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SCM with Consignment Tracking
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SCM with Consignment Tracking · Available now

Follow consigned stock from request to confirmed use.

SCM with Consignment Tracking organizes consigned stock by organization, item, lot and storage location. An Inventory Coordinator owns a stock request with a required date, requested quantity and named item and location.

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

Requests awaiting review

Stock requests in one list

New stock request
Stock requests in view
6
Total requested units
3,300
Review
6
Record numberSubjectStatusRequired byRequested unitsRevision
SR-43777Receive consigned filter cartridgesReview16 Oct370140
SR-25429Reserve valve kits for assemblyReview23 Oct280100
SR-92751Record used pump seals at Plant 2Review01 Nov720700
SR-17903Return unused hose couplingsReview29 Oct690560
SR-50546Move bearing sets to service cageReview02 Nov730850
6 of 6 records
Receive consigned filter cartridgesStock requests · SR-43777
Review
Required by16 Oct
Requested units370
Revision140
OwnerYasmin El-Sayed
Review requestSR-43777 · Receive consigned filter cartridges

Inventory Reviewer decides against the request revision with a recorded reason.

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

See consigned stock in context

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

Stock requests

Keep each consignment action tied to an owner, item, location, quantity and review decision.

  • Draft
  • Review
  • Execution
  • Stock requests
  • Record attachments
  • Review decisions
  • Operation receipts
Explore stock requests
OverviewMy stock requests
SCM with Consignment Tracking · Stock requests

My stock requests

Stock requests

New
Record numberSubjectStatusRequired byRequested unitsItem
SR-55530Receive consigned filter cartridgesDraft27 Oct790Hose coupling, brass, 3/4 in
SR-38695Reserve valve kits for assemblyReview01 Nov940Hose coupling, brass, 3/4 in
SR-61712Record used pump seals at Plant 2Approved28 Oct70Bearing set, 6205 sealed
SR-11225Return unused hose couplingsExecuted24 Oct840Gasket ring, 80 mm
SR-20310Move bearing sets to service cageDraft17 Oct740Filter cartridge, 10 micron
6 of 6 records
Receive consigned filter cartridgesStock requests · SR-55530
Draft
Required by27 Oct
Requested units790
ItemHose coupling, brass, 3/4 in
LocationPlant 1 reserve cabinet
Example screen with sample data
Process

Follow stock from request to use

Request to confirmed consignment use ships ready to use. 2 steps need a named approval before the work moves on: Review request (Inventory Reviewer) and Confirm usage (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

    Name the item, site, owner and quantity for the intended action.

    Receive consigned filter cartridgesSR-43777 · Inventory Coordinator
    Prepare requestBy Inventory Coordinator

  2. Review request

    Inventory Reviewer decides on the current request revision and evidence.

    Receive consigned filter cartridgesSR-43777 · Inventory Reviewer
    Review requestBy Inventory Reviewer
    ApprovalInventory Reviewer decides against the request revision with a recorded reason.

  3. Record stock action

    Keep the operation outcome and signed movement linked to the request.

    Receive consigned filter cartridgesSR-43777 · Inventory Coordinator
    Record stock actionBy Inventory Coordinator

  4. Reserve stock

    Hold eligible quantity for the named request and location.

    Receive consigned filter cartridgesSR-43777 · Inventory Coordinator
    Reserve stockBy Inventory Coordinator

  5. Confirm usage

    Inventory Reviewer checks the submitted consumption against its agreement and stock history.

    Receive consigned filter cartridgesSR-43777 · Inventory Reviewer
    Confirm usageBy Inventory Reviewer
    ApprovalInventory Reviewer decides whether submitted used units can be completed.

  6. Reconcile evidence

    Compare operation receipts with posted effects and resolve exceptions.

    Receive consigned filter cartridgesSR-43777 · Inventory Reviewer
    Reconcile evidenceBy Inventory Reviewer

Start with Request review

Inside a record

Plan the billing handoff

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

  1. 1
    Record details

    Required by, Requested units, Revision and Owner.

