Shop Configuration
The Shop Configuration (Inventory > Shop) page in Canix allows you to set up and customize your storefront’s appearance and access settings.
Shop Configuration Fields
Here’s what each setting controls:
Facility: Displays the current licensed facility tied to the shop. This determines the Products available for listing.
Enabled: Check this box to make the Shop live. Once enabled, Sales Representatives and Buyers can view your listed products and submit Sales Orders.
Shop Name: This is the name that will appear as the title on your Shop page. Use a recognizable and brand-aligned name for better buyer engagement.
Shop URL: This is the direct link your customers will use to access your Shop. Share this link with wholesale partners, in emails, or via QR codes. It is your storefront’s address.
Website URL: Optionally include your main business website here. This will appear on the Shop for buyers who want to learn more about your brand or operations.
Description: Add a brief description that appears on your Shop homepage. This is a good place to mention your license type, product specialties, geographic coverage, or key differentiators.
Make sure these are accurate and polished, as they represent your brand.
Once you've completed your configuration, click Submit to save changes and launch your Shop.
Exporting a PDF Menu from Canix Shop
The PDF Menu Export feature in Canix Shop lets you instantly generate a professional, branded menu of your current shop listings for offline sharing, printing, or internal reference. This tool helps you quickly communicate your product offerings, prices, and branding in a polished format suitable for customers, sales teams, or events.
How to Export Your Shop Menu as a PDF
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Navigate to Your Shop Configuration
From the Canix dashboard, open the Shop you want to export.
Go to the Configuration tab.
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Download the PDF
Click the Download Shop Listings PDF button.
Your browser will immediately download the PDF file.
What’s Included in the PDF
The exported PDF is designed for clarity, branding consistency, and professional presentation:
Shop Branding
Displays your shop’s logo, website, and description exactly as configured in Canix.-
Product Listings
Shows every listed product, including:Product name and description
Current price
Sale price (if applicable)
MSRP (when available)
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Footer Information
A “Printed on” timestamp to show the exact date and time of generation
Formatting & Distribution
The PDF layout is consistent, visually appealing, and print-ready.
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Suitable for:
External distribution to customers or partners
Internal reference for staff
Trade shows or sales meetings
Products
Products are the building blocks of your Canix Shop. Each product card that appears to your buyers is configured in the Admin > Products > Product Catalog section of Canix. This setup determines how your available inventory is grouped, displayed, priced, and sold.
Where to Set Up Products
Navigate to:
Admin > Products > Product Catalog
This is where you:
Create and manage products for the Canix Shop
Link products to items
Set pricing, packaging, and display settings
Product-to-Item Linking
A Product in Canix is a master listing that can be connected to one or more Items from your Canix inventory. This allows you to group multiple Items under a single customer-facing listing.
Rules for Linking Items to a Product:
To maintain product integrity, all linked items must:
Share the same item type
Match the product’s brand, if specified (items can only link if they have the same brand or no brand)
Match the product’s sub-type, if specified
Match the product’s strain, if specified
Import Products from LeafLink
Important: Products will not appear in the Canix Product Catalog immediately after importing from LeafLink. They are only created if an Active Item in Canix is FIRST mapped to a LeafLink product.
Canix enables seamless integration with LeafLink to streamline product setup and management. When you sync your LeafLink account with Canix, products from LeafLink are automatically created in Canix with the following details:
- Product Name
- Product Images
- Product Description
- Minimum and Maximum Order Quantities
- Default Sale Unit
- Brand
- Units per Case
How It Works
- Connect Your LeafLink Account: Ensure your LeafLink account is connected through the integrations page in Canix.
- Navigate to Admin > Products > Actions > Import Products from LeafLink
- Automatic Syncing: Canix will automatically import and create Products from LeafLink based on the data fields listed above.
- Product Management: Once synced, you can manage these products within Canix as you would any manually created product, including associating them with inventory and sales workflows.
Bulk Upload Products
The Facility Data Uploader now supports uploading Products in addition to other facility data types. This allows for streamlined creation and updates to products in bulk.
Selecting Products in the Facility Data Uploader
On the Facility Data Uploader page, choose Products from the Facility Data Type selector.
