Canix’s Manufacturing module tracks sources, outputs, non-cannabis inventory, labor and COGS per batch, and each step in the batch process. Batches can be tracked granularly or high-level by adding or simplifying steps in your Canix process. Batches can be looked back on historically for analysis of production quality and yields, or scheduled for future dates to plan production schedules over the next month, quarter or year.

Canix Terminology

The following terms can be found in Canix’s manufacturing module. While these terms are common for some customers or industries, they may not be familiar to others.

Batch - This is a collection of steps to turn source material into an output or finished product through 1 or multiple steps (Runs). Track sources, outputs, non-cannabis inventory, labor, COGS, notes and settings per Batch.
Batch Template - Predefined steps in the Batch process to quickly create new batches with the same steps. These can be considered SOPs with locations and notes to direct employees to the correct process.
Estimated Output - Enter an estimated quantity and item name produced per step in the process to automate data inputs throughout the Run. Currently, this automates the input of non-cannabis inventory before the actual output is assigned a tag, as well as automates inputs for creating output packages in the Run. You will soon be able to report on what was estimated and what was actually produced.
Target Output - Enter an estimated Target Output Quantity to be used for reporting purposes. Target Output Quantities do not impact input quantities.
Run - Step in the batch process. A batch may have 1 Run to turn the source material into the finished product, or it may have multiple Runs to track materials, yields and metrics for each step in the production cycle.
Run Type - These are categories to classify each Run. Classifying multiple steps in the batch as “Processing”, “Preparation”, “Extraction” or “Packaging” allows the business to track average cost and time spent in each of these categories across multiple batches to see parts of the process that are more costly or need optimizing.

Creating a Batch

A Batch can be created from a Batch Template, or by creating steps ad hoc. This requires first creating Run Types as categories for the different steps in your manufacturing process.

1. Creating Run Types

Navigate to Manufacturing > Batches
Select the Run Types tab (gray text tab at the top of your screen)
Select Create Run Type and enter the name of your first category (i.e. Storage, Preparation, or Processing)
Select Create and note the page may need to be refreshed to view all created run types
Continue this process for all categories in your manufacturing process

2. Creating Batch Templates

Navigate to Manufacturing > Batches and select the Batch Templates tab (gray text at the top of your screen)
Select Actions > Create Template and enter the template name
- i.e. 1g Vape Cartridges, 10mg Cookies, 1g Prerolls
Select Create to begin adding steps to the template
Select + Add Run to enter the Run Name and select a Run Category that aligns with that step
- Enter a Canix location for where this process takes place to direct employees to the right area for processing (optional)
- Enter a baseline for the hours in each step of the process, this can be edited when creating a batch (optional). Note: This does not affect labor hours or labor COGS and that is entered separately on the run.
- Select Add Estimated Output to select an item name that will be produced in this step. This item will reduce which BOMs are available to select when starting a run.
- Add any notes for employees or about this step in the process to be displayed in each batch created from this template (optional)
To continue adding steps, select Add Run
- To remove a step in the template, select the red X to the right of each run
Click Save when the template is complete
- This can be edited after it's created

Note: Additional runs can be added on an individual batch by batch basis, if a step needs to be rerun or a process is altered slightly for 1 batch.

3. Creating a Batch

Batches can be created ad hoc or pre-populated from a template. To create a batch without a template,

Navigate to Manufacturing > Batches
Select Actions > Create Batch
Enter a batch name and optionally you can select a Batch Template - See Create a Batch With a Template
- It’s recommended to have a good naming convention for better filtering and searching in reporting (i.e. Choc Cookies 10mg - 03.24.21 or Green Farms - CC 10mg - 03.24.21) to track the source
Select Create Batch
Select Add Run on the next screen to add your first step in the process
- Enter a Run Name, to select a Run Type users can begin typing to search and select the Run Type or Create a New Type if needed by selecting Create New Type
- Users can associate a Bill of Materials to each Run by searching and selecting a Bill of Materials from the drop down.
  Note: Selecting a Bill of Materials will pre-fill selected cannabis & non-cannabis inventory to the run. You can add, edit, or remove any inventory from the run once it has been created.
- After selecting a Bill of Materials, a Bill Of Materials Summary will populate below. Users can select source and output items to pre-fill run details
- Enter an Estimated Output Quantity - the estimated quantity to initially populate non-cannabis quantities.
- De-Select Target output quantity is the same as the estimated quantity - if the target is different. Note: Target Output Quantity is only used for reporting purposes and does not have an impact on input quantities.
Select Add and continue to add runs for as many or few steps for reporting

If a step needs to be moved, or another run added to the middle of a process, select Reorder Runs to place the steps in the correct order.

Create a Batch With a Template

Select Create Batch and enter the batch name on the pop-up
- It’s recommended to have a good naming convention for better filtering and searching in reporting (i.e. Choc Cookies 10mg - 03.24.21 or Green Farms - CC 10mg - 03.24.21) to track the source
Select the template saved previously to prefill the steps to complete this batch, then select Create Batch
The runs should be pre-populated based on the template saved previously, additional runs can be added or edited for this batch

Adding Batch Details

Before beginning with the first step in the batch, add any start dates, end dates and notes to the batch so the batch schedule on the previous page is accurate.

Any additional steps (Runs) can be added to this batch (now or as the batch progresses). To repeat any steps, or add any unique steps for this batch, select+ Add Run at the bottom of the Batch page.
Runs can be reordered by selecting Reorder Runs and using the arrows to move them up or down in the list.

