Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- SCM with Lot Tracking
- Existing item source
- Warehouse operations
- Evidence storage
- Reporting destination
SCM with Lot Tracking · Available now
Example screen with sample data
Trace each lot from stock request to recall decision.
SCM with Lot Tracking organizes stock work around the item, its lot, the location and the organization that owns the request. Inventory Coordinators prepare stock requests for receive, move, reserve or recall work.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewRequests in review×
SCM with Lot Tracking · Stock requests
New stock request
Requests in review
Stock requests in one list
Stock requests in view
6Total requested units
2,450Review
6| Record number | Subject | Status | Revision | Required by | Requested units | |
|---|---|---|---|---|---|---|
| SR-46721 | Receive oat bars from October run | Review | 820 | 21 Oct | 650 | |
| SR-77776 | Reserve almond bites for wholesale | Review | 180 | 27 Oct | 60 | |
| SR-28827 | Move citrus syrup to cold room | Review | 450 | 31 Oct | 740 | |
| SR-96964 | Hold berry jam after seal check | Review | 860 | 27 Oct | 340 | |
| SR-63257 | Recall sesame crackers from West DC | Review | 350 | 25 Oct | 400 |
6 of 6 records
Receive oat bars from October runStock requests · SR-46721
ReviewRevision820
Required by21 Oct
Requested units650
OwnerLucas Park
OrganizationPine Hollow Pantry
Decide revisionSR-46721 · Receive oat bars from October run
Inventory Reviewer decides independently on the submitted revision.
Waiting for Inventory Reviewer
ApproveReturn
- Tables, ready to use
- 13
- Saved views
- 13
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
Lot and stock work in view
Every feature works on the same records. Pick one to see the screen your team works in.
Stock catalog
Keep item identity, lot expiry and release state together before stock work begins.
- Item identity
- Lot identity
- Review context
- Stock items
- Stock lots
- Stock requests
- Stock movements
- Stock reservations
OverviewReleased lots×
SCM with Lot Tracking · Stock catalog
New
Released lots
Stock lots
| Lot code | Item | Expires at | Release state | Owner reference | |
|---|---|---|---|---|---|
| OB-2610-A | Chai concentrate, 1 liter | 27 Oct | Released | Production run PR-2610-14 | |
| AB-2609-B | Oat bar, maple, box of 12 | 20 Oct | Released | PO 71842 | |
| CS-2611-C | Cocoa mix, 500 g pouch | 18 Oct | Released | Receipt RC-4820 | |
| BJ-2608-D | Oat bar, maple, box of 12 | 20 Oct | Released | Supplier batch AB-2609 | |
| SC-2610-E | Granola, apple spice, 14 oz | 13 Oct | Released | Transfer TR-6107 |
6 of 6 records
OB-2610-AStock lots · SL-11736
ReleasedItemChai concentrate, 1 liter
Expires at27 Oct
Owner referenceProduction run PR-2610-14
Locations and teams
Give every stock request an organization, location and accountable owner.
- Organization
- Location
- Person
- Organizations
- Storage locations
- Team members
- Users
- Stock items
- Stock requests
OverviewMy team membership×
SCM with Lot Tracking · Locations and teams
New
My team membership
Team members
| Name | Organization | Role name | User | |
|---|---|---|---|---|
| Rhea Malik | Pine Hollow Pantry | Quality manager | Tomas Alvarez | |
| Marco Silva | Orchard Vale Foods | Lot control specialist | Yara Khalil | |
| June Nakamura | Orchard Vale Foods | Warehouse lead | Ethan Morales | |
| Dalia Farouk | Pine Hollow Pantry | Recall coordinator | Yara Khalil | |
| Benji Torres | Riverstone Snack Works | Receiving associate | Imani Reed |
6 of 6 records
Rhea MalikTeam members · TM-73183
OrganizationPine Hollow Pantry
Role nameQuality manager
UserTomas Alvarez
Stock requests
Prepare receive, move, reserve and recall work against a named item and revision.