When Products is selected, the upload history will display all previous Product uploads (same behavior as FlatFile uploads).
Permissions
Uploading Products requires a specific permission:
Facility Data Uploader → Products Upload
Administrators must enable this permission before users can upload product data.
Downloading the CSV Template
When uploading Products, you can generate a CSV template directly from the FlatFile modal.
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You can select one of the following Prefilling Modes:
From Scratch – Blank template for creating or editing Products.
Populate Item Suggestion – Pre-fills suggested Product Names from Active and Inactive Items.
Populate from Products – Pre-fills with Products already created.
Product Upload Fields & Validation Rules
The CSV template includes the following fields. Fields marked with an asterisk (*) are required.
Core Fields
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Name*
Always required.
Must be unique compared to Active Products in the same Facility.
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UUID
Required only when updating existing Products.
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Facility License #*
Required.
Only one License # allowed per upload.
Must match an existing license in the database.
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Item Type*
Required.
Must exist for the facility.
Validation varies by state, environment, and license type.
Provided as a dropdown with valid Item Types.
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Default Sale Unit*
Required.
Dropdown options: Grams, Kilograms, Milligrams, Ounces, Pounds, Fluid Ounces, Gallons, Liters, Milliliters, Pints, Quarts, Each, Case.
Conditional Fields
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Individual Unit Weight
Required if Item Type is weight/volume-based and Default Sale Unit is “Each”.
Numeric only, up to 2 decimal places.
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Individual Unit Weight Units
Required if “Individual Unit Weight” is entered.
Dropdown options: Each, Grams, Kilograms, Milligrams, Ounces, Pounds, Fluid Ounces, Gallons, Liters, Milliliters, Pints, Quarts.
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Units Per Case
Required if Default Sale Unit is “Case”.
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Sub-Type
Must exist in the facility.
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Strain
Must exist in the facility.
If both Active and Inactive strains exist, system will default to the Active strain.
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Brand
Must exist at the Company level (not facility level).
Pricing & Ordering Fields
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Default Per Unit Price*
Required.
Numerical value.
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Product Description*
Required.
Alphanumeric.
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Minimum Order Quantity*
Required.
Numerical value.
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Maximum Order Quantity
Optional.
Numerical value.
Linking & Media Fields
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Linked Items*
Required.
Comma-separated list of multiple values supported.
Items must belong to the facility.
Supports UUID and Name.
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Product Image
URL field.
Supports multiple values (comma-separated).
Upload Process
Navigate to the Facility Data Uploader page.
Select Products from the Facility Data Type dropdown.
Download a template CSV (choose prefilling mode).
Fill in required fields and validate against rules.
Upload the CSV file.
Review validation results and confirm submission.
Product Details
When creating or editing a product, configure the following:
Product Name: Display name for the product card in the Shop.
Item Type: Must match the item type of all linked inventory items.
Default Sale Unit: Unit that buyers will use to purchase the product (e.g., “Each,” “Gram,” “Case”).
This is the only unit available for that product in the Shop.Units Per Case: Required if “Case” is selected as the sale unit.
Individual Unit Weight: Required if “Each” is selected for a weight-based or volume-based product.
Default Per Unit Price: The base price shown in the Shop for one unit of the product.
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Allow Sale in Eaches: If the Default Sale Unit is Case, you can also update this Product to be sold in either Case or Eaches.
- When Case is selected, a toggle for Allow Sale in Eaches will appear underneath the Default Sale Unit select, allowing you to control if this Product can be sold in Cases and Eaches or just Case.
Shop Configuration Tab
Within the Shop Configuration section of a product, you can:
Product Description: Appears on the product detail card in the Shop.
- Minimum Order Quantity: Controls the smallest order size accepted.
Maximum Order Quantity: Optional; limits how much can be purchased at once.
Product Images
Upload product images in the Product Images tab.
Add as many images as you'd like; the first one will appear in the catalog view.
Use high-resolution, brand-aligned photos for maximum buyer engagement.
