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Warehousing SCM
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SCM for Warehousing · Available now

Trace warehouse requests and put-away decisions.

SCM for Warehousing gives a warehouse team one record trail for organizations, storage locations, stock items, lots and the requests that use them. The App Administrator maintains the operating scope and team membership.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSubmitted put-away plans
Warehousing SCM · Put away plans

Submitted put-away plans

Approval conditions

New put away plan
Put away plans in view
6
Total planned units
3,660
Submitted
6
StatusRevisionSubmitted atZonePlanned unitsHandling class
Submitted84030 OctZone A fast pick770Fragile ceramic
Submitted72018 OctZone B reserve storage870Standard carton
Submitted72003 NovZone C bulk floor300Oversize pallet
Submitted33016 OctZone Q quality hold910Keep dry
Submitted27020 OctZone R returns inspection670Heavy item team lift
6 of 6 records
Zone A fast pickPut away plans · PAP-43621
Submitted
Revision840
Submitted at30 Oct
Planned units770
Handling classFragile ceramic
ParentMove packing sleeves to pick face
Approve put-away planPAP-43621 · Zone A fast pick

Inventory Reviewer decides the submitted revision independently.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
12
Roles with set permissions
5
Reports and dashboards
8
Features

Warehouse work in view

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

Organizations and locations

Warehouse scope for warehouse stock work and review.

  • Ownership
  • References
  • Evidence
  • Organizations
  • Storage locations
  • Team members
  • Users
Explore organizations and locations
OverviewDue stock requests
Warehousing SCM · Organizations and locations

Due stock requests

Stock requests

New
Record numberSubjectStatusRequired byRequested unitsOwner
SR-69666Put away inbound lamp cartonsDraft19 Oct460Ibrahim Saleh
SR-44290Move packing sleeves to pick faceReview16 Oct340Felix Shah
SR-57409Reserve planters for outbound waveApproved20 Oct120Mei Alvarez
SR-35291Issue pallet wrap to packing lineExecuted15 Oct370Omar Martin
SR-73623Receive linen cases from dock 4Draft18 Oct800Nina Okafor
6 of 6 records
Put away inbound lamp cartonsStock requests · SR-69666
Draft
Required by19 Oct
Requested units460
OwnerIbrahim Saleh
Example screen with sample data
Process

Follow the request and put-away decision

Put-away review and evidence ships ready to use. One step needs a named approval before the work moves on: Approve put-away plan (Inventory Reviewer).

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

  1. Define warehouse scope

    Set the organization, locations and people.

    Zone A fast pickPAP-43621 · App Administrator
    Define warehouse scopeBy App Administrator

  2. Prepare stock request

    Name the item, owner, destination and quantity.

    Zone A fast pickPAP-43621 · Inventory Coordinator
    Prepare stock requestBy Inventory Coordinator

  3. Submit put-away plan

    Send a specific plan revision for review.

    Zone A fast pickPAP-43621 · Inventory Coordinator
    Submit put-away planBy Inventory Coordinator

  4. Approve put-away plan

    An Inventory Reviewer decides the eligible revision.

    Zone A fast pickPAP-43621 · Inventory Reviewer
    Approve put-away planBy Inventory Reviewer
    ApprovalInventory Reviewer decides the submitted revision independently.

  5. Inspect stock records

    Compare existing movement and reservation records with the request.

    Zone A fast pickPAP-43621 · Inventory Coordinator
    Inspect stock recordsBy Inventory Coordinator

  6. Inspect evidence

    Follow decisions and receipts back to the case.

    Zone A fast pickPAP-43621 · Inventory Reviewer
    Inspect evidenceBy Inventory Reviewer

Start with Warehouse scope

Inside a record

Plan the connections your team needs

Open any put away plan to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Revision, Submitted at, Planned units and Handling class.

  2. 2
    Linked records

    Records linked to this put away plan.

  3. 3
    Who works on it

    Inventory Coordinator and Admin, each with their own permissions.

  4. 4
    Process stages

    Prepare put-away plan, with the role that acts.

  5. 5
    Approvals

    Approve put-away plan, with who decides.

Submitted put-away plansZone A fast pick
Warehousing SCM · Put away plans

Zone A fast pick

Fragile ceramic · Submitted

Log activity
1
Record details
Revision840
Submitted at30 Oct
Planned units770
Handling classFragile ceramic
3

Who works on it

  • Inventory CoordinatorManage put away plans, record attachments, stock requests
  • AdminManage Organizations, stock items, storage locations, team…
4

Process stages

  • Prepare put-away planInventory Coordinator
5

Approvals

  • Approve put-away planInventory Reviewer
    Approved
Example screen with sample data
Approvals

Review the submitted revision

An Inventory Coordinator prepares a request and plan; an Inventory Reviewer decides an eligible submitted revision.

OverviewApprovals
Warehousing SCM · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PAP-43621Zone A fast pick
    Fragile ceramicRequested by Inventory Coordinator
    Submitted1dActions
  • PAP-61616Zone B reserve storage
    Standard cartonRequested by Inventory Coordinator
    Submitted4dActions
  • PAP-98676Zone C bulk floor
    Oversize palletRequested by Inventory Coordinator
    Submitted3dActions
  • PAP-75942Zone Q quality hold
    Keep dryRequested by Inventory Coordinator
    Submitted3dActions

Who approves what

DecisionApprover
Approve put-away planAn Inventory Reviewer decides the eligible revision.Inventory Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

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

Inventory Coordinator

Prepare assigned operational records and execute eligible reviewed actions.

This is the first screen this role sees.

