App Updates

Canix Product Updates June 2024

June 12, 2024
6
 Min Read
Luke Reinemann
Junior Product Manager

What's New

Canix is excited to announce the following updates:

  1. Custom Reporting Beta
  2. Non-Cannabis Locations & Locations on Lots
  3. Manufacturing Module Updates
  4. Package Activity History Updates
  5. Label Compliance Fields
    • Serving Size Field
    • Top 3 Terpenes in mg/g
  6. Standalone Facility Bulk Uploaders
    • Items
    • Strains
    • Locations
    • Packages
    • Plant Batches
    • Plants

See these new features and more below!

Custom Reporting Beta

Reduce time maintaining out of sync spreadsheets and take advantage of dynamically-updated custom reporting in Canix. Custom Reporting has been released as a Beta feature in Canix as more data points and functionality are made available throughout Q2.

  • Spend less time in spreadsheets with automated reporting
  • Configure and save custom, real-time dashboards for operations teams and executives to view in a centralized place
  • Use AI search functionality to build reports from questions, like "show me sales for A buds over the last 12 months"
  • Add custom formulas, access more chart types, leave comments on dashboards, schedule reports, enter presentation mode for meetings, and much more.

Custom Reporting is free to use during this Beta phase and available to all customers. Reach out to help@canix.com to request access. Read more here for functionality and getting started.


Non-Cannabis Lot Locations


Canix-only locations can now be created without syncing with your state compliance system for use with non-cannabis inventory. Locations can now be applied at the NCI lot level to align inventory in Canix with your physical facility.

More granular locations - NCI locations can be created as Canix-only locations, not connected to your state compliance system. This allows for much more granular locations to be created that align with your physical facility, such as bin or shelf level inventory, without the fear of being audited in those locations.

Manufacturing Pick Lists - Sending someone to a storage room to find a specific lot for production or packaging can eat up valuable time without guidance on rows, shelves, or bins. Canix now displays the NCI lot's location throughout the product, including a new pick list on manufacturing runs.

Assign locations to NCI lots - The NCI Product location may not indicate the location of the specific lot being used. Non-cannabis Lots can now be assigned locations to align with physical locations for auditing, picking or packaging activities.

Additional information can be found in our help center here. Reach out to our support team with any questions at help@canix.com or 415-894-9884.

Watch a quick overview of NCI Lot Locations

Watch a quick overview of NCI Lot Locations

Enhanced Output Package Management - Manufacturing Module

This update to manufacturing runs is designed to streamline package creation and provide real-time package validation while setting up runs. Efficiently manage output lists and quickly resolve errors with intuitive correction and filtering tools. Enjoy a more organized and productive workflow with an improved user interface.

Real-time Validation and Instant Feedback
The manufacturing module now operates on a step-by-step validation process for creating output packages during manufacturing runs.

Dynamic Loading and Progress Indicators
Stay informed with our loading icons and tooltips atop each output package card.

Efficient Package Management and Error Handling
Our new Pagination component in manufacturing allows you to quickly click through your list of output packages, showing 10 tags on each page.

Robust Error Correction and Filtering
Tag Errors are now easier to manage than ever.

Simplified Interface Enhancements
To enhance usability, we've relocated the "Add Output" and "Add Inputs" buttons to the top of their respective cards, making them more accessible than ever.

Check out this video from our Product Team covering this update to the Manufacturing Module!

Check out this video from our Product Team covering this update to the Manufacturing Module!

Select All Previous Outputs - Manufacturing Module

Select All Previous Outputs makes managing large batches easier than ever. Through the Previous Outputs action when adding Source Cannabis to a run, all previously created packages from the batch can be selected to be source tags on the run. Additionally, the search bar now allows for searching across run name, item name, and tag for easy filtering!

Check out this video from our Product Team covering this update for Select All Previous Outputs!

Check out this video from our Product Team covering this update for Select All Previous Outputs!

Package Activity History Updates

A number of additional cost-impacting actions are now tracked in the Package Activity History. Use the Package Activity History to obtain a granular paper trail of all actions taken on the Package, including compliance and costing actions. This log includes the user who submitted the action as well as the date.The following Package actions are now tracked in the Activity History:

  • Package Created from Manufacturing Run
  • Package Used as Source in Manufacturing Run
  • Labor Edit / Removal on a Package
  • Non-Cannabis Item Edit / Removal on a Package
  • Package on a Confirmed Task

These activity history logs will show all cost impacts of the action, and when cost impacting objects like labor or non-cannabis are edited or removed, Canix will show the old COGS and the new COGS for auditable purposes.Label Compliance FieldsThese fields have been added to help save time creating compliant labels in Canix. Find these fields in the field menu on the left-hand side of the label designer in Canix for package labels:

  • Serving Size: this is required information for edible labels in California and Massachussetts. Find this field in "Package Information".
  • Top 3 Terpenes in mg/g: this is required information for labels in Nevada. Find this field in "Lab Tests".
  • Net Weight: Net weight includes both Metric and US measurements for certain state label requirements

Label Formatting Options

These formatting options have been added to comply with state requirements for bolded text, minimum text fonts, and to allow more flexibility in creating labels. Find these options above the label in the label preview section on the right.

  • Serving Size: this is required information for edible labels in California and Massachussetts. Find this field in "Package Information".
  • Top 3 Terpenes in mg/g: this is required information for labels in Nevada. Find this field in "Lab Tests".
  • Net Weight: Net weight includes both Metric and US measurements for certain state label requirements

Standalone Uploaders

Uploaders are now available for Standalone Facilities to upload and update Facility Data and Inventory in one bulk action from the Facility Data Uploader page. The following data types can be uploaded or updated:

  • Items
  • Locations
  • Packages
  • Plant Batches
  • Plants
  • Strains

These uploaders can be used for the initial import of inventory or facility data when getting started with Canix. Additionally, these uploaders can be used for making large updates across inventory, like adding a Brand to thousands of packages. The Bulk Uploads section of the Help Center covers each uploader (including Cannabis COGS and Non-Cannabis Items) and the formatting rules needed for data validation.The ability for Metrc facilities to upload Canix-only information on Items is coming soon!More Enhancements

  • Intacct <> Canix Integration - Dimension Support
    • Canix now supports selecting and sending dimensions to Intacct during Intacct Purchase Order and Invoice creation
    • Location, Department, Class, Employee, and Project are all now supported
  • "Required Tests" in New Jersey Metrc Facilities
    • Testing packages can now be created in Canix for New Jersey Metrc Facilities with the "Required Tests" dropdown during package creation
    • When a package is delineated as a Testing Package during a package creation flow (split, combine, from a manufacturing run), a Required Tests dropdown will appear for selection
  • Bulk Package Actions in Manufacturing
    • Quickly make bulk edits to output packages added to manufacturing runs in just one click! Canix has added the action "Edit All Packages of Same Item" to the manufacturing module to make mass edits seamless and as fast as possible.

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