerk
    Submitted0dActions
  • PW-55898Reno apparel zone
    Pack travel mugs for campus orderRequested by Inventory Clerk
    Submitted1dActions
  • PW-48375Portland bulk zone
    Pick insulated bottles for wholesaleRequested by Inventory Clerk
    Submitted4dActions
  • PW-44269Portland fast-pick zone
    Issue rain shells for web ordersRequested by Inventory Clerk
    Submitted5dActions

Who approves what

DecisionApprover
Review requestInventory Supervisor decides the current request revision.Inventory Supervisor
Decide waveAn independent reviewer approves or rejects the submitted wave.Inventory Supervisor
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Pick & Pack Optimization 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 Stock Requests

Open Stock Requests

Stock requests · Inventory Clerk

Draft2
Reserve trail jackets for store orderSR-82338
340
29 Oct
Issue rain shells for web ordersSR-46853
60
30 Oct
Add
Review2
Pick insulated bottles for wholesaleSR-77445
830
12 Oct
Replenish hiking socks pick binsSR-71071
410
22 Oct
Add
Approved2
Move canvas totes to packing lineSR-86672
140
04 Nov
Reserve fleece pullovers for retailSR-88230
720
19 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Answer the stock question

Review demand, wave decisions, lot commitments and stock effects.

Overview
Pick & Pack Optimization · Overview

Pick & Pack Optimization dashboard

This quarter

Pick waves in view
6
Total required units
3,670
Submitted
6

Stock requests by status

How far records got this quarter

StageReachedStep
Draft38
Review1642%
Approved425%
Executed125%

Requested units by status

Sample totals per stage

1.0k0
0Draft
1.0kReview
-3000Approved
-1000Executed
0Rejected
Example screen with sample data
  1. 01Open request demand

    Which requested units and dates need the supervisor's attention?

  2. 02Wave decision history

    Which zone plans were submitted, approved or rejected at a given revision?

  3. 03Eligible lot position

    Which available lots hold the item at the intended location?

  4. 04Held stock commitments

    How much of the lot is already reserved?

  5. 05Movement reconciliation

    Do posted signed movements match authorized request quantity?

  6. 06Failed operation review

    Which failures need correction before another attempt?

  7. 07Handling unit progress

    Which units are packed or staged at each station?

  8. 08Shipment stop status

    Which appointments are confirmed or missed on a load?

All reports and dashboards

Who it's for

Fit the operating floor

See how Pick & Pack Optimization fits your kind of team.

Single-site warehouse

A team operating one warehouse can start with item and location setup, reviewed requests and a small set of pick waves.

Multi-zone operation

A warehouse split into picking zones can use the wave zone and route evidence to review each release against available stock.

Distribution team

A team coordinating packed units and outbound loads can keep carton, shipment and stop records in the same operating view.

Controls

Trace every quantity change

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

OverviewRequest to verified pick
Pick & Pack Optimization · Process

Request to verified pick

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

Process stages
10
Approval steps
2
Roles involved
2
Tables touched
6
Send for review
Inventory Clerk
StatusDraft → Review
Review requestApproval
Inventory Supervisor
StatusReview → Approved
RecordsReview decisions
Submit wave
Inventory Clerk
StatusDraft → Submitted
Request to verified pick
  1. Start
    Send for reviewDraft → Review
    Inventory Clerk
  2. Approval
    Review requestReview → Approved
    Review decisions
  3. Step
    Submit waveDraft → Submitted
    Inventory Clerk
  4. Approval
    Decide waveSubmitted → Approved
    Inventory Supervisor
  5. Step
    Complete waveApproved → Completed
    Inventory Supervisor
Example screen with sample data

See each stage in detail

AI agent

Prepare the next action with Proto

Use Proto to configure and review the operating cycle.

It can

  • Inventory Clerk: Find open requests, available lots and the next wave to prepare.
  • Inventory Supervisor: Gather the current request revision, decision history and posted movement evidence before a review.
  • Auditor: Trace a request number to its decisions, reservations, movements and receipts.

Stays with a person

  • A person decides the request and submitted wave.
  • Proto can prepare the record and explain a shortfall, but review authority stays with the assigned role.
  • A posted movement, not a suggested wave, changes the stock balance.
  • Test the action with a real role account before using it for the next shift.

Set up an agent

Integrations

Connects to the tools you use

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

  • Pick & Pack Optimization
  • Demand source
  • Shipment source
  • Identity
  • Documents
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 17 tables
17tables
  • Stock requests5
  • Pick waves4
  • Lot availability5
  • Carton handling3
  • Stock movements4
  • Review and evidence4
  • Shipment reference4
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. Set the scope

    Inventory Supervisor chooses the organization, location, item and lot for the pilot.

  2. Prepare reference data

    App Administrator sets up team access; Inventory Clerk checks item, lot and location identifiers.

  3. Review demand

    Inventory Clerk enters a request and Inventory Supervisor decides its current revision.

  4. Rehearse stock

    Hold eligible quantity, submit a wave and record the independent decision.

  5. Verify effects

    Post the approved request’s movement and reconcile it to a receipt. Try a failed quantity and a compensating reversal.

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 Pick & Pack Optimization.

All questions
How do I get started?

Click Get started, then use Proto to configure Pick & Pack Optimization for your business. Pilot one organization, location, item, lot and request, then rehearse review, reservation, wave decision and stock verification with your team.

Who decides a stock request?

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

Can the wave creator approve the same wave?

No. The submitted wave is decided by someone other than its creator.

Does approving a wave post inventory?

The wave decision records planning approval. The approved request's execution posts the stock movement and changes the linked lot balance.

How do held reservations affect free stock?

A hold consumes free eligible quantity on its lot. The reservation check considers other active held reservations before accepting another quantity.

What happens when there is not enough eligible stock?

The reservation attempt records a failed operation receipt with the shortfall. The team can inspect the lot and request before a new attempt.

How do we correct a posted movement?

Inventory Supervisor uses a compensating movement. The original posted movement remains in the history.

Where do we see packing progress?

Handling Units Register shows carton labels, pack state, quantity, item, pack station and packed-by information.

How do shipment stops relate to packing?

A load holds its carrier and door details. Its stops hold sequence, appointment, status and location. Cartons carry the handling unit's separate packing state.

How do we check completion?

Reconcile posted movement totals against the authorized request quantity. The operation receipt records verification or a failed result to investigate.

Set up Pick & Pack Optimization 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

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