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SCM with Cycle Counting
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SCM with Cycle Counting · Available now

Count the stock, review the variance, trace the effect.

A stock request connects the item, location, owner, quantity and required date to the work being counted. Count sessions capture physical units and any recount for a zone.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewCount Sessions Awaiting Review
SCM with Cycle Counting · Count sessions

Count Sessions Awaiting Review

Approval conditions

New count session
Count sessions in view
6
Total physical units
2,410
Submitted
6
IdStatusRevisionZoneCounted atPhysical units
COUNT-2026-041Submitted600Aisle 4 fasteners24 Oct510
COUNT-2026-042Submitted30Cold room bay 211 Oct440
COUNT-2026-043Submitted530Overflow lane 716 Oct480
COUNT-2026-044Submitted260North pick face C1218 Oct70
COUNT-2026-045Submitted660Dock 2 buffer26 Oct290
6 of 6 records
COUNT-2026-041Count sessions · CS-80052
Submitted
Revision600
ZoneAisle 4 fasteners
Counted at24 Oct
Physical units510
Recount units25
Decide VarianceCS-80052 · COUNT-2026-041

Inventory Reviewer decides the submitted count revision.

Waiting for Inventory Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

See counts and stock work together

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

Stock requests

Give each count or stock operation a defined item, location, owner and requested scope.

  • Request scope
  • Review history
  • Execution trail
  • Stock requests
  • Stock items
  • Storage locations
  • Count sessions
  • Review decisions
  • Stock movements
Explore stock requests
OverviewMy Stock Requests
SCM with Cycle Counting · Stock requests

My Stock Requests

Stock requests

New
Record numberSubjectStatusRequired byRequested unitsItem
SR-66730Recount aisle 4 fastenersDraft17 Oct50Sealant cartridge, clear, 300 ml
SR-66517Adjust valve kits after blind countReview04 Nov430Rubber gasket, 50 mm
SR-23551Count sealant cases in cold roomApproved02 Nov380Stainless washer, M10, pack of 50
SR-83824Investigate missing filter cartonsExecuted03 Nov150Air filter, pleated, 16 x 20
SR-47368Reconcile overflow pallet stockDraft16 Oct110Air filter, pleated, 16 x 20
6 of 6 records
Recount aisle 4 fastenersStock requests · SR-66730
Draft
Required by17 Oct
Requested units50
ItemSealant cartridge, clear, 300 ml
LocationReturns sorting shelf
OwnerTheo Martin
Example screen with sample data
Process

Follow each count to its effect

Count, review and reconcile stock ships ready to use. One step needs a named approval before the work moves on: Decide Variance (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

    Define the item, location, owner and requested scope.

    COUNT-2026-041CS-80052 · Inventory Coordinator
    Prepare Stock RequestBy Inventory Coordinator

  2. Record Blind Count

    Capture physical units in the count zone.

    COUNT-2026-041CS-80052 · Cycle Count Operations
    Record Blind CountBy Cycle Count Operations

  3. Submit Count Session

    Present the count and supporting evidence for review.

    COUNT-2026-041CS-80052 · Inventory Coordinator
    Submit Count SessionBy Inventory Coordinator

  4. Decide Variance

    An independent reviewer records a reasoned decision.

    COUNT-2026-041CS-80052 · Inventory Reviewer
    Decide VarianceBy Inventory Reviewer
    ApprovalInventory Reviewer decides the submitted count revision.

  5. Record Stock Effect

    Tie the signed movement to the approved request.

    COUNT-2026-041CS-80052 · Warehouse Operator
    Record Stock EffectBy Warehouse Operator

  6. Reconcile Outcome

    Compare the receipt with its linked effect.

    COUNT-2026-041CS-80052 · Inventory Reviewer
    Reconcile OutcomeBy Inventory Reviewer

Start with Count and review

Inside a record

Connect the work to its source

Open any count session to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Revision, Zone, Counted at and Physical units.

  2. 2
    Linked records

    Records linked to this count session.

