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Cold Chain SCM
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SCM for Cold Chain · Available now

Keep cold chain stock decisions tied to lots and evidence.

An Inventory Coordinator prepares stock requests for a defined organization, item and storage location. The request carries its owner, required date, quantity and revision.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequests under review
Cold Chain SCM · Stock requests

Requests under review

Approval conditions

New stock request
Stock requests in view
6
Record numberSubjectRevisionRequired byItemLocation
SR-72210Transfer insulin pens to Oakland clinic65020 OctInsulin pen cartons, 3 mlSacramento returns refrigerator
SR-12448Reserve flu vaccine for West Bay route64018 OctFrozen sample transport packs, mediumOakland clinic cooler 2
SR-77551Receive chilled biologics at Reno hub48023 OctFrozen sample transport packs, mediumStockton reefer staging lane
SR-76684Release dairy cultures for morning dispatch95020 OctDairy starter culture, 1 kg pouchSacramento vaccine vault
SR-14785Move plasma kits to quarantine cooler92001 NovInsulin pen cartons, 3 mlSacramento vaccine vault
6 of 6 records
Transfer insulin pens to Oakland clinicStock requests · SR-72210
Revision650
Required by20 Oct
ItemInsulin pen cartons, 3 ml
LocationSacramento returns refrigerator
OwnerNadia Rahman
Decide requestSR-72210 · Transfer insulin pens to Oakland clinic

Inventory Reviewer decides the request revision.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

See the cold chain work in context

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

Stock setup

Define the organizations, items, lots and locations that frame cold chain work.

  • Organization
  • Item and lot
  • Location
  • Organizations
  • Stock items
  • Stock lots
  • Storage locations
  • Team members
Explore stock setup
OverviewQuarantined lots
Cold Chain SCM · Stock setup

Quarantined lots

Stock lots

New
ItemLot codeExpires atRelease stateOwner reference
Frozen sample transport packs, mediumFV26-081414 OctQuarantinedClinic order CO-82104
Frozen sample transport packs, mediumIP26-072114 OctQuarantinedTransfer TR-46218
Insulin pen cartons, 3 mlRG26-100331 OctQuarantinedReceipt RC-10682
Pediatric vaccine vials, 5 doseDC26-091815 OctQuarantinedDispatch DP-78241
Reusable temperature logger, USBPK26-060713 OctQuarantinedReturn RT-41907
6 of 6 records
FV26-0814Stock lots · SL-83166
Quarantined
ItemFrozen sample transport packs, medium
Expires at14 Oct
Owner referenceClinic order CO-82104
Example screen with sample data
Process

Follow each request to its outcome

Request to cold chain disposition ships ready to use. 2 steps need a named approval before the work moves on: Decide request (Inventory Reviewer) and Decide disposition (Inventory Reviewer).

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

  1. Prepare request

    Record the owner, stock and required date.

    Transfer insulin pens to Oakland clinicSR-72210 · Inventory Coordinator
    Prepare requestBy Inventory Coordinator

  2. Submit for review

    Present the request revision and evidence.

    Transfer insulin pens to Oakland clinicSR-72210 · Inventory Coordinator
    Submit for reviewBy Inventory Coordinator

  3. Decide request

    Inventory Reviewer records the decision and reason.

    Transfer insulin pens to Oakland clinicSR-72210 · Inventory Reviewer
    Decide requestBy Inventory Reviewer
    ApprovalInventory Reviewer decides the request revision.

  4. Inspect cold chain hold

    Capture the sensor reference and excursion findings.

    Transfer insulin pens to Oakland clinicSR-72210 · Cold Chain Operations
    Inspect cold chain holdBy Cold Chain Operations

  5. Decide disposition

    Inventory Reviewer decides the submitted review.

    Transfer insulin pens to Oakland clinicSR-72210 · Inventory Reviewer
    Decide dispositionBy Inventory Reviewer
    ApprovalInventory Reviewer decides the cold chain review.

  6. Record stock outcome

    Trace claims, posted movements and operation results.

    Transfer insulin pens to Oakland clinicSR-72210 · Inventory Coordinator
    Record stock outcomeBy Inventory Coordinator

Start with Request review

Inside a record

Connect readings and stock sources

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

  1. 1
    Record details

    Revision, Required by, Item and Location.

  2. 2
    Cold chain reviews

    Each line is linked to this stock request.

