Facility Management

Facility Management allows users to manage facility details and settings for each facility in the Web Application of Canix. 

In this article we'll cover:

1. Facility Management
2. Facility Settings 

Facility Management

From the Canix Web Application:

1. Navigate to Admin > Facility Management 
2. Select the facility you would like to edit
3. Make any necessary edits as needed:
   Note: Required fields are identified with an asterisks
   
   • Facility Logo - Image must be .png, .jpg or jpeg file. For best results, dimensions should be 175 x 100 (w x h). Use the trash can icon to remove the logo. 
   • Facility Name* 
   • Facility Type - Select the facility type from the drop down
   • License Number* 
   • Package Tag Prefix 
   • Invoicing Name - The is the Name that will reflect on Invoices. 
   • Address 
   • City 
   • State* 
   • Phone Number 
   • Email Address  
   • Zip/Postal Code  
4. After making any changes select Update to save the changes. 
   

Facility Settings 

From the Canix Web Application 

1. Navigate to Admin > Facility Management 
2. Select the facility you would like to edit
3. Navigate to the Facility Settings section
   • Default Package Availability Status - All newly created packages will be given this status by default. Note: Packages created from splitting or combining will carry over the source package availability status. Learn more about Package Availability Status here. 
     
   • Show in Sales Order Search - This determines which items will be shown when completing a Sales Order search. 

     • All items, with or without active packages

       • Shows active and inactive items, even if no associated packages.

     • All active items & only inactive items with active packages - Note: This will be the default 

       • Shows active items, even if no associated packages. Shows inactive items with active packages.

     • All active items & only inactive items with “Available to Sell” packages

       • Shows active items, even if no associated packages. Shows inactive items with “Available to Sell” packages.

     • All items with active packages

       • Shows active and inactive items with active packages.

     • All items with “Available to Sell” packages

       • Shows active and inactive items with packages marked as “Available to Sell”
         

   • Default Returned Package Status - All returned packages will be given this status by default. Learn more about Package Availability Status here. 
   • Mark Tested Packages as Sellable - When checking this box, Canix will automatically mark packages with a testing status of TestPassed available to sell in Inventory Availability. 
   • Show Only Finished Goods in Sales Orders - When enabled, only items with Accounting Inventory Type Finished Goods will appear in Sales Order Product Searches 
4. Once all changes have been made select Update to save.