- Preparation
- Decision
- Effect
- Stock requests
- Review decisions
- Operation receipts
- Stock movements
- Stock reservations
- Recall scopes
OverviewApproved requests×
SCM with Lot Tracking · Stock requests
New
Approved requests
Stock requests
| Record number | Subject | Status | Revision | Item | Location | |
|---|---|---|---|---|---|---|
| SR-68406 | Receive oat bars from October run | Approved | 230 | Sesame cracker, 6 oz box | North reserve rack | |
| SR-22759 | Reserve almond bites for wholesale | Approved | 280 | Almond bite, cocoa, pouch | North reserve rack | |
| SR-49632 | Move citrus syrup to cold room | Approved | 360 | Citrus syrup, 750 ml | Outbound staging lane 4 | |
| SR-82522 | Hold berry jam after seal check | Approved | 270 | Chai concentrate, 1 liter | North reserve rack | |
| SR-88248 | Recall sesame crackers from West DC | Approved | 730 | Citrus syrup, 750 ml | East fulfillment hub |
6 of 6 records
Receive oat bars from October runStock requests · SR-68406
ApprovedRevision230
ItemSesame cracker, 6 oz box
LocationNorth reserve rack
Requested units530
Review and evidence
Keep the reviewer, source revision, result and supporting files with the request.
- Decision
- Supporting evidence
- Result
- Review decisions
- Record attachments
- Operation receipts
- Stock requests
- Team members
OverviewReview decision history×
SCM with Lot Tracking · Review and evidence
New
Review decision history
Review decisions
| Parent | Source revision | Decision | Decided at | Reason | Reviewer | |
|---|---|---|---|---|---|---|
| Reconcile granola pouch count | 160 | Approve | 29 Oct | Approve after seal inspection | Arjun Mehta | |
| Hold berry jam after seal check | 60 | Return | 20 Oct | Hold pending allergen review | Tomas Alvarez | |
| Reconcile granola pouch count | 670 | Approve | 24 Oct | Recall affected West DC cases | Lena Kowalski | |
| Receive oat bars from October run | 930 | Return | 21 Oct | Release batch after lab result | Nadia Costa | |
| Reconcile granola pouch count | 50 | Approve | 19 Oct | Recount cases before transfer | Bashir Okafor |
6 of 6 records
Approve after seal inspectionReview decisions · RD-79619
ApproveParentReconcile granola pouch count
Source revision160
Decided at29 Oct
ReviewerArjun Mehta
Movement and reservations
Trace signed stock effects and active claims back to their request and lot.
- Movement
- Reservation
- Correction
- Stock movements
- Stock reservations
- Stock requests
- Stock lots
- Stock items
- Storage locations
OverviewActive reservations×
SCM with Lot Tracking · Movement and reservations
New
Active reservations
Stock reservations
| Request | Item | Lot | Location | Quantity | State | |
|---|---|---|---|---|---|---|
| Reconcile granola pouch count | Almond bite, cocoa, pouch | Chai concentrate lot CC-2612 | East fulfillment hub | 770 | Active | |
| Recall sesame crackers from West DC | Oat bar, maple, box of 12 | Cocoa mix lot CM-2607 | West distribution center | 220 | Active | |
| Release chai concentrate lot | Berry jam, 12 oz jar | Cocoa almond bite lot AB-2609 | East fulfillment hub | 890 | Active | |
| Recall sesame crackers from West DC | Sesame cracker, 6 oz box | Berry jam lot BJ-2608 | West distribution center | 100 | Active | |
| Transfer cocoa mix to East hub | Sesame cracker, 6 oz box | Berry jam lot BJ-2608 | West distribution center | 100 | Active |
6 of 6 records
Reconcile granola pouch countStock reservations · SR-95895
ActiveItemAlmond bite, cocoa, pouch
LotChai concentrate lot CC-2612
LocationEast fulfillment hub
Quantity770
Expires at23 Oct
Recall scopes
Keep the affected lot, reason, reviewed scope and stock history connected.
