1. SCM with Returns Management
  2. Get started
Get started

Get SCM with Returns Management running in four steps.

Set up a small return cycle with clear owners and a visible quantity trail.

  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 Returns Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open SCM with Returns Management 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 Returns Management for the people who will prepare requests, review revisions and reconcile stock effects. Name the operating organization and assign Inventory Coordinator, Inventory Reviewer, Auditor and App Administrator responsibilities.

Prepare the first operating cycle

Choose an active item, its base unit and lot rule, plus a receiving location and a storage destination. Collect a real return file for a pilot case. Create a stock request with requested units and required date, attach the evidence and ask Inventory Reviewer to decide the current revision. Then place an eligible reservation and record the actual signed movement.

Review before release

Open Operations Overview and compare on-hand and available quantity with posted movements and active reservations. Inspect the decision reason, operation receipt and any exception. Rehearse a changed revision and a wrong-location correction. Expand to refurbishment and additional locations once the team can explain the full trail for the pilot return.

Set up SCM with Returns Management your way.

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

How to get started