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Transfer Non-Cannabis Inventory across your Canix Facilities (old user interface)

Sasha
  • Updated

Table of Contents

Watch a quick video on the non-cannabis transfers process in Canix. More detail on how NCI transfers work in Canix is below.

 

Non-Cannabis Inventory Transfers

Non-cannabis inventory transfers give you the flexibility to transfer non-cannabis inventory between each of your company’s Canix facilities. This feature allows you to bypass the creation of a full purchase order or manifest, and creates a record of internally transferred inventory that is separate from regular sales transactions.

Non-cannabis inventory transfers are essential for businesses that have a centralized warehouse for receiving non-cannabis inventory, practice intracompany accounting, or may otherwise wish to manage non-cannabis inventory separately across their facilities. 

In this article, you’ll learn about:

  1. Outgoing non-cannabis inventory transfers, and how to create and edit them
  2. Incoming non-cannabis inventory transfers, and how to manage them
  3. How inventory levels are affected by transfers
  4. Permissions required to manage non-cannabis inventory transfers

 

Create an Outgoing Transfer

Non-cannabis inventory transfers can only be created and edited by the source facility.

Option 1: Create an outgoing transfer from the non-cannabis inventory table

  1. Navigate to Inventory > Non-Cannabis > Inventory
  2. Select the checkbox for each item you wish to transfer
  3. Select Actions > Transfer Inventory
  4. Enter the details for your transfer:
    1. Transfer Name
    2. Source Facility - this field is not editable and is prefilled with your current facility.
    3. Destination Facility - only facilities that the user creating the transfer has access to within the current Canix company will be available to select from.
    4. Transfer Date - this is for information purposes only, and does not control when a transfer will appear ready to receive in the destination facility.
    5. Notes - these are only displayed on the transfer details when viewing the outgoing or incoming transfer.
  5. Enter product information
    1. Select the specific lot of the product you will transfer
      1. By default, Canix will use FIFO to pull from the earliest received lots first. No lot selection is required if using 
      2. Optionally, select a specific lot to automatically populate the vendor name, lot received date, and lot unit cost
        Note - You may select multiple lots
    2. Enter the quantity and unit of measure for transfer for each product
  6. Repeat Step 5 for each product you will transfer
  7. Select Submit Transfer when completed (Note - transfers can be edited until received by the Destination Facility)

The newly created transfer will appear:

  • In the source facility’s Non-Cannabis Inventory Outgoing Transfers tab with a status of “Awaiting Receipt”
  • In the destination facility’s Non-Cannabis Inventory Incoming Transfers tab with a status of “Awaiting Receipt” 
  1.  

 

Option 2: Create an outgoing transfer from the non-cannabis inventory transfer page

  1. Navigate to Inventory > Non-Cannabis > Transfers > Outgoing Transfers tab
  2. Select Create Outgoing Transfer
  3. Enter the details for your transfer:
    1. Transfer Name
    2. Source Facility - this field is not editable and is prefilled with your current facility.
    3. Destination Facility - only facilities that the user creating the transfer has access to within the current Canix company will be available to select from.
    4. Transfer Date - this is for information purposes only, and does not control when a transfer will appear ready to receive in the destination facility.
    5. Notes - these are only displayed on the transfer details when viewing the outgoing or incoming transfer.
  4. Select + Add Products button to select inventory for transfer
    • Type the product name into the search field
    • Select the item you want to transfer
    • Select Add

       
  1. Enter product information
    1. Use the default FIFO lots, or select the specific product lot for transfer
      1. Manually selecting a lot will automatically populate the vendor name, lot received date, and lot unit cost
        Note - You may select multiple lots
      2. Lot information will populate once a quantity is entered for FIFO lots
    2. Enter the quantity you will transfer
    3. Select the unit of measure for the item
  2. Repeat step 5 for each product you will transfer
  3. Select Submit Transfer

Once submitted, the quantities for each item on the transfer will be immediately deducted from the source facility’s inventory. The new inventory quantities will not populate in the destination facility until the transfer is received.

The newly created transfer will appear:

  1. In the source facility’s Non-Cannabis Inventory Outgoing Transfers tab with a status of “Awaiting Receipt”
  2. In the destination facility’s Non-Cannabis Inventory Incoming Transfers tab with a status of “Awaiting Receipt” 
  1.  

 

Edit an Outgoing Transfer

An outgoing transfer may be edited by the source facility if the status is “Awaiting Receipt”.

To edit an outgoing transfer:

  1. Navigate to Inventory > Non-Cannabis > Transfers > Outgoing Transfers
  2. Select the transfer you wish to edit
  3. Click “Edit Transfer”
  4. Edit, add, or delete products as needed
  5. Click “Submit Transfer”

 

Receive or Reject an Incoming Transfer

Incoming transfers can only be accepted or rejected by the destination facility. The transfer can be fully accepted, or some products can be accepted and rejected. Transfers can also receive part of the inventory now, and part of the inventory later.

 

Accept or reject ALL items on an incoming transfer:

  1. Navigate to Inventory > Non-Cannabis > Transfers > Incoming Transfers tab
  2. Select the transfer you wish to accept or reject in full
  3. Select Accept or Reject
    • All line items are selected by default, allowing you to accept or reject the full transfer with one click
    • Once a transfer is accepted in full, the transfer status in both facilities will update to “Accepted”
      • New NCI products will be created for any products that do not exist in the destination facility already. The product details, like SKU and unit cost will be inherited from the source facility.
      • New lots will be added to existing products in the receiving facility if they already exist.
    •  If a transfer is rejected in full, the transfer status in both facilities will update to “Rejected”
      1. Rejected item quantities will immediately return to the source facility’s inventory

 

Partially accept an incoming transfer:

Note: Individual items must be accepted or rejected in full. Accepting a portion of the quantity transferred is not currently supported.

  1. Navigate to Inventory > Non-Cannabis > Transfers > Incoming Transfers tab
  2. Select the transfer you wish to manage
  3. Deselect any products you do not want to accept at this time
  4. Select Accept
    To complete a transfer, you must accept or reject each line item on a transfer:
    1. Select the remaining products on transfers with the “Awaiting Receipt” status
    2. Select Reject if rejecting the items, or Accept if accepting them at a later date than previously
      Note - Rejected item quantities will immediately return to the source facility’s inventory

The transfer status in both facilities will update to “Partially Accepted”.

  1.  

 

Inventory Quantity Updates when Transferring Non-Cannabis Inventory

  • Quantities will be deducted from the source facility’s inventory when the transfer is submitted, regardless of the transfer date.
  • Quantities will be immediately returned to the source facility’s inventory when a product is rejected on a transfer by the Destination Facility.
  • Transferred NCI does not record as NCI usage in reporting and the NCI product page. This information is displayed only on the NCI transfers.
  • When accepting inventory, a new non-cannabis inventory product will be created if it does not currently exist in the destination facility.
    • If the product does exist, it will be added as a new lot.
  • When accepting inventory, the product details, like SKU and unit cost, will be inherited from the source facility.

 

Permissions for Non-Cannabis Inventory Transfers

  1. To view the transfer table, you must have edit or view access to Inventory > Non-Cannabis Inventory > Inventory 
  2. To create an outgoing transfer, you must have edit access to BOTH:
    1. Inventory > Non-Cannabis Inventory > Add Non-Cannabis Inventory
    2. Inventory > Non-Cannabis Inventory > Deduct Non-Cannabis Inventory
  3. To accept or reject an incoming transfer, you must have edit access to Inventory > Non-Cannabis Inventory > Incoming Transfers

 

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