🎨 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.
Summary
If you manage multiple sites in Edify, you can transfer stock between them to balance inventory. Transfers work like internal deliveries - the sending site records stock leaving, and the receiving site accepts it to update its inventory. Transfers sent to a site arrive with that site's deliveries. Each site's COGS reporting is affected based on the dates recorded.
Transfers only work between Edify sites. You can't transfer stock to or from sites that aren't set up in Edify.
Sending a transfer
Open Manage Transfers from the left-hand menu, then select Create transfer.
Choose the Destination site.
Check the Date - it defaults to now. To backdate, click it and pick the date and time.
Select Add items and choose what to send. You can transfer products, recipes, or master products - products must be available to both sites.
For each item, enter the Quantity and unit of measure (the options depend on how the product is set up).
Check the Value shown against each item.
Select Create transfer, then confirm in the pop-up.
The transfer appears in your Transfers list as Pending until the receiving site accepts it.
💡 The Value next to each item is a quick way to catch mistakes — like the wrong unit of measure — before you confirm.
Transferring an item shown as unavailable needs Admin permissions, or a Manager with Waste or transfer unavailable items.
Cancelling a transfer you've sent
While a transfer is still Pending, you can cancel it from the Transfers list — open it and cancel. Its status changes to Cancelled and it won't update either site's stock.
Accepting (or declining) a transfer
A transfer must be accepted, just like a regular delivery, for the receiving site's stock to update.
On the receiving site, go to Deliveries - incoming transfers appear in a Transfers section at the top.
Open the transfer. It opens with a Transfer in label showing the sender, who sent it, and the items being transferred.
Check the details, then select Accept and confirm in the pop-up ("Accepting will increase your stock levels for the items received").
Your stock levels update once accepted. If something's wrong, select Decline instead - the sender's transfer shows as Declined and no stock moves.
Changing the sent or received date
You have up to 7 days to adjust a transfer's date. This needs Admin permissions, or a Manager with Create/edit transfers for any date.
Sent date - go to Transfers, open the transfer, adjust the sent date, and save.
Received date - open the accepted transfer from the receiving site, edit the received date and time, and save.
Tracking your transfers
Open Transfers from the left-hand menu to see the transfers sent from your current site. The table shows:
Sender - the site that sent the stock
Transfer # - a unique ID generated by Edify (use the copy icon to grab it)
Sent - the date the transfer was sent
Receiver - the site receiving the stock
Total - the value of the transferred stock
Status - Pending, Accepted, Declined, or Cancelled
Sort or filter any column using the icons in the header.
This page shows transfers for your currently selected site. To see transfers across every site, choose All Sites from the site selector in the top left.
Transfers in reporting
Homepage report - includes a Transfers report with the stock moved, dates, and sites involved. You can download it for your records.
Weekly COGS report - transfers affect variance calculations. The sent date is used for the sending site and the received date for the receiving site.
Example: Site 1 transfers Oat Milk to Site 2 on 15 June; Site 2 accepts it on 18 June. Site 1's Weekly COGS reflects the transfer on the 15th, and Site 2's on the 18th. A declined or cancelled transfer won't appear in COGS reports.