# Inventory - Standard Site-to-Site Transfer Workflow (2 signatures required)

## Purpose

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.

***

## Inventory Flow

Sending Site Signs to Release → Inventory In Transit → Receiving Site Signs to Accept

***

### 1. Start a 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. Enter the transfer date
6. Add item quantities
7. Upload documents or photos if required
8. Click **Submit Transfer**

{% hint style="info" %}
[Quick Link: How to Perform a Site-to-Site Transfer](https://docs.cloudscaff.com/inventory-management/transfers/standard-transfer-process)
{% endhint %}

***

### 2. Sending Site Sign-Off (Release Inventory)

1. Open the transfer in **Outbound Transfers**
2. Review listed items
3. Add **Name and Signature**
4. Click **Release Inventory**

**Outcome:**

* Items are deducted from the sending site
* Items move into **In Transit** status

***

### 3. Receiving Site Sign-Off (Accept Inventory)

1. Open the receiving site
2. Go to **Inbound Transfers**
3. Select the transfer
4. Review items
5. Add **Name and Signature**
6. Click **Receive Inventory**

**Outcome:**

* Items are added to the receiving site
* Transfer is fully completed and traceable

***

### Variances

If quantities are incorrect:

* Receiving site can submit a new return or transfer to correct differences
* Inventory Management Team can assist with balancing adjustments

***

### Roles

* **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