This is a separate workflow and only works if your role has the Immediate Function enabled in permissions.
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
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.
Request → Inventory Management Team Approves → Delivery Allocated to Site (No Signature Needed) → Yard Receives Returns Immediately → Transfers Sent Immediately (No Receiving Signature)
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.
Delivery is approved
Stock is instantly added to the Site
No user action required on site
No signature required
When inventory arrives at the yard:
Yard opens Returns
Selects the site
Enters returned quantities
Clicks Approve Return
No signature from site is required. Inventory is instantly allocated back into the yard.
Open Transfers
Select Transfer From and Transfer To
Enter items
Click Send Immediately
The receiving site does not sign to accept. Inventory is instantly transferred and allocated.
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
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
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