Immediate Function
Allows authorized users to instantly process deliveries, returns, and transfers without signatures. Stock updates immediately for faster workflows.
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
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
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
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:
Go to Roles and Permissions
Edit the role
Enable or disable the Immediate Function permission
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.
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