Moves inventory between sites with full accountability. Sending site signs to release, receiving site signs to accept, ensuring complete traceability.
The Standard Site-to-Site Transfer workflow allows users to move inventory from one project site to another while maintaining full accountability, traceability, and a complete audit trail.
Both the sending site and the receiving site must sign to confirm ownership of the inventory.
This ensures clear responsibility for every movement between sites.
Sending Site Signs to Release → Inventory In Transit → Receiving Site Signs to Accept
Open the sending site
Go to the Transfers tab
Click Add (+)
Select:
Transfer From = sending site
Transfer To = receiving site
Enter the transfer date
Add item quantities
Upload documents or photos if required
Click Submit Transfer
Open the transfer in Outbound Transfers
Review listed items
Add Name and Signature
Click Release Inventory
Outcome:
Items are deducted from the sending site
Items move into In Transit status
Open the receiving site
Go to Inbound Transfers
Select the transfer
Review items
Add Name and Signature
Click Receive Inventory
Outcome:
Items are added to the receiving site
Transfer is fully completed and traceable
If quantities are incorrect:
Receiving site can submit a new return or transfer to correct differences
Inventory Management Team can assist with balancing adjustments
Sending Site User: Creates and signs to release
Receiving Site User: Signs to accept
Inventory Management Team: Can view, monitor, and reconcile
Tips:
Double-check Transfer From and Transfer To site selection
Use Reference Codes for PO numbers, job numbers, or internal identifiers
Upload documents/photos for clarity and audit proof
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