Saved views allow you to save report filters, column sorting and displayed column settings to quickly access the same view in the future. Saved views are only visible by the user who created it and can be viewed in any facility. To learn more, check out our help center article here.
Sales Price Lists
Easily pre fill sales orders with a customer's assigned pricing using Canix's new sales price lists. Navigate to Facility Data > Sales Price Lists to save multiple price lists for wholesale, retail, tiered pricing, and more. Assign price lists to customers while editing a price list, or from the current customers page.
Mobile Sales Orders
View and create sales orders from Canix's mobile app by navigating to the new Sales tab at the bottom of your phone. Add existing current customers and view active inventory to quickly create sales orders and send invoice links from your phone.
Non-Cannabis Recall Report
Track the usage of non-cannabis materials and the inventory produced with each Lot for recall purposes. Select a non-cannabis inventory item to view usage details and to access a filtered usage recall report, or navigate to Non-Cannabis > Usage Report for all non-cannabis usage.
Linked Inventory Availability
Keep track of open orders and active inventory quantities by selecting item names from the Inventory Availability report in Canix. Use the different tabs on the side panel to view currently active packaged quantities, active orders containing that item, and orders with active packages allocated to them.
Environmental Controls (paid feature)
Canix has released integrations with TrolMaster and GrowLink for environmental sensor reporting in Canix. As Canix collects data by plant location, you will also soon be able to view historical environmental trends throughout the cultivation process when viewing plant inventory and harvest yields. Contact your CSM or your Canix Sales Rep to add environmental control integrations to your current subscription.
To request an integration with your environmental control system, submit feedback in the bottom of your navigation menu for our team to consider for future integrations.
You can now pull sales information with Canix's updated API under Admin > API. Take a look at the API documentation for available endpoints and instructions.
Create and manage purchase orders through Canix to request and receive non-cannabis inventory. New non-cannabis inventory lots will be created automatically when received through purchase orders, and cannabis products will have COGS populated when allocated to a purchase order.
Create Sales Orders from Inventory Availability
You can now easily create a new sales order with line items generated from the inventory availability report. Select the checkboxes next to the items sold and select Actions > Create Sales Order to pre fill a sales order with the products sold.
Assign Existing Transfers
You now have the ability to assign an existing transfer to a sales order if created separately from the order. Select Assign Transfer to either create a new transfer, or search for an existing transfer to associate with the order for your records.
Plant Waste Details
Flowering and Vegetative plants that incurred waste can be viewed by selecting the plant count for each waste submission. Download the waste CSV for your records or to submit to Metrc by using the download icon to the right of the Waste Details panel.
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We're always adding new documentation! Check out our Help Center for step-by-step instructions in Canix.