Inventory - Immediate Site-to-Site Transfer Workflow (1 signature required)

Transfers inventory instantly between sites. No receiving signature required. Stock updates immediately for fast internal movement and traceability.

Purpose

The Immediate Site-to-Site Transfer workflow allows authorized users to move inventory between sites without requiring the receiving site to sign for it.

This workflow is faster and is often used when:

• One person manages both sites

• Signatures are not required

• Internal or fast-moving logistics need quick processing

A full audit history is still recorded, but no signature steps are needed.

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Inventory Flow

Send Immediately → Inventory Instantly Moves → Items Allocated to Receiving Site

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1. Start an Immediate Transfer

1. Open the sending site

2. Go to the Transfers tab

3. Click Add (+)

4. Select:

   • Transfer From = sending site

   • Transfer To = receiving site

5. Add item quantities and date

6. Optional: upload documents or photos

7. Click Send Immediately

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2. What Happens

• Items are instantly removed from the sending site

• Items are instantly added to the receiving site

• No sign-off is required from either location

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Permission Requirement

Immediate Transfers are only available to users with the Immediate Function enabled in Roles and Permissions.

Quick Link: Roles and Permissions

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When to Use

• Rapid internal inventory movement

• Same user controls both locations

• When signature-based workflows are not necessary

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Audit and Traceability

Even though signatures are bypassed:

• The system logs who performed the transfer

• All quantity changes are recorded

• Full reporting remains available

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Tips:

Only use when your business process does not require sign-off

If accountability between two separate teams or clients is needed, use the Standard Workflow instead

Immediate transfers still support documents, notes, and reference codes