Displaying Production Batches and Lab Results on Shop Product Listings
Operators now have more control over whether production batches and their associated lab results are displayed on product listings in the Canix Shop. This ensures that businesses can decide when to make test data visible to customers or keep it internal for operational use only.
Enabling or Disabling Display
Each product includes a toggle labeled “Show Production Batches and Test Results” in the product detail modal.
By default, this toggle is on, preserving existing behavior.
When on, any packages linked to the product that have an associated production batch and test results will have the batch and results displayed on the Shop.
When off, production batches and test results are hidden from all product-related views (including sales orders, internal product views, and the Canix Shop).
Bulk Actions
From the Products Table, users can manage visibility across multiple products at once:
Use the “Show Production Batches and Test Results” bulk action.
This action allows operators to toggle visibility on or off for a group of products simultaneously, reducing repetitive manual updates.
Shop Listing Activation
Use the Active Shop Listing toggle at the top of the product settings to control visibility.
Only active products will appear to buyers in your Canix Shop.
The Canix Shop
The Canix Shop is your digital storefront for licensed wholesale cannabis buyers. Accessible via a dedicated Shop URL, it displays all active products that have been toggled as an Active Shop Listing. Buyers can browse your live inventory, view product details, and submit purchase requests seamlessly.
What Appears in the Shop
When users visit your Canix Shop URL, they will see:
All products with the Active Shop Listing toggle turned on
Product cards showing the name, brand, pricing per unit, and cover image
Hide Out-of-Stock Products
Quantity = 0. This means buyers can see items that cannot be purchased, which may cause confusion. To address this, you can enable the Hide out-of-stock products setting.
How It Works
Default Behavior (Setting Off):
Products remain visible in the Shop and PDF menu even if Available Quantity is 0.-
When Enabled (Setting On):
Products with Available Quantity ≤ 0 are automatically hidden from the Shop and PDF menu.
Hidden products do not appear in Shop search results, categories, or featured areas.
Products automatically reappear when Available Quantity increases to greater than 0.
This visibility change does not affect the Active Shop Listing toggle.
Where to Find the Setting
Navigate to Shop Configuration in your Canix account.
Locate the setting labeled Hide out-of-stock products.
Toggle the setting On to enable auto-hiding.
Toggle it Off to preserve current behavior.
Example Scenarios
Out-of-Stock Item: If a product sells out, it will be hidden from your Shop and PDF menu until more inventory is added.
Restocked Item: Once quantity is updated to greater than 0, the product will reappear automatically.
Manual Control: If you want to hide or show a product regardless of stock, you can still use the Active Shop Listing toggle.
Key Notes
This setting only controls visibility based on inventory and does not change any other product attributes.
The PDF menu and Shop always stay in sync—products shown or hidden will be consistent across both.
Filtering Products in the Shop
When browsing a Shop—whether Branded or Non-Branded—you can use filters to narrow down the available products by criteria such as Item Type, Strain Type, Sub-Type, and Brand.
To make finding products easier and avoid dead-end searches, the Shop now shows only filter options that match at least one product currently available in that shop.
How Filters Work
Only relevant options appear
If there are no products of a certain type in the shop, that filter option will not be shown.
Example: If there are no Buds available, the “Buds” option will not be listed in the Item Type filter.Product counts included
Each filter option includes the number of matching products, so you know exactly how many items fit your selection.
Example: In the Item Type filter you might see:
Buds (10 Products)
Edibles (3 Products)Dynamic updates
Filter options automatically update based on the current products in the shop. If inventory changes, the available filter values and counts will adjust accordingly when the page reloads.
Applicable Filters
This behavior applies to the following filter categories:
Item Type
Strain
Sub-Type
Brand
Benefits of the Updated Filtering
You only see filter options that return results.
Counts help you decide where to focus your search.
Consistent behavior across all Shops.
Search Bar
The Search Bar is located at the top of the Canix Shop and provides a quick way to find products. As you type, the list of products on the page updates automatically to match your search, without needing to press enter or refresh. This instant filtering helps you quickly narrow down results.
The Search Bar works together with the Shop’s Filters. If you have already applied filters — for example, limiting the view to a specific brand or product category — the Search Bar will only search within the products that match those filter settings. This means you can combine filters and search terms to find exactly what you need with minimal scrolling.
