> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/workflows/inventory-immediate-site-to-site-transfer-workflow-1-signature-required.md). # Inventory - Immediate Site-to-Site Transfer Workflow (1 signature required) ## 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 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** *** ### 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 --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.cloudscaff.com/workflows/inventory-immediate-site-to-site-transfer-workflow-1-signature-required.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.