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.
Inventory Flow
Send Immediately → Inventory Instantly Moves → Items Allocated to Receiving Site
1. Start an Immediate Transfer
Open the sending site
Go to the Transfers tab
Click Add (+)
Select:
Transfer From = sending site
Transfer To = receiving site
Add item quantities and date
Optional: upload documents or photos
Click Send Immediately
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
Permission Requirement
Immediate Transfers are only available to users with the Immediate Function enabled in Roles and Permissions.
Quick Link: Roles and Permissions
When to Use
Rapid internal inventory movement
Same user controls both locations
When signature-based workflows are not necessary
Audit and Traceability
Even though signatures are bypassed:
The system logs who performed the transfer
All quantity changes are recorded
Full reporting remains available
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
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