Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- SCM with Returns Management
- Receiving evidence
- Financial settlement
- Transport tracking
SCM with Returns Management · Available now
Example screen with sample data
Trace each return from request to reviewed stock effect.
Stock requests tie a returned item, owner, organization, location and counterparty to a requested quantity and required date. Inventory Coordinator prepares the request.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewRequests in review×
SCM with Returns Management · Stock requests
New stock request
Requests in review
Stock requests in one list
Stock requests in view
6Total requested units
2,890Review
6| Record number | Subject | Status | Revision | Requested units | Required by | |
|---|---|---|---|---|---|---|
| SR-98171 | Return of damaged pump housings | Review | 680 | 710 | 23 Oct | |
| SR-81711 | Reserve replacement valve kits | Review | 870 | 100 | 25 Oct | |
| SR-16681 | Inspect returned motor controllers | Review | 630 | 300 | 30 Oct | |
| SR-64178 | Move tested actuators to resale | Review | 510 | 540 | 31 Oct | |
| SR-21676 | Quarantine leaking seal assemblies | Review | 900 | 590 | 27 Oct |
6 of 6 records
Return of damaged pump housingsStock requests · SR-98171
ReviewRevision680
Requested units710
Required by23 Oct
OwnerAmara Okafor
ItemMotor controller, 240 V
Review revisionSR-98171 · Return of damaged pump housings
Inventory Reviewer decides the current request revision and records the reason.
Waiting for Inventory Reviewer
ApproveReturn
- Tables, ready to use
- 13
- Saved views
- 12
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
Return work in view
Every feature works on the same records. Pick one to see the screen your team works in.
Stock requests
Give each returned item a responsible owner, quantity, location and review path.
- Prepare
- Review
- Execute
- Stock requests
- Stock items
- Storage locations
- Organizations
- Team members
OverviewMy return requests×
SCM with Returns Management · Stock requests
New
My return requests
Stock requests
| Record number | Subject | Status | Item | Location | Requested units | |
|---|---|---|---|---|---|---|
| SR-93774 | Return of damaged pump housings | Draft | Pressure gauge, 0 to 300 psi | Boise outbound staging | 620 | |
| SR-94027 | Reserve replacement valve kits | Review | Stainless fitting, 90 degree | Boise outbound staging | 580 | |
| SR-68702 | Inspect returned motor controllers | Approved | Stainless fitting, 90 degree | Sacramento inspection bench | 860 | |
| SR-71615 | Move tested actuators to resale | Executed | Seal assembly, high pressure | Sacramento inspection bench | 660 | |
| SR-35059 | Quarantine leaking seal assemblies | Draft | Stainless fitting, 90 degree | Sacramento inspection bench | 230 |
6 of 6 records
Return of damaged pump housingsStock requests · SR-93774
DraftItemPressure gauge, 0 to 300 psi
LocationBoise outbound staging
Requested units620
Required by27 Oct
Review and evidence
Keep return files, independent decisions and operation results tied to the same request.
- Collect
- Decide
- Reconcile
- Review decisions
- Record attachments
- Operation receipts
- Stock requests
- Team members
OverviewReview decision register×
SCM with Returns Management · Review and evidence
New
Review decision register
Review decisions
| Parent | Source revision | Decision | Decided at | Reason | Reviewer | |
|---|---|---|---|---|---|---|
| Quarantine leaking seal assemblies | 620 | Approve | 26 Oct | Photos confirm transit damage | Jonah Mercer | |
| Release refurbished drive units | 130 | Return | 27 Oct | Lot evidence matches request | Maya Patel | |
| Inspect returned motor controllers | 250 | Approve | 21 Oct | Inspection report is complete | Anika Rao | |
| Transfer rejected fittings to scrap | 650 | Return | 04 Nov | Recount units before approval | Maya Patel | |
| Inspect returned motor controllers | 230 | Approve | 23 Oct | Hold until leak test clears | Nadia Farouk |
6 of 6 records
Photos confirm transit damageReview decisions · RD-40136
ApproveParentQuarantine leaking seal assemblies
Source revision620
Decided at26 Oct
ReviewerJonah Mercer
Operation keyreturns-review-0412
Stock reservations
Hold eligible quantity for an approved request and show when that claim expires.
