SCM with Returns Management

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  1. SCM with Returns Management
  2. Work with Proto
Reference

Put an AI agent to work in SCM with Returns Management

Ask Proto to help prepare return work while people retain the review decisions.

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 5 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: 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.

What 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.

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.

Set up SCM with Returns Management 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