Sophie H.

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Activity overview

Latest activity by Sophie H.
  • Sophie H. created an article,

    Payment Reference Numbers

    When logging Payments on Sales Orders, “Reference Number” is available as a flexible and optional field to help your accounting team: Record check numbers for check payments Create record IDs Trac...

  • Sophie H. created an article,

    Bulk Label Printing for Non-Consecutive Tags

    Bulk label printing saves time by allowing you to select multiple Plants, multiple Plant Batches, or multiple Packages to print labels for them at once, whether they are consecutive or not. This wi...

  • Sophie H. created an article,

    Non-Metrc Manifest Configuration Options

    This feature is specific to non-Metrc customers only and applies to Outgoing Transfers.  Manifest customization ensures your Outgoing Transfer Manifests comply with your state requirements, includi...

  • Sophie H. created an article,

    Create a Lab Transfer

    After creating Testing Packages, you'll create a Lab Transfer to send them to the Lab. For Metrc customers, only Packages marked as "Testing Package" during creation can be added to a Lab Transfer....

  • Sophie H. created an article,

    Create Testing Packages

    Once your product is ready for testing, you'll create Testing Packages to send to the Lab. This uses Split Packages but requires carefully marking the new Package as a "Testing Package" during crea...

  • Sophie H. created an article,

    Print Metrc Transfer/Manifest

    After creating an Outgoing Transfer in Canix, you will complete the process by registering an Outgoing Transfer in Metrc. Next, follow the steps in this article to print the Manifest directly from ...

  • Sophie H. created an article,

    Reactivate Finished Packages

    Packages that have been mistakenly finished in Canix can be Reactivated. For non-Metrc facilities, this can be done from directly in the Canix Web Application. For Metrc facilities, this can be don...

  • Sophie H. created an article,

    Unpack Plantings from Packages

    Create new Plant Batches from Packages of Seeds, Clones or Immature Plants by using Unpack into Plantings. The process is the same for Metrc and Non-Metrc facilities, but some language or steps may...

  • Sophie H. created an article,

    Managing Available to Sell Inventory

    It’s important to determine which inventory is available to sell, and which inventory is reserved for other purposes and not ready to be sold. This can be managed in Canix’s Packages page to mark c...

  • Sophie H. created an article,

    Updating Sales Orders for Partially Rejected Metrc Transfers

    Your Metrc customers may occasionally reject part of a Transfer instead of the whole thing. When this happens, some Packages will remain Transferred while those rejected will return to Active. When...