- Identify
- Hold
- Resolve
- Stock reservations
- Stock requests
- Stock items
- Storage locations
- Stock lots
OverviewActive reservations×
SCM with Returns Management · Stock reservations
New
Active reservations
Stock reservations
| Request | Item | Location | Lot | Quantity | Expires at | |
|---|---|---|---|---|---|---|
| Return of damaged pump housings | Pressure gauge, 0 to 300 psi | Boise scrap holding area | Valve kit lot VK-2511 | 530 | 16 Oct | |
| Move tested actuators to resale | Stainless fitting, 90 degree | Reno return dock | Drive unit lot DU-2509 | 570 | 27 Oct | |
| Quarantine leaking seal assemblies | Seal assembly, high pressure | Reno return dock | Valve kit lot VK-2511 | 840 | 18 Oct | |
| Move tested actuators to resale | Hydraulic pump housing, cast iron | Reno quarantine cage | Valve kit lot VK-2511 | 260 | 16 Oct | |
| Move tested actuators to resale | Seal assembly, high pressure | Reno return dock | Controller lot MC-2602 | 180 | 17 Oct |
6 of 6 records
Return of damaged pump housingsStock reservations · SR-24457
ActiveItemPressure gauge, 0 to 300 psi
LocationBoise scrap holding area
LotValve kit lot VK-2511
Quantity530
Expires at16 Oct
Stock movements
Tie each posted quantity change to its reviewed request, item, location and correction trail.
- Match
- Post
- Correct
- Stock movements
- Stock requests
- Stock items
- Storage locations
- Stock lots
- Operation receipts
OverviewPosted movement ledger×
SCM with Returns Management · Stock movements
New
Posted movement ledger
Stock movements
| Parent | Item | Location | Lot | Signed quantity | Occurred at | |
|---|---|---|---|---|---|---|
| Inspect returned motor controllers | Stainless fitting, 90 degree | Reno quarantine cage | Controller lot MC-2602 | 210 | 03 Nov | |
| Inspect returned motor controllers | Hydraulic pump housing, cast iron | Boise scrap holding area | Seal assembly lot SA-2601 | 810 | 16 Oct | |
| Release refurbished drive units | Linear actuator, 18 inch | Reno quarantine cage | Fitting lot SF-2603 | 680 | 23 Oct | |
| Move tested actuators to resale | Seal assembly, high pressure | Boise scrap holding area | Seal assembly lot SA-2601 | 430 | 11 Oct | |
| Quarantine leaking seal assemblies | Seal assembly, high pressure | Sacramento inspection bench | Seal assembly lot SA-2601 | 590 | 19 Oct |
6 of 6 records
receipt-RMA-0412Stock movements · SM-45426
ParentInspect returned motor controllers
ItemStainless fitting, 90 degree
LocationReno quarantine cage
LotController lot MC-2602
Signed quantity210
Refurbishment jobs
Keep recovered units and grade connected to the original return request.
- Prepare
- Decide
- Reconcile
- Refurbishment jobs
- Stock requests
- Stock movements
- Operation receipts
- Organizations
OverviewSubmitted refurbishment jobs×
SCM with Returns Management · Refurbishment jobs
New
Submitted refurbishment jobs
Approval conditions
| Parent | Organization | Status | Revision | Return reference | Recovered units | |
|---|---|---|---|---|---|---|
| Return of damaged pump housings | Cedar Vale Components | Submitted | 90 | RMA-2026-0412 | 50 | |
| Return of damaged pump housings | Redwood Service Logistics | Submitted | 660 | RMA-2026-0413 | 470 | |
| Quarantine leaking seal assemblies | Northbank Industrial Supply | Submitted | 350 | RMA-2026-0414 | 220 | |
| Move tested actuators to resale | Northbank Industrial Supply | Submitted | 620 | RMA-2026-0415 | 550 | |
| Release refurbished drive units | Redwood Service Logistics | Submitted | 730 | RMA-2026-0416 | 260 |
6 of 6 records
RMA-2026-0412Refurbishment jobs · RJ-59638
SubmittedParentReturn of damaged pump housings
OrganizationCedar Vale Components
Revision90
Recovered units50
GradeA, resale ready
Operations overview
Read available quantity, pending revisions and failed operation receipts together.
