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3PL SCM
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SCM for 3PL · Available now

Keep client stock decisions and their evidence together.

SCM for 3PL keeps each client's stock work attached to an organization, stock item, storage location and accountable request owner. The Operations Overview brings stock position, pending reviews, failed operations, movements and an exception queue into the daily operating screen.

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  • Manual work is free
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OverviewRequests awaiting review
3PL SCM · Stock requests

Requests awaiting review

Stock requests in one list

New stock request
Stock requests in view
6
Total requested units
2,050
Review
6
Record numberSubjectOrganizationOwnerItemLocation
SR-77767Receive Harbor Point running shoesWillow Creek TextilesNadia BelloCommuter helmet, mediumWest Bay pallet warehouse
SR-85558Reserve Cedar Vale ceramic mugsRed Mesa Cycling SupplyMei ChenGarden trowel, ash handleWest Bay pallet warehouse
SR-77183Move Willow Creek cotton throwsWillow Creek TextilesNadia BelloSteel lunch box, forest greenReno distribution center
SR-23514Ship Red Mesa bike helmetsRed Mesa Cycling SupplyJamal ReedCotton throw, sand stripePortland cross-dock
SR-38099Receive Silver Marsh lunch boxesHarbor Point Shoe Co.Amina SalehCotton throw, sand stripeWest Bay pallet warehouse
6 of 6 records
Receive Harbor Point running shoesStock requests · SR-77767
Review
OrganizationWillow Creek Textiles
OwnerNadia Bello
ItemCommuter helmet, medium
LocationWest Bay pallet warehouse
Requested units170
Approve requestSR-77767 · Receive Harbor Point running shoes

Inventory Reviewer decides against the current request revision.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
12
Roles with set permissions
7
Reports and dashboards
8
Features

Client stock work at a glance

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

Client scope

Keep each client organization, item and storage site in its own operating scope.

  • Client membership
  • Stock ownership
  • Operating details
  • Organizations
  • Team members
  • Stock items
  • Stock lots
  • Storage locations
Explore client scope
OverviewMy stock requests
3PL SCM · Client scope

My stock requests

Stock requests

New
Record numberSubjectOrganizationItemLocationRequested units
SR-68640Receive Harbor Point running shoesRed Mesa Cycling SupplySoy candle, cedar 8 ozPortland cross-dock760
SR-13133Reserve Cedar Vale ceramic mugsSilver Marsh KitchenwareSoy candle, cedar 8 ozWest Bay pallet warehouse850
SR-97587Move Willow Creek cotton throwsStonepath Garden Co.Commuter helmet, mediumWest Bay pallet warehouse190
SR-56305Ship Red Mesa bike helmetsSilver Marsh KitchenwareStoneware mug, sea bluePortland cross-dock180
SR-28900Receive Silver Marsh lunch boxesNorth Quay Carry GoodsSoy candle, cedar 8 ozSacramento pick facility460
6 of 6 records
Receive Harbor Point running shoesStock requests · SR-68640
Draft
OrganizationRed Mesa Cycling Supply
ItemSoy candle, cedar 8 oz
LocationPortland cross-dock
Requested units760
Required by18 Oct
Example screen with sample data
Process

From request to verified effect

Client stock request to verified effect ships ready to use. 2 steps need a named approval before the work moves on: Approve request (Inventory Reviewer) and Review storage statement (Inventory Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare stock request

    Assign the client, item, site, owner, quantity and due date.

    Receive Harbor Point running shoesSR-77767 · Coordinator
    Prepare stock requestBy Coordinator

  2. Approve request

    An Inventory Reviewer records a reasoned decision.

    Receive Harbor Point running shoesSR-77767 · Inventory Reviewer
    Approve requestBy Inventory Reviewer
    ApprovalInventory Reviewer decides against the current request revision.

  3. Reserve eligible stock

    Claim free quantity in the exact eligible scope.

    Receive Harbor Point running shoesSR-77767 · Warehouse Operator
    Reserve eligible stockBy Warehouse Operator

  4. Confirm physical issue

    Consume the claim and record the posted issue once.

    Receive Harbor Point running shoesSR-77767 · Warehouse Operator
    Confirm physical issueBy Warehouse Operator

  5. Review storage statement

    Check pallet days and rate against the parent request.

    Receive Harbor Point running shoesSR-77767 · Inventory Reviewer
    Review storage statementBy Inventory Reviewer
    ApprovalInventory Reviewer decides the submitted statement revision.

  6. Reconcile operation

    Compare the receipt with its linked effects and source reference.

