1. Pick & Pack Optimization
  2. Get started
Get started

Get Pick & Pack Optimization running in four steps.

Prepare the first reviewed pick and stock verification cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Pick & Pack Optimization. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Pick & Pack Optimization in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Pick & Pack Optimization for your organization. Set the organization and team member access first so preparation and review occur under the right names.

Prepare the first operating cycle

Choose one active item, eligible lot and storage location. Record its opening on-hand balance. Enter a stock request with a known quantity and required date. Have Inventory Supervisor decide the request, then hold stock and submit a pick wave for independent review. Identify the pack station and carton label if this pilot includes packing.

Review before release

Check the wave revision, zone, required units and route evidence. Execute the authorized request, then compare posted signed movements with the approved quantity. Inspect the operation receipt and ask the auditor to trace the decision and stock effect back to the request. See the implementation plan for the rehearsal sequence.

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