1. Introduction
2. Before Onboarding Starts
   • Required Action Items
   • Beginning Inventory Data
   • Recommended Action Items
3. Section 1 - Admin Training
   1. Canix UI
   2. Users and Permission Groups
      • Required Action Items
   3. Master Data Set Up
      • Strains and Locations
        • Required Action Items
      • Items and Subtypes
        • Required Action Items
   4. Integrations
      • Required Action Items
4. Section 2 - Cannabis Inventory Training
   • Packages 
     • Required Action Items
   • COAs and Lab Tests 
   • Required Action Items
5. Section 3 - Non-Cannabis Inventory Training (NCI)
   • Required Action Items
6. Section 4 - Production Training
   • Required Action Items
7. Section 5 - Sales Training
   • Required Action Items
8. Section 6 - Costing and Accounting
   • Required Action Items
9. Section 7 - Reporting
   • Required Action Items

Introduction

Welcome! This is a guide that contains all of the resources, links and explanations that you will need to get started with Canix.

In Canix, the best way to learn is to do! So for each section, review each help center article or video and complete the task associated with it. 

If you’re nervous about making mistakes, start in your sandbox first, and practice there!

If you've never seen Canix before, take a look at our Overview here! It will give you a good sense of where to find things and what actions you'll need to take.

Before Onboarding Starts

Before onboarding starts, there are a few things that you can do to get a head start on Canix

Required Action Items

1. Fill out the Intake Form here
2. Send the Canix team the main contacts for each team (Cultivation, Harvesting (if different), Packaging, Production, Sales, Fulfillment, Accounting). If you're not sure who your Canix point of contact is, you can send it to Canix Support
3. Prepare beginning inventory data

Beginning Inventory Data

To prepare for implementation, the following data is needed to set up your facility. Start internal discussions and prepare data before our first call, where we'll review beginning inventory data strategies and required information. 

Instructions on how to Upload Beginning Inventory to Canix are below. This video walks through this beginning inventory upload template - please make a copy or download to begin filling out your current inventory information.

Recommended Action Items

Prepare the below data for download utilizing the beginning data template here. 

• Locations
• Items 
• Strains 
• (Cultivation Only) Plant Batches 
• (Cultivation Only) Plants 
• Packages
• Non-Cannabis Products
• Non-Cannabis Lots

Gather the information below in any format. We will walk through how to upload it on our initial call: 

• Vendors 
• Bill of Materials 
• Customer List

If you are migrating from Distru, you can take a look at our Canix -> Distru Migration Article to better understand how your data will map. 

Section 1 - Admin Training

The first step of Canix will be to go through the Admin Training. The Admin training area of Canix is where users and all facility data are set up.

Canix UI - Get Familiar 

Watch this video to understand the Canix User Interface and how it works. 

Users and Permission Groups

In this section, you will create all users and permission groups for your facility. Each task has the resources with videos linked that you will need to take these actions.

Required Action Items

1.  Create User Permission Groups for your facility

2.  Create All Users for your Facility

3.  Update settings in Facility Management (including upload Logo)

Master Data Set Up

Strains and Locations 

In this section, we'll review the data to gather for your Canix Master Data - items, locations, and strains. This is how you will manage your plants and package inventory in Canix.

Strains and Locations are quite simple. Watch the videos below and complete the Required Action Items below to create strains and locations in your facility. 

Required Action Items

Use the resources linked below to upload or manually create your strains and locations in your facility. If you have questions before uploading, reach out to your Canix point of contact or Canix Support.

1. Upload Strains / Confirm Strain List if already uploaded

2. Upload Locations / Confirm Location List if already uploaded

Items, Sub Types, and Brands

Now that we've set up strains and locations, we'll set up Items, Sub Types, and Brands. Sub Types and Brands are associated with Items, and Items are assigned to package inventory at all stages of production (raw materials, work in progress, and finished goods). 

Watch the videos below to understand how to set up and manage these Items, and use sub-types to organize your inventory. 

Next, complete the required action items below to finish filling out your Master Data. Links to additional help resources are included if you need a refresher. 

Required Action Items

1. Upload Items / Confirm Item List if already uploaded

2. Create Sub-Types, and Assign to Items

3. Create Brands, and Assign to Items

4. Assign Accounting Inventory Types to Items

Integrations

As part of the Admin setup, you should also set up your integrations. Set up the integrations that you wish to use going forward with Canix, and we'll cover how to use each integration in sections below.

Required Action Items

Connect applicable integrations:

• LeafLink

• Quickbooks Online

• Confident Cannabis 

• Sage Intacct

• Dutchie

• BioTrack

• Onfleet

Section 2 - Cannabis Inventory Training (Packages)

Packages

In this section, we will review the Packages section of Canix: 

• How to change package forms, and convert from one inventory type to another (Split / Combine Package) 
• How to create a testing sample to send to a lab for testing
• How to adjust packages for quantity changes and audits
• How to discontinue packages
• How to utilize Lot ID or Production Batch to Track Packages through their lineage  
• How to organize your package inventory utilizing Custom Package Statuses
• How to tag and organize your inventory utilizing Label Templates

Watch the videos below to get a sense of the module, then go through the required Action Items below. The linked resources for each action item include step-by-step guides and videos.

Upload Packages

Active Packages are needed in your facility to practice the actions below. If you are a Metrc or BioTrack facility, this inventory data is already synced from the compliance system - confirm this matches your Metrc or BioTrack account by comparing the package counts.

