Inventory - Immediate Workflow (1 signature required)

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

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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

Quick Link: Immediate Deliveries

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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.

Quick Link: Immediate Returns into the Yard

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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.

Quick Link: Immediate Transfers

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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