1. SCM with Cycle Counting
  2. Work with Proto
Reference

Put an AI agent to work in SCM with Cycle Counting

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

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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 SCM with Cycle Counting your way.

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

How to get started