- Inspect
- Prioritize
- Resolve
- Stock movements
- Stock reservations
- Operation receipts
- Stock requests
- Stock lots
OverviewOperation exceptions×
SCM with Returns Management · Operations overview
New
Operation exceptions
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Occurred at | |
|---|---|---|---|---|---|---|
| Return of damaged pump housings | returns-review-0412 | Approve return | 810 | Failed | 26 Oct | |
| Return excess pressure gauges | returns-reserve-0413 | Reserve replacement stock | 120 | Needs review | 15 Oct | |
| Quarantine leaking seal assemblies | returns-receive-0414 | Receive returned units | 190 | Failed | 24 Oct | |
| Reserve replacement valve kits | returns-inspect-0415 | Post inspection result | 570 | Needs review | 12 Oct | |
| Quarantine leaking seal assemblies | returns-release-0416 | Release refurbished stock | 820 | Failed | 18 Oct |
6 of 6 records
returns-review-0412Operation receipts · OR-35090
FailedParentReturn of damaged pump housings
ActionApprove return
Expected revision810
Occurred at26 Oct
Failure reasonLot label missing from carton
Process
From return to stock effect
Return request to stock effect ships ready to use. One step needs a named approval before the work moves on: Review 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
Capture item, location, owner and expected quantity.
Return of damaged pump housingsSR-98171 · Inventory CoordinatorPrepare requestBy Inventory Coordinator -
Submit for review
Present the current request revision with its evidence.
Return of damaged pump housingsSR-98171 · Inventory CoordinatorSubmit for reviewBy Inventory Coordinator -
Review revision
Inventory Reviewer records a reasoned decision.
Return of damaged pump housingsSR-98171 · Inventory ReviewerReview revisionBy Inventory ReviewerApprovalInventory Reviewer decides the current request revision and records the reason. -
Reserve quantity
Hold eligible item and location quantity for approved work.
Return of damaged pump housingsSR-98171 · Inventory CoordinatorReserve quantityBy Inventory Coordinator -
Post movement
Record the signed quantity that actually changed.
Return of damaged pump housingsSR-98171 · Inventory CoordinatorPost movementBy Inventory Coordinator -
Reconcile evidence
Match receipts, decisions and posted effects.
Return of damaged pump housingsSR-98171 · Inventory ReviewerReconcile evidenceBy Inventory Reviewer
Inside a record
Plan each handoff
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, Requested units, Required by and Owner.
- 2Operation receipts
Each line is linked to this stock request.
- 3Who works on it
Admin, each with their own permissions.
- 4Process stages
Prepare request and Submit for review, with the role that acts.
- 5Approvals
Review revision, with who decides.
Requests in reviewReturn of damaged pump housings×
SCM with Returns Management · Stock requests
Log activity
Return of damaged pump housings
Motor controller, 240 V · Review
1
Record details
Revision680
Requested units710
Required by23 Oct
OwnerAmara Okafor
2
Operation receipts
Return of damaged pump housings
| Parent | Operation key | Action |
|---|---|---|
| Return of damaged pump housings | returns-review-0412 | Approve return |
| Return excess pressure gauges | returns-reserve-0413 | Reserve replacement stock |
| Quarantine leaking seal assemblies | returns-receive-0414 | Receive returned units |
- Operation receipts
- 6
- Total expected revision
- 2,570
3
Who works on it
- AdminManage Organizations, storage locations, stock items, team…
4
Process stages
- Prepare requestInventory Coordinator
- Submit for reviewInventory Coordinator
5
Approvals
- Review revisionInventory ReviewerApproved
Approvals
Review the current revision
OverviewApprovals×
SCM with Returns Management · Overview
Approvals
Signed in as Inventory Reviewer
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- SR-98171Return of damaged pump housingsReview1dActions
- SR-81711Reserve replacement valve kitsReview4dActions
- SR-16681Inspect returned motor controllersReview5dActions
- SR-64178Move tested actuators to resaleReview4dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review revisionInventory Reviewer records a reasoned decision. | Inventory Reviewer |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens SCM with Returns Management to the work that is theirs. Pick a role to see what it starts with.
