1. Pick & Pack Optimization
  2. Work with Proto
Reference

Put an AI agent to work in Pick & Pack Optimization

Run the agent instructions:

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 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.

What 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.

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.

Review the prepared action, the source record and any metered execution before approving it.

Set up Pick & Pack Optimization your way.

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

How to get started