    Receive Harbor Point running shoesSR-77767 · Reconciliation Analyst
    Reconcile operationBy Reconciliation Analyst

Start with Request to physical issue

Inside a record

References checked at their source

Open any stock request to see its client storage charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Organization, Owner, Item and Location.

  2. 2
    Client storage charges

    Each line is linked to this stock request.

  3. 3
    Who works on it

    Coordinator, Inventory Reviewer and Warehouse Operator, each with their own permissions.

  4. 4
    Process stages

    Prepare stock request, with the role that acts.

  5. 5
    Approvals

    Approve request and Review storage statement, with who decides.

Requests awaiting reviewReceive Harbor Point running shoes
3PL SCM · Stock requests

Receive Harbor Point running shoes

Willow Creek Textiles · Review

Log activity
1
Record details
OrganizationWillow Creek Textiles
OwnerNadia Bello
ItemCommuter helmet, medium
LocationWest Bay pallet warehouse
2
Client storage charges

Receive Harbor Point running shoes

ParentOrganizationClient reference
Ship Red Mesa bike helmetsSilver Marsh KitchenwareHP-PO-88213
Receive Harbor Point running shoesHarbor Point Shoe Co.CV-ORD-1048
Pick Stonepath garden toolsEastbank Candle WorksWC-TR-7294
Client storage charges
6
Total billable pallet days
88
3

Who works on it

  • CoordinatorManage stock requests, record attachments
  • Inventory ReviewerManage review decisions
  • Warehouse OperatorManage stock movements, stock reservations
4

Process stages

  • Prepare stock requestCoordinator
5

Approvals

  • Approve requestInventory Reviewer
    Approved
  • Review storage statementInventory Reviewer
    Waiting
Example screen with sample data
Approvals

Decisions tied to the current revision

OverviewApprovals
3PL SCM · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CSC-40974HP-PO-88213
    Ship Red Mesa bike helmetsRequested by Coordinator
    Submitted1dActions
  • CSC-71037CV-ORD-1048
    Receive Harbor Point running shoesRequested by Coordinator
    Submitted2dActions
  • CSC-66742WC-TR-7294
    Pick Stonepath garden toolsRequested by Coordinator
    Submitted2dActions
  • CSC-63008RM-PO-55118
    Receive Harbor Point running shoesRequested by Coordinator
    Submitted5dActions

Who approves what

DecisionApprover
Approve requestAn Inventory Reviewer records a reasoned decision.Inventory Reviewer
Review storage statementCheck pallet days and rate against the parent request.Inventory Reviewer
Approve stock requests, client storage chargesInventory Reviewer
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens 3PL SCM to the work that is theirs. Pick a role to see what it starts with.

Coordinator

Prepares scoped stock requests and coordinates stock operations.

This is the first screen this role sees.

OverviewActive request board

Active request board

Stock requests · Coordinator

Draft2
Receive Harbor Point running shoesEastbank Candle Works
Ship Red Mesa bike helmetsRed Mesa Cycling Supply
Add
Review2
Reserve Cedar Vale ceramic mugsHarbor Point Shoe Co.
Receive Silver Marsh lunch boxesRed Mesa Cycling Supply
Add
Approved2
Move Willow Creek cotton throwsSilver Marsh Kitchenware
Replenish Eastbank candle stockSilver Marsh Kitchenware
Add
Example screen with sample data

Roles and permissions

Reports

Stock and statement questions answered

Read request, stock, claim, statement and operation evidence.

Overview
3PL SCM · Overview

3PL SCM dashboard

This quarter

Client storage charges in view
6
Total billable pallet days
88
Submitted
6

Stock requests by status

How far records got this quarter

StageReachedStep
Draft36
Review822%
Approved338%
Executed133%

Requested units by status

Sample totals per stage

2.0k0
-3000Draft
-5000Review
-6000Approved
2.0kExecuted
2.0kRejected
Example screen with sample data
  1. 01Client request position

    Group stock requests by organization, status, item and required date to see work approaching its due date.

  2. 02Eligible lot review

    Show lot codes, expiry dates and release states by item before the team reserves stock.

  3. 03Reservation exposure

    Compare active reservation quantities by item, location and lot with their expiry dates and linked requests.

  4. 04Posted movement history

    Sum signed posted quantities by item, location and lot and identify compensating movements linked to originals.

  5. 05Storage statement review

    Compare billable pallet days, contract rate and decision outcomes by organization and service date.

  6. 06Operation exceptions

    Group receipts by result state, action and failure reason to direct reconciliation.

