1. SCM with Lot Tracking
  2. Get started
Get started

Get SCM with Lot Tracking running in four steps.

Prepare a small lot-tracking cycle for your team to review.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up SCM with Lot Tracking. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open SCM with Lot Tracking in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure SCM with Lot Tracking around your organization, item range and storage locations. Choose the people who will prepare stock requests and independently review them.

Prepare the first operating cycle

Bring an item list with SKU and base unit, a few lots with expiry and release state, active location details and a real receive or move case. Make one person the Inventory Coordinator and another the Inventory Reviewer for the rehearsal. Prepare the request, review its revision and follow any operation receipt, movement or reservation that results.

Review before release

Check item and lot identity, organization and location scope, reviewer independence, evidence visibility and the handling of Failed or needs review receipts. Include a recall scope and a correction case so the team knows how to read the stock history. Expand only after the first cycle can be reconciled from request through decision and effect.

Set up SCM with Lot Tracking your way.

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

How to get started