App Administrator
Maintain organization configuration and membership.
This is the first screen this role sees.
OverviewRequest workboard×
Request workboard
Stock requests · App Administrator
Draft2
Return of damaged pump housingsMotor controller, 240 V
Move tested actuators to resaleVariable drive unit, 5 hp
Add
Review2
Reserve replacement valve kitsMotor controller, 240 V
Quarantine leaking seal assembliesPressure gauge, 0 to 300 psi
Add
Approved1
Inspect returned motor controllersStainless fitting, 90 degree
Add
Rejected1
Return excess pressure gaugesPressure gauge, 0 to 300 psi
Add
Auditor
Read authorized evidence and reports.
This is the first screen this role sees.
OverviewExecuted requests×
Executed requests
Stock requests · Auditor
| Record number | Subject | Item | Location | Requested units | Executed at | |
|---|---|---|---|---|---|---|
| SR-90227 | Return of damaged pump housings | Stainless fitting, 90 degree | Sacramento inspection bench | 380 | 31 Oct | |
| SR-72210 | Reserve replacement valve kits | Pressure gauge, 0 to 300 psi | Reno quarantine cage | 140 | 03 Nov | |
| SR-54134 | Inspect returned motor controllers | Motor controller, 240 V | Boise outbound staging | 710 | 04 Nov | |
| SR-39056 | Move tested actuators to resale | Pressure gauge, 0 to 300 psi | Sacramento inspection bench | 320 | 04 Nov | |
| SR-22958 | Quarantine leaking seal assemblies | Control valve kit, 3 inch | Reno quarantine cage | 180 | 21 Oct |
6 of 6 records
Inventory Coordinator
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
OverviewRequest workboard×
Request workboard
Stock requests · Inventory Coordinator
Draft2
Return of damaged pump housingsMotor controller, 240 V
Move tested actuators to resaleVariable drive unit, 5 hp
Add
Review2
Reserve replacement valve kitsMotor controller, 240 V
Quarantine leaking seal assembliesPressure gauge, 0 to 300 psi
Add
Approved1
Inspect returned motor controllersStainless fitting, 90 degree
Add
Rejected1
Return excess pressure gaugesPressure gauge, 0 to 300 psi
Add
Inventory Reviewer
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
OverviewRequest workboard×
Request workboard
Stock requests · Inventory Reviewer
Draft2
Return of damaged pump housingsMotor controller, 240 V
Move tested actuators to resaleVariable drive unit, 5 hp
Add
Review2
Reserve replacement valve kitsMotor controller, 240 V
Quarantine leaking seal assembliesPressure gauge, 0 to 300 psi
Add
Approved1
Inspect returned motor controllersStainless fitting, 90 degree
Add
Rejected1
Return excess pressure gaugesPressure gauge, 0 to 300 psi
Add
Admin
Maintain the app setup and resolve access assignments for the operating team.
- Manage Organizations, storage locations, stock items, team members
- View stock requests, review decisions, stock movements, operation receipts
Reports
Explain every quantity
Read request decisions, held quantity, posted effects and return exceptions.
Overview×
SCM with Returns Management · Overview
SCM with Returns Management dashboard
This quarter
Refurbishment jobs in view
6Total recovered units
3,190Draft
2Submitted
2Stock requests by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 35 | ||
| Review | 25 | 71% | |
| Approved | 19 | 76% | |
| Executed | 12 | 63% |
Revision by status
Sample totals per stage
- 01Request status and due date
Group stock requests by status, required date, item and location.
- 02Review outcomes by reviewer
Count approve, reject and return decisions by reviewer and decision date.
- 03Reservation exposure
Sum active reserved quantity by item, location, lot and expiration date.
- 04Posted quantity by location
Sum signed posted movement quantity by item, location and lot.
- 05Movement correction trail
Follow movement reversal references to the original posted movement.
- 06Lot release and expiry
List lots by release state, item and expiration date.