  2. 2
    Consignment usage

    Each line is linked to this stock request.

  3. 3
    Who works on it

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

  4. 4
    Process stages

    Prepare request, with the role that acts.

  5. 5
    Approvals

    Review request and Confirm usage, with who decides.

Requests awaiting reviewReceive consigned filter cartridges
SCM with Consignment Tracking · Stock requests

Receive consigned filter cartridges

Review

Log activity
1
Record details
Required by16 Oct
Requested units370
Revision140
OwnerYasmin El-Sayed
2
Consignment usage

Receive consigned filter cartridges

StatusUsed atConsumed units
Draft23 Oct490
Draft14 Oct150
Draft16 Oct90
Consignment usage
6
Total consumed units
2,180
3

Who works on it

  • AuditorView consignment usage, operation receipts, Organizations…
  • Inventory CoordinatorManage consignment usage, record attachments, stock requests
  • Inventory ReviewerView consignment usage, operation receipts, Organizations…
4

Process stages

  • Prepare requestInventory Coordinator
5

Approvals

  • Review requestInventory Reviewer
    Approved
  • Confirm usageInventory Reviewer
    Waiting
Example screen with sample data
Approvals

Keep decisions tied to revisions

Inventory Reviewer examines the request revision and evidence before approving an action.

OverviewApprovals
SCM with Consignment Tracking · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CU-85999CON-2026-014
    Receive consigned filter cartridgesRequested by Auditor
    Submitted0dActions
  • CU-77361CON-2026-019
    Reconcile consigned adhesive stockRequested by Auditor
    Submitted3dActions
  • CU-40069CON-2026-027
    Request replacement sensor modulesRequested by Auditor
    Submitted5dActions
  • CU-98242CON-2026-031
    Release gasket lot for productionRequested by Auditor
    Submitted4dActions

Who approves what

DecisionApprover
Review requestInventory Reviewer decides on the current request revision and evidence.Inventory Reviewer
Confirm usageInventory Reviewer checks the submitted consumption against its agreement and stock history.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 SCM with Consignment Tracking to the work that is theirs. Pick a role to see what it starts with.

Auditor

Read authorized consignment evidence and reports without write or action execution.

This is the first screen this role sees.

OverviewCompleted requests

Completed requests

Stock requests · Auditor

Executed5
Receive consigned filter cartridgesSR-75858
900
17 Oct
Reserve valve kits for assemblySR-68960
520
30 Oct
Record used pump seals at Plant 2SR-40863
280
23 Oct
Add
Rejected1
Reconcile consigned adhesive stockSR-31127
670
17 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Reconcile stock and consumption

Reconcile requests, held quantities, posted movements, usage and review exceptions.

Overview
SCM with Consignment Tracking · Overview

SCM with Consignment Tracking dashboard

This quarter

Consignment usage in view
6
Total consumed units
2,180
Draft
6

Stock requests by status

How far records got this quarter

StageReachedStep
Draft39
Review1231%
Approved433%
Executed125%

Requested units by status

Sample totals per stage

2.0k0
-4000Draft
-6000Review
2.0kApproved
-3000Executed
-5000Rejected
Example screen with sample data
  1. 01Request status by organization

    Group requests by organization and status with requested units.

  2. 02Usage by agreement

    Total consumed units by agreement reference and organization.

  3. 03Lot expiry review

    Show each lot's item, expiry date and release state.

  4. 04Active reservation exposure

    Sum active reservation quantities by item and location.

  5. 05Posted movement history

    List signed quantities, posting dates, items, locations and reversal links.

  6. 06Review decision history

    Show decisions, source revisions, reviewer, date and reason.

  7. 07Operation exception register

    List failed and review-needed receipts with failure reasons.

  8. 08Evidence register

    List attachment titles, evidence types, visibility and linked requests.

All reports and dashboards

Who it's for

Fit stock held at another site

See how SCM with Consignment Tracking fits your kind of team.

