Reviewing received orders
Viewing the orders your CPU has received from either your internal site or wholesale customers is simple, just follow these steps:
Ensure you have selected your CPU from the top left drop down
Navigate to "CPU"
Select "CPU Orders"
You will then view a list of all CPU Orders
In this view you'll be shown:
Field | Explainer |
Customer name | The site/customer that placed the order |
Order Date | The date the order was placed (to see the exact time, click into the order) |
Order Number | The PO number generated by Edify |
Production Date | The date of production that has been set, if you are using the Production Planning feature |
Delivery Date | The requested delivery date |
Total inc VAT | Value of the order |
% | Fulfilment percentage (see more below) |
Status | The status of the order (see more below) |
Click the Arrow button to see the details of an order. If a customer has left a note on their order an order 'N' will appear next to it. You can view the note by clicking the arrow button by the order.
You can view these orders in a table format by using the CPU Production Summary report.
💡 Want to receive an email each time the CPU receives an order?
1. In the top left select 'All Sites'
2. Navigate to "Suppliers"
3. Find the CPU Supplier
4. Click 'Edit'
5. Input the email address you'd like to receive the orders in the 'orders email' box
6. Save
Understanding CPU Order Status
CPU Order status' are set manually so you can manage the flow of an order. To change the status of a CPU order simply click the three dots to the right of an order. Or select in bulk to apply changes to multiple orders at a time.
Within the CPU Orders table there are three status' an order can be in:
Unfulfilled - The status orders are set to when they first come in
Production - The order has been set as in production (see further info below)
Fulfilled - The order has been produced and has either been shipped or is ready to be shipped
⚠️ COGs and Live Stock Levels will not be updated if orders are not marked as fulfilled.
An order can also have the following status' set resulting in the following results:
Move to invoice - By selecting this status the order moves to the "Invoices" section of CPU where the invoices can be downloaded. Further info on this process can be found here.
Delete order - This deletes the CPU Order and removes it from the table
💡 Even if you will not be using Edify for invoicing, we recommend moving orders to 'Invoice' status once they have been accepted by your site/customer to keep your CPU Order view tidy.
Production Status - further info
If your CPU is not using the Production Planning feature in Edify you will not need to use the Production Status. Orders automatically populate in the CPU Production Summary.
However, if you are using Production Planning setting this status is how you assign what day the items within the order should be produced to meet the requested delivery date.
Click the three dots by an order
Click 'Send to Production'
Select the date you would like to produce the items in this order
Click 'Next'
You'll be shown a summary of the products that will be moved to Production
Click 'Confirm'
To do this in bulk across multiple orders
Use the tick box in the header row to select all orders
Or use the tick box's by an order to select all orders you'd like to move
Click "Add to production" in the top right
Select the date you would like to produce the items in this order
Click 'Next'
You'll be shown a summary of the products that will be moved to Production
Click 'Confirm'
If you now go to Production > Production Planner and select 'Plan' next to the day you set, you will see the quantities set. Find more out about Production Planning here.
💡 If the CPU order contains a mix of products which will be produced and those that are bought-to-sell, only the production items will be added to the Production Planner. Find out more about how to set up a CPU product as a production item here.
Changing CPU Orders
As a CPU manager, you can update an order at any time before it's fulfilled.
Navigate to CPU > CPU Orders
Find the order you want to change and click the arrow button
Within the order you can:
Update the quantity of a product
Add a new product
Remove a product by setting its quantity to 0
Click Confirm Order
Changes will also be reflected for the site in their Deliveries section.
💡 Sites can also make changes to their orders, but only until the cut-off time. Once the cut-off time has passed, sites are locked out of editing. You should only move an order to Production or begin packing after the cut-off time, so quantities are finalised before you start.
Always update orders to reflect what you're actually sending
Before fulfilling any order, make sure the quantities match exactly what you're physically sending — not what was originally ordered, and not what was planned.
This matters whether you produce less than planned, swap out a product, or make any last-minute changes on the floor.
⚠️ Fulfilling an order with incorrect quantities will wrongly deplete your ingredient stock levels and affect the Live Stock Levels of your CPU.
Why it matters — an example
A site orders 10 tuna baguettes. You only produce 8.
If you fulfil the order without updating the quantity:
The system reduces your tuna baguette stock by 10, leaving you at -2
It assumes the missing 2 were made and depletes the ingredients (tuna, bread, etc.) accordingly
Your ingredient stock levels are now understated
If you update the order to 8 before fulfilling:
Stock reduces by 8
Ingredient levels stay accurate
The site's Deliveries section reflects what they're actually receiving
💡 We recommend updating order quantities before printing your Delivery Note — that way the note matches what's in the box and sites know exactly what to expect.
CPU Order Fulfilment
The CPU Order table displays the fulfilment percentage for each order, showing what portion of the original order you were able to deliver.
Tracking Fulfilment
Before marking a CPU order as 'Fulfilled', adjust the order quantities to match what you're actually sending.
How Fulfilment is Calculated
Within the order: You'll see the +/- difference from the original quantity for each product
In the CPU Order table (% column): You'll see the overall fulfilment percentage for that order
The fulfilment percentage is calculated as: total products delivered (excluding overage) ÷ total products ordered.
Important: Adjusting Quantities After Acceptance
⚠️ Important: If you change quantities in an order that the receiver has already accepted, the order will move from Order History back to Delivery status. The receiving site will need to re-accept the order with the adjusted quantities.
✅ Best Practice: Update order quantities as soon as possible to avoid requiring the receiver to re-accept orders.
Managing CPU Order Credit Requests
When a site raises a credit request on a CPU order, you'll receive an email notification. To make sure these reach the right person, check that your CPU supplier has an accounts email address set up.
Setting up your accounts email
In the top left, select All Sites
Navigate to Suppliers
Find your CPU supplier and click Edit
Enter the email address in the Accounts Address field
Save
Handling a credit request
Credit requests are managed outside of Edify — there's no in-platform workflow to approve or reject them. Once you've received the notification, how you respond depends on what you're doing next.
If you're not going to charge the site (no resend) Let the site know, and ask them to resolve the credit request from their side in Edify. No action is needed from you in the platform.
If you're resending the stock The site can cancel the credit request from their side, and they'll be able to accept the delivery when it arrives.
Whether to track the additional stock movement in Edify is up to you. Bear in mind that the original stock is still attached to the original purchase order — creating a new CPU order or transfer for the same stock would result in it appearing twice in the sites system. If you do want to record that the stock left your inventory, the cleanest way to do this is to log it as waste.