Leverage Custom Package Statuses to organize inventory and automatically set controls on your packages based on the status.
See the following video, or continue reading to learn how to use custom statuses in Canix.
Creating Custom Statuses
1. Navigate to Admin > Facility Data > Custom Phases
2. Select "Package Availability Statuses" and "Create New"
3. Select a name for the status and a color
4. Select the restrictions for the status, from most to least restrictive:
- Can be added to sales orders & transfers
- Cannot be added to sales orders & transfers
- Cannot be edited or added to sales orders & transfers
Canix customers use these statuses for a wide variety of use cases, including:
- Marking packages that need remediation (and locking them down so they can't be edited)
- Marking packages containing waste (and locking them down so they aren't edited)
- Marking packages that have failed testing the 1st time vs the 2nd time (depending on the state you may only have so many tests before losing the product)
- Showing packages Available for Bulk sale vs Available for Branded Sales
- Marking inventory owned by a client or partner
- Marking product that is intended for sale vs intended for an input in manufacturing
- Allocating trade samples
- Marking lost packages that cannot be found
- Preventing packages that are Allocated, but not yet on a Sales Order from being used
- Assigning products that are close to expiration or target sell by date to "Sell ASAP"
- Marking inventory that is available at a discount
- Differentiating from dry flower, which can be sold, and drying flower, which should not be added to a Sales Order or Transfer
- Marking packages that need labels and are ready for packaging
For an overview of the default package statuses, click here.
See this video for details on setting up custom statuses:
A Few Things to Note:
The 'Mark Tested Packages as Sellable' setting in Facility Management will override Custom Availability Statuses and automatically mark packages with a testing status of TestPassed as Available to Sell in your Inventory. To avoid TestPassed packages with a custom status flipping to Available to Sell, simply disable this setting by unchecking the box and they will maintain the desired Custom Status.
- When a package is removed from a Sales Order and becomes Unallocated, the package status returns back to the status it had before it was allocated - In Progress or Available to Sell.
- When a package is returned from a Transfer, the package status returns back to the status it had before it was transferred.
- When a package is finished, the package availability status is marked as finished.
- If a package is split or combined from a package with Available to Sell, the parent package status will be passed on to the child package.