Distributor consignment

Track owned goods held at distributor sites through receipt, reservation and confirmed use.

Field stock programs

Follow consigned items placed at field sites through held claims and actual use.

Customer-site inventory

Keep consigned stock at a customer site tied to its owner, review and agreement.

Controls

Trace every correction

Each stage of request to confirmed consignment use names the role that acts and the status it records, so a change is never anonymous.

OverviewRequest to confirmed consignment use
SCM with Consignment Tracking · Process

Request to confirmed consignment use

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

Process stages
9
Approval steps
2
Roles involved
2
Tables touched
8
Review requestApproval
Inventory Reviewer
StatusReview → Approved
RecordsReview decisions
Record stock action
Inventory Coordinator
StatusApproved → Executed
RecordsOperation receipts, Stock movements
Record physical use
Inventory Coordinator
StatusDraft → Submitted
RecordsConsignment usage
Request to confirmed consignment use
  1. Start
    Review requestReview → Approved
    Review decisions
  2. Step
    Record stock actionApproved → Executed
    Operation receipts
  3. Step
    Record physical useDraft → Submitted
    Consignment usage
  4. Approval
    Confirm usageSubmitted → Approved
    Inventory Reviewer
  5. Step
    Correct or cancel scopeDraft → Cancelled
    Stock movements
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to gather the case

Ask Proto to prepare consignment cases and explain the evidence trail for human review.

It can

  • Inventory Coordinator: Find assigned requests that need item, location or attachment review before submission.
  • Inventory Reviewer: Gather the request revision, decision history, lot state and operation outcomes for a named case.
  • Auditor: Trace a completed usage quantity to its parent request, posted movement and review decision.
  • App Administrator: Check active organizations, items, locations and team member assignments before a new site starts work.

Stays with a person

  • A person decides whether the request revision or consumption evidence is acceptable.
  • Proto can assemble the linked records and point out inconsistencies, while the Inventory Reviewer records the decision and reason.
  • Physical receipt, issue and customer confirmation still need evidence from the people at the site.

Set up an agent

Integrations

Connects to the tools you use

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

  • SCM with Consignment Tracking
  • Billing
  • Site evidence
  • 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
  • Stock requests4
  • Consigned stock5
  • Reservations5
  • Usage confirmation5
  • Reviews and evidence5
  • Movement history6
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

    Name the organizations, team members, reviewer and administrator for the first operating scope.

  2. Load stock context

    Add active items, storage locations and released lots with the agreed codes and units.

  3. Rehearse a request

    Prepare a real receipt or move, attach evidence, obtain an independent decision and inspect its operation receipt and posted movement.

  4. Rehearse consumption

    Hold quantity with a reservation, record physical issue and complete reviewed usage under an agreement reference.

  5. Reconcile exceptions

    Test a rejected decision, a failed operation receipt and a compensating movement before expanding to more sites.

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 SCM with Consignment Tracking.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM with Consignment Tracking for your business. Begin with one organization, one storage location, a consigned item and a reviewed receipt and use case.

Who prepares stock requests?

Inventory Coordinator records the item, site, quantity, required date and evidence for an assigned request.

Who decides whether a request proceeds?

Inventory Reviewer records an independent decision and reason against the request revision.

How are lots handled?

Each lot has a code, expiry date, owner reference and release state. Check these details before holding or using lot-tracked stock.

What is the difference between a reservation and a movement?

A reservation holds a quantity for a request. A posted movement records a signed physical stock effect.

When does usage become final?

Inventory Coordinator submits the used quantity and agreement context. Inventory Reviewer decides on that revision before it reaches Completed.

Can a posted quantity be corrected?

A compensating movement can link to the original movement, keeping both physical effects available for review.

Where do failed actions appear?

Operation exceptions show receipts marked Failed or needs review with the action, reason and parent request.

How does billing use this information?

Completed usage supplies consumed units and an agreement reference for a billing handoff. Agree the invoice connection and reconciliation procedure during setup.

Set up SCM with Consignment Tracking 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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