Item Level Inventory Availability (old user interface)

Inventory Availability provides a clear summarized view of inventory quantities in your facility by item. Using the default views provided, quickly toggle between active inventory in your facility, and inventory available to sell. In this article, you'll learn more about the benefits of this report for various teams across your facility.

1. Inventory Availability Columns
2. Default Views
3. Create a Sales Order from Inventory Availability Reports

Inventory Availability

To view a summary of active, available to sell, and ordered inventory in your facility, navigate to Inventory > Availability on the Canix Web Application. The following columns are available on all reports, and are saved as default reports by function. The column definitions are also available as a tool tip at the top of each column in the report.

Inventory Quantity Summary Columns:

• Total: All Active packages, regardless of the package status. This value represents the packages displayed in the Inventory > Packages > Active table.
• Total for Sale: Active Packages with a Canix status of Available to Sell + custom statuses allowing sale of the package + Allocated packages on Created, Approved and Filled Sales Orders
• Ordered: Line item quantities on Sales Orders with a status of Created, Approved or Filled.
  • Packages do not need to be added to a sales order for the quantity to populate in this column, and this value does not disappear once packages are added to the order.
  • If the sales order status changes to Shipped, Accepted or Archived, the ordered quantity will no longer be displayed in this column because the order is no longer considered Active. Do not move the sales order to one of these statuses unless the packages have left your facility, as this will overstate the quantity available to sell.
  • Unavailable Quantity - This is a calculated value in the Ordered column that will appear if there is not enough quantity to cover the current orders. Unavailable = Ordered - Total for Sale
• Available: A calculated column = Total - Ordered
• Unordered: A calculated column = Total for Sale - Ordered 
      *This column was previously labeled Available to Sell*
• Allocated: Active packages allocated to a sales order, regardless of sales order status.

  • Once an outgoing transfer is in transit, the packages are no longer considered active, and are no longer included in this allocated column as a result.

  • If the sales order status is changed to Shipped, Accepted or Archived, the package will be removed from the Allocated column but will remain in your Total Inventory. To remove the package from your total inventory, a transfer must be created.

• Unfilled: A calculated column = Ordered - Allocated

Item Details Columns:

• Item: The package's item name. Item names will have an (inactive) notation next to the name if the item was populated from packages received on an incoming transfer. 
  The items displayed in the table depend on the view:
  • All: All facility data > active items, as well as items on packages received from an incoming transfer.
  • Active Inventory: Items on active packages, whether created in the facility or received from an incoming transfer
  • Available to Sell: Items on active packages with a Canix status of Available to Sell, on packages with a custom statuses allowing sale of the package, or on packages with the allocated status.
  • Orders to Fill: Line items on sales orders with a status of Created, Approved or Filled, and line items on sales orders with a status of Shipped, Approved or Archived where the allocated package is still active in the facility (has not left on a transfer).
• Strain: The item's strain name
• Item Type: The item type associated with the item
• Brand: The Canix brand associated with the item in facility data > items. This is not populated for items with (inactive) notations next to them as items received from incoming transfers are not currently managed with Canix fields. 
• Sub-Type: The Canix sub type field associated with the item in facility data > items. This is not populated for items with (inactive) notations next to them as items received from incoming transfers are not currently managed with Canix fields. 
• Accounting Type: The Canix accounting inventory type field associated with the item in facility data > items. This is not populated for items with (inactive) notations next to them as items received from incoming transfers are not currently managed with Canix fields. 

Package Details Columns:

Select the arrow next to each item to view active packages in a sub table. The following columns are available in this view.

• Tag: The package tag number found in the packages table for active inventory. Packages are filtered by default in the Status column based on the Inventory Availability view, but can view additional packages with the status filter.
• Quantity: The active package quantity - This does not take into account reservations on manufacturing runs.
• Status: The Canix package status
• Production Batch: The production batch on the package record
  Note: Metrc packages may populate the Source Production Batch depending on the package record.
• Source Production Batch: The source package's production batch
• Preferred THC Result: By default, this is the THC % test result associated with the package. This can be configured to use a different THC result, such as Total THC, in the Lab Tests > Lab Test Configuration page. See here for more information on managing Preferred THC Results.
• Preferred CBD Result: By default, this is the CBD % test result associated with the package. This can be configured to use a different CBD result, such as Total CBD, in the Lab Tests > Lab Test Configuration page. See here for more information on managing Preferred CBD Results.
• Location: The location associated with the package, or Room in BioTrack facilities. If your Metrc facility does not have access to Locations, these are Canix locations managed in facility data > locations.
• Notes: The Canix notes field associated with the package
  
  Use the arrows at the bottom of the sub table to view more packages.

Default Views 

• All - All inventory availability columns are displayed by default in this report. View total Active quantities, as well as total quantities for sale in one view. 
  
   
• Active Inventory - Use this report view to track total active inventory, regardless of package status. All columns are available in the Columns bar, but are not displayed by default.
  
   
• Available to Sell - Use this view as a sales menu for quantities available for sale, and the unordered quantity still available after orders have been placed. All columns are available in the Columns bar, but are not displayed by default.
  
   
• Orders to Fill - View items with a variance between Ordered and Allocated quantities to track Unfilled quantities ready for fulfillment. All columns are available in the Columns bar, but are not displayed by default.
  

More information regarding Saved Views can be found here. 

Create a Sales Order from Inventory Availability Reports

Sales Orders can be created directly from the Inventory Availability report to speed up sales order creation. This allows sales reps to easily populate orders by selecting items or packages during sales communication with a customer while viewing this sales menu.

From Inventory Availability Table

1. Select the checkbox next to one or more Items, or select the checkbox next to one or more packages. A combination of items and packages can be selected to create a sales order.
   Note: The number of items selected is displayed at the top of the report as # rows selected 
2. Select Actions > Create Sales Order

You will be directed to the Create Sales Order page with the line items populated from the previous selection, and selected packages allocated to line items. Fill out the remaining required details for Customer and Delivery Date to create the order.

Learn more about Creating and Managing Sales Orders here. 



 

From Item Side Panel

1. Click on an Item name from the Inventory Availability table to open the item side panel
2. Navigate to the Total (Marked for Sale) tab
3. Select the desired packages to add to your sales order
4. Select Marked as Selected button
5. Continue these steps to select packages sold
6. Select Actions > Create Sales Order from the Inventory Availability table

You will be directed to the Create Sales Order page with the line items populated from the previous selection, and selected packages allocated to line items. Fill out the remaining required details for Customer and Delivery Date to create the order.

Learn more about Creating and Managing Sales Orders here.