For non-Metrc, non-BioTrack facilities, or to upload packages to your Sandbox facility, use this beginning inventory template. The video below walks through this template, then follow these steps to upload to your facility. 

Have questions on what data to enter or upload into Canix? Reach out to your Canix point of contact or Canix Support. 

Split and Combine Packages

These actions are used to create new package inventory from raw materials to work in progress to finished goods. Follow the videos below to understand these actions and when to use them.

Adjust Packages

Update package quantities to the current quantity on hand, such as after an audit count. The following video walks through how to log adjustments to package quantities in Canix.

Finish or Deactivate Packages

Packages must be finished or deactivated when there is 0 quantity remaining in the package. You may have logged an adjustment for waste or destroyed inventory, or you may have used all of the quantity to create other inventory in your production process. Follow the video below to deactivate or finish packages in Canix.

Custom Package Statuses

Create custom package statuses to represent inventory that cannot be edited or sold, inventory that is still in progress and cannot be sold or transferred, and inventory that is ready for sale or transfer. Watch a short video on this feature below.

Create Labels and Custom Label Templates

Follow the guide linked in the required action items to learn about creating custom label templates in Canix to quickly generate thousands of plant or package tags. Watch a high level overview of this feature is below.

Required Action Items

Complete the following tasks before the next section.

1. Upload packages, or confirm current package inventory is correct if inventory already exists

2. Split a Package

3. Combine a Package

4. Adjust a Package

5. Finish/Deactivate a Package

6. Set up a Custom Package Status

7.  Make an internal decision - Will you be using Lot ID or Production Batch to track Packages? Create an Internal Lot ID or use Production Batch Numbers

8. Create a Package Label Template

9.  Review the Cannabis Inventory Overview dashboard and other packaging reports

COAs and Lab Tests

Canix also has extensive means of managing COAs. Note - COAs do not automatically upload lab test results. These results come

Review this Guide on Managing COAs to learn how to manage COAs. To manually upload lab results, follow this guide. Note - lab results will automatically sync to Canix for Metrc facilities and BioTrack FL facilities.

After reviewing the guides, you should understand:

• Uploading and Syncing COAs (Automatic Sync from Metrc, Automatic Sync from Confident LIMS, Manual Upload) 
• COAs passed onto new packages created
• COAs in Sales Orders and Invoicing
• Uploading lab results manually to Canix
• Best Practices

Required Action Items

1.  Decide if you are going to use the Confident LIMS Integration

2. Manually Upload COAs to all Packages that should have COAs but currently do not have them in Canix

3.  Split a Package and select "Copy Lab Test Results from Source". Confirm you see the manually uploaded test results and COAs carry from the Parent Package to the Child Package. 

Section 3 - Non-Cannabis Inventory Training (NCI)

Non-cannabis products and lots can be uploaded to create initial products and quantities, or to update products and quantities in bulk.

Required Action Items

1. Create Vendors

2. Upload NCI Products
3. Create and Upload BOMs 
4. Create Task Templates
5. Set User Hourly Rates
6. Set Permission Groups for limiting costing
7. Create and Manage Purchase Orders
8. Overview of Canix Costing Elements

Section 4 - Production Training

Now that you've reviewed both Cannabis and Non-Cannabis Inventory, it's time to move onto the Production module of Canix. In this module, you'll learn how to take cannabis and non-cannabis material, and turn create new cannabis inventory with accurate costs attached. 

The benefit of using the Production Module is you'll be able to: 

• Track necessary inputs, and understand if you need to re-order materials 
• Track yields of an entire Manufacturing Process, for each step in the Process
• Compare expected outputs to actual outputs
• Set up templates for quick set up of repeated processes

Required Action Items

1. Review Guide to Production in Canix

2. Create a Batch Template

3. Create a Batch in the Production Module for training purposes

4. Review Production Inventory Report

5. Review Expected Outputs Report

6. Review Production Calendar

Section 5 - Sales Training

Canix has a very extensive sales module, with many different options on how you can create sales orders.

We recommend taking a look at the video below, which shows our most popular feature (Scanning onto Sales Orders). This will give you a sense of how the Sales Orders work. 

Then, you can check our Guide to Sales Orders in Canix here. This will have detailed overviews of how to utilize the Sales Order Module for whatever your particular process in Canix is. 

Required Action Items

1. Create a Customer

2. Create a Sales Order

3. Add Packages to the Sales Order

4. Generate an Invoice  

5. Generate a Transfer Manifest

6. Create a Sales Price List

7.  Review the Sales Overview report

Section 6 - Costing and Accounting

Canix is known for its costing functionality. In the previous section, we've already reviewed how you can create BOMs and assign costs to packages in Canix. In this section, we'll review:

• Assigning Ad-hoc costs
• Removing Costs 
• Auditing Costs 
• Month-End Reporting 
• Inventory Roll-Forward Reporting 
• Accounting Software Integrations 

Required Action Items

1. Connect your accounting software if you haven't already (QBO, Sage Intaact, QBE) 
2. Review the Month-End Reporting in Canix 
3. Review Roll-forward reports in Canix
4. Create BOMs (if not already complete)
5. Create Task Templates
6. Set User Hourly Rates
7. Assign Labor to Packages 

Section 7 - Reporting

The last section we'll review is reporting. Throughout this training guide, you've already seen some reporting. In this section, we'll review how to: 

• Navigate the reporting section
• Schedule reports to be sent to users 
• Create custom reports 

Required Action Items

1. Review the Guide to Reporting in Canix. Designate what report you’d like to use
2. Create a schedule for this report for any relevant owner