1. Yard Management System
  2. Get started
Get started

Get Yard Management System running in four steps.

Prepare a yard shift the gate, dock and warehouse teams can reconcile together.

  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 Yard Management System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Yard Management System 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 to create your ERP.AI account, then use Proto to configure Yard Management System for your business. Describe the yard, the shift team and the first dock process you want to run. Name the person who prepares visits and the independent person who decides them.

Prepare the first operating cycle

Choose a parking area and dock with physical activity the pilot team can observe. Bring the open load list, original delivery promises and appointment windows. Prepare driver eligibility, vehicle readiness and defect release evidence for the equipment involved.

Include the stock requests, lot commitments and item units that the warehouse team needs to reconcile. Agree how arrival evidence and recipient documents are captured, and who investigates an unresolved operation at shift change.

Review before release

Rehearse a valid arrival and independent dock approval. Attempt self-approval and a stale revision, then try to complete work before its authorized effect is confirmed. Test an overlapping vehicle assignment and a stock quantity mismatch. The team should explain each rejected action and find the remaining work from its queue.

Reconcile the physical yard with the open visits and load commitments before expanding the pilot. Review implementation, roles and pricing with the responsible people.

Set up Yard Management System your way.

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

How to get started