  3. 3
    Who works on it

    Inventory Coordinator, Inventory Reviewer and Warehouse Operator, each with their own permissions.

  4. 4
    Process stages

    Record Blind Count and Record Recount Evidence, with the role that acts.

  5. 5
    Approvals

    Decide Variance, with who decides.

Count Sessions Awaiting ReviewCOUNT-2026-041
SCM with Cycle Counting · Count sessions

COUNT-2026-041

Aisle 4 fasteners · Submitted

Log activity
1
Record details
Revision600
ZoneAisle 4 fasteners
Counted at24 Oct
Physical units510
3

Who works on it

  • Inventory CoordinatorManage stock requests, count sessions, record attachments
  • Inventory ReviewerManage review decisions
  • Warehouse OperatorManage stock movements, stock reservations
4

Process stages

  • Record Blind CountCycle Count Operations
  • Record Recount EvidenceInventory Coordinator
5

Approvals

  • Decide VarianceInventory Reviewer
    Approved
Example screen with sample data
Approvals

Give variances a named decision

Give the decision on a submitted count to a person other than its preparer.

OverviewApprovals
SCM with Cycle Counting · Overview

Approvals

Signed in as Inventory Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CS-80052COUNT-2026-041
    Aisle 4 fastenersRequested by Cycle Count Operations
    Submitted3dActions
  • CS-61065COUNT-2026-042
    Cold room bay 2Requested by Cycle Count Operations
    Submitted3dActions
  • CS-22673COUNT-2026-043
    Overflow lane 7Requested by Cycle Count Operations
    Submitted2dActions
  • CS-92890COUNT-2026-044
    North pick face C12Requested by Cycle Count Operations
    Submitted3dActions

Who approves what

DecisionApprover
Decide VarianceAn independent reviewer records a reasoned decision.Inventory Reviewer
Approve count sessionsInventory 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 Cycle Counting to the work that is theirs. Pick a role to see what it starts with.

Cycle Count Operations

Operational access for cycle-count program staff: read and maintain authorized records, interact with app pages, and no administrative authority.

This is the first screen this role sees.

OverviewStock Request Board

Stock Request Board

Stock requests · Cycle Count Operations

Draft2
Recount aisle 4 fastenersAir filter, pleated, 16 x 20
Reconcile overflow pallet stockCopper elbow, 3/4 in
Add
Review2
Adjust valve kits after blind countSafety mask, N95, box of 20
Count safety masks in pick faceSafety mask, N95, box of 20
Add
Approved1
Count sealant cases in cold roomStainless washer, M10, pack of 50
Add
Executed1
Investigate missing filter cartonsStainless washer, M10, pack of 50
Add
Example screen with sample data

Roles and permissions

Reports

Answer stock and exception questions

Read count outcomes, stock effects, reservations and exceptions from the recorded fields.

Overview
SCM with Cycle Counting · Overview

SCM with Cycle Counting dashboard

This quarter

Stock requests in view
6
Draft
2
Review
2
Approved
1

Count sessions by status

How far records got this quarter

StageReachedStep
Draft36
Submitted617%
Approved233%
Rejected150%

Revision by status

Sample totals per stage

0
-2000Draft
0Submitted
-4000Approved
-1000Rejected
0Completed
Example screen with sample data
  1. 01Count outcomes by status

    Group count sessions by Status and Zone to see submitted, approved and completed work.

  2. 02Variance review decisions

    Compare review decisions by Decision, Reviewer and decided at for each Parent.

  3. 03Request aging

    Group stock requests by Status, Owner and required by to find overdue work.

  4. 04Posted movement history

    Follow stock requests through stock movements by Item, Location, Lot and occurred at.

  5. 05Reservation exposure

    Sum stock reservation quantity by State, Item, Location and Lot.

  6. 06Lot expiry and release

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

  7. 07Operation exceptions

    Group operation receipts by result state, Action and occurred at, retaining failure reason.

  8. 08Reversal lineage

    Follow stock movement reverses to the original movement and compare signed quantity.

All reports and dashboards

Who it's for

Fit your operating footprint

See how SCM with Cycle Counting fits your kind of team.

