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SCM for Chemicals · Available now

Review chemical stock decisions and trace the quantities they change.

SCM for Chemicals manages organization-owned chemical stock through reviewed requests, lot eligibility and posted signed movements. Each chemical item has a SKU, base unit and lot-tracking policy.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequest Review Queue
Chemicals SCM · Stock requests

Request Review Queue

approval waits for the inventory reviewer

New stock request
Stock requests in view
6
Total requested units
4,120
Record numberSubjectItemLocationCounterpartyRequested units
SR-20063Receive sodium citrate drumsCitric acid, 1 tonne toteNorth tank farm, tank 4Reno hazmat warehouse870
SR-28293Reserve glycol blend for mixingPhosphate buffer, 10 L caseSacramento bulk liquid depotReno hazmat warehouse960
SR-60103Transfer citric acid to tank farmCleaning solvent, 20 L pailSacramento bulk liquid depotPortland acid storage room520
SR-44138Issue cleaning solvent to plantSodium citrate, 25 kg drumReno hazmat warehousePortland acid storage room830
SR-56460Inspect peroxide concentrate lotNonionic surfactant, 200 L drumNorth tank farm, tank 4Portland acid storage room470
6 of 6 records
Receive sodium citrate drumsStock requests · SR-20063
ItemCitric acid, 1 tonne tote
LocationNorth tank farm, tank 4
CounterpartyReno hazmat warehouse
Requested units870
Base unitKilogram
Authorize stock requestSR-20063 · Receive sodium citrate drums

The Inventory Reviewer checks the frozen quantity, unit, location and evidence before authorizing eligible stock work.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
16
Roles with set permissions
5
Reports and dashboards
9
Features

Follow chemical stock and its exceptions

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

Chemical items and lots

Identify the chemical SKU, base unit and lot state before preparing a stock operation.

  • Item identity
  • Lot context
  • Release exceptions
  • Stock items
  • Stock lots
  • Organizations
  • Stock requests
  • Stock movements
Explore chemical items and lots
OverviewActive Chemical Items
Chemicals SCM · Chemical items and lots

Active Chemical Items

Stock items

New
SKUNameBase unitLot trackedActiveOrganization
CIT-25KG-DRSodium citrate, 25 kg drumKilogramBlue Marsh Chemical Works
GLY-200L-DRPropylene glycol, 200 L drumLiterStonepath Process Products
ACD-1000KG-TCitric acid, 1 tonne toteDrumCedar Basin Process Supply
SOL-20L-PLCleaning solvent, 20 L pailToteNorth Quay Formulations
PER-30PC-DRPeroxide concentrate, 30%PailBlue Marsh Chemical Works
6 of 6 records
CIT-25KG-DRStock items · SI-87260
NameSodium citrate, 25 kg drum
Base unitKilogram
Lot tracked✓
Active✓
OrganizationBlue Marsh Chemical Works
Example screen with sample data
Process

From prepared request to reconciled stock effect

Reviewed chemical stock operation ships ready to use. One step needs a named approval before the work moves on: Authorize stock request (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

    Identify the chemical item, quantity, base unit and location for the assigned operation.

    Receive sodium citrate drumsSR-20063 · Inventory Coordinator
    Prepare stock requestBy Inventory Coordinator
  2. Check compatibility evidence

    Check the submitted chemical evidence and SDS revision against the current stock request.

    Receive sodium citrate drumsSR-20063 · Chemical Safety Reviewer
    Check compatibility evidenceBy Chemical Safety Reviewer
  3. Authorize stock request

    The Inventory Reviewer independently approves the frozen stock-request scope.

    Receive sodium citrate drumsSR-20063 · Inventory Reviewer
    Authorize stock requestBy Inventory Reviewer
    ApprovalThe Inventory Reviewer checks the frozen quantity, unit, location and evidence before authorizing eligible stock work.
  4. Post inspected movement

    Validate the authorized operation and retain its posted signed stock effect.

    Receive sodium citrate drumsSR-20063 · Inventory Coordinator
    Post inspected movementBy Inventory Coordinator
  5. Execute approved scope

    Follow the applicable stock action and inspect its reservation and movement result.

    Receive sodium citrate drumsSR-20063 · Inventory Coordinator
    Execute approved scopeBy Inventory Coordinator
  6. Reconcile outcome

    Compare the operation receipt with the persisted effects behind the request.

    Receive sodium citrate drumsSR-20063 · Inventory Reviewer
    Reconcile outcomeBy Inventory Reviewer
Inside a record

Keep the item, lot and evidence together

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

  1. 1
    Record details

    Item, Location, Counterparty and Requested units.

  2. 2
    Compatibility reviews

    Each line is linked to this stock request.

  3. 3
    Who works on it

    Admin, Inventory Coordinator and Inventory Reviewer, each with their own permissions.

