Non-Cannabis Product & Lot uploaders can be used to create or update 100s or 1000s of products and lots at a time.
Use these uploaders to:
- Import Products & Lots from other systems into Canix
- Update existing Non-Cannabis Product data such as PAR Levels, SKUs, and Categories
- Import new shipments of Lots into your facility
- Update Lot quantities after cycle counts and inventory audits
This article contains guides on how to work through the following uploads:
Creating Products & Lots
Watch this video walk through, or keep scrolling down for written directions.
Note that as of July 30th, 2024, the Product Unique ID field is no longer required for all uploads. To learn more about the changes please see this video.
Import New Non-Cannabis Products
1. Navigate to Admin > Facility Data Uploader and select “Non-Cannabis Products” in the top left hand dropdown. Then select “Download Template”:
From the download template modal, choose “With no existing data” to download the CSV template for Non-Cannabis products.
2. Fill in the template with your inventory, the available fields for Non-Cannabis Products are:
| Field | Description |
|
Name (required) |
The name for your product. |
|
Shared Facilities (required) |
A comma separated list of the license #s for the facilities the product should be available in (G0003, L0003, H0003).
You can only upload products to facilities you have access to! |
|
Units (required) |
Possible units include:
|
|
Allow fractional deduction (required) |
Enter “TRUE” if it’s possible to use part of one unit, for example a pound of sugar. Enter FALSE for items like jars, lids, labels, where partial consumption is not possible. |
|
SKU (optional) |
The SKU for this product, SKUs must be unique from all other NCI SKUs in the facility. |
|
Category (optional) |
An optional category for the product. This Category must already exist in Canix. |
|
Location (optional) |
An optional Location for the product. This Location must already exist in Canix. If this is your initial data upload, ensure all locations listed here are also reflected on the Locations tab. |
|
Unique Identifier (optional) |
Leave this field blank when creating new Products!
This field is only required for product updates and allows Canix to see exactly which product is being updated.
|
|
PAR (optional) |
Numeric value for the periodic automatic replacement level for this product. This is not auto-calculated or updated by Canix. |
3. With “Non-Cannabis Product” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted. Select “Manually Enter Data” to enter data in a table and create multiple Non-Cannabis Products at once.
4. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields. If you used the Canix template the columns will be automatically mapped for you. If you're exporting inventory from a previous software system into Canix, you can upload fields with different names and map those to the corresponding fields in Canix.
5. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool:
Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
6. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
7. To view the uploaded data select the link icon next to the data type:
If you need to revert uploaded products, use the “Bulk Delete Products” action from the Non-Cannabis Products table.
Import New Non-Cannabis Lots
1. Navigate to Admin > Facility Data Uploader and select “Non-Cannabis Lots” in the top left hand dropdown. Then select “Download Template”:
From the download template modal, choose “With no existing data” to download the CSV template for Non-Cannabis Lots.
2. Fill in the template with your inventory, the available fields for Non-Cannabis Products are:
| Field | Description |
|
Lot Name (required) |
A free text value to identify your lot. This could be an ID, a tag or barcode #, or a combination of the received date and product name. |
|
Product Unique Identifier (required if the product name is not unique) |
Providing this ID lets Canix know which Non-Cannabis Product to associate the Lot to.
|
|
Barcode/Tag (optional) |
A barcode value for printing in labels if desired. This barcode must be unique from all other barcodes in the company. |
|
Vendor (required) |
Name of an existing Vendor in Canix.
If you don’t have Vendors created, or don’t know the Vendor for the Lot, create a Vendor called “Default” in Canix. Use this for any Lots where the Vendor is unknown. |
|
Cost (required) |
The costs up to four decimal places. |
|
Quantity (required) |
The quantity in the lot. |
|
Units (required) |
Possible units include:
The units must be compatible with the units from the associated Non-Cannabis Product. For example for a Non-Cannabis Product set to pounds, all Lots must be in weight units |
|
Received Date (required) |
Valid date formats include: YYYY-MM-DD, YYYY-M-DD, MM/DD/YYYY, M/DD/YYYY. |
|
Lot Unique Identifier (optional) |
Leave this field blank when creating new Lots!
This field is only required for product updates and allows Canix to see exactly which product is being updated.
|
2. With “Non-Cannabis Lot” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted. Select “Manually Enter Data” to enter data in a table and create multiple Non-Cannabis Lots at once.
3. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields:
- If you use the Canix template the columns will be automatically mapped for you.
- If you're exporting inventory from a previous software system into Canix, you can upload fields with different names and map those to the corresponding fields in Canix.
4. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool. Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
5. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
6. To view the uploaded data select the link icon next to the data type:
If you need to revert uploaded products, use the “Bulk Delete Lots” action from the Non-Cannabis Lots table.
Updating Non-Cannabis Products & Lots
See the written instructions below for updating Products & Lots.
Update Existing Non-Cannabis Products
1. Navigate to the Non-Cannabis Products table and select the “Bulk Update Template” default view:
2. Filter to the lots you wish to edit, and download the data. You can make changes to the following fields for Non-Cannabis Products:
| Field | Description |
|
Unique Identifier (optional) |
This field is required for updates! If left empty, a new product will be created.
This field is only required for product updates and allows Canix to see exactly which product is being updated.
|
|
Name (required) |
The name for your product. |
|
Shared Facilities (required) |
A comma separated list of the license #s for the facilities the product should be available in (G0003, L0003, H0003).
You can only upload products to facilities you have access to! |
|
Units (required) |
Possible units include:
|
|
Allow fractional deduction (required) |
Enter “TRUE” if it’s possible to use part of one unit, for example a pound of sugar. Enter FALSE for items like jars, lids, labels, where partial consumption is not possible. |
|
SKU (optional) |
The SKU for this product, SKUs must be unique from all other NCI SKUs in the facility. |
|
Category (optional) |
An optional category for the product. This Category must already exist in Canix. |
|
Location (optional) |
An optional Location for the product. This Location must already exist in Canix. |
|
PAR (optional) |
Numeric value for the periodic automatic replacement level for this product. This is not auto-calculated or updated by Canix. |
3. With “Non-Cannabis Product” selected as the facility data type, select “Upload”, then “Add File”.
4. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool.
Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections.
5. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
6. To view the uploaded data select the link icon next to the data type:
If you need to update the same products a second time, sort on the “Updated At” column to see the rows that you most recently updated.
Update Existing Non-Cannabis Lots
1. Navigate to the Non-Cannabis Lots table and select the “Bulk Update Template” default view.
2. Filter to the lots you wish to edit, and download the data. You can make changes to the following fields for Non-Cannabis Lots.
| Field | Description |
|
Lot Unique Identifier (optional) |
Leave this field blank when creating new Lots!
This field is only required for product updates and allows Canix to see exactly which product is being updated.
|
|
Lot Name (required) |
A free text value to identify your lot. This could be an ID, a tag or barcode #, or a combination of the received date and product name. If manually overriding FIFO auto-selection using BOMs in Manufacturing, the lot number and lot location will be visible when selecting the new lot. Including receive or expiration dates in lot number naming conventions may be helpful. |
|
Product Unique Identifier (required if the product name is not unique) |
Providing this ID lets Canix know which Non-Cannabis Product to associate the Lot to.
|
|
Barcode/Tag (optional) |
A barcode value for printing in labels if desired. This barcode must be unique from all other barcodes in the company. |
|
Vendor (required) |
Name of an existing Vendor in Canix.
If you don’t have Vendors created, or don’t know the Vendor for the Lot, create a Vendor called “Default” in Canix. Use this for any Lots where the Vendor is unknown. |
|
Cost (required) |
The costs up to four decimal places. Enter the cost per unit as listed in column I. |
|
Quantity (required) |
The quantity in the lot. Enter the quantity per unit as listed in column I. |
|
Units (required) |
Possible units include:
The units must be compatible with the units from the associated Non-Cannabis Product. For example for a Non-Cannabis Product set to pounds, all Lots must be in weight units |
|
Received Date (required) |
Valid date formats include: YYYY-MM-DD, YYYY-M-DD, MM/DD/YYYY, M/DD/YYYY. |
2. With “Non-Cannabis Lot” selected as the facility data type, select “Upload”, then “Add File”. Excel and CSV files will both be accepted.
3. Once the data loads, map columns to the columns in your spreadsheet to the corresponding Canix fields. If you use the Canix template the columns will be automatically mapped for you.
4. Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool. Select “Invalid” as a short-cut to see all rows that will fail to upload and require data corrections
5. When the data is prepared, select “Submit” and review your upload in the “Upload History” table:
- In the table you’ll see “Complete” in green if all rows were successful, and “Complete” in yellow if the upload was partially completed. You’ll also see the total # of rows uploaded, and the total # completed.
- To download any failed rows, with error messages, select the “Download CSV” action on the right hand side of the table:
6. To view the uploaded data select the link icon next to the data type:
If you need to update the same products a second time, sort on the “Updated At” column to see the rows that you most recently updated.
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