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Create and Manage Sales Orders

Natalie M.
  • Updated

Sales Orders can be created to manage Transfers and Invoice customers.

Pro Tip: Create Transfers/Manifests directly from Sales Orders to reduce the number of steps you need to take and ensure everything is accurate.
  1. Create a Sales Order
    1. Clone Sales Order
  2. Sales Order Status
  3. Sales Orders, Numbers, and IDs
  4. Pick List

Create a Sales Order

On the Canix Web Application:

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

    create-sales-order-1.png

  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. Search products by typing in the top-middle of the order for existing products to add to the Sales Order. Once added, you can edit pricing, quantity, and units. The quantity available is displayed below the item once added. A section below the item is available to add packages that align with the item selected.

  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.)
    order.PNG

  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.

 

The Package weight is the ultimate decider in how much to charge for the order. If you create a line item with 100lbs but only a Package of 1lb, the Sales Order will reflect 1lb sold.

Clone Sales Orders

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

  1. Navigate to Sales > Sales Orders
  2. Simply scroll to the last column, Clone Sales Order and select the copy button. Cloning a Sales Order will clone over all Sales Order Details, but feel free to make edits as necessary. 

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.

  • Created: Empty Sales Order, no packages

  • Approved: Approved by a supervisor to be executed

  • Filled: All packages allocated

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

  • Shipped: Transfer has been created

    • 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 Availablity

  • Accepted: Accepted by customer

  • Archived: Inventory accepted, all payments have been made

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.

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

Packages will only be removed from your Active Inventory once the Transfer date has passed and the allocated packages are on the associated Transfer.

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.

To access it, simply scroll to the bottom of your Sales Order after creating it and saving, find the line "Pick List" and click Download. From there, you can open and print the PDF file.

Screen_Shot_2021-07-07_at_12.38.10_PM.png

Pick List

 

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