Lorraine

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  • QuickBooks Online Configuring Classes

    QuickBooks classes can be used to categorize individual items on Sales Orders. For example categorizing order items by brand or by item type (concentrate, flower, edible, etc.). Follow these steps ...

  • QuickBooks Online Integration Limitations

    Canix’s integration with QuickBooks is designed to avoid double data entry for Sales Orders and Purchase Orders. While the integration helps save many hours of double data entry, there are certain ...

  • Enabling Leaf Trade Export View

    Canix offers a quick and easy solution for users to transfer their inventory data from Canix to a Leaf Trade account.  In this article we will cover: Enabling the Leaf Trade Export View Viewing & ...

  • 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...

  • 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...

  • 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...

  • 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...

  • Task Management Beta

    Task Management is in a Beta state, please be aware of Task Management Limitations when adopting this feature. Canix’s Task Management feature brings task scheduling, productivity tracking, and ap...

  • Revert Plants to Vegetative

    For Non-Metrc facilities; Canix offers a feature that allows users to move any tracked flowering plants in their facility back to the Vegetative Growth Phase. This action allows users to track the ...

  • Best Practices for Testing

    In Canix, when creating a package from harvest we suggest packing everything into bulk packages first. You should then use the Split Package functionality to create a small testing package from the...