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Retail Replenishment SCM
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SCM for Retail Replenishment · Available now

Keep store requests and stock decisions together.

SCM for Retail Replenishment keeps store demand, requested stock and the resulting stock effect in one operating record. An Inventory Coordinator owns a stock request for an item and location, with a required date and requested units.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequests awaiting review
Retail Replenishment SCM · Stock requests

Requests awaiting review

Stock requests in one list

New stock request
Stock requests in view
6
Total requested units
3,000
Review
6
Record numberSubjectOwnerItemLocationRequested units
SR-17496Replenish ceramic mugs at Oak StreetTalia PriceSpeckled ceramic mug, creamOak Street store stockroom690
SR-44869Send linen napkins to Bayview storePriya ShahWillow storage basket, largeBayview store receiving area550
SR-61511Move winter throws to NorthgateKeisha BrownLoose leaf tea tin, 150 gBayview store receiving area160
SR-93731Reserve patio lanterns for weekendTalia PriceLoose leaf tea tin, 150 gBayview store receiving area880
SR-99124Refill tea tins at Harbor outletNina ParkSpeckled ceramic mug, creamBayview store receiving area350
6 of 6 records
Replenish ceramic mugs at Oak StreetStock requests · SR-17496
Review
OwnerTalia Price
ItemSpeckled ceramic mug, cream
LocationOak Street store stockroom
Requested units690
Required by14 Oct
Record review decisionSR-17496 · Replenish ceramic mugs at Oak Street

Inventory Reviewer records the request decision and reason.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

See every store request in context

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

Stock requests

An Inventory Coordinator raises a request for a specific item, location, quantity and required date.

  • Prepare the request
  • Present the current revision
  • Record the decision
  • Stock requests
  • Store replenishments
  • Review decisions
  • Record attachments
Explore stock requests
OverviewRequests due
Retail Replenishment SCM · Stock requests

Requests due

Stock requests

New
Record numberSubjectOwnerItemLocationRequired by
SR-76427Replenish ceramic mugs at Oak StreetPriya ShahSpeckled ceramic mug, creamSacramento returns hub11 Oct
SR-37708Send linen napkins to Bayview storePriya ShahSpeckled ceramic mug, creamBayview store receiving area11 Oct
SR-91119Move winter throws to NorthgateAiden WuRibbed glass vase, clear 12 inchSacramento returns hub11 Oct
SR-52390Reserve patio lanterns for weekendAiden WuWoven winter throw, charcoalOak Street store stockroom15 Oct
SR-64247Refill tea tins at Harbor outletNina ParkCedarwood candle, 8 ozOak Street store stockroom14 Oct
6 of 6 records
Replenish ceramic mugs at Oak StreetStock requests · SR-76427
Draft
OwnerPriya Shah
ItemSpeckled ceramic mug, cream
LocationSacramento returns hub
Required by11 Oct
Requested units520
Example screen with sample data
Process

From request to stock effect

Store request to stock effect ships ready to use. 2 steps need a named approval before the work moves on: Record review decision (Inventory Reviewer) and Approve replenishment (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 item, location, units and required date.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Coordinator
    Prepare requestBy Inventory Coordinator

  2. Submit for review

    Send the current request and store proposal to the reviewer.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Coordinator
    Submit for reviewBy Inventory Coordinator

  3. Record review decision

    Record a reason against the request revision.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Reviewer
    Record review decisionBy Inventory Reviewer
    ApprovalInventory Reviewer records the request decision and reason.

  4. Approve replenishment

    Decide on the submitted proposal revision.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Reviewer
    Approve replenishmentBy Inventory Reviewer
    ApprovalInventory Reviewer decides on the submitted store proposal.

  5. Execute stock action

    Follow held stock into a posted movement.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Coordinator
    Execute stock actionBy Inventory Coordinator

  6. Reconcile evidence

    Match decisions, receipts and movements to the parent request.

