🎨 Not seeing the new look yet? We're rolling out Edify's new look in stages, so it may not have reached your account just yet. If your Edify still looks the same as before, you're not on the new design yet and you can still find the help you need in our original guide.
Adding a new site
On the left hand menu select Settings
Select Sites from the tabs
Click Create Site
Input site fields
Click Create site
💡 To edit the details of an existing Site, just click on the site within the Sites page and click Edit. Make sure to Save Changes.
Site Fields Explained
Field | Explainer |
Site name | How you would like this site to be named in Edify |
Central Production Unit | A toggle to indicate if this site is a CPU or not (defaulted to off) |
Site identifier | A unique tag that can be set so other external systems can identify the site (e.g. an external forecasting tool) |
Profit centre | A finance code used to group the site's costs in your accounting system |
Reporting Start time |
|
Address Line 1 | The address of the site |
Timezone | The timezone this site is in (defaults to Europe/London) |
Delivery Time Windows | What time can this site accept deliveries? |
Delivery Contacts | Who should couriers or suppliers reach out to with delivery enquiries |
Deliveries require reference | Whether a user has to input an invoice number when accepting a PO |
Delivery Notes | Delivery notes that are included in orders to suppliers from this site |
Forward Emails | If users attach delivery notes/invoices POs placed by this site, they will be forwarded to these addresses |
Traceability | Downloads/prints a traceability tag when a PO is accepted |
Supplier References
Suppliers can often provide their own reference or invoice number for an order.
For improved traceability you can make it mandatory for your team to input this reference/invoice number when accepting deliveries for this site. On the delivery this field is called Invoice #.
If this is required, use the Deliveries require reference site field to set this.
PO attachments - forward email
When accepting a delivery team members can attach a PDF or image to the PO of delivery notes or invoices provided by the supplier.
If a forward email is set, these attachments relating to this site will be forwarded to the assigned address(es).
The attachments will be forwarded once the team member has clicked Save or Accept Delivery.
If a team member adds a new attachment at a later time, once they click Save or Accept Delivery this new attachment will be forwarded as well.
Attachments can be forwarded to multiple emails.
💡 Reminder - forward emails are set at a site level meaning if one address should receive all attachments it will need setting on each sites settings.
Delivery information visibility
The delivery times and contacts you set will appear on all outgoing orders to your suppliers.