Summary
CPU orders are the orders your CPU receives from your own sites and from wholesale customers. From the Dispatch to stores page you can review incoming orders, change their status as they move through fulfilment, adjust quantities, and track how much of each order you fulfilled.
Select your CPU from the site switcher in the top left.
Open Dispatch to stores from the left-hand menu.
Reviewing received orders
The Dispatch to stores page lists every order your CPU has received. Filter the list with the status chips along the top - All, Unfulfilled, Production, Fulfilled, Invoice, Downloaded, On hold, and Deleted - or find a specific order with the search box.
Select New order to raise an order yourself, or Production summary to see consolidated quantities across a day or week.
Column | Explainer |
Customer | The site or customer that placed the order. |
Order # | The PO number generated by Edify. |
Ordered | The date the order was placed. |
Production | The production date set, if you use Production Planning. |
Delivery | The requested delivery date. |
Total | The value of the order, including VAT. |
Fulfilment | The percentage of the order you fulfilled (see below). |
Status | The order's current status (see below). |
💡 To receive an email whenever the CPU gets an order, set an orders email on the CPU supplier: switch to All Sites, open Suppliers, edit the CPU supplier, and enter an address in the orders email field.
Order statuses
Statuses are set manually so you control the flow of an order.
Unfulfilled - the status when an order first comes in.
Production - the order has been sent to production (only relevant if you use Production Planning).
Fulfilled - the order has been produced and is shipped or ready to ship.
Invoice - shipped orders that are ready to have invoices generated
Downloaded - orders that have had invoices generated and downloaded
On hold - if the order is not going to be shipped at the present time move it to On Hold to keep your unfulfilled view clear
Deleted - orders that have been deleted
Changing an orders status
Use the tickbox to select the order(s) you would like to change the status of.
Click Change status
Select the new status
Confirm by clicking Change status
⚠️ COGS and Live Stock Levels only update once an order is marked Fulfilled.
Sending an order to production
If you use Production Planning, setting an order to Production assigns the day its items should be produced to meet the delivery date. Orders that aren't sent to production still appear in the Production summary.
Use the tickbox to select the order(s) you would like to change the status of.
Click Add to Production
Select the date you want to produce the items in the order
Click Next
Click Confirm
Once a CPU order has been moved to Production its status cannot be changed back to Unfulfilled.
💡 If the CPU order contains a mix of products which will be produced and those that are bought-to-sell, only the production items will be added to the Production Planner. A CPU product must have a recipe linked for it to be a production item, find out how to do this here.
Changing CPU Orders
As a CPU manager, you can update an order at any time before it's fulfilled.
Go to Dispatch to stores
Click into the order you want to change
Click Edit
Within the order you can:
Update the quantity of a product
Add a new product
Remove a product by setting its quantity to 0
Click Save changes
Changes will also be reflected for the site in their Deliveries section.
💡 Sites can also make changes to their orders, but only until the cut-off time. Once the cut-off time has passed, sites are locked out of editing. You should only move an order to Production or begin packing after the cut-off time, so quantities are finalised before you start.
Updating quantities when you produce or send less
Before fulfilling any order or printing the delivery note, make sure the quantities match exactly what you're physically sending - not what was originally ordered, and not what was planned.
This matters whether you produce less than planned, swap out a product, or make any last-minute changes on the floor.
⚠️ Fulfilling an order with incorrect quantities will wrongly deplete your ingredient stock levels and affect the Live Stock Levels and COGs of your CPU.
Changing an orders quantities after you have moved the order to fulfilled will not change the original stock deduction.
Production Summary
The Production summary is a picking list: it shows the total stock you need to pull together to fulfil your CPU orders, grouped by delivery day. It's the fastest way to see what's due before you start packing, and you can print it or download it to work from on the floor. It reads across every current order, so you don't need to open orders individually.
Select Production summary in the top right of the CPU orders page to open it as a panel.
The summary includes every order regardless of status. If an order is deleted, its quantities drop to 0 in the summary for that customer. If nothing is due for the day or week you're viewing, the panel shows "No production scheduled".
⚠️ The Production summary is a picking list of the stock needed to fulfil your orders - not Edify's Production Planning feature. It shows the total quantity of each product due per delivery day; it doesn't assign products to staff or break products down into ingredient quantities.
Daily View
Set the Daily/Weekly toggle top left to Daily
Select the date you want to view
The table is defaulted to show All customers but click this button to select which customers you want to view
If you want to see the total quantity of a particular product use the Filter products search bar
Column name | Explainer |
Product | The name of the product |
Category | The category the product has been assigned with the CPU Product List. This column can be sorted alphabetically to group categories together. |
Lead Time (Days) | If relevant, the number of days in advance of delivery this product needs to be produced |
Quantity | The total number of the product ordered across all customers |
Customer Name | The next columns will be the names of the customers who have placed orders and will show how many of each product they have ordered |
Weekly View
Set the Daily/Weekly toggle top left to Weekly
You will be shown by default the current week (Mon - Sun)
User the arrows to switch between weeks
The table is defaulted to show All customers but click this button to select which customers you want to view
If you want to see the total quantity of a particular product use the Filter products search bar
Column Name | Explainer |
Product | The name of the product |
Category | The category the product has been assigned with the CPU Product List. |
Lead Time | If relevant, the number of days in advance of delivery this product needs to be produced |
Quantity | The total number of the product ordered across all customers across the selected time period |
Dates | The next columns are each date for the selected time period and show the total number of product ordered across all customers for that day. |
💡 Any customer or product filter and any column sort you set is kept when you print or download, so set the view up the way you want it first.
CPU Order Fulfilment
It is very important you always move an order to fulfilled once it has been shipped - this is the moment Edify reduces your stock.
The CPU Order table displays the fulfilment percentage for each order, showing what portion of the original order you were able to deliver.
Tracking Fulfilment
Before marking a CPU order as 'Fulfilled', adjust the order quantities to match what you're actually sending.
How Fulfilment is Calculated
Within the order: You'll see what the original quantity was
In the CPU Order table (% column): You'll see the overall fulfilment percentage for that order
The fulfilment percentage is calculated as: total products delivered (excluding overage) ÷ total products ordered.
Credit Requests
When a site raises a credit request on a CPU order, you'll receive an email notification. To make sure these reach the right person, check that your CPU supplier has an accounts email address set up.
Setting up your accounts email
In the top left, select All Sites
Navigate to Suppliers & Products
Click into the CPU supplier and click supplier details
Click Edit
Enter the email address in the Accounts Address field
Save
Handling a credit request
Credit requests are managed outside of Edify - there's no in-platform workflow to approve or reject them. Once you've received the notification, how you respond depends on what you're doing next.
If you're not going to charge the site (no resend) Let the site know, and ask them to resolve the credit request from their side in Edify. No action is needed from you in the platform.
If you're resending the stock The site can cancel the credit request from their side, and they'll be able to accept the delivery when it arrives.
Whether to track the additional stock movement in Edify is up to you. Bear in mind that the original stock is still attached to the original purchase order - creating a new CPU order or transfer for the same stock would result in it appearing twice in the sites system. If you do want to record that the stock left your inventory, the cleanest way to do this is to log it as waste.