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Guide to Creating and Managing Sales and Transfers in Canix

Emily Wanless
  • Updated

The following guide outlines the process for creating and managing sales orders and transfers in Canix. Use the blue linked text below to navigate to more information on each step in the process. 

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Table of Contents

 

Configure which Inventory is Available to Sell

Package statuses to mark inventory Available to Sell

Learn about Canix's default statuses to determine package sales status, and custom statuses to manage inventory permissions.

Automate Available to Sell inventory when Test Passed results received

Manage facility settings to automatically mark inventory available to sell when lab results come back as Test Passed from state traceability systems.

Set the default status for packages received on incoming transfers or new packages created.

Viewing what inventory is Available to Sell

Inventory Availability Report

View package quantities marked Available to Sell, quantities ordered on sales orders, and the unordered quantity remaining available for sale.

Scheduling Sales Menus

Use the Reporting section to email sales menus to internal or external users on a recurring schedule.
Note - give View access to Reporting in Permissions Groups to allow sales users to view this report in Canix directly.

Creating Sales Orders

Create Sales Orders in Canix

Create sales orders by adding products sold, or scanning packages to create the order automatically.

Create Sales Orders from LeafLink Orders

Learn more about importing sales orders from LeafLink to Canix.

Managing Sales Orders

Sales Order Statuses

Learn about managing sales order statuses to determine next steps for sales orders, and restrict user permissions by status.

Fulfill Sales Orders by Adding Packages

Add packages to sales order line items by:

Create Pick List to Prepare for Transfer

Configure the pick list format and download an order's pick list to view on your device or print to PDF.

Create a Sales Order PDF for Customers

Configure the Sales Order format and download a PDF to confirm order details with a customer before providing the invoice.

Create a Sales Invoice for Customers

Learn how to configure invoice formats and download invoices, including COAs for allocated packages.

Add Payments to Sales Orders

Learn more about recording payments on sales orders. If using Quickbooks Online or Sage Intacct, payments can be applied in Canix and your accounting system once the invoice has been sent to your integrated system.

Manage Customer Credits

Learn how credits are added to customers and how to apply them to sales orders.

Process a Return on Sales Orders

Learn about processing a Partial Return or a Full Return, including generating Credit Memos.

Quickbooks Online Integration

Learn how to configure your Quickbooks Online integration, and how to send sales invoices from Canix to QBO.

Sage Intacct Integration

Learn how to configure your Sage Intacct integration, and how to send sales invoices from Canix to Intacct.

Create Outgoing Transfers

Create Transfer from Sales Orders

Learn how to generate transfers from sales orders once packages are allocated on the order.

Create Transfer from Packages Table

Learn how to generate outgoing transfers by selecting or scanning packages on the packages table. Transfers can be associated with sales orders afterwards if needed.

Generate Transfer Manifests

Learn how to configure and generate transfer manifests for non-Metrc facilities. Metrc facilities will need to navigate to Metrc, due to Metrc API limitations, to use the transfer template created from Canix, and can print the manifest from there.

Set User Permissions for your Sales Roles

Sales Rep Permissions

Use the Sales and Packages permissions. It's recommended to give No Access to all other areas of Canix to reduce the risk of editing compliance data they shouldn't have access to.

Sales Permission Recommendations

  • Reduce the chance that reps edit the wrong order by giving No Access to Sales Orders (All). This will restrict reps to orders they've created only.
  • Restrict reps from editing orders after they're approved. Give View access to all statuses in the permissions.
  • Give access to manage customers, or assign customers to certain sales reps for them to view only by using the Customers dropdown in permissions.
  • Restrict access to No Access for managing transfers, purchase orders, creating Canix sales orders from LeafLink, and locking sales orders by matching the image below.

Inventory Permission Recommendations

  • Give View Access to Inventory > Packages, and No Access to all rows in the Packages permission section
  • Give Edit or View Access to Inventory > Availability to view Available to Sell quantities per item.
  • Give View Access to Non-Cannabis Inventory section if selling non-cannabis inventory, such as batteries, t-shirts, packaging material, etc.
  • Match the image below to restrict access to non-sales areas of Inventory management.

 

Sales Manager Permissions

Use the Sales and Packages permissions. It's recommended to give No Access to all other areas of Canix to reduce the risk of editing compliance data they shouldn't have access to.

Sales Permission Recommendations

Match the image above for the Sales permissions section

  • Give Edit Access to all Sales Order rows
  • Give Edit Access to LeafLink Orders if using Canix's LeafLink integration
    Note - if using LeafLink, give Edit Access to Integrations > LeafLink so the user can enable their API access to LeafLink.
  • Give No Access to all other Sales rows unless also managing transfers or should lock/unlock sales orders from being edited.

Inventory Permission Recommendations

Match the image above for the Inventory permissions section

  • Give Edit Access to Availability to view inventory available to sell
  • Give Edit Access to Manage LeafLink Listings if using Canix's LeafLink integration to update quantities on product listings in LeafLink from Available to Sell packages in Canix.
    Note - if using LeafLink, give Edit Access to Integrations > LeafLink so the user can enable their API access to LeafLink.
  • Give Edit Access to Non-Cannabis Inventory if selling NCI on Sales Orders, such as batteries, t-shirts, etc
  • Give No Access to all other Inventory and Package rows.

 

Fulfillment Team Permissions

Sales Permission Recommendations

Give the same sales permissions as the sales manager.

Match the image above for the Sales permissions section

  • Give Edit Access to all Sales Order rows
  • Give Edit Access to LeafLink Orders if using Canix's LeafLink integration
    Note - if using LeafLink, give Edit Access to Integrations > LeafLink so the user can enable their API access to LeafLink.
  • Give No Access to all other Sales rows unless also managing transfers or should lock/unlock sales orders from being edited.

Inventory Permission Recommendations

Match the image above for the correct access to manage packages for fulfilling sales orders

  • Give Edit Access to the rows under Inventory > Packages in the image above
  • Give No Access to all other Inventory rows unless they are managing non-cannabis inventory (then provide Edit Access to NCI)

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