  3. 3
    Who works on it

    Inventory Coordinator, each with their own permissions.

  4. 4
    Process stages

    Prepare request, with the role that acts.

  5. 5
    Approvals

    Decide request and Decide disposition, with who decides.

Requests under reviewTransfer insulin pens to Oakland clinic
Cold Chain SCM · Stock requests

Transfer insulin pens to Oakland clinic

Insulin pen cartons, 3 ml

Log activity
1
Record details
Revision650
Required by20 Oct
ItemInsulin pen cartons, 3 ml
LocationSacramento returns refrigerator
2
Cold chain reviews

Transfer insulin pens to Oakland clinic

ParentRevisionSensor reference
Move plasma kits to quarantine cooler640Logger RNO-C2-014
Receive chilled biologics at Reno hub770Probe OAK-CL-07
Investigate thawed sample shipment240Reefer sensor RF-218
Cold chain reviews
6
Total revision
3,190
3

Who works on it

  • Inventory CoordinatorManage cold chain reviews, record attachments, stock requests
4

Process stages

  • Prepare requestInventory Coordinator
5

Approvals

  • Decide requestInventory Reviewer
    Approved
  • Decide dispositionInventory Reviewer
    Waiting
Example screen with sample data
Approvals

Decide the reviewed revision

OverviewApprovals
Cold Chain SCM · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CCR-86744Logger RNO-C2-014
    Move plasma kits to quarantine coolerRequested by Cold Chain Operations
    Waiting3dActions
  • CCR-79384Probe OAK-CL-07
    Receive chilled biologics at Reno hubRequested by Cold Chain Operations
    Waiting4dActions
  • CCR-77152Reefer sensor RF-218
    Investigate thawed sample shipmentRequested by Cold Chain Operations
    Waiting2dActions
  • CCR-43664Freezer sensor FRZ-09
    Reserve flu vaccine for West Bay routeRequested by Cold Chain Operations
    Waiting6dActions

Who approves what

DecisionApprover
Decide requestInventory Reviewer records the decision and reason.Inventory Reviewer
Decide dispositionInventory Reviewer decides the submitted review.Inventory Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

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

Cold Chain Operations

Operational access to cold chain records for the app owner during setup and daily operation.

This is the first screen this role sees.

OverviewSubmitted cold chain reviews

Submitted cold chain reviews

Cold chain reviews · Cold Chain Operations

ParentRevisionSensor referenceMaximum temperature fExcursion minutesReviewed at
Move plasma kits to quarantine cooler640Logger RNO-C2-0142802012 Oct
Receive chilled biologics at Reno hub770Probe OAK-CL-07460529 Oct
Investigate thawed sample shipment240Reefer sensor RF-2185402013 Oct
Reserve flu vaccine for West Bay route400Freezer sensor FRZ-09301516 Oct
Transfer insulin pens to Oakland clinic310Vault logger SAC-316202520 Oct
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read the stock and exception trail

Answer stock, review and exception questions from recorded fields.

Overview
Cold Chain SCM · Overview

Cold Chain SCM dashboard

This quarter

Cold chain reviews in view
6
Total maximum temperature f
2,860
Reviewed at within 14 days
2

Stock requests by status

How far records got this quarter

StageReachedStep
Draft49
Review816%
Approved450%
Executed125%

Revision by status

Sample totals per stage

0
0Draft
-4000Review
-6000Approved
-2000Executed
0Rejected
Example screen with sample data
  1. 01Request status by organization

    Group stock requests by Organization and Status to see review and execution work.

  2. 02Requests due by location

    List required by, requested units and Status by Location for upcoming work.

  3. 03Lot expiry and release state

    Compare stock lots expires at and release state by Item.

  4. 04Active reserved quantity

    Sum stock reservations Quantity where State is Active by Item, Location and Lot.

  5. 05Posted movement history

    Sum stock movements signed quantity where Posted is Yes by Item, Location and Lot.

  6. 06Cold chain excursion review

    List cold chain reviews maximum temperature F and excursion minutes with Status and Parent.

  7. 07Reviewer decision trail

    List review decisions Decision, source revision, Reviewer and Reason by Parent.

  8. 08Operation exceptions

    Group operation receipts by result state and Action with failure reason.

All reports and dashboards

Who it's for

Fit your storage operation

See how Cold Chain SCM fits your kind of team.

Refrigerated distribution

Coordinate lot-aware stock requests between cold storage locations.