  4. 4
    Process stages

    Prepare stock request and Submit compatibility, with the role that acts.

  5. 5
    Approvals

    Authorize stock request, with who decides.

Request Review QueueReceive sodium citrate drums
Chemicals SCM · Stock requests

Receive sodium citrate drums

Citric acid, 1 tonne tote

Log activity
1
Record details
ItemCitric acid, 1 tonne tote
LocationNorth tank farm, tank 4
CounterpartyReno hazmat warehouse
Requested units870
2
Compatibility reviews

Receive sodium citrate drums

IdParentOrganization
CHEM-2026-0412Reserve glycol blend for mixingBlue Marsh Chemical Works
CHEM-2026-0413Release held surfactant batchSilver Creek Blending Co.
CHEM-2026-0414Move buffer solution to hazmat roomNorth Quay Formulations
Compatibility reviews
6
Total concentration percent
540
3

Who works on it

  • AdminManage Users, Organizations, team members, stock items, stock…
  • Inventory CoordinatorManage stock requests, compatibility reviews, record attachments
  • Inventory ReviewerView stock requests, compatibility reviews, stock items, stock…
4

Process stages

  • Prepare stock requestInventory Coordinator
  • Submit compatibilityInventory Coordinator
5

Approvals

  • Authorize stock requestInventory Reviewer
    Approved
Example screen with sample data
Approvals

Authorize the reviewed stock request

Inventory Reviewer authorizes eligible frozen requests and reviews correction or reconciliation evidence. A direct edit to quantity or status must not replace that decision path.

OverviewApprovals
Chemicals SCM · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CR-87793CHEM-2026-0412
    Issue cleaning solvent to plantRequested by Admin
    Submitted3dActions
  • CR-45922CHEM-2026-0413
    Receive sodium citrate drumsRequested by Admin
    Submitted2dActions
  • CR-22669CHEM-2026-0414
    Issue cleaning solvent to plantRequested by Admin
    Submitted4dActions
  • CR-29722CHEM-2026-0415
    Release held surfactant batchRequested by Admin
    Submitted4dActions

Who approves what

DecisionApprover
Authorize stock requestThe Inventory Reviewer independently approves the frozen stock-request scope.Inventory Reviewer
Approve stock requestsInventory Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

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

Admin

Maintains user identity, organization membership, chemical item and lot records and storage locations under the setup policy, with posted quantities and review decisions protected from direct editing.

  • Manage Users, Organizations, team members, stock items, stock lots, storage locations
  • View stock requests, compatibility reviews, stock movements, stock reservations, record attachments, review decisions, operation receipts
Reports

Explain the quantities behind the stock position

Explain stock position, active claims, lot exceptions and the decisions behind operational effects.

Overview
Chemicals SCM · Overview

Chemicals SCM dashboard

This quarter

Compatibility reviews in view
6
Draft
6
Reviewed at within 14 days
3

Stock requests by status

How far records got this quarter

StageReachedStep
Draft28
Review1139%
Approved218%
Executed150%

Requested units by status

Sample totals per stage

2.0k0
2.0kDraft
2.0kReview
-3000Approved
-1000Executed
-4000Rejected
Example screen with sample data
  1. 01Posted stock by item and location

    Sum stock movement signed quantity where Posted is true, grouped by Item, Location, Lot and base unit.

  2. 02Availability after active reservations

    Compare eligible posted stock with stock reservation quantity in State Active for the same item, location and lot scope, retaining lot release and expiry context.

  3. 03Lot eligibility and expiry

    List stock lots by release state and expires at with Item and owner reference for follow-up.

  4. 04Stock requests by required date

    Group stock requests by Organization, Owner and Status, showing required by and requested units in the item's base unit.

  5. 05Compatibility evidence by SDS revision

    List compatibility reviews with Parent, chemical class, concentration percent, SDS revision, reviewed at, Revision and Status.

  6. 06Reservation lifecycle and expiry

    Group stock reservations by State and list Request, Item, Location, Lot, Quantity and expires at.

  7. 07Review decisions by request revision

    Group review decisions by Parent and source revision with Reviewer, Decision, decided at and Reason.

  8. 08Compensating movement trace

    Follow stock movement reverses to the original movement and compare signed quantity, Item, Location, Lot and source effect key.

  9. 09Unsettled operation results

    Group operation receipts by Action and result state for Pending, Failed and needs review, showing expected revision, effect references and failure reason.

Controls

Protect revisions and preserve posted history

Each stage of reviewed chemical stock operation names the role that acts and the status it records, so a change is never anonymous.