- Scope
- Review
- Follow-through
- Recall scopes
- Stock requests
- Stock lots
- Stock movements
- Stock reservations
- Review decisions
OverviewRecall scope review×
SCM with Lot Tracking · Recall scopes
New
Recall scope review
Approval conditions
| Parent | Organization | Status | Revision | Lot code | Affected units | |
|---|---|---|---|---|---|---|
| Move citrus syrup to cold room | Pine Hollow Pantry | Submitted | 340 | OB-2610-A | 280 | |
| Transfer cocoa mix to East hub | Meadowbank Kitchens | Submitted | 590 | AB-2609-B | 440 | |
| Reconcile granola pouch count | Orchard Vale Foods | Submitted | 920 | CS-2611-C | 190 | |
| Reconcile granola pouch count | Riverstone Snack Works | Submitted | 460 | BJ-2608-D | 280 | |
| Reserve almond bites for wholesale | Orchard Vale Foods | Submitted | 410 | SC-2610-E | 810 |
6 of 6 records
OB-2610-ARecall scopes · RS-50611
SubmittedParentMove citrus syrup to cold room
OrganizationPine Hollow Pantry
Revision340
Affected units280
Recall reasonSeal integrity below specification
Process
From request to recorded stock effect
Review stock work by lot ships ready to use. One step needs a named approval before the work moves on: Decide revision (Inventory Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Prepare request
Record the item, lot context, location and required quantity.
Receive oat bars from October runSR-46721 · Inventory CoordinatorPrepare requestBy Inventory Coordinator -
Submit for review
Present a specific request revision with its evidence.
Receive oat bars from October runSR-46721 · Inventory CoordinatorSubmit for reviewBy Inventory Coordinator -
Decide revision
An Inventory Reviewer records a reasoned decision on that revision.
Receive oat bars from October runSR-46721 · Inventory ReviewerDecide revisionBy Inventory ReviewerApprovalInventory Reviewer decides independently on the submitted revision. -
Execute approved action
Follow approved work to its operation result and stock effect.
Receive oat bars from October runSR-46721 · Inventory CoordinatorExecute approved actionBy Inventory Coordinator -
Reconcile evidence
Compare the decision, receipt, movement and reservation.
Receive oat bars from October runSR-46721 · Inventory ReviewerReconcile evidenceBy Inventory Reviewer -
Resolve exceptions
Investigate failed or needs-review results against the request.
Receive oat bars from October runSR-46721 · Inventory CoordinatorResolve exceptionsBy Inventory Coordinator
Inside a record
Keep external references with the action
Open any stock request to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Revision, Required by, Requested units and Owner.
- 2Operation receipts
Each line is linked to this stock request.
- 3Who works on it
Inventory Coordinator and Admin, each with their own permissions.
- 4Process stages
Prepare request and Execute approved action, with the role that acts.
- 5Approvals
Decide revision, with who decides.
Requests in reviewReceive oat bars from October run×
SCM with Lot Tracking · Stock requests
Log activity
Receive oat bars from October run
Pine Hollow Pantry · Review
1
Record details
Revision820
Required by21 Oct
Requested units650
OwnerLucas Park
2
Operation receipts
Receive oat bars from October run
| Operation key | Action | Result state |
|---|---|---|
| receive-OB-2610 | Receive lot | Failed |
| hold-BJ-2608 | Place lot on hold | Needs review |
| recall-SC-2610 | Open recall scope | Failed |
- Operation receipts
- 6
- Total expected revision
- 2,670
3
Who works on it
- Inventory CoordinatorManage recall scopes, record attachments, stock requests
- AdminManage Users, Organizations, team members
4
Process stages
- Prepare requestInventory Coordinator
- Execute approved actionInventory Coordinator
5
Approvals
- Decide revisionInventory ReviewerApproved
Approvals
Decisions tied to a request revision
OverviewApprovals×
SCM with Lot Tracking · Overview
Approvals
Signed in as Inventory Reviewer
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- RS-50611OB-2610-ASubmitted2dActions
- RS-17338AB-2609-BSubmitted2dActions
- RS-31241CS-2611-CSubmitted2dActions
- RS-30541BJ-2608-DSubmitted3dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Decide revisionAn Inventory Reviewer records a reasoned decision on that revision. | Inventory Reviewer |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens SCM with Lot Tracking 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. Own assigned organization and draft scope only; accepted evidence is read-only.
