Create a Sales Order

On the Canix Web Application:

1. Navigate to Sales > Sales Orders > Actions > Create Order.
   
   
   
   

2. Begin typing in the search bar on the left to find an existing customer, or create a new customer. You can also create new customers by going to Sales > Customers to use here in the future.

3. Use the Product Search at the top of the Order to search for products to add the the Sales Order.
   Note: the Sales Order search results will be based on the configuration selected in Facility Management. By default All active items & only inactive items with active packages will be selected. Meaning that Canix will show active items, even if no associated packages and shows inactive items with active packages.

   Once added, you can edit pricing, quantity, and units. The quantity available is displayed below the item. Users can select Add Packages to allocate packages to the order or select Add Notes to add any additional details. 

4. Add the Delivery Date, Payment Due Date, Custom Payment Terms and Additional Payment Notes if necessary. (Note: These Payment Terms will also reflect on the downloadable Invoice.)
   
   

5. Click on Discounts at the bottom of the Sales Order to add discounts. The reason for adding a discount is required but is not displayed on the order itself. You can enter N/A if there is no discount reason in order to add it.

6. Click on Tax Rate to edit the cultivation tax rate.

7. Click Create to save the Sales Order.

   Once created, you can click on the Sales Order number to print invoices, record payment and create transfer manifests.

Duplicating Sales Orders

Creating a similar order for the same customer? Save time by Duplicating Sales Orders in Canix.

1. Navigate to Sales > Sales Orders > View: Active 
2. Select a Sales Order you would like to Duplicate in Canix. 
3. Navigate to Actions > Duplicate Order
4.  Duplicating a Sales Order will clone over all Sales Order Details, but feel free to make edits as necessary.  

Alternatively if you are in a Sales Order you would like to Duplicate you can access Actions > Duplicate to duplicate a Sales Order. 

Lock Sales Orders 

Sales Orders may need to be locked to restrict editing a finalized order, or for financial accounting purposes to avoid edits to sales orders in closed periods. Enable user permissions for users who should have access to unlocking sales orders to restrict the number of users who can edit sales orders after a period is locked. 

When a sales order is locked, it will disable the following Sales Order actions: Save, Record Payment, Transfer Actions, Change Status, and Delete Actions. 

To lock and unlock Sales Orders from the Web Application:

1. Navigate to Sales > Sales Orders.
2. Select the Sales Order(s) that you would like to lock. 
3. Select Actions > Lock Orders. 
4. A confirmation window will appear, indicating that once the Sales Order is locked it cannot be edited until unlocked. To confirm select, Lock
5. A lock icon will appear in the Lock Status Column next to the orders that were locked
   
   

Alternatively users can lock and unlock a Sales Order through the Sales Order side panel: 

1. Navigate to Sales > Sales Orders
2. Select the Sales Order you would like to lock
3. Select Actions > Lock Order
   
   

Sales Orders can be unlocked from the same Actions menu either from the Sales Order table, Side Panel or when viewing the Sales Order. Simply Navigate to Actions > Unlock Order

Permissions for locking and unlocking Sales Orders can be enabled in Web and Mobile Permissions. 

Sales Order Status

Canix provides a feature that assigns a status to each Sales Order. This feature is intended to give you a high-level overview of the state of each Sales Order from the overview page.

• Requested: Order has been placed by a customer in your shop

• Created: Order Created, not yet approved by a supervisor 

• Approved: Approved by a supervisor to be executed for filling/shipment 

• Filled: Packages have been allocated for all order items

  • When the status of your Sales Order gets to this stage, the associated packages will be removed from your Inventory Availability

• Shipped: Transfer has been created, all Items have been shipped to the customer

  • This status will automatically update based on the departure time listed on the Transfer.

• Rejected: Returned by the customer or canceled last minute

  • If the status of your Sales Order is updated to this stage, the associated packages will be returned to your Inventory Availability

• Accepted: Contents were accepted by customer/recipient 

• Archived: Inventory accepted, all payments have been made. Order no longer requires attention

Certain actions, as outlined above will update the status of your Sales Orders. You can also manually update the status of your Sales Order at any time by clicking into the Sales Order and selecting Change next to the Sales Order status.

Alternatively Sales Order Status can also be managed and updated in bulk from the Sales Order Table by selecting one or more Sales Orders that need the status updated. Select Actions > Update Status, enter the new Sales Order Status and select Apply. 

Please note, Sales Order statues will not be passed back to LeafLink.

Sales Orders, Numbers, and IDs

Order Number: This value is a facility-specific number that monotonically increases starting at 0000000001. Order Numbers are customizable in Canix so that you can match your Order Number to your own internal invoicing processes.

ID: A globally unique identifier that is used for both internal and Canix support. This value does not change and is unique across your company. Our team uses this value to help troubleshoot any issues with a specific Sales Order, ensuring that we are referencing the correct report.

Manifest Number: This value is automatically generated when you create an Invoice via the Sales Order page.

Invoice Number: Tied to the Order Number this value can also be customized. Any changes made to the Order Number will be reflected in the Invoice Number.

Pick List

To expedite your workflow, Canix includes a Pick List on each Sales Order to assist you and your team in managing the sales process.

The Pick List tells the inventory fulfillment team which Packages to pull in order to complete the order. If you split Packages from a Sales Order, you’ll see the source Package and the new Package tag created in the list. Pick Lists also include Non-Cannabis Inventory. 

You can access Pick Lists two ways: 

1. Navigate to Sales > Sales Orders 
2. Select a Sales Order you are creating the Pick List for, this will open the side panel. 
3. Navigate to the first line, Pick List
4. Select Configure New Pick List
   

OR 

1. Navigate to Sales > Sales Orders 
2. Select a Sales Order you are creating the Pick List for, this will open the side panel. 
3. Select View Order Details 
4. Navigate to the first line, Pick List (scroll to the bottom of your Sales Order)
5. Select Configure New Pick List
   

Configure New Pick List by determining what data you would like to be included on this Pick List by checking/unchecking boxes. Then select Submit to generate a new Pick List, it will open in a new window and provide the option to download as a PDF. 
Note: Only line items with packages allocated will appear on the Pick List. Non-Cannabis Inventory will still appear on the Pick List if the option Non-Cannabis Line Items is selected. 

Make a mistake or determine you need to make corrections to the Pick List?

Simply go navigate back to the Pick List section of the Sales Order and select, Pick List Actions:

• Configure New Pick List will allow you to make edits to the existing Pick List and generate a new one. 
• Print or Save Pick List allows you to save or print the Pick List anytime after changes have been made to the Sales Order.