Overview
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 their inventory. Both actions affect each site's COGS reporting based on the dates you record.
Sending a Transfer
How to send stock to another site
Navigate to Waste & Transfer > Transfer
Select the products you want to transfer
Click Transfer
Choose your transfer date
Select the destination site
Enter the quantity you're transferring
Select the unit of measure (options depend on how the product is set up)
Review the transfer value to check for errors
Click Add Transfer
💡 Tip: The transfer value shown is a good way to spot mistakes—like selecting the wrong unit of measure—before you confirm.
⚠️ Product Availability: When transferring, you'll see if a product or recipe is 'available' or 'unavailable'. Only Admins, or Managers with the appropriate permission, can transfer unavailable items.
Transfers only work between Edify sites. You cannot transfer stock to or from sites that aren't set up in Edify.
What can you transfer?
You can transfer:
All products available to both sites
Any recipes that have "count in stock take" enabled
Changing the sent date
You have up to 7 days after creating a transfer to adjust the sent date (requires Admin permissions or enhanced Manager permissions):
Go to Waste & Transfer > Transfer
Find the transfer in the Transfers Out table
Adjust the sent date
Click Save
Accepting a Transfer
Transfers must be accepted just like regular deliveries to keep your inventory accurate.
How to accept a transfer
Navigate to Deliveries
Find the transfer you want to accept
Click the arrow button to view details
Verify all information is correct
Click Accept Transfer
The transfer will then move to your Transfer History and your stock levels update.
Changing the received date
You have up to 7 days to adjust when a transfer was received (requires Admin permissions or enhanced Manager permissions):
Navigate to Orders > Transfer History
Find the transfer you want to adjust
Click the arrow button
Edit the received date and time
Click Save
Reviewing Transfer History
View all completed transfers by navigating to Orders > Transfer History. The table shows:
Transfer # - unique ID generated by Edify
Sender - which site sent the stock
Sent - date the transfer was sent
Receiver - site that received the stock
Received - date the stock was accepted
Subtotal - value of transferred stock
⚠️ Important: This page shows transfers for your currently selected site. To view transfers across all sites, select All Sites from the dropdown in the top left.
Transfers in Reporting
Homepage Report
The Homepage Report includes a Transfers report with details of stock transferred, dates, and sites involved. You can download this report for your records.
Weekly COGS Report
Transfers appear in your Weekly COGS report and affect variance calculations. The key detail: sent date is used for the sending site, received date is used for the receiving site.
Example:
Site 1 transfers Oat Milk to Site 2 on June 15th. Site 2 accepts the transfer on June 18th.
Site 1's Weekly COGS report reflects the transfer on June 15th
Site 2's Weekly COGS report reflects the transfer on June 18th
If a transfer is declined or cancelled, it won't appear in COGS reports.