This is the first screen this role sees.
OverviewRecall scope review×
Recall scope review
Recall scopes · Inventory Coordinator
| Parent | Organization | Status | Revision | Lot code | Affected units | |
|---|---|---|---|---|---|---|
| Move citrus syrup to cold room | Pine Hollow Pantry | Submitted | 340 | OB-2610-A | 280 | |
| Transfer cocoa mix to East hub | Meadowbank Kitchens | Submitted | 590 | AB-2609-B | 440 | |
| Reconcile granola pouch count | Orchard Vale Foods | Submitted | 920 | CS-2611-C | 190 | |
| Reconcile granola pouch count | Riverstone Snack Works | Submitted | 460 | BJ-2608-D | 280 | |
| Reserve almond bites for wholesale | Orchard Vale Foods | Submitted | 410 | SC-2610-E | 810 |
6 of 6 records
Inventory Reviewer
Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; cannot approve own submission.
This is the first screen this role sees.
OverviewRecall scope review×
Recall scope review
Recall scopes · Inventory Reviewer
| Parent | Organization | Status | Revision | Lot code | Affected units | |
|---|---|---|---|---|---|---|
| Move citrus syrup to cold room | Pine Hollow Pantry | Submitted | 340 | OB-2610-A | 280 | |
| Transfer cocoa mix to East hub | Meadowbank Kitchens | Submitted | 590 | AB-2609-B | 440 | |
| Reconcile granola pouch count | Orchard Vale Foods | Submitted | 920 | CS-2611-C | 190 | |
| Reconcile granola pouch count | Riverstone Snack Works | Submitted | 460 | BJ-2608-D | 280 | |
| Reserve almond bites for wholesale | Orchard Vale Foods | Submitted | 410 | SC-2610-E | 810 |
6 of 6 records
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval or execution authority.
This is the first screen this role sees.
OverviewMy team membership×
My team membership
Team members · App Administrator
| Name | Organization | Role name | User | |
|---|---|---|---|---|
| Rhea Malik | Pine Hollow Pantry | Quality manager | Tomas Alvarez | |
| Marco Silva | Orchard Vale Foods | Lot control specialist | Yara Khalil | |
| June Nakamura | Orchard Vale Foods | Warehouse lead | Ethan Morales | |
| Dalia Farouk | Pine Hollow Pantry | Recall coordinator | Yara Khalil | |
| Benji Torres | Riverstone Snack Works | Receiving associate | Imani Reed |
6 of 6 records
Auditor
Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
This is the first screen this role sees.
OverviewOpen recall scopes×
Open recall scopes
Recall scopes · Auditor
Draft2
OB-2610-ATransfer cocoa mix to East hub
270
28 OctBJ-2608-DTransfer cocoa mix to East hub
410
14 OctAdd
Submitted2
AB-2609-BReconcile granola pouch count
380
19 OctSC-2610-EReconcile granola pouch count
690
02 NovAdd
Approved2
CS-2611-CRelease chai concentrate lot
100
18 OctCC-2612-FTransfer cocoa mix to East hub
800
12 OctAdd
Admin
Maintain application access and setup across the authorized organization scope. Administrative access does not grant independent review authority.
- Manage Users, Organizations, team members
- View stock requests, review decisions, operation receipts
Reports
Read stock and exceptions by lot
Use lot, request, reservation and operation records to answer stock questions.
Overview×
SCM with Lot Tracking · Overview
SCM with Lot Tracking dashboard
This quarter
Recall scopes in view
6Total affected units
2,300Submitted
6Stock requests by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 39 | ||
| Review | 25 | 64% | |
| Approved | 14 | 56% | |
| Executed | 9 | 64% |
Revision by status
Sample totals per stage
- 01Stock by item and location
Sum posted signed quantity by item and location, with lot detail available for tracing.
- 02Lot expiry register
List lot expiry dates and release states by item.
- 03Reservation commitments
Sum active reservation quantity by item, lot and location.
- 04Request status and due date
Group requests by status, owner and required date.
- 05Recall impact
Follow each recall scope through its parent request, lot code and affected units.
- 06Review decisions by date
List decision, date, reviewer, source revision and parent request.
