Uploading Cannabis COGS in Canix: A Detailed Guide
Welcome to our comprehensive guide on uploading Cannabis Cost of Goods Sold (COGS) in Canix. This process is streamlined to be both user-friendly and error-resistant, enhancing your inventory management experience.
In the Facility Data Uploader section within Canix, you'll find the Upload Cannabis COGS feature. This tool is tailored for easy updating of COGS information.
The COGS value entered in the upload will overwrite the current Cannabis COGS on the package.
In This Article:
- Upload Template
- Upload Cannabis COGS file
- File Requirements & Validation
- Errors & Correcting Errors
- Enable Permissions
- Auditing Changes to Cannabis COGS
- Video Training
Downloading the Template
To begin, click on the "Download Template" button.
- This will provide you with two options: With existing data and With no existing data
- With existing data navigates to the Active Packages table
- With no existing data downloads file containing the columns: Package Tag, Cannabis COGS, Item Name, Quantity, Weight Unit, and Reason. Ensure you input your data accordingly.
The Cannabis Cost of Goods Sold uploader can be used to update the Cannabis COGS associated with 100s or 1,000s of packages at one time.
Upload Cannabis Cost of Goods Sold
- Navigate to Admin > Facility Data Uploader and select “Cannabis COGS” in the top left hand dropdown. Then select “Download Template”
- Fill in the template with your inventory, the fields required to upload COGS are:
| Field | Description |
| Package Tag (Required) | The tag of the package that you would like to update Cannabis COGS for |
| Cannabis COGS (Required) | The amount of Cannabis COGS you would like to update the package with (Do not include a $ in this value, just the COGS) |
| Item Name (Required) | The name of the Item on the package |
| Quantity (Required) | The current quantity of the package. The quantity entered needs to match exactly the current package quantity for a successful upload. |
| Weight Unit (Required) | The weight unit of the item on the package (Each, Pounds, etc.) |
| Reason (Optional) | The reason for updating the COGS on the package |
- With “Cannabis COGS” 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 into the table without needing to upload a file.
- 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.
- Check that all data is valid before importing, you’ll see invalid cells highlighted in red in the importer tool
- 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
File Requirements and Validation
For a successful upload, the file must contain six specific columns: package tag, item name, quantity, weight unit, current cannabis COGS, and reason for the COGS update. This structured approach guarantees that all necessary data points are captured for accurate COGS management.
To maintain data integrity, the system performs a validation check against existing records. If the package tag, item name, quantity, and weight unit in the upload do not match the facility's current records for that package tag, the system will flag the row as failed and exclude it from the COGS update. This ensures that COGS updates are accurate and applicable to the correct inventory items.
Facility-Specific Updates
The COGS upload feature is designed to apply updates at the facility level, allowing for precise control and management of inventory records within individual facilities. This specificity ensures that updates are relevant and do not inadvertently affect other facilities' data.
Error Checking and Corrections
The system's error-checking mechanism is designed to catch and help correct several types of errors, including:
- Format Errors: Issues with the file format or structure, such as missing columns or incorrect file types.
- Data Inconsistencies: Mismatches or inconsistencies in data entries, like incorrect package tags or numerical errors in COGS values.
- Duplication Errors: Instances of duplicate entries that could lead to inaccuracies in the COGS data.
- Missing Information: Detection of any required information that might be missing from the uploaded file.
You are guided through each step to identify and rectify these errors. The goal is to ensure the accuracy and reliability of the data you upload, even if your initial file isn't perfect.
Permissions for Using the Uploader
Access to this feature is granted to users with Edit permissions for the Inventory > Packages > Non-Compliance Action AND Admin > Facility Data Uploader > Cannabis Cogs.
Tracking Changes in Package Details History
Post a successful upload that updates package Cannabis COGS, the system records:
- The previous and new COGS values in the package history table.
- The user responsible for the upload and the upload date.
This ensures a transparent and traceable modification history for your inventory management.
With this guide, uploading Cannabis COGS in Canix should be a smooth and error-free process. Should you encounter any issues or have questions, our support team is readily available to assist you. Enjoy efficient and accurate uploading!