    Replenish ceramic mugs at Oak StreetSR-17496 · Inventory Reviewer
    Reconcile evidenceBy Inventory Reviewer

Start with Request review

Inside a record

Bring store and stock context together

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

  1. 1
    Record details

    Owner, Item, Location and Requested units.

  2. 2
    Operation receipts

    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

    Record review decision and Approve replenishment, with who decides.

Requests awaiting reviewReplenish ceramic mugs at Oak Street
Retail Replenishment SCM · Stock requests

Replenish ceramic mugs at Oak Street

Speckled ceramic mug, cream · Review

Log activity
1
Record details
OwnerTalia Price
ItemSpeckled ceramic mug, cream
LocationOak Street store stockroom
Requested units690
2
Operation receipts

Replenish ceramic mugs at Oak Street

Operation keyActionExpected revision
REPLENISH-2026-5101Approve store replenishment770
TRANSFER-2026-5102Transfer stock to store600
RECEIVE-2026-5103Receive distribution stock400
Operation receipts
6
Total expected revision
2,880
3

Who works on it

  • Inventory CoordinatorManage record attachments, stock requests, store replenishments
4

Process stages

  • Prepare requestInventory Coordinator
5

Approvals

  • Record review decisionInventory Reviewer
    Approved
  • Approve replenishmentInventory Reviewer
    Waiting
Example screen with sample data
Approvals

Review the current revision

Inventory Reviewer reads eligible cases and records independent decisions.

OverviewApprovals
Retail Replenishment SCM · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SR-17496Replenish ceramic mugs at Oak Street
    Speckled ceramic mug, creamRequested by Talia Price
    Review0dActions
  • SR-44869Send linen napkins to Bayview store
    Willow storage basket, largeRequested by Priya Shah
    Review1dActions
  • SR-61511Move winter throws to Northgate
    Loose leaf tea tin, 150 gRequested by Keisha Brown
    Review5dActions
  • SR-93731Reserve patio lanterns for weekend
    Loose leaf tea tin, 150 gRequested by Talia Price
    Review3dActions

Who approves what

DecisionApprover
Record review decisionRecord a reason against the request revision.Inventory Reviewer
Approve replenishmentDecide on the submitted proposal revision.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 Retail Replenishment SCM to the work that is theirs. Pick a role to see what it starts with.

Inventory Coordinator

Prepare assigned operational replenishment records and execute eligible reviewed actions.

This is the first screen this role sees.

OverviewOpen stock requests

Open stock requests

Stock requests · Inventory Coordinator

Draft2
Replenish ceramic mugs at Oak StreetWillow storage basket, large
790
29 Oct
Reserve patio lanterns for weekendWillow storage basket, large
280
22 Oct
Add
Review2
Send linen napkins to Bayview storeOutdoor lantern, bronze medium
250
24 Oct
Refill tea tins at Harbor outletOutdoor lantern, bronze medium
90
27 Oct
Add
Approved2
Move winter throws to NorthgateRibbed glass vase, clear 12 inch
810
12 Oct
Transfer basket stock to EastwoodWoven winter throw, charcoal
220
13 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read demand and outcomes

Read request demand, stock effects and review outcomes from the recorded cases.

Overview
Retail Replenishment SCM · Overview

Retail Replenishment SCM dashboard

This quarter

Store replenishments in view
6
Total forecast units
3,330
Draft
2
Submitted
2

Stock requests by status

How far records got this quarter

StageReachedStep
Draft33
Review2267%
Approved1464%
Executed964%

Requested units by status

Sample totals per stage

10.0k0
9.0kDraft
5.0kReview
8.0kApproved
9.0kExecuted
10.0kRejected
Example screen with sample data
  1. 01Request status by location

    Group stock requests by Location and Status to see where work is waiting.

  2. 02Required units by item

    Sum requested units from stock requests by Item and required by.

  3. 03Store target versus forecast

    Compare target units and forecast units on store replenishments by Store and required by.

