1. SCM with Supplier Portal
  2. Work with Proto
Reference

Put an AI agent to work in SCM with Supplier Portal

Use Proto to prepare a supplier buying workflow for team review.

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 8 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

  • Requester: Prepare a purchase request and line detail from the approved intake information.
  • Buyer: Compare RFQ responses, order revisions and supplier acknowledgements for human review.
  • Receiving Clerk: Surface open order lines and related receipt evidence before entry.
  • Controller: Trace an approved commitment through order, allocation and receipt records.

What stays with a person

  • Proto can organize records and prepare choices.
  • The named Approver, Procurement Manager and Receiving Clerk remain responsible for actual approval, supplier and physical receiving decisions.
  • A connected system must acknowledge its own result.
  • Check each suggested change against the source revision and role scope.

Proto can organize records and prepare choices. The named Approver, Procurement Manager and Receiving Clerk remain responsible for actual approval, supplier and physical receiving decisions. A connected system must acknowledge its own result. Check each suggested change against the source revision and role scope.

Set up SCM with Supplier Portal your way.

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

How to get started