To begin inputting information in the first step, select the first name in the steps listed.

Run Details - Edit any details from the batch template, or add details like the start and end date of this step, estimated output items, and estimated quantities.
Inputs Tab - Add Cannabis and Non-Cannabis sources in this tab

If a BOM was selected when creating the run, or specified in the Edit Run Details side panel, a placeholder for the expected source package will be prefilled for the user to select a package of that item related to the BOM only. To select packages of other item names, the user should select + Add Packages
Cannabis Sources can be added by selecting + Add Source and searching by package details, like tag number, item name or item type. Allocate all or part of the packaged quantities to this batch.

Tip: If any COGS are on this package, they’ll be displayed in this Sources section. To edit COGS, navigate to Inventory > Packages and update the COGS by selecting the package tag. Come back to the manufacturing batch, remove this source and re-add it to allocate the source including COGS.

Non-Cannabis Sources can be added before an output package is created in this run. This allows employees to see the quantity and items to be used in this step, but actual quantities deducted will be added to the Outputs tab once an output package is generated. If the output package quantity is different than the selected item quantity in the following options, the non-cannabis quantities used will be adjusted proportionally.
- To generate the Bill of Materials (BOM) from an estimated output item, select this item from the drop down. BOMs that match this item will be available to choose from in the BOMs dropdown.
- To generate a BOM from any other facility item, select Custom Item and search from all active items. Enter the quantity of this item to precalculate the non-cannabis items used from the BOM.
- If an estimated output was added to this run, you can select the output item in the drop down that appears. This automates the item and quantity to associate the non-cannabis product with.
- To associate the non-cannabis inventory with an item not previously added as an estimated output, select Custom Item to be able to search for any facility data item.
- Search from your list of non-cannabis products
- Select a Lot to calculate actual cost of this inventory, or leave the default as FIFO to estimate costs until an output is created.
- Enter the quantity and optionally, you can overwrite the COGS for this item if you don’t want to use the calculated COGS amount.
- The non-cannabis quantity estimated will be deducted at this time. Once an output item is created in the Outputs tab, the non-cannabis quantities will be adjusted proportionally on the Outputs tab based on the output packaged quantity associated with each item.

To add non-cannabis items based on a Bill of Materials, select + Add BOM
To add an individual non-cannabis item to the run, select + Add Ingredient

Outputs Tab - Add cannabis outputs and cannabis waste, as well as see finalized non-cannabis inventory usage based on the outputs created.

Cannabis Outputs can be created by selecting + Add Outputs. Multiple outputs can be created and output packages are unsubmitted until Submit is selected on the Run.
- Estimated Items - By default, this option is selected when creating an output package. Select the item from the drop down and edit any details to align with actual production,.
- Custom Items - If not using estimated items, or if another item was created outside of the estimated items, you can select this option at the top. If selected, you can select any facility item, and fill in the remaining package details.

Select + Add Outputs to see a summary of allocated sources, remaining quantities after output packages are generated, and the amount currently assigned to output packages (unsubmitted quantity)
Select + Add Output to generate the first output package
The next available package tag will prefill but can be changed, or refreshed using the icon on the right.
Select Estimated Item to prefill the output package details, or select Custom Item to select a different facility item.
Adjust the source weight for the amount that should be allocated to this output quantity. Tip: If only creating 1 output package, and no waste, the prefilled source weight shouldn’t need to be adjusted as it defaults to the full allocated source quantity.
R&D results can be entered for THC, CBD and CBN to track any in-house results on packages.
Testing Package - this should only be selected if the full output quantity created will go to a testing facility.
Create another output package - select this option to create another package with the same details prefilled in order to quickly adjust or edit a field
Select Save to add the output package to the list of created packages
To edit or remove output packages, select the ellipses in the top right of the output package generated.
Select Back to Run to return to the run and view the new output packages
Select Submit to submit the new output packages. These packages are unsubmitted until the run is submitted.

Cannabis Waste can be added by going back to the Output tab and selecting + Add Waste

Select a source package from the drop down in the side panel
Enter the weight to adjust for waste
Enter a Reason
Select a date for waste
If all weight from the source package is allocated to an output package and waste, you can finish the source package by selecting Finish Package
Enter any waste notes (optional)
Select Save to save the unsubmitted waste entry for the run. This will be submitted when Submit is selected on the Run.

Output Non-Cannabis Ingredients - If any non-cannabis ingredients were assigned to the output package item on the Inputs tab, or if any BOMs are associated with this item under Inventory > Non-Cannabis > Bills of Materials, these items and calculated quantities will be listed on this tab.

Select the ellipses to the left of the item to edit the quantity, item lot or remove the item.
Items added on the Inputs tab will be adjusted based on the output quantity generated on the Outputs tab. The quantity listed on the Outputs tab will be the final quantity deducted from non-cannabis inventory once the Run is submitted.

Labor Tab - assign employees and hours worked to each run to track COGS and productivity. Before assigning employees, Admins can add an hourly rate to users under Admin > User Management to calculate labor COGS per package.

Select + Add Labor
Select a Canix User and enter the number of hours worked on this run

Tip: Generic users can be added as Canix users in user management with hourly rates to be assigned in place of actual users.

Edit or remove labor details by selecting the ellipses next to each employee.

Notes & Attachments Tab - Add notes, observations or instructions to the run. This section will soon include the ability to add attachments and track settings, like temperature, solvents, time in solvents, and PSIs.