Example:
If you filter the Shop to only show products from Brand A and then type “gummy” into the Search Bar, you will see only Brand A’s gummies in the results.
Featured Products
The Featured Products tool allows shop managers to spotlight key items at the top of their shop. This is useful for highlighting seasonal specials, promotions, or top sellers.
What Are Featured Products?
Featured Products are displayed in a prominent banner at the top of your shop. Buyers will see them before browsing the rest of your catalog, making them ideal for products you want to promote. If more than two products are featured, buyers can scroll through them in a carousel.
How to Feature Products
Go to Shop Configuration in your Shop settings.
Under Featured Products, search or browse your catalog to select the items you want to feature.
Click Save.
Your chosen products will now appear at the top of your shop for all buyers.
Managing Featured Products
Adding More Products: You can feature multiple products per shop. If more than two are selected, they’ll appear in a carousel.
Removing Products: Deselect an item in Shop Configuration to unfeature it.
Automatic Unfeature: If a featured product is unpublished or deleted, it will automatically be removed from the featured section.
Buyer Experience
Featured products appear in a dedicated section at the top of the shop.
Buyers can click on a featured product to open its Product Details modal.
When no products are featured, this section will not appear.
Frequently Asked Questions
Can I feature unlimited products?
You can feature multiple products, but only two display at a time in the shopfront. Buyers can scroll through the rest in a carousel.
What happens if no products are featured?
The Featured Products section simply won’t appear at the top of your shop.
Will featuring products change their placement in my full product catalog?
No. Featuring only affects the top-of-shop banner. The rest of your catalog remains unchanged.
Prevent Overselling on Shop Orders
Overview
To help manage inventory more accurately and prevent overselling, Canix allows administrators to restrict how much inventory can be added to a Sales Order through the new “Limit Sales Order Ordered Quantity” setting in Facility Management.
Setting Options
This setting is available under Facility Management > Sales Order Settings and includes three options:
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No restrictions on quantity (Default)
Users can add any quantity to a Sales Order, regardless of available inventory.
Matches current behavior.
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Cannot exceed Available to Sell
Users cannot add more quantity than what's marked as Available to Sell across all inventory types.
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Cannot exceed Available to Sell minus Ordered
Users cannot add more than what's Available to Sell after accounting for already ordered quantities.
Shop Order Behavior
When a restriction is enabled:
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If the entered quantity exceeds the allowed amount:
A red error box appears around the line item.
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An error message displays:
“Ordered quantity cannot be greater than available quantity.”
The order cannot be created or saved.
Product Details Modal
Clicking on any product card will open a Product Details modal, which includes:
Product name, price, and image
Description entered during product setup
Real-time available quantity
(calculated as sum of available-to-sell inventory minus ordered)Unit of sale (e.g., each, gram, case)
Optional notes field to specify batch preferences or other instructions
From here, you can:
Enter a quantity to order
Add Line Item Notes
Click Add to Cart to begin building the order
Cart & Order Review
Once items are added, the cart appears on the right-hand side of the screen. It includes:
A list of all Order Line Items
Quantities, unit price, and subtotal for each
Editable quantity fields
To complete the order:
Customer selection is required
Requested Delivery Date is optional, but not required
Optionally add Internal Notes
Sales Representative is auto-filled with the user placing the order (field currently locked)
Click Place Order to finalize.
Order Submission
Once the order is placed:
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A Sales Order is created in Canix with a Requested status.
- Requested statuses WILL debit from Inventory
The Shop Order column in Sales Orders will indicate the Shop it came from
The order can be fulfilled just like any other Sales Order
Frequently Asked Questions
If someone places an order on the shop, does that remove it from availability?
Yes, requested orders will debit from availability
How live is this?
As of August 2025, there are over 1,000 orders placed on the Shop each week
Do I need to maintain a manual sync?
Because the Shop is pulling directly from Canix data, there is no manual sync that needs to be maintained. All Available to Sell packages will be summed and added to the Shop under availability
Can you limit what Products you sync?
Yes, only by creating a Product and "enabling a Shop link" will inventory appear in the Shop