Easily add Facility Data, which includes Locations, Items, and Strains, in Canix from the Web Application. This article covers:

1. Create New Locations
   • Create Sub Locations
2. Create Items
   • Standard Costs
   • SKUs
   • Create Sub Types
   • Create Brands
3. Create Strains
4. Edit or Delete Locations, Items, Sub Categories, Brands, and Strains

Locations

1. Navigate to Admin > Facility Data > Locations
2. Select + Create Location
3. Create Location by completing all required fields:
   • Location Name
   • Facilities: If you have multiple Facilities, you may choose to create this in multiple Facilities at once (this option is only available during initial Location creation)
   • Location Type: Choose "Default Location Type" if that is the only option in the Location Type drop-down 
   • SqFt and Number of Lights: Optionally you can add Square Foot and “Number of Lights when creating locations in Canix. These data fields provide a high level understanding of why yields may vary significantly between locations.
     • Note: These fields will reflect under Admin > Facility Data > Locations 
       
       
4. Select Create
5. Refresh the page to confirm the change

Sub Locations

Canix now offers sublocation placement in your Facility Data. We have found that a lot of customers have locations inside other locations. We can now assist with categorizing sublocations by adding the parent location when creating a new location in Facility Data.

Items

1. Navigate to Admin > Facility Data > Items
2. Select + Create Item
3. Create Item by completing all required fields: Item Name, Item Type, Strain, and Weight Unit
4. Select Create
5. Refresh the page to confirm the change

Customers are often times creating multiple items that have the same details, but with a different name, in order to keep inventory organized. Items can now be cloned in Canix by simply selecting the Copy Icon on the right right column of the Item. This will copy all fields from the existing Item except for the Name and autofill all required fields for the new Item being created.
Note: Facilities in Colorado can now add THC and CBD percentages from Canix to Items required by Metrc.

Standard Costs

Once you have created an Item you will have the option to add Standard Cost History for that Item for cost tracking & reporting purposes.

To set Standard Costs for your Items: 

1. Select the Item you wish to add costing to
2. Under Standard Cost History select "+ Set a Standard Cost" if there is no Standard Cost history yet, and if there is then you can select "+ Add Standard Cost Record" to add a new record.
3. Input the Standard Cost for the Item as well as the Effective Date. Expiration Date is available as an option as well, but not required.
4. Select Save                                                                                             
5. Once you've saved a record, you may edit or remove a previous record. 

SKUs

Canix now offers the option to add a SKU to each of your Items. We added in SKUs because we want our customers to be able to use SKUs for reporting purposes and internal inventory management. This optional SKU can be alphanumeric, and allows for customers to create their own Internal Naming Convention. A SKU can be added when creating a new Item or when editing an existing Item. Note: When making changes to this field it will update all packages Active and Inactive with that Item Name as well. 

Sub-Types

Canix now offers the option to add a Sub-Type to each of your Item Types. We added in Sub-Types because the Item Types are compliance types and the list of Item Types that you have available to you in your state is dependent upon what the state track and trace system requires for Item Types. Since many customers have different types of Flower (Buds, Grade A, Grade B, Grade C, Smalls, Tops, etc), Sub-Types allow you to break your inventory down into the specific categories you care about. Watch the video here!

1. Navigate to Admin > Facility Data > Items
2. At the top, next to Items, click on Sub-Types
3. Select + Create Sub-Type
4. Enter the new Sub-Type Name, such as "A Buds"
5. From the drop-down, select the Item Type that it belongs to, such as "Flower"
6. Select Create
7. Refresh the page to confirm the change

Quickly and easily update your existing Items to include Sub-Types in bulk by selecting Items and clicking Actions > Assign Sub-Types.

Brands

Canix now offers the option to add a Brands to each of your Items. We added in Brands because we want our customers to be able to track the quantity of product they sold for a particular brand and create reports based on this data. 

1. Navigate to Admin > Facility Data > Items
2. At the top, next to Items, click on Brands
3. Select + Create Brand
4. Enter the new Brand Name, such as "Kanha"
5. Select Create
6. Refresh the page to confirm the change

Quickly and easily update your existing Items to include Brands in bulk by selecting Items and clicking Actions > Assign Brand.

Strains

1. Navigate to Admin > Facility Data > Strains
2. Select + Create Strain
3. Create Strain by completing all required fields: Strain Name, and Testing Status
   • Note: Optional fields include THC, CBD levels and Indica and Sativa Percentage
4. If you are connected to Metrc, you will be unable to update the Strain Name after creation without going through a many-step process
5. Make sure your Strain Name is spelled correctly
6. Select Create
7. Refresh the page to confirm the change

Edit or Delete Locations, Items, Sub Categories, Brands and Strains

1. Navigate to Admin > Facility Data
2. Edit or Delete Locations, Items, Sub Categories, Brands, and Strains by clicking on the name of the thing you wish to update
3. Edit by making needed changes then clicking Update
4. If you want to remove it altogether, click Delete
5. Refresh the page to confirm the change

Deactivate or Delete Items 

Keep product lists clean by deactivating and reactivating Items for current products by accessing Actions > Delete Items under Facility Data. Deactivating Items will remove Items from package creation and sales order product searches to reduce mistakes in using outdated Item names.

• 🚨 Note: If Metrc allows for the Item to be deleted, the Item will be deleted instead of deactivated, even if currently used/associated to active packages. Please confirm your Items are not associated to active packages before deleting to avoid errors.