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Customer-to-Destination Facility Auto-Mapping

Luke
  • Updated

Overview

Canix streamlines the process of linking Customers to Destination Facilities by automatically creating or associating Destination Facilities when a new Customer is added. This significantly reduces manual data entry, ensures accurate information across the platform, and improves workflows such as Outgoing Transfers.

With this feature:

  • You only need to create the Customer

  • Canix handles the Destination Facility creation or mapping in the background

  • Destination Facility details stay in sync with the Customer data

How It Works

When You Create a New Customer:

  1. Facility License Number Check

    • If the license number is NOT linked to an active Destination Facility:

      • Canix will automatically create a new Destination Facility.

    • If the license number IS already linked:

      • Canix will associate the Customer with the existing Destination Facility.

  2. Auto-Fill for Transfers

    • When creating an Outgoing Transfer, the Destination Facility field will prefill with the linked Destination Facility based on the Customer.

  3. Data Sync

    • If the Customer has new or updated information (e.g., address, contact), this data is used to populate or update the linked Destination Facility.

When You Edit a Customer

If you update any of the fields below, Canix will automatically sync the changes to the linked Destination Facility:

Customer Field Destination Facility Field
Facility Name Facility Name
Facility License Number License Number
Facility Type Facility Type
Address Address
Suite/Unit/etc. Suite/Unit/etc.
City City
County County
Postal Code Postal Code
Contact Name Contact Name
Phone Number Phone Number
Email Email

Example Scenario

Let’s say you’re creating a new Customer, “Green State Supply,” with:

  • Facility License: ABC12345

  • State: CA

  • Address: 123 Green Rd, Los Angeles

Canix will:

  • Check if a Destination Facility with License ABC12345 exists.

  • If not, create it automatically.

  • Use the Customer’s name, address, and contact info to populate the new Destination Facility.

  • Link both objects for consistent record keeping.

When creating an Outgoing Transfer to "Green State Supply," the Destination Facility will be automatically selected.

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