Overview: Why We Use This Feature
Assign a Package Owner to Packages to clarify if there is a specific team member currently working on, or with special access to specific inventory. Some scenarios where this may be useful:
-
Assign Packages to Sales Reps:
- In order to ensure inventory is evenly distributed, consider assigning Packages to reps
-
Assign Packages to Team Leads for processing:
- Assign oil for example that is marked for gummy production, vs vapes
-
Assign Packages to Fulfillment:
- Assign Packages to team members responsible for loading pallets.
-
Assign Packages to QA:
- Assign Packages requiring quality inspection to members of your product/quality team..
After specific Package Owners are assigned, custom inventory views can be created so that users can easily see only the inventory assigned to them. The Package Owner field can also be used in reporting.
Please note that assigning Package Owners does not restrict the actions that can be taken on a specific Package, it is for visibility and reporting purposes only.
Glossary
- Package: refers to a container of cannabis inventory specifically
- Package Owner: the individual “assigned” to the Package in Canix. This is a Canix only field and is not sent to Metrc/BioTrack.
Prerequisites & Setup
Before beginning, ensure the following requirements are met:
-
Permissions:
- Edit access to Packages > Non-Compliance Actions is required to use this feature.
-
Necessary Data:
- Assignments are based off the users who have been created in Canix for your account. You will not be able to write in a name if that individual has not been created as a user in Canix.
Step-by-Step Instructions
Follow these steps or watch the demo video to complete the workflow.
- Access the Module: Navigate to Inventory Management > Cannabis Inventory
- Initiate Action: Select the relevant Package(s) and then select “Assign Package Owner”
- Input Data: Search for the Canix user who you are assigning the Package(s) to:
- Review & Save: Confirm the selection is correct and then submit. If you made a mistake selecting the Package Owner, simply repeat the action and select the corrected owner.
- Custom Views: Users can create custom views of only the Packages that are assigned to them. To do this, search the name of the Package Owner, and then save the view using the save icon above the inventory table:
Important Considerations
These "pro-tips" and warnings help avoid common pitfalls:
- Assign Owners does not restrict access. Other users can still edit, move, and adjust packages that are assigned to a different owner. The Package Owner field is strictly for visibility.
- Owners must be created as users in Canix. Team members will need a Canix account to have packages assigned to them and to be able to view those packages.
System Impacts & Dependencies
Changing data in one area often triggers updates elsewhere. Understanding these relationships is critical for data integrity.
| Action Taken | Impacted Area | Description of Change |
|---|---|---|
| Assign Package Owner | Cannabis Inventory | The “Owner” field in Cannabis Inventory will be updated with the assigned Package Owner. |
| Assign Package Owner | Reporting | The “Owner” field in reporting will be updated with the assigned Package Owner. |
Troubleshooting Common Issues
If you encounter an error, check these common scenarios before contacting support.
- Can’t Find Owner: If the user has not been created in Canix, you won’t be able to assign Packages to them.
- Non-owners editing Packages: Package Owner is strictly for visibility, other non Package Owners can still edit and adjust packages if they have the permissions to edit and adjust packages.
For further assistance, please join our Office Hours.