Canix's LeafLink integration allows you to keep your marketplace inventory up to date, and reduce double data entry for creating sales orders. This enables a more seamless process of creating, managing, and fulfilling sales orders.

Before you begin, you'll need to connect your LeafLink account - see this article for instructions on that process. This will set up the integration for all users and facilities in your account.

The recommended workflow between Canix and LeafLink is below.

In this article you'll learn how to create a sales order in Canix using the associated sales order data collected from LeafLink. 

• Creating Sales Orders from LeafLink Orders
• Updating LeafLink Orders from Canix Sales Orders

Creating Canix Sales Order from LeafLink Order

Once you have established the connection between LeafLink and Canix, all LeafLink sales orders will be automatically be available on the LeafLink Orders page. If you are missing LeafLink orders in Canix, please see this article.

To create an order, follow these steps:

1. Navigate to Sales > LeafLink Orders

2. Find the LeafLink order you'd like to fill, click Create in the last column in the table

   • This will open a new tab in which all the order details from LeafLink will be pre-populated in your Sales Order
     
     

3. Select the red Select Canix Item text to select the Canix item associated with the LeafLink item

   • Warning - Orders can be created across facilities so be sure to reference the facility in the dropdown below each item to select the correct one.

   • Canix will remember your item selection and pre-populate it for any future orders of this item

   • If you need to change this selection in the future, or if you made a mistake, click on the blue item name text and search for another item
     
     

4. Select a customer once items are selected. Customers in the selected item facilities are available to the dropdown on the left side.
   Note - new customers can be created using the first option in the dropdown, Create New Customer, in blue text

   • If items were selected from multiple facilities, then multiple customer selections are required on the left side
     
     

5. Select Create once all required fields are selected

After you select Create, you will be redirected to the Canix sales order created. From there, you can allocate packages from your inventory, and complete your sales order process. See more information on managing a sales order in Canix here. The Canix Sales Order number is available in the LeafLink orders table associated with the order it was just created from.

Updating LeafLink Orders from Canix Sales Orders

Canix supports updating LeafLink orders with order details, but does not support updating line item details. The following fields can be updated from Canix Sales Orders to the LeafLink order using the Update LeafLink Order button at the top of the sales order.

• Sales order discount
• Sales Order Taxes
• Delivery Fees
• Payment Term
• Payment Due Date
• Delivery Date - if a transfer is associated with the Canix sales order, the transfer departure date will be updated in LeafLink as the ship date instead of the Canix sales order delivery date, if they are different.
• Sales Order Notes - if internal notes are edited on a Canix Sales Order, they can be sent to update internal notes in LeafLink
• LeafLink Delivery Info - if a transfer is associated with the Canix sales order, the manifest number will populate in the Delivery Info field in LeafLink