Responsibilities and decision rights for planners, buyers, procurement, warehouse, quality and logistics teams.
| Role | Demand planning | Procurement | Receiving and invoices | Inventory and warehouses | Counts and adjustments | Quality | Shipping and returns | Products and production |
|---|---|---|---|---|---|---|---|---|
| Admin | — | Edit | — | Edit | Edit | Edit | Edit | Edit |
| Demand Planner | Edit | — | — | View | — | — | — | View |
| Buyer | View | Edit | Edit | — | — | Edit | — | View |
| Procurement Manager | — | Approve | Approve | — | — | View | — | — |
| Inventory Manager | — | — | — | Approve | Approve | — | Edit | View |
| Warehouse Operator | — | View | Edit | Edit | Edit | — | View | — |
| Quality Manager | — | View | Approve | — | — | Edit | View | — |
| Logistics Coordinator | — | View | — | View | — | View | Edit | — |
Configures users, roles and master data, and corrects records across the app.
Builds forecast versions, runs MRP and reviews and actions replenishment suggestions.
Starts on: Production Schedule
Raises and follows purchase orders, vendor splits and supplier contracts, and matches supplier invoices.
Starts on: Replenishment Suggestions
Approves purchase orders by supplier tier and value, approves invoice variances and reviews supplier performance.
Starts on: Purchase Orders Awaiting Approval
Owns warehouses, bins, stock, allocations and transfers, and reviews count variances and physical inventories.
Starts on: Production Schedule
Receives goods into bins, records stock movements, counts stock and picks and packs shipments.
Starts on: Receipts Pending QC
Maintains quality plans, records inspections, raises nonconformances and runs corrective and preventive actions and returns inspection.
Starts on: Receipts Pending QC
Plans and ships outbound shipments, follows tracking events and manages return authorizations, carriers and shipping methods.
Starts on: Shipments in Transit
Start free, then use Proto to change fields, steps and approvals before your team goes live.