If you have more than one site setup on Edify you can transfer stock between them.
How to transfer stock to another site
On the left-hand menu select "Waste & Transfer"
Then select "Transfer"
Select the products you would like to transfer then click "Transfer"
Select your transfer date
Add in the site you would like the transfer to be sent to
Add the quantity you are transferring
Select the unit of measure you are transferring (these options will be dependent on how the product has been set up)
Once you are happy click "Add Transfer"
When logging a transfer in Edify you'll be shown if a product or recipe is 'available' or 'unavailable'. Only those with Admin permission, or Managers who have been granted permission, can transfer an unavailable item.
💡 Tip: When processing a transfer you'll be shown the value of the stock you're transferring. This is a good way to check for any errors (e.g. you've accidentally selected the wrong UoM) before transferring.
Changing 'sent' date
It is possible to change the date a transfer is recorded as being sent.
Navigate to Waste & Transfer > Transfer
In the 'Transfers Out' table identify the transfer you would like to change
Adjust the sent date
Click save
You have up to seven days after a transfer has been added to the system to adjust the sent date and must have either Admin permission or enhanced Manager permissions.
How to accept a transfer from another site
Transfers should be confirmed just like a regular delivery to ensure stock levels are kept accurate.
On the left-hand menu select "Deliveries"
Select the Transfer you would like to accept/view by clicking the arrow →
Check all information is correct and select "Accept Transfer"
This will then move into Transfer History where you can view all previous transfers
Backdating received date
It is possible to backdate the date and time you received a transfer.
Once you have accepted the transfer navigate to Transfer History
Find the transfer you would like to adjust
Click the arrow button
Edit the received date and time
Click save
You have up to seven days to change the date and time of a received transfer, and must have either Admin permission or enhanced Manager permissions.
Reviewing Transfer History
To review a history of transfers navigate to Orders > Transfers History. The table on this page contains:
Transfer # - the unique id generated by Edify when a transfer is created
Sender - which site sent the stock
Sent - the date the transfer was sent to the site
Receiver - the site the stock was sent to
Received - the date the stock was confirmed as received (accepted)
Subtotal - the value of the transfer stock
💡 Please note, this page shows the transfers received by the site selected in the top left dropdown. If you would like to view all transfers across all sites ensure you have "All Sites" selected.
Transfers reporting and COGs
Homepage Report
The Homepage Report contains a Transfers report which includes details of the stock which was transferred, when it was transferred and to who/from. This report can be downloaded.
Weekly COGs
Your Weekly Report within the COGs report also contains details of transfers and their impact on your variances.
In this report the sent date is used for the sender site and the received date for the receiver site.
For example, Site 1 transferred some eggs to Site 2.
Site 1 sent the transfer on June 15th. Within Site 1's Weekly COGs report the transfer will reflect based on the June 15th date.
Site 2 accept the transfer on June 18th. Within Site 2's Weekly COGs report the transfer will reflect based on the June 18th date.
If a transfer is declined or cancelled the transfer will not be included in the COGs report.
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.
Can a site request stock from another site?
No, it is not possible for a site to request stock from another site on Edify. Only for sites to send stock to another site.