BI reports can now be emailed on a set schedule from Canix. Click the ellipses in the top right of your report to view and set schedules, recipients and format of the download. Select the Filters tab to set custom filters per schedule in order to send sales reps their personal dashboards, partners or brands their current or sold inventory, or accountants for month-end reporting. Multiple schedules can be set per report or filter configuration, and edited once created.
Combine Packages on Sales Orders
Quickly combine packages when fulling sales orders by navigating to Add Packages and selecting Combine Allocated Packages in the allocated tab. Be sure to save any unsaved changes to the sales order first, and deselect any allocated packages that shouldn't be combined initially.
Cultivation Lot IDs
Track results from seed to sale by adding a Lot ID to plant batches, plants, harvests and packages. Setting a consistent ID throughout the cultivation lifecycle will soon populate reports for activity from cultivation, to packaging and sales across facilities.
Package Expiration Dates
Add expiration dates to packages to track aging inventory in reporting. Use filters and sort columns to save custom reporting views for easier tracking of expired inventory.
Add employee IDs when creating or editing a user for some states' auditing and compliance requirements. View a user's employee ID in the submissions section under Admin, and in plant waste reporting.
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We're always adding new documentation! Check out our Help Center for step-by-step instructions in Canix.