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How to transfer products
Updated over 3 weeks ago

If you have more than one site setup on Edify you can transfer stock between them.

  1. On the left-hand menu select "Waste & Transfer"

  2. Then select "Transfer"

  3. Select the products you would like to transfer then click "Transfer"

  4. Select your transfer date

  5. Add in the site you would like the transfer to be sent to

  6. Add the quantity you are transferring

  7. Select the unit of measure you are transferring (these options will be dependent on how the product has been set up)

  8. Once you are happy click "Add Transfer"

  9. The site you have transferred the stock to will then need to accept the transfer

Transfers FAQs

  • What can I transfer between sites?

    You can transfer all products available to both sites involved in the transfer and any recipes which have "count in stock take" ticked

  • What happens when I transfer stock between sites?

    When you transfer stock from one site to another the stock levels are updated at both sites for these products - this stock movement is calculated as part of COGs reporting for both sites.

  • Can I transfer stock to a site that isn't on Edify?

    No, you can only transfer stock between sites setup on Edify.

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