Cancelling or changing orders placed in Edify
There may be instances you accidentally double book a product, realise after placing an order you already have stock on hand and so you need to adjust the order you have placed.
How to change or cancel an order
To change (e.g. remove a product or adjust the quantity of a product) or cancel an entire order/PO, please contact the supplier directly. Changes to quantities that are made within the "Deliveries" tab on Edify do not reflect for the supplier.
What to do if the supplier accepts the change
Navigate to "Orders" > "Deliveries"
Find the order you want to change
Update the quantities to the newly agreed quantities
Click "Save Adjustments"
Once the order is received confirm the delivery as usual
What to do if the supplier accepts the cancellation
Navigate to "Orders" > "Deliveries"
Find the order you want to cancel or change
Click 'Delete Delivery' in the top right (only those with admin permission levels can complete this action)
This will then ensure the system understands that no stock was never received, and your reports will remain accurate.
The supplier should change the invoice they send to reflect the change or cancellation, or will supply a new invoice if one has already been sent.
Please Note: It is up to the supplier's discretion/policies whether they would be able to change/cancel an order that's been placed.
🧠 Deleting a delivery is a permanent action and cannot be undone, please be certain a delivery will not be received before deleting it.
Please note, deleting a delivery does not notify the supplier. You must contact the supplier and confirm they are happy to cancel the order before deleting it from the Edify system.
Changing or removing manually added deliveries
When manually adding a delivery (PO) you have received (for an order you did not place in Edify) you may sometimes make an error, for example inputting the incorrect stock or adding the delivery (PO) twice.
Changes can only be made to manually added deliveries within seven days of them being added to Edify.
How to change the quantity in a manually added delivery
Navigate to "Orders" > "Deliveries"
Find the order you want to change
Update the quantities to the correct quantities
Click "Save Adjustments"
Please note, only those with Admin permissions or Managers who have permission to change quantity of confirmed delivery can complete this action.
How to remove a duplicate manually added delivery
Navigate to "Orders" > "Deliveries"
Find the order you want to remove
Update all quantities to 0
Click "Save Adjustments"
This will then ensure the system understands that no stock was never received, and your reports will remain accurate.
Please note, only those with Admin permissions or Managers who have permission to change quantity of confirmed delivery can complete this action.
FAQs
How do I change the quantities or products within an order I placed to a CPU?
If you would like to change the quantities or products you have ordered from a CPU you can do this within the "Deliveries" page on Edify. This change will update on the CPU side. But you only have until the cutoff time to make any changes. Once the cutoff time has passed you will need to reach out to the CPU to request changes and they will update the order their side if accepted.