# Immediate Function

## Purpose

The Immediate Function allows authorized users to process inventory movements without requiring a receiving signature.

When enabled, deliveries, returns, and transfers can be completed instantly, and stock is automatically allocated to the correct location.

This functionality is designed for environments where:

* Sign-off is not required
* The same user manages both the sending and receiving location
* Fast internal movement is needed without workflow steps

It provides a faster operational process while still maintaining a full audit trail of changes.

***

## How It Works

### Deliveries

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FkmxQowcVIxaOkpXdhQjq%2FScreenshot%202025-11-10%20at%2020.45.59.png?alt=media&#x26;token=ec0f67cb-7d66-4d7f-b113-3f425ddbef3d" alt="" width="188"><figcaption></figcaption></figure></div>

* When a delivery is approved and the user clicks **Send Immediately**
* Inventory is instantly added to the site
* No site user needs to open the delivery or sign to receive

### Returns

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FiKBmCIGnBhDC2KcryNN0%2FScreenshot%202025-11-10%20at%2020.48.01.png?alt=media&#x26;token=7d1c04b7-de5c-4ae7-9c4c-caa581871d1f" alt="" width="188"><figcaption></figcaption></figure></div>

* When items arrive at the yard, the Yard User selects the site, enters returned components, and clicks the **Approve immediately** button
* Inventory moves back into the yard with no signature from site required

### Transfers

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FzKyWjj3QkAiRVWqfiwsk%2FScreenshot%202025-11-10%20at%2020.51.46.png?alt=media&#x26;token=5297af4e-9418-4d14-bef3-b3b2a59cd3ba" alt="" width="188"><figcaption></figcaption></figure></div>

* Users can transfer inventory between sites using **Send Immediately**, bypassing the receiving site’s requirement to sign. The receiving site does not sign to acknowledge receipt.

All movements are still logged and traceable in system reports.

***

### Permissions

The Immediate Function is controlled through **Roles and Permissions**.\
Only users with this permission enabled will see the immediate action options inside Deliveries, Returns, and Transfers.

To toggle this setting:

1. Go to Roles and Permissions
2. Edit the role
3. Enable or disable the Immediate Function permission

{% hint style="info" %}
[Quick Link: Roles and Permissions](https://docs.cloudscaff.com/settings/user-management/role-builder-add-or-update-roles)
{% endhint %}

***

### When to Use Immediate Processing

Appropriate use cases include:

* Internal yards where sign-off is unnecessary
* High-volume logistics operations
* Scenarios where the same team controls both locations
* When speed matters more than end-user sign confirmation

If signature approval, accountability, or site confirmation is required, use the **Standard Workflow** instead.

{% hint style="info" %}
[See standard workflow](https://docs.cloudscaff.com/workflows/inventory-standard-workflow-2-signatures-required)
{% endhint %}