Facility Management (old user interface)

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 

Watch this quick overview of the settings in facility management.

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. NCI will be available in Sales Order Product Searches, along with the selection for cannabis inventory below:

     • 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. NCI will be available in Sales Order Product Searches, even when this setting is enabled.
4. Once all changes have been made select Update to save.