- 07Operation exceptions
Group failed and needs-review receipts by action and failure reason.
- 08Movement corrections
Trace a movement to the movement it reverses and its parent request.
Who it's for
For teams managing stock by lot
See how SCM with Lot Tracking fits your kind of team.
Controls
Follow the evidence trail
Each stage of review stock work by lot names the role that acts and the status it records, so a change is never anonymous.
OverviewReview stock work by lot×
SCM with Lot Tracking · Process
Review stock work by lot
Each stage, the role that acts and the status it records
Process stages
9Approval steps
1Roles involved
3Tables touched
7Submit for review
Inventory CoordinatorStatusDraft → Review
Decide revisionApproval
Inventory ReviewerStatusReview → Approved
RecordsReview decisions
Execute approved action
Inventory CoordinatorStatusApproved → Executed
RecordsStock requests
- StartInventory CoordinatorSubmit for reviewDraft → Review
- ApprovalReview decisionsDecide revisionReview → Approved
- StepStock requestsExecute approved actionApproved → Executed
- StepRecall scopesClose recall scopeApproved → Completed
AI agent
Prepare the next stock decision with Proto
Ask Proto to help configure and inspect lot-specific stock work.
It can
- Inventory Coordinator: Prepare a draft request with the item, location, requested units and required date for a person to inspect.
- Inventory Reviewer: Gather the request revision, lot context, attachments and related decisions for an independent review.
- App Administrator: Check item, location and team records before the first stock cycle.
- Auditor: Trace an authorized recall scope through its request, movements, reservations and receipts.
Stays with a person
- A person still makes the independent decision on a request revision and checks a stock exception before the team treats it as reconciled.
- Ask Proto to organize the evidence and point to the linked records; the accountable team member decides what action to take.
Show the lot, location, request revision and operation receipt for this stock case. List the linked movement and any active reservation so the reviewer can inspect them.
A person still makes the independent decision on a request revision and checks a stock exception before the team treats it as reconciled.
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 tables13tables
- Stock catalog5
- Locations and teams7
- Stock requests6
- Review and evidence5
- Movement and reservations6
- Recall scopes8
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Map the scope
Choose an organization, active locations, item range and people who prepare and review stock work.
Prepare master records
Confirm SKU, base unit, lot codes, expiry dates, release states and location eligibility notes.
Rehearse a request
Have an Inventory Coordinator submit a receive or move request and a separate Inventory Reviewer decide its revision.
Follow the effect
Compare the decision with the operation receipt, signed movement or active reservation.
Rehearse an exception
Use a Failed or NeedsReview receipt and a recall scope to establish who investigates and what evidence closes the case.
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
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure SCM with Lot Tracking for your business. Begin with one organization, a small item range, two locations and a reviewed stock request.
How does the team identify a lot?
A Stock Lot records its lot code, item, expiry date, release state and owner reference. Use the item and organization context when two lots have similar codes.
Who reviews a stock request?
Inventory Reviewer decides an eligible request revision independently and records a decision and reason. Inventory Coordinator prepares the assigned request.
What happens when the request changes?
The request carries a revision. Review Decisions retain the source revision they address, so the team can distinguish an earlier decision from a later version.
Where can we see stock movement history?
Stock Movements identify their parent request, item, location, signed quantity and optional lot. A correcting movement can point to the movement it reverses.
How are reservations represented?
A Stock Reservation records item, location, quantity, expiry and state. It can identify a lot and links to the request behind the claim.
How does recall work stay connected to stock?
A Recall Scope links to a stock request and organization and records its lot code, reason and affected units. The team can inspect linked movements, reservations, decisions and receipts.
What evidence is kept with a request?
Record Attachments keep a title, evidence type, visibility, uploader and file. Review Decisions and Operation Receipts keep the decision and action result.
Can an administrator approve a request?
App Administrator maintains organization, item, location and team setup. The independent request decision belongs to Inventory Reviewer.
How do we investigate an operation exception?
Read the operation receipt's result, expected revision and failure reason with the parent request. Compare any movement, reservation or recall scope before treating the work as reconciled.
Set up SCM with Lot Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.