Summary
The Stock reports cover everything moving in and out of your sites: what you ordered, what you wasted, what you transferred, and the full list of products on your account.
Open Reports from the left-hand menu.
Select the Stock tab.
Choose a report from the row beneath the tabs.
Use the site selector in the top left to view one site or all of them, the date fields to set the period, and Download CSV to export what you're looking at.
Purchase Orders
Every order placed in the selected period, one row per order.
Column | Explainer |
Order number | The order's PO number. |
Site | Which site placed the order. |
Supplier | The relevant supplier. |
Placed by | The Edify user who placed the order. |
Created at | The date the order was placed. |
Requested delivery date | The delivery date that was requested. |
Actual delivery date | When the order was confirmed as received by the site. |
Delivery Fee | If there was a delivery fee charged. |
Total value | The total value of all products in the order, including VAT. |
Purchase order items
The products within each order, one row per line.
Column | Description |
Order number | The order's PO number. |
Site | Which site placed the order. |
Supplier | The relevant supplier. |
Name | The name of the product. |
Product Class | The assigned product class; blank if none is set. |
Product Category | The assigned product category; blank if none is set. |
Requested delivery date | The delivery date requested. |
Actual delivery date | When the order was confirmed as received. |
Quantity | How many of this product were confirmed as received. |
Price | The price of one unit, including VAT. |
Total | Price × Quantity, including VAT. |
Status | Whether the order has been accepted by the site. |
🧠 Filter Quantity to 0 to find items that were ordered but never received.
Spend by item
Total spend per product across the period, totalled across every order.
Column | Description |
Supplier | The supplier the product is purchased from. |
Name | The name of the product. |
Product Class | The assigned product class; blank if none is set. |
Product Category | The assigned product category; blank if none is set. |
Quantity | The total quantity ordered across all orders in the period. |
Total Spend | The total spent on this product in the period, including VAT. |
Waste items
Every waste entry recorded in the period, one row per entry. See Logging Waste for how waste is recorded.
Column | Description |
Waste Date | The date selected when the waste was recorded. |
Site Name | Which site recorded the waste. |
Wasted by | The Edify user who recorded it. |
Type | Whether the waste was a bought-in product or a recipe. |
Name | The name of the product or recipe. |
Reason | The reason selected when the waste was recorded. |
Waste Value | The value wasted, including VAT. |
Quantity | The quantity wasted. |
Unit | The unit it was wasted by. |
Product Class | The assigned product class; blank if none is set. |
Product Category | The assigned product category; blank if none is set. |
Waste summary
Total waste value per site, per day, across the period.
Column | Description |
Waste Date | The date selected when the waste was recorded. |
Site Name | Which site recorded the waste. |
Waste Value | The value of everything wasted, including VAT. |
Quantity | The quantity of everything wasted. |
Transfers
All transfers recorded in the period. Rows are dated by when the receiving site accepted the transfer, not when it was entered. See Transferring Stock.
Column | Description |
Transfer number | The unique ID of the transfer. |
Date Transfer accepted | The date the receiving site accepted it. |
Name | The name of the product or recipe. |
Quantity | The amount transferred. |
Site to name | The site the transfer was sent to. |
Site from name | The site that sent it. |
Product Class | The assigned product class; blank if none is set. |
Product Category | The assigned product category; blank if none is set. |
Unit of measure | The unit it was transferred by. |
Total | The total value of the transferred stock, including VAT. |
All products
A consolidated view of every supplier product on your account. This report covers supplier products rather than items sold through your till, and it shows product details rather than live stock levels. For a live stock snapshot, open Stock from the left-hand menu.
Use the Not ordered Last 4 weeks and Not Counted Last 4 weeks toggles to find products that have dropped out of ordering or out of stocktakes.
Column | Description |
Status | Whether the product is Active (available to order) or Suspended. |
Product Name | The name of the product in Edify. |
Supplier | The supplier the product is listed under. |
SKU | The unique ID for the product. |
Product Class | The assigned product class; blank if none is set. |
Pack Cost | The cost of one pack, including VAT. |
Pack Type | How the product is ordered — case, box, each. |
Pack Quantity | How many items come in a pack. |
Single Unit Type | The unit within the pack. Where Pack Quantity is 1, this matches Pack Type. |
Unit of measure | The unit used when the product appears in a recipe. |
Last Ordered At | The date this product was last ordered. |
Last Counted at | The date this product was last counted in a stocktake. |
🧠 A product ordered but never counted is often missing from a storage area, which skews your stocktake. A product counted but never ordered usually means orders aren't being processed in Edify, which shows up later as COGS variance.