Give intake, review, stock action and audit work clear owners.
Inventory Clerk prepares the grade and request; Inventory Supervisor makes the independent grade decision and releases disposition.
Movement reversal and reconciliation belong with Inventory Supervisor so a posted effect has a reviewed correction path.
Auditor follows decisions, movements and receipts through read-only access.
Team members and stock records carry organization references; review access with actual users before release.
| Role | Return intake | Grading | Disposition review | Stock execution | Lots and reservations | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| App Administrator | Edit | View | Edit | View | View | View |
| Inventory Clerk | Edit | Edit | Edit | Edit | Edit | Edit |
| Inventory Supervisor | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | View | Edit | View | — | View |
Maintain the organization and its team members.
Starts on: Team Members Roster
Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
Starts on: Open Stock Requests
Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Starts on: Review Queue
Read-only access to every record and the evidence trail (decisions, receipts, movements).
Starts on: Stock Requests Register
Maintain organization, team and user setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.