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

Moves inventory between sites with full accountability. Sending site signs to release, receiving site signs to accept, ensuring complete traceability.

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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.

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Inventory Flow

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

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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

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Quick Link: How to Perform a Site-to-Site Transfer

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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

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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

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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

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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

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