Temperature-controlled storage

Keep held lots, location suitability and stock effects in one traceable flow.

Cold chain operations teams

Coordinate daily requests and exception review across an owning organization.

Controls

Keep evidence with each decision

Each stage of request to cold chain disposition names the role that acts and the status it records, so a change is never anonymous.

OverviewRequest to cold chain disposition
Cold Chain SCM · Process

Request to cold chain disposition

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

Process stages
10
Approval steps
2
Roles involved
3
Tables touched
10
Submit for review
Inventory Coordinator
StatusDraft → Review
RecordsRecord attachments
Decide requestApproval
Inventory Reviewer
StatusReview → Approved
RecordsReview decisions
Inspect cold chain hold
Cold Chain Operations
StatusDraft → Submitted
RecordsCold chain reviews
Request to cold chain disposition
  1. Start
    Submit for reviewDraft → Review
    Record attachments
  2. Approval
    Decide requestReview → Approved
    Review decisions
  3. Step
    Inspect cold chain holdDraft → Submitted
    Cold chain reviews
  4. Approval
    Decide dispositionSubmitted → Approved
    Cold chain reviews
  5. Step
    Record stock outcomeApproved → Executed
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto for the current context

Use Proto to inspect requests, evidence and stock exceptions with your team.

It can

  • Inventory Coordinator: Show my owned requests due soon with their item, location and status.
  • Inventory Reviewer: Find requests in Review and show the current revision and linked evidence.
  • Cold Chain Operations' assistant: Find submitted cold chain reviews with their sensor reference and excursion details.
  • Auditor: Trace a request from its decision to the operation receipt and posted movements.

Stays with a person

  • A person must inspect the evidence and make the approval decision.
  • The agent can assemble the request, lot and receipt context, but it cannot turn a review result into a lot release or stock effect.
  • A temperature reading should be checked against its source.
  • Access remains within the user's role and organization.

Set up an agent

Integrations

Connects to the tools you use

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

  • Cold Chain SCM
  • Sensor readings
  • Inventory source
  • Identity provider
  • Evidence storage
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
  • Stock setup5
  • Stock requests6
  • Cold chain review5
  • Reviewer decisions5
  • Reservations and movements7
  • Evidence 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 the operating scope

    Select the first organization, active team members, items and storage locations. Agree who owns requests and who reviews them.

  2. Prepare stock identity

    Record item base units and lot codes, expiry dates and release states. Review location eligibility notes with the operating team.

  3. Rehearse a request

    Create a Draft request, attach evidence, submit it for Review and record an independent decision against the revision.

  4. Rehearse a hold

    Record a sensor reference and excursion measurements, submit the cold chain review and capture the disposition decision.

  5. Reconcile quantity

    Compare active reservations with posted movements and operation receipts for one item, location and lot.

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 Cold Chain SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for Cold Chain for your business. Start with one organization, a small item and lot range, and the locations used in the first operating cycle. Rehearse a request review and a held-lot decision with the people who will do that work.

Who prepares a stock request?

Inventory Coordinator prepares the assigned request with its item, location, owner, quantity and required date. Inventory Reviewer records the independent decision on its revision.

How is a lot identified?

A lot links to an item and carries a lot code, expiry date, owner reference and release state. Check those details before choosing stock for a dated request.

What happens when a request changes after review?

The decision retains the source revision it covered. Send the changed scope for another review so the recorded reason and decision remain clear.

Where do temperature findings go?

Cold Chain Operations records a cold chain review linked to the request, with a sensor reference, highest observed temperature and excursion duration. Supporting files can be attached to the request.

Who decides a cold chain hold?

Inventory Reviewer examines the submitted review and its evidence, then records the disposition. Check the lot release state and stock outcome separately.

Does a reservation change on-hand quantity?

A reservation records a claim against an item, location and optional lot. Posted stock movements carry the signed quantity trail.

How do we investigate a failed action?

Open the operation receipt, compare its action key and expected revision with the request, then inspect linked movements and attachments. Inventory Reviewer reconciles the result.

Can auditors see the evidence?

Auditor has read access to authorized evidence and reports. Attachment visibility distinguishes Internal and Shared material.

Where should we start with integrations?

Identify the source of temperature readings and any upstream stock effects. Agree the identifiers and owner for each connection during implementation.

Set up Cold Chain SCM your way.

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

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How to get started

A personal agent for your business

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