OverviewOpen request board

Open request board

Stock requests · Inventory Coordinator

Draft2
Put away inbound lamp cartonsLinen sheet set, queen ivory
Issue pallet wrap to packing lineClear pallet wrap, 18 inch roll
Add
Review2
Move packing sleeves to pick faceCeramic bowl set, nested four
Receive linen cases from dock 4Clay planter, 8 inch
Add
Approved2
Reserve planters for outbound waveProtective corner boards, 100 pack
Quarantine crushed ceramics palletWalnut desk lamp, boxed
Add
Example screen with sample data

Roles and permissions

Reports

Read the records behind the result

Read stock requests, lot state, movements and decision evidence together.

Overview
Warehousing SCM · Overview

Warehousing SCM dashboard

This quarter

Stock requests in view
6
Draft
2
Review
2
Approved
2

Put away plans by status

How far records got this quarter

StageReachedStep
Draft37
Submitted1951%
Approved947%
Rejected667%

Revision by status

Sample totals per stage

7.0k0
7.0kDraft
4.0kSubmitted
3.0kApproved
2.0kRejected
2.0kCompleted
Example screen with sample data
  1. 01Requests by lifecycle status

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

  2. 02Put-away decisions by zone

    Compare put away plans Status and planned units by Zone.

  3. 03Request due dates

    List stock requests by required by, Status and Owner for an operating cycle.

  4. 04Lot release and expiry

    Review stock lots by release state, expires at and Item.

  5. 05Movement history by location

    Trace stock movements by Location, Item, Lot and Parent.

  6. 06Reservation exposure

    Sum stock reservations Quantity by State, Item and Location.

  7. 07Decision audit trail

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

  8. 08Operation exceptions

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

All reports and dashboards

Who it's for

Fit the warehouse you run

See how Warehousing SCM fits your kind of team.

Multi-site warehouse teams

Use warehouse records and review for multi-site warehouse teams.

Lot-sensitive stockrooms

Use warehouse records and review for lot-sensitive stockrooms.

Review-led put-away

Use warehouse records and review for review-led put-away.

Controls

Inspect each recorded action

Each stage of put-away review and evidence names the role that acts and the status it records, so a change is never anonymous.

OverviewPut-away review and evidence
Warehousing SCM · Process

Put-away review and evidence

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

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
12
Submit request for review
Inventory Coordinator
StatusDraft → Review
Submit put-away plan
Inventory Coordinator
StatusDraft → Submitted
Approve put-away planApproval
Inventory Reviewer
StatusSubmitted → Approved
RecordsOperation receipts, Review decisions
Put-away review and evidence
  1. Start
    Define warehouse scopeApp Administrator
    Storage locations
  2. Step
    Check item and lotInventory Coordinator
    Stock items
  3. Step
    Prepare stock requestInventory Coordinator
    Stock requests
  4. Step
    Submit request for reviewDraft → Review
    Inventory Coordinator
  5. Step
    Prepare put-away planInventory Coordinator
    Put away plans
Example screen with sample data

See each stage in detail

AI agent

Ask for the case, then decide

Give your team a way to inspect warehouse cases and prepare follow-up work.

It can

  • Inventory Coordinator: Find assigned requests due today and prepare the item, location and quantity details for review.
  • Inventory Reviewer: Open Submitted put-away plans and compare the revision, parent request and supporting evidence before a decision.
  • Auditor: Trace a decision to its request, operation receipt and recorded stock effect.
  • App Administrator: Check active location and team membership records before a new operating cycle.

Stays with a person

  • A person must make the independent put-away approval decision.
  • The agent should show the relevant revision and evidence, then wait for the authorized reviewer.
  • It should also ask a person to resolve a failed operation or disputed quantity after showing the linked records.

Set up an agent

Integrations

Connects to the tools you use

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

  • Warehousing SCM
  • Item master
  • Purchasing or order system
  • Finance
  • Reporting
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
  • Organizations and locations4
  • Items and lots2
  • Stock requests1
  • Put-away plans4
  • Movements and reservations6
  • Review and evidence4
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. Map the warehouse

    Agree organization codes, storage location codes, item base units, lot rules and active team membership.

  2. Load the operating records

    Add organizations, locations, items and lots before entering requests with owners and due dates.

  3. Rehearse the decision

    Submit a put-away plan, have an independent reviewer decide the eligible revision and inspect its decision and operation receipt.

  4. Inspect stock effects

    Inspect any posted movements and active reservations against their parent requests, items, locations and lots.

  5. Release the scope

    Review access, attachments, exception handling and the Operations Overview with the people who will run the first cycle.

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 Warehousing SCM.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM for Warehousing for your business. Begin with one organization, its locations, an item and a request that needs put-away review.

Who prepares a stock request?

An Inventory Coordinator enters the request, its owner, item, location, quantity and required date.

Who decides a put-away plan?

An Inventory Reviewer makes the independent decision on an eligible submitted plan revision.

How are lots represented?

A stock item can be marked for lot tracking. Its lots carry a code, expiry date and release state.

Can I see where quantity changed?

Stock Movements record signed quantity with an item, location and parent request. Open the related records to inspect the effect.

How is held stock recorded?

Stock Reservations record quantity, state and expiry against a request, item and location, with a lot where applicable.

Where do supporting files go?

Record Attachments link files to the parent request and records an evidence type and visibility choice.

How do I investigate a failed operation?

Open Operations needing review and inspect the operation key, expected revision, result state, failure reason and linked effects.

What does the Operations Overview show?

It brings on-hand and available stock together with review backlog, failed operations and negative-availability exceptions.

Set up Warehousing 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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