  4. 04Reservation exposure

    Sum Quantity on Active stock reservations by Item, Location and expires at.

  5. 05Movement history

    Review signed quantity and occurred at on posted stock movements by Item and Location.

  6. 06Lot release and expiry

    List stock lots by release state and expires at for each Item.

  7. 07Decision history

    Read review decisions by Parent, source revision, Reviewer and Decision.

  8. 08Operation outcomes

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

All reports and dashboards

Who it's for

Fit your store network

See how Retail Replenishment SCM fits your kind of team.

Multi-store retail

Coordinate replenishment requests across several stores under one retail organization.

Distribution center and stores

Track a distribution center as a storage location supplying store requests.

Specialty retail

Keep targeted store proposals tied to the item and request they support.

Controls

Keep the evidence with the case

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

OverviewStore request to stock effect
Retail Replenishment SCM · Process

Store request to stock effect

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

Process stages
8
Approval steps
2
Roles involved
2
Tables touched
7
Submit for review
Inventory Coordinator
StatusDraft → Review
Record review decisionApproval
Inventory Reviewer
StatusReview → Approved
RecordsReview decisions
Approve replenishmentApproval
Inventory Reviewer
StatusSubmitted → Approved
RecordsStore replenishments
Store request to stock effect
  1. Start
    Submit for reviewDraft → Review
    Inventory Coordinator
  2. Approval
    Record review decisionReview → Approved
    Review decisions
  3. Approval
    Approve replenishmentSubmitted → Approved
    Store replenishments
  4. Step
    Execute stock actionApproved → Executed
    Stock movements
Example screen with sample data

See each stage in detail

AI agent

Ask about the next action

Use an assistant to inspect authorized replenishment cases and prepare follow-up.

It can

  • Inventory Coordinator: Show my stock requests due today with their item, location and status.
  • Inventory Reviewer: Summarize proposals Submitted for review with their parent request revisions.
  • Auditor: Find the decision, receipt and posted movement for a named request.
  • App Administrator: List active locations and item base units for a pilot store.

Stays with a person

  • Inventory Reviewer makes the independent review decision.
  • Inventory Coordinator confirms the posted stock effect before treating the case as complete.
  • Check access, source revision and operation outcome in the app.

Set up an agent

Integrations

Connects to the tools you use

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

  • Retail Replenishment SCM
  • Demand planning
  • Store operations
  • Inventory source
  • User directory
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 requests4
  • Store replenishments3
  • Stock position6
  • Locations and items5
  • Review and evidence5
  • Operations overview5
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. Define ownership

    Agree the organizations, stores, counterparties and people who prepare and review requests.

  2. Prepare reference data

    Bring in active locations, items, lot rules and team members.

  3. Rehearse requests

    Enter a Draft stock request with owner, item, location, units and required date.

  4. Review proposals

    Link a store replenishment and compare target with forecast units. Record an independent decision against the current revision.

  5. Check stock effects

    Follow a reservation, posted movement and operation receipt through a routine case and an exception.

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 Retail Replenishment SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for Retail Replenishment for your business. Begin with one active store, one item and a named coordinator and reviewer.

What is a stock request?

It is the parent case for an item, location, owner, requested units and required date. Review decisions and stock effects link back to it.

How is a store proposal different?

The linked proposal holds a store target, forecast units and its own review status.

Who decides on a request?

Inventory Reviewer records a decision and reason against a request revision.

How do I see held stock?

Open active reservations for the item and location. A reservation can be active, released or consumed.

How do I see the stock effect?

Read the posted signed stock movement linked to the request, item and location.

What happens when an action fails?

The operation receipt keeps its result state and failure reason with the parent request for investigation.

Can I track lots?

A lot-tracked item can link lots with expiry and release state to reservations and movements.

Can an auditor follow a case?

Auditor access covers authorized evidence and reports, including the request’s decisions and receipts.

Set up Retail Replenishment 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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