# Inventory - Immediate Workflow (1 signature required)

In this mode:

* Deliveries can be approved and instantly added to site
* Returns can be processed directly at the yard without site sign-off
* Transfers can be sent immediately without requiring the receiving site to sign

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## **Purpose**

The Immediate Workflow is used when a company does not require sign-off for stock movement.\
It provides a faster workflow and is useful when the same user controls both the sending and receiving sides, or when signatures are unnecessary.

> **Note:** There is still a full audit trail, but no approval steps are required from the receiving location.

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## **Immediate Inventory Flow**

Request → Inventory Management Team Approves → Delivery Allocated to Site (No Signature Needed) → Yard Receives Returns Immediately → Transfers Sent Immediately (No Receiving Signature)

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### **1. Request Inventory**

Same process as the standard workflow:

* Site submits a request
* Inventory Management Team approves
* A delivery is created

> **Difference:**\
> Once the delivery is approved, the inventory is automatically assigned to the site.\
> No “Receive Delivery” signature is needed.

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### **2. Immediate Delivery Allocation**

* Delivery is approved
* Stock is instantly added to the Site
* No user action required on site
* No signature required

{% hint style="info" %}
[Quick Link: Immediate Deliveries](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/immediate-delivery-process)
{% endhint %}

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### **3. Immediate Return to Yard**

When inventory arrives at the yard:

1. Yard opens **Returns**
2. Selects the site
3. Enters returned quantities
4. Clicks **Approve Return**

No signature from site is required.\
Inventory is instantly allocated back into the yard.

{% hint style="info" %}
[Quick Link: Immediate Returns into the Yard](https://docs.cloudscaff.com/inventory-management/inventory-returns-overview/immediate-return-process)
{% endhint %}

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### **4. Immediate Site-to-Site Transfers**

1. Open **Transfers**
2. Select Transfer From and Transfer To
3. Enter items
4. Click **Send Immediately**

The receiving site does not sign to accept.\
Inventory is instantly transferred and allocated.

{% hint style="info" %}
[Quick Link: Immediate Transfers](https://docs.cloudscaff.com/inventory-management/transfers/immediate-transfer-process)
{% endhint %}

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### **5. User Roles**

* Only users with the “Immediate Function” permission can use these workflows
* This permission bypasses signature requirements
* All movements are still logged for tracking and reporting

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### **Tips**

* Use only when signatures are not required by your company
* Immediate workflows are often used in internal yards or controlled environments
* If you need an audit trail with sign-off, use the Standard Workflow instead