Sell by Case & Unit

Case and Unit delineation help create and plan Sales Orders that match what is being sold to your customers, versus the weight that is in the state compliance system. All count-based items can be set up to have a Case count, like Vapes or Edibles. All weight-based and volume-based items can be set to have an Individual Unit Weight to determine how much does 1 each equal. This is pivotal when selling items like 1/8ths. 

Check out this video from our Product Team covering the feature in full:

• Adding a Case Amount to an Item
• Adding a Unit Amount to an Item
• Cases and Units on Sales Orders

• Package Actions on Sales Orders with Cases and Units

  • Splitting Packages
  • Auto-Allocation

Adding a Case Amount to an Item

1. Navigate to Item Details:

   • Go to the Facility Data section and select Items.
   • Choose the item for which you want to set a case amount.

2. Locate the Individual Units per Case Field:

   • Scroll down to the Unit Details section.
   • Find the "Individual Unit Weight" field. Below it, you will see the "Individual Units per Case" field.

3. Enter Case Information:

   • Enter the total number of individual units that make up one case in the "Individual Units per Case" field.
   • Example: If 200 pre-rolls make up one case, enter "200".

4. Tooltips and Subtext:

   • A tooltip provides guidance: "Total quantity that represents a single case for sales purposes. This field is only used in Canix."
   • Subtext below the field will display the number of units equal to one case.
   • Example: "1 case = 200 each."

Important Considerations

• Blank State:

  • Count-Based Items: The unit dropdown will show only "each".
  • Weight-Based and Volume-Based Items: You can set the "Individual Units per Case" only if an "Individual Unit Weight" is entered.

• Disabling the Case Field:

  • If no "Individual Unit Weight" is entered, the "Individual Units per Case" field will be disabled.
  • Tooltip: "Case quantity can only be defined once individual unit weight has been defined."

Adding a Unit Amount to an Item

1. Navigate to Item Details:

   • Go to the Facility Data section and select Items.
   • Choose the item you want to configure with a unit amount.

2. Locate the Individual Unit Weight Field:

   • Scroll down to the Unit Details section.
   • The "Individual Unit Weight" field will be at the top of the Unit Details section.

3. Enter Unit Information:

   • In the "Individual Unit Weight" field, enter the weight or volume that represents one unit for sales purposes.
   • Example: For 1/8th jars, enter the weight of one jar.

4. Tooltips and Subtext:

   • A tooltip provides guidance: "Cannabis packaged weight representing 1 unit each. For weight and volume-based items, this field is only used in Canix to assist with sales."
   • Subtext below the field will display how much one unit is equal to.
   • Example: "1 each = 3.5 grams."

Important Considerations

• Existing Required Fields:

  • If the item already requires an "Individual Unit Weight" field due to compliance regulations, the field will not be duplicated. It will remain as a required field.

• Item Type Selection:

  • The Unit Details section will only appear after you select an Item Type.
  • For weight-based and volume-based items, this optional field will be visible once the Item Type is selected.

Utilizing Cases and Units on Sales Orders

1. Default Weight Unit Pre-fill:

   • When you add a line item, the unit dropdown will automatically pre-fill with the item's current default weight unit.

2. Changing the Unit:

   • In the Unit dropdown field, you can change the unit to "each" or "case" if the item is configured for these options.
   • The Unit dropdown will be ordered as follows:
     • Item's weight unit(s)
     • Each
     • Case

Handling Unconfigured Items

• Items without Cases:

  • The "case" option will appear in the dropdown but be disabled.

• Items without Eaches:

  • The "each" option will appear in the dropdown but be disabled.

Displaying Additional Information

• Selecting "Case":

  • When you select "case," it shows how many eaches are in a case in the subtext below the quantity field.
  • If the item has an Individual Unit (Each) Weight entered, it also shows the total weight from those eaches.
  • Example: "1 case = 100 each (350 g)".

• Selecting "Each":

  • When you select "each," and the item has an Individual Unit (Each) Weight, it shows the weight needed in the subtext below the quantity field.
  • Example: "1 each = 3.5 g".

Displaying Cases and Units on Invoices

Cases as the Weight Unit

• Quantity Column:

  • If an item is set to cases as the weight unit on the Sales Order, the number of cases will be displayed in the Quantity column on the Invoice.
  • For both count-based and weight-based items, the total quantity per case will be shown in parentheses next to the number of cases.
  • Formula: # of cases * Quantity per Case.

Eaches as the Unit

• Quantity Column:

  • If an item is set to eaches on the Sales Order, the number of units will be displayed in the Quantity column on the Invoice.
  • For weight-based items, the weight equivalent will be shown in parentheses next to the number of units.
  • Formula: # of Units * Individual Unit Weight.

Allocated Packages

• If packages are allocated on the Sales Order, and the Invoice is configured to show Allocated Packages, then the packages will display with the Unit selected on the Sales Order, and the actual weight of the package in parenthesis

Package Actions on Sales Orders with Cases and Units

Splitting Packages Workflow

When fulfilling an order in Canix, you can split packages to allocate the correct quantity to a line item. This guide explains how to handle package splitting for items sold by unit or case.

Count-Based Items

1. Adding Packages:

   • Go to the Sales Order and select Add Packages.
   • Click the ellipses (...) next to a package and choose Split Package.

2. Pre-Fill New Package:

   • If cases are sold, the new package is pre-filled with the total count quantity needed.
   • Formula: New Package Quantity = # of cases × units per case (set in Facility Data > Items).
   • Tooltip: Shows how many cases equal the actual count quantity.

Weight-Based Items

1. Adding Packages:

   • Go to the Sales Order and select Add Packages.
   • Click the ellipses (...) next to a package and choose Split Package.

2. Pre-Fill New Package:

   • If cases are sold:
     • The new package is pre-filled with the total weight-based quantity needed.
     • Formula: New Package Quantity = # of cases × units per case.
     • Tooltip: Shows how many cases equal the actual weight quantity.
   • If units are sold:
     • The new package is pre-filled with the total weight-based quantity needed.
     • Formula: New Package Quantity = # of units × Individual Unit Weight (set in Facility Data > Items).
     • Tooltip: Shows how many units equal the actual weight quantity.

Auto-Allocation Workflow

• Initiate Auto-Allocation:

  • On a sales order, click the ellipses (...) at the end of the product search bar.
  • Select "Auto-Allocate Packages."

• Current Package Availability:

  • If there are packages that already meet the line item quantity, Canix uses the current auto-allocation logic to add the package that fulfills the unit requirements. 
  • Canix does the math in the background, so no conversion calculation is needed by you.

• Review Unsubmitted Packages:

  • If splitting is needed, select "Review Unsubmitted Packages."
  • Under the Item Name, the amount of cases or eaches on the line item and the equivalent package weight needed in parentheses is displayed.
    • Cases: “Quantity on Sales Order: X cases (X each)”
    • Eaches: “Quantity on Sales Order: X each (X weight)”

• New and Source Packages:

  • In the dropdown, only the actual package units are shown.
  • This ensures clarity on the exact units being allocated.