Lorraine Leslie

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Activity overview

Latest activity by Lorraine Leslie
  • Lorraine Leslie created an article,

    Creating & Assigning Sales Price Lists

    Canix users can easily create and manage Sales Price Lists in Facility Data and can assign them from a Sales Order or Customer profile. In this article we will be covering: Creating a New Sales Pr...

  • Lorraine Leslie created an article,

    Finding your BioTrack License Number

    Finding your BioTrack License Number License numbers are considered Locations in BioTrack. Your Location License Number can be found in your BioTrack account by following the steps below. Log int...

  • Lorraine Leslie created an article,

    Connecting BioTrack Facilities in Canix

    Canix’s BioTrack integration syncs inventory from BioTrack, and allows for inventory to be created and managed through Canix. - Only 1 user needs to follow the instructions below for the entire com...

  • Lorraine Leslie created an article,

    Recording a QuickBooks Online Invoice Payment

    To make keeping your accounting records up to date easier, you can record payments for QBO Invoices in Canix.  Note: You must have already Created a Sales Order and Created QB Online Invoice for th...

  • Lorraine Leslie created an article,

    Submitting Purchase Orders to QuickBooks Online

    Sending your Purchase Orders (POs) to QuickBooks Online (QBO) makes it easy to keep your accounting records up to date. In this article we will cover Submitting Purchase Orders to QuickBooks Online...

  • Lorraine Leslie created an article,

    Task Management

    In this article we'll review: Creating Task Templates Creating Tasks  Viewing Tasks & Managing Task Categories Task Templates  From the Canix Web Application: Navigate to Task Management > Templ...

  • Lorraine Leslie created an article,

    Connecting QuickBooks Online with Canix

    Connect your QuickBooks Online account with Canix to generate invoices from Sales Orders that can be viewed and managed in QuickBooks. Our QuickBooks Online Integration allows users to connect one ...

  • Lorraine Leslie created an article,

    Receiving Important Emails and Updates from Canix

    Some organizations have firewalls or web filters to ensure their data is protected. In order to receive important emails and updates from Canix, we suggest you whitelist a few of our specific doma...

  • Lorraine Leslie created an article,

    Common Error Messages from Metrc

    Canix submits your data to Metrc in real-time to add efficiency and scale to your workflow. As a third-party integrator, we sometimes come across errors with your Metrc submissions — these can be c...

  • Lorraine Leslie created an article,

    Tracking Customer's Sales Orders & Managing Credits

    Use Canix's robust Customers feature to better track and manage your customer base. We're constantly adding new functionality to build out the most robust customer relationship management tool avai...