  7. 07Reviewer decisions

    Trace decision, reviewer, source revision and reason for each stock request.

  8. 08Evidence visibility

    List request attachments by evidence type, visibility, uploader and upload date.

All reports and dashboards

Who it's for

Built for client stock operations

See how 3PL SCM fits your kind of team.

Multi-client warehousing

Separate each client stock position while a warehouse team serves shared sites.

Lot-tracked storage

Use lot release and expiry evidence before stock is reserved or issued.

Contract storage billing

Review client storage statements against their source request and evidence.

Controls

Trace every guarded operation

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

OverviewClient stock request to verified effect
3PL SCM · Process

Client stock request to verified effect

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

Process stages
11
Approval steps
2
Roles involved
5
Tables touched
12
Prepare stock request
Coordinator
StatusDraft → Review
RecordsRecord attachments, Stock requests, Organizations
Approve requestApproval
Inventory Reviewer
StatusReview → Approved
Confirm physical issue
Warehouse Operator
StatusApproved → Executed
Client stock request to verified effect
  1. Start
    Prepare stock requestDraft → Review
    Record attachments
  2. Approval
    Approve requestReview → Approved
    Inventory Reviewer
  3. Step
    Confirm physical issueApproved → Executed
    Warehouse Operator
  4. Approval
    Review storage statementDraft → Submitted
    Client storage charges
  5. Approval
    Correct or close scopeDraft → Cancelled
    Stock movements
Example screen with sample data

See each stage in detail

AI agent

Prepare the next handoff with Proto

Use Proto to prepare scoped requests, evidence and review handoffs.

It can

  • Coordinator: Prepare a client stock request with organization, owner, item, location, quantity and required date.
  • Inventory Reviewer: Gather the current revision, linked evidence and stock scope before a decision.
  • Warehouse Operator: Show an approved request, eligible lot and active claim before physical confirmation.
  • Billing Specialist: Present the statement's client reference, service date, pallet days and rate beside the parent request.

Stays with a person

  • A person decides whether to approve a request or statement, confirms physical issue and authorizes a compensating correction.
  • Proto can prepare records and point to evidence; the responsible role records the decision.
  • A connected external source confirms its own reference when needed.

Set up an agent

Integrations

Connects to the tools you use

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

  • 3PL SCM
  • Client request source
  • Stock source
  • Financial system
  • Identity
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 13 tables
13tables
  • Client scope5
  • Stock requests6
  • Lot and availability5
  • Reservations6
  • Movement evidence5
  • Storage charges6
  • Review and reconciliation6
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 client scope

    Create the client organization, staff membership, item and storage location.

  2. Prepare request work

    Agree the request details, attachment evidence and owner assignment.

  3. Separate decisions

    Assign an Inventory Reviewer independent of the preparer. Rehearse approval and rejection.

  4. Run the physical path

    Reserve eligible free stock and confirm an issue once.

  5. Reconcile exceptions

    Test a repeated operation key, stale revision, ineligible lot and compensating movement.

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 3PL SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for 3PL for your business. Start with one client organization, active item, storage location and stock request; rehearse review and physical issue before widening the scope.

Who owns a client stock request?

The Coordinator prepares the request and assigns an owner. The Inventory Reviewer records the decision against the current revision. The Warehouse Operator confirms physical issue after approval.

How is free stock calculated?

Compare posted signed movements with active reservations for the exact item, location and lot. Lot release and expiry evidence guide eligibility.

Does a reservation change on-hand stock?

A reservation claims eligible free quantity. The posted stock movement records the physical quantity change when the issue is confirmed.

How are lots controlled?

Each tracked lot carries a code, expiry date, release state and owner reference. The team checks those details before reserving it.

How is a repeated operation handled?

The operation receipt keeps a stable key, expected revision, result state and linked effects. The team checks that receipt before repeating an uncertain action.

Can a posted movement be corrected?

A correction uses a compensating movement linked to the original, which remains available for reconciliation.

Who reviews storage charges?

The Billing Specialist submits a statement against a parent request. The Inventory Reviewer checks its revision and evidence, then approves, rejects or returns it with a reason.

What does Operations Overview show?

It brings scoped stock position, pending review decisions, failed operations, movement and availability charts and an exception queue into the primary work screen.

How do I connect billing or another stock source?

Choose the authoritative source and reference mapping during setup. Reconcile a statement or operation receipt with that connected system when its confirmation is required.

Set up 3PL SCM 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

A personal agent for your business

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