OverviewReviewed chemical stock operation
Chemicals SCM · Process

Reviewed chemical stock operation

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

Process stages
12
Approval steps
1
Roles involved
3
Tables touched
13
Submit compatibility
Inventory Coordinator
StatusDraft → Submitted
RecordsCompatibility reviews, Stock requests
Submit stock request
Inventory Coordinator, Inventory Reviewer
StatusDraft → Review
Authorize stock requestApproval
Inventory Reviewer
StatusReview → Approved
RecordsReview decisions
Reviewed chemical stock operation
  1. Start
    Establish stock contextInventory Coordinator
    Storage locations
  2. Step
    Prepare stock requestInventory Coordinator
    Stock requests
  3. Step
    Attach inspection evidenceInventory Coordinator
    Record attachments
  4. Step
    Submit compatibilityDraft → Submitted
    Compatibility reviews
  5. Step
    Check compatibility evidenceChemical Safety Reviewer, Inventory Reviewer
    Compatibility reviews
Example screen with sample data
AI agent

Prepare the evidence for the next decision

Help coordinators prepare clear requests and reviewers trace the evidence behind a stock decision.

It can

  • Inventory Coordinator: Help prepare the assigned request by summarizing its item, base unit, location, lot and supporting evidence.
  • Chemical Safety Reviewer: Help locate the submitted SDS revision and assessment context so the responsible reviewer can examine the source material.
  • Inventory Reviewer: Compare the frozen request scope with its review decision, posted movements and reservation evidence before an operating decision.
  • Auditor: Trace an authorized stock effect through its request, original movement, compensation and operation receipts while preserving the history.

Stays with a person

  • The Chemical Safety Reviewer checks the source evidence under the site's assessment procedure.
  • The Inventory Reviewer independently authorizes eligible stock scope.
  • Assistance must respect the signed-in person's organization access and keep those decisions with their accountable owners.
  • Check summaries against the authoritative documents and actual source records.
Integrations

Connects to the tools you use

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

  • Chemicals SCM
  • SDS and document source
  • Laboratory or inspection system
  • Warehouse or inventory system
  • Purchasing or transport system
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
  • Chemical items and lots5
  • Storage locations6
  • Stock requests7
  • Compatibility and SDS evidence7
  • Posted stock movements7
  • Reservations and consumption7
  • Reversals 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. Select the pilot stock

    Choose an identifiable chemical item, lot and storage location. Verify the base unit, lot policy and opening quantity with the people responsible for the physical stock.

  2. Prepare access and ownership

    Map users to active organization membership. Assign the Inventory Coordinator and independent review responsibilities, then test their permitted operating scope.

  3. Agree the evidence

    Identify the source SDS and inspection material. Define how the Chemical Safety Reviewer assesses class, concentration, review time and document revision for the current request.

  4. Run the inspected operation

    Prepare the stock request, review compatibility and obtain independent inventory authorization. Inspect the resulting posted movement and receipt against the approved item, unit, location and lot.

  5. Test allocation and correction

    Rehearse an active reservation, its applicable consumption or release path and a partial reversal. Check competing requests, duplicate operation keys and the remaining scope of a correction.

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 Chemicals SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for Chemicals for your business. Begin with a known chemical item, an identifiable lot and a storage location that the Inventory Coordinator and independent reviewers can rehearse together.

How is on-hand stock established?

Posted signed movements establish the recorded stock position for the item, location and lot. Inspect the source request and movement when a quantity needs explanation, keeping each item's base unit consistent.

How do reservations affect availability?

Active reservations represent claims on eligible free stock for approved requests. Compare those claims with the posted position and relevant lot context before allocating the next request.

What evidence does a compatibility review use?

Prepare the chemical class, concentration, review time and SDS revision for the current stock request. Attach the authoritative SDS and relevant inspection material. The Chemical Safety Reviewer assesses that evidence in the intended storage context.

Who authorizes the stock operation?

The Inventory Reviewer independently assesses the frozen stock-request revision, including its quantity, unit, location and supporting evidence. The Inventory Coordinator performs the applicable authorized operation for the assigned request.

Which lots are excluded from inspected posting?

The inspected-stock action excludes Pending, Quarantined, Blocked and expired lots. Check the lot's release state and expiry together before relying on it for the proposed operation.

How is a posted stock effect corrected?

An eligible reversal appends an opposite-signed movement linked to the original. The reviewer checks the allowed remaining scope, and the original posted effect remains available to explain the resulting position.

How are incomplete operation results investigated?

Reconciliation compares unsettled receipts with their persisted linked stock movements. The scheduled process runs every 15 minutes, and an authorized Inventory Reviewer can select a manual reconciliation action.

Can we connect existing document or stock systems?

Yes, agree the source ownership and mapping during setup. Preserve document revisions, item and location identity, base units and stable operation keys. See connections for the handoffs to rehearse.

What should the pilot test before expansion?

Test a valid operation, a unit mismatch, an ineligible lot, a changed revision and a repeated operation. Rehearse an active reservation and a partial reversal, then verify that the resulting stock position and receipts can be explained from the retained evidence.

Set up Chemicals SCM your way.

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

How to get started

A personal agent for your business

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