Distribution teams

Count held stock across storage locations while keeping reservations and posted effects distinct.

Manufacturing supply teams

Count component stock and trace issue claims through the request and movement history.

Multi-site operations

Give each entity and storage location a clear identity for count ownership and review.

Controls

Trace revisions and posted effects

Each stage of count, review and reconcile stock names the role that acts and the status it records, so a change is never anonymous.

OverviewCount, review and reconcile stock
SCM with Cycle Counting · Process

Count, review and reconcile stock

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

Process stages
9
Approval steps
1
Roles involved
5
Tables touched
9
Check Item and Location
Inventory Coordinator
StatusDraft → Review
RecordsStorage locations, Stock requests, Stock items
Submit Count Session
Inventory Coordinator
StatusDraft → Submitted
RecordsCount sessions
Decide VarianceApproval
Inventory Reviewer
StatusSubmitted → Approved
RecordsReview decisions
Count, review and reconcile stock
  1. Start
    Check Item and LocationDraft → Review
    Storage locations
  2. Step
    Submit Count SessionDraft → Submitted
    Count sessions
  3. Approval
    Decide VarianceSubmitted → Approved
    Review decisions
  4. Step
    Record Stock EffectApproved → Executed
    Stock movements
  5. Step
    Close Count SessionApproved → Completed
    Count sessions
Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Ask Proto to help prepare count, review and reconciliation work from the app's records.

It can

  • Inventory Coordinator: Find requests due for a count and summarize item, location, owner and current status.
  • Inventory Reviewer: Present submitted counts with recount units, attachments and the source revision for a human decision.
  • Warehouse Operator: Show the selected item's posted movements, active reservations and lot release state before physical work.
  • Program Manager: List receipts that failed or need review and connect each one to its parent request.

Stays with a person

  • A person must make the independent variance decision and confirm any physical movement.
  • Proto can organize the evidence and help prepare a rehearsal; the named operator and reviewer remain responsible for their recorded actions.

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 Cycle Counting
  • Platform users
  • Source evidence
  • Stock effects
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 requests8
  • Count sessions6
  • Stock position6
  • Reservations6
  • Review and evidence7
  • Organization setup7
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 boundary

    Identify the first organization, items, lots, locations and team members.

  2. Assign decisions

    Choose who prepares requests, counts, reviews variances and records physical effects.

  3. Rehearse a count

    Submit one blind count, record a separate reviewer decision and inspect the resulting stock movement.

  4. Check availability

    Add an active reservation and verify how it changes available stock while on hand stays tied to posted movements.

  5. Reconcile

    Match operation receipts to the source revision and linked effects; route discrepancies for review.

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 Cycle Counting.

All questions
How do I get started?

Click Get started, then use Proto to configure SCM with Cycle Counting for your business. Begin with one organization, a small set of items and locations, and one count that a separate reviewer can decide.

What is the difference between on hand and available?

Posted stock movements determine on hand. Active reservations reduce the quantity available for another request without changing the physical on-hand position.

Can a count be reviewed independently?

Yes. A submitted count session is linked to its stock request. The review decision records the reviewer, source revision, decision and reason.

Where does a recount go?

The count session has a recount quantity alongside the physical quantity. Supporting files can be attached to the parent stock request.

What happens when a count is rejected?

The session can carry Rejected status and the reviewer records a reason. The team can revisit the observation and submit corrected scope for another decision.

How are posted corrections traced?

A compensating stock movement can reference the original movement through its reversal reference, preserving the original ledger history.

How do reservations affect a count?

A reservation is a claim on available quantity. It does not alter the physical observation or the movement-derived on-hand balance.

Can we track lots and expiry?

Stock lots carry lot code, expiry date and release state. Movements and reservations can point to a lot.

What if an operation fails?

Operation receipts keep failed and review-needed outcomes with an operation key, reason and effect references for investigation.

Who closes a count cycle?

Program Manager checks the reviewer decision and reconciled effect before treating the count session as completed.

Set up SCM with Cycle Counting 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

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