This bulk uploader can be used to create new Packages in bulk or update Packages in bulk. The Packages uploader is only available in Standalone facilities at this time.
Use this uploader to:
- Import Already Packaged Inventory when getting started with Canix
- Update Package fields such as Lot ID, Brand, and Production Batch
In this article learn how to:
- Import New Packages
- Update Existing Packages
Import New Packages
1. Navigate to Admin > Facility Data Uploader and select “Packages” 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 Packages.
2. Fill in the template with your Packages data, the following fields are available:
| Field | Description |
| Tag* | The Package Tag for the Package. |
| Facility License #* | Indicates the Facility the Item exists in or should be uploaded to. |
| Item* | Indicates what item the package will be created with. The Item must exist already for the specified facility. |
| Quantity* | The quantity of cannabis currently available in the Package |
| Unit* |
The unit of the packaged quantity. The UOM listed for an individual package must match the UOM listed for the Item on the Items tab OR be the same measurement type (ie both are weight based or both are volume based). An each based item must use each UOM on both the item and package level. |
| Status* | The Canix status of the Package. The available options are: Available to Sell, In Progress, In Quarantine, On Hold, and Finished. |
| Location* |
The Location of the Package. The Location must exist already for the specified facility. If this is your initial data upload, ensure all locations listed here are also reflected on the Locations tab. |
| Packaging Date* | The date the Package was created. Must be in MM / DD / YYYY format. Can be backdated or put in the future. |
| Expiration Date | The date the Package expires. Must be in MM / DD / YYYY format. Can be backdated or put in the future. |
| Testing Package | True or False value of if the Package is a testing package. (ie 100% of the package contents are/will be sent to a lab.) |
| Production Batch Number | The Production Batch that will be associated with the Package. |
| Internal Lot ID | The Lot ID that will be associated with the Package. |
| Owner | The Owner of the Package. The user specified must already be created in the facility. |
| Brand | The Brand of the Package. The Brand specified must already be created in the facility. |
| Notes | Any additional notes that need to be tracked against the Item |
See this article for guidance on cleaning data before uploading, including how to handle special characters, spaces, dates, etc.
3. With “Packages” 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 Packages 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 to view all Packages.
Update Existing Packages
To update Packages start by downloading your existing Packages on the Packages table in Canix. Ensure that you have the Package tag column on the table. This is required for updates. Any tags not recognized in the facility will be created.
Once you've made the changes desired follow the same steps for Importing New Packages, starting with step #2.
Canix will recognize the Packages as existing in the Facility and update those existing Packages instead of creating new ones.
The following fields cannot be updated on a package:
- Package Tag
- Facility License #
- Item (if package has been created more than 24 hours before the upload)
- Packaging Date
- Testing Package
- Parent Location
- Reserved Quantity
- Usable Quantity
- Sales Order
- Source Facility
- Available to Sell Date
- Finished Date
- Total Projected Cost
- Cannabis Standard Cost
- Non-Cannabis Standard Cost
- Labor Standard Cost
- Total COGS
- Current Cannabis COGS
- Current Labor COGS
- Current Non-Cannabis COGS
- Source Package(s)
- Unit Weight
- Implied Weight
- Source Harvest(s)
- Source Production Batch(es)
- Harvest Date
- Preferred THC Result
- Preferred CBD Result
- Test Type
- Latest Test Date
- Top Three Terpenes
- Total Terpenes (%)
- Total Potential THC
- Total Edible THC
- Total CBD
- THC (%)
- THC (mg)
- CBD (%)
- CBD (mg)
- THCA (%)
- CBDA (%)
- CBN (%)
- CBG (%)
- delta-9 THC (%)
- delta-8 THC (%)
- THCV (%)
- CBGA (%)
- delta-9 THCA (%)
- delta-8 THCA (%)
- Total delta-9 THC (%)
- Total Cannabinoid (%)
- Lab Test URL
- COA
- Return Date
- Total Retail Sale Price
- Associated LeafLink Product