New Sales Order Management

What's new this week

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New Sales Order Management

Our sales orders have a new look! You can now manage everything for sales and delivery on one page. Add active packages to line items when creating sales orders, and edit the order to print invoices, record payments, and manage transfers from the same screen.

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Customized Tables and Filtering

Choose which columns to include and exclude from your report. Filters, including date ranges, have moved to the column headers in the table.

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💰 Canix Referral Program

‍Refer a friend to Canix! Until the end of May, you'll get a $200 prepaid Visa card if your referral signs up. Reach out to trevor@canix.com for more details.

In case you missed it

• License Database - Find a list of all active licenses in your state under Customers > Prospective Customers. Then promote customers to your Current Customer list for use in sales orders and transfers. This information will be updated in our database on a weekly basis.
• Nursery Forecast - Forecast the number of clones ready for sale to better predict and manage your future inventory. Contact stacey@canix.com if you're interested in predicting your clones 90 days out.
• Save Package Prices on Transfers - By default, packages added to a transfer from a sales order do not have prices duplicated onto the transfer. Select this option when creating or editing a transfer from the sales order to save package prices.

Fixes

‍Edit a user to remove Admins from receiving automated email notifications going forward.

Canix Help

‍Our team is here to help! Chat in-app, text or call (415) 894-9884, or email us at help@canix.com for a member of our team to help you Monday-Friday 6am-6pm PT and Saturdays 10-4pm PT.
We're always adding new documentation! Check out our Help Center for step-by-step instructions in Canix.