Lorraine
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Articles
Recent activity by Lorraine-
Questions the Canix MCP Server Can Answer
Overview: Gain Business Insights With the Canix MCP ServerObjective: Once you've connected the Canix MCP Server to Claude or ChatGPT (see our Setup & Getting Started Guide), you can ask natural-lan...
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Upload Historical Sales Orders to Canix with AI (Alpha)
OverviewCanix now offers a product in alpha that allows customers to upload historical sales orders to their account. Rather than requiring a strict template, the agent uses AI-powered matching to ...
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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 ...
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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 ...
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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 & ...
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Creating & Assigning Sales Price Lists (old user interface)
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 Pri...
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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...
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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...
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Recording a QuickBooks Online Invoice Payment (old user interface)
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 the...
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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 appl...