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Summary
If you receive a delivery you didn't order through Edify, you can log it manually so your inventory stays accurate. A manual delivery is created with Delivered status straight away.
🚨 You can only add products that already exist in the supplier's catalogue. If something isn't there, add it to the supplier first, then create the delivery.
How to add a delivery
From the left-hand menu, open Deliveries
Select the Delivered tab and
Click + Create delivery (top right).
Choose the Supplier - the Site fills in automatically.
Enter the Invoice # (the supplier's reference for the delivery).
Set the Delivery date to when it was received.
Select Add product, search the supplier's catalogue, tick the items that arrived, and Add.
Enter the Quantity received for each item, adjusting prices if needed.
Add any Delivery notes, a Delivery fee, or attachments if relevant.
Select Create delivery and confirm.
If you changed any prices and the supplier requires manual approval of price changes, you'll be asked which to update - updated prices save to the supplier's catalogue and apply to all future orders. (Suppliers set to update prices automatically skip this.)
The delivery is saved with Delivered status and appears under the Delivered tab.
Changing a manual delivery
A manually added delivery is one you logged for an order placed outside Edify. If you make a mistake - wrong quantity, or added it twice - you can fix it within 7 days of adding it.
⚠️ Both actions below need Admin permissions, or Manager with Change Quantity of Confirmed Delivery.
To change a quantity: go to Deliveries and the Delivered tab, find the delivery, update the quantities, and select Save.
To remove a duplicate: go to Deliveries and the Delivered tab, find the delivery, set all quantities to 0, and select Save. This records that no stock was received.