- 07Refurbishment recovery
Compare recovered units and grade by job status and return reference.
- 08Operation failures
Group failed and needs-review receipts by action, expected revision and failure reason.
Who it's for
Built around returned stock
See how SCM with Returns Management fits your kind of team.
Distribution returns
Coordinate returned stock across receiving docks, warehouses and quarantine locations.
Refurbishment operations
Track recoverable returned units without losing the original return reference.
Multi-location stock teams
Keep requests, reservations and movement evidence tied to the location where work happens.
Controls
Keep the evidence trail
Each stage of return request to stock effect names the role that acts and the status it records, so a change is never anonymous.
OverviewReturn request to stock effect×
SCM with Returns Management · Process
Return request to stock effect
Each stage, the role that acts and the status it records
Process stages
10Approval steps
1Roles involved
4Tables touched
11Submit for review
Inventory CoordinatorStatusDraft → Review
RecordsStock requests
Review revisionApproval
Inventory ReviewerStatusReview → Approved
RecordsReview decisions
Post movement
Inventory CoordinatorStatusApproved → Executed
RecordsStock movements
- StartStock requestsSubmit for reviewDraft → Review
- ApprovalReview decisionsReview revisionReview → Approved
- StepStock movementsPost movementApproved → Executed
- StepRefurbishment jobsPrepare refurbishmentDraft → Submitted
- StepInventory ReviewerDecide refurbishmentSubmitted → Approved
AI agent
Prepare work with Proto
Ask Proto to help prepare return work while people retain the review decisions.
It can
- Inventory Coordinator: Draft a stock request from an item, location, requested quantity and required date for the coordinator to check.
- Inventory Reviewer: Gather the current request, attachments and decision history for a human review.
- Auditor: Trace a posted movement through its parent request, decision, operation receipt and reversal link.
Stays with a person
- A person decides whether the current revision is approved and whether a failed action is safe to retry.
- Check the lot release state, physical receipt and posted movement before claiming returned stock is available.
- Proto can prepare the evidence trail, while the assigned team member makes the operational decision.
Show the current return request, its review decision, active reservation and posted movement for this item at the receiving location. Flag any receipt that needs review.
A person decides whether the current revision is approved and whether a failed action is safe to retry.
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 requests5
- Review and evidence5
- Stock reservations5
- Stock movements6
- Refurbishment jobs5
- Operations overview5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set operating scope
Configure the organization, members, active items and storage locations. Confirm base units and lot rules.
Prepare return evidence
Choose a representative request and agree the attachments, visibility and review reasons staff will use.
Rehearse decisions
Submit a revision, record an independent decision and repeat after changing requested units.
Reconcile quantity
Reserve stock, post a signed movement and compare Operations Overview with the ledger and active claims.
Expand carefully
Add refurbishment jobs, exception handling and more locations after the first trail is explainable.
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 Returns Management for your business. Pilot one organization, one receiving location, a small item set and a representative return request before expanding.
Who prepares a return request?
Inventory Coordinator records the item, location, counterparty, requested units, required date and owner, then collects the supporting attachments.
Who decides whether a request can proceed?
Inventory Reviewer records the decision and reason against the current request revision. The coordinator then works from the approved case.
How do we keep return evidence with the case?
Attach files to the parent stock request. Give each file a title and evidence type, and choose whether its visibility is Internal or Shared.
What does a reservation change?
An Active reservation holds quantity for a request and reduces available quantity in Operations Overview. It does not record a posted stock movement.
How is a lot handled?
The lot stores its code, expiration date and release state. Check those details before using its quantity for ordinary stock work.
What records the actual stock change?
A posted stock movement stores the signed quantity with its item, location, parent request and optional lot. A correction can reference the original movement.
How does refurbishment stay linked to a return?
The refurbishment job has a parent stock request and return reference. Its recovered units and grade stay on the job; the posted movement carries the quantity effect.
What if an operation fails?
Open the operation receipt, inspect its failure reason and expected revision, then compare any effect references with posted movements before another attempt.
Can we work across locations?
Yes. Requests, reservations and movements each identify the relevant storage location. Reconcile available quantity for the item and location before promising it to another request.
Set up SCM with Returns Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.