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How to add a new site

How to add and manage multiple locations in Edify

Updated today

Adding a new site

  • On the left hand menu select Settings

  • Select Sites

  • In the top right hand corner select Add New Site

  • Add in the information required in each field

  • Complete new site details and select Save

  • Next, head to your Suppliers and Recipes tabs, and assign any suppliers and recipe/menu items you'd like the site to be able to access

Lastly, to enable this site for COGS reporting, please contact our support team via Live Chat who will be able to connect this for you



Editing site information

If you ever need to edit site information, click the green arrow by the site you'd like to edit. You can then amend details such as:

  • Site Name

  • Address

  • Delivery Contact

  • Status (Active/Inactive)

Be sure to click Save once you're done making edits.


Supplier references

You can, at a site level, make it mandatory for your team to input a supplier reference when confirming deliveries. Suppliers sometimes provide their own IDs/references with orders and for improved traceability you can link this to an Edify PO by entering this before confirming a delivery.


Delivery information visibility

The delivery times and contacts you set will appear on all outgoing orders to your suppliers.

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