1. Introduction
2. Before Onboarding Starts
   1. Required Action Items
   2. Recommended Action Items
3. Section 1 - Admin Training
   1. Canix User Interface - Get Familiar
   2. Users and Permission Groups
      1. Required Action Items
   3. Master Data Set Up
      1. Strains and Locations
         1. Required Action Items
      2. Items, Subtypes, and Brands
         1. Required Action Items
   4. Integrations
      1. Required Action Items
4. Section 2 - Cannabis Cultivation Training
   1. Plant Batches
   2. Plants 
   3. Harvests 
5. Section 3 - Cannabis Inventory Training
   1. Packages 
   2. COAs and Lab Tests 
   3. Required Action Items
6. Section 4 - Non-Cannabis Inventory Training (NCI)
   1. Required Action Items
7. Section 5 - Production Training
   1. Required Action Items
8. Section 6 - Sales Training
   1. Required Action Items
9. Section 7 - Costing and Accounting
   1. Required Action Items
10. Section 8 - Reporting
    1. 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, we’ve set it up so that every help article is contained within an action you should take.

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 what we provide. 

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 POCs (Point of Contacts) for Sales & Fulfillment, Manufacturing, Accounting. If you don’t know who your Canix liaison is, send to Canix Support.

Implementation goes smoothest when you prepare your data for upload into Canix. We strongly recommend preparing your data for import into Canix. 

Recommended Action Items

Prepare the below data for download utilizing the format guide here. 

• Non-Cannabis Products
• Non-Cannabis Lots

Additionally, download / gather the below information, in any format. We will walk through how to upload it on our initial call: 

• Vendors 
• Bill of Materials 
• List of Customers

How does the rest of your data get imported? 

• Canix will automatically pull your Plant Batches, Plants, Harvests, Packages, Transfers, Items, Strains, and Locations from Metrc or BioTrack, utilizing your API key, to sync your account

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 all of data is 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 Checkbox is linked to the resources that you will need to take this action.

Required Action Items

1.  Create 

   User Permission Groups for your facility

2.  Create 

   All Users for your Facility

3.  Update 

   Logo in Facility Management

4.  Update Package Tag Prefix in Facility Management 

Master Data Set Up

Strains and Locations 

In this section, we'll review how to understand your Canix Master Data. This is basically how you'll define your facility. 

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

Required Action Items

1.  Set up Sub-locations in Canix 

Items, Subtypes, and Brands

Now that we've set up strains and locations, we'll set up Items, Sub-Types, and Brands as well.

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 Admin set up, you should also set up your integrations. Set up the integrations that you wish to use going forward with Canix 

Required Action Items

Connect applicable integrations:

• LeafLink

• Quickbooks Online

• Confident Cannabis 

• Sage Intacct

• Dutchie

• BioTrack

• Onfleet

Section 2 - Cultivation Training (Plant Batches, Plants, and Harvests) 

In Cultivation, there are many different options for how operations work. In this section, we review all of the options for how a cultivation facility may operate, and based on this, provide resources on how to do each applicable action. 

Starting in the Plant Batches section, we'll ask you a few questions, and proceed to guide you through the process of how to do each step.

Plant Batches 

• What sources to do you get your immature plants from? 
  • From Mother Plants
  • From clones / seeds in my other cultivation licenses
  • From a 3rd party
• Do you pack clones for storage or transfer? 
  • Yes, from clones already in the system as Plant Batches 
  • Yes, from cuttings from Mother Plants 

Required Action Items

•  Create a Batch of Clones based on your process 

•  Package a group of clones based on your process

• Create waste from your clone batches 

Plants 

• When is your plant changing locations? 
  •  At the same time as changing growth phase
  • Outside of growth phase changes 
• What plant phases / stages do you track? 
  • Required compliance phases only (Immature, Vegetative, Flowering) 
  • Some plant phases between the required compliance phases

Required Action Items

•  Change locations for your plant

•  Update your plants growth phase

Harvests

• How do you harvest your plants? 
  • Harvest the entire plant and log individual plant weights
  • Harvest the entire plant and log average plant weight 
  • Manicure part of the plant and log individual plant weight 
  • Manicure part of the plant and log average plant weight

Required Action Items

•  Harvest Plants

• Create Harvest Waste

Section 3 - Cannabis Inventory Training (Packages).

Packages

In this section, we will review the Packages section of Canix. We'll review: 

• How to change package forms, and turn one piece of inventory into another (Split / Combine Package) 
• How to adjust packages for quantity changes 
• 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 video below to get a sense of the module, then go through the required Action Items below. Links are included on each to-do if you need additional help. 

Required Action Items

1.  Review all Packages, and ensure that that your physical inventory matches your digital inventory. The best way to do this is to review the report here:

2. Split a Package

3. Adjust a Package

4. Destroy Packages

5. Set up a Custom Package Status

6.  Make an internal decision. Will you be using Lot ID or Production Batch to track Packages? Create an Internal Lot ID or Production Batch Number

7. Create a Package Label Template based on a Label that you currently use in your inventory

8.  Review and Favorite the Cannabis Inventory Report. 

COAs and Lab Tests

Canix also has extensive means of Managing COAs. The most important piece of information to review here is this Guide on Managing COAs.

It will cover: 

• Uploading COAs (Automatic Upload from Metrc, Automatic Upload from Confident Cannabis, Manual) 
• COA transfer in split packages 
• COAs in Sales Orders  
• Best Practices

Required Action Items

1.  Decide if you are going to use the Confident Cannabis Integration, and if so, add your credentials 

2.  (Metrc Only) Compare your packages with COAs in Metrc vs. your packages with COAs in Canix. Do they match exactly? 

3. Split a Package and select "Copy Lab Test Results from Source". Do you see how the COAs carry from the Parent Package to the Child Package? 

Section 4 - Non-Cannabis Inventory Training (NCI)

Required Action Items

1. Create Vendors

2. Upload NCI Products / verify the initial Upload
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 5 - Production Training

Now that you've seen 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 it into a new item 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, at each step in the Process
• Compare expected outputs to actual outputs
• Set up templates for quick set up

Required Action Items

1. Review Guide to Production in Canix

2. Create a Batch Template

3. Create a Sample Batch

4. Review Production Inventory Report

5. Review Expected Outputs Report

6. Review Production Calendar

Section 6 - 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 7 - 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 8 - 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