App Updates

Elevate Your Order Management with Canix's New Scanning Mode

September 4, 2024
7
 Min Read
Luke Reinemann
Junior Product Manager

At Canix, our goal is to continuously enhance our platform to support the unique needs of cannabis operators. We are excited to introduce a new feature that will streamline your sales order and inventory management processes: Scanning onto Sales Orders. This update enables users to scan package tags directly onto sales orders using a Bluetooth or USB connected scanner, simplifying the allocation of inventory and enhancing operational efficiency. Let’s dive into how this feature can benefit your business.

Seamless Inventory Allocation

Efficient inventory management is crucial for cannabis operators, and our new scanning feature makes this easier than ever. With Scanning Mode added to Sales Orders, you can allocate inventory  with speed and precision. Simply toggle on Scanning Mode in the Canix application, and you’re ready to start scanning package tags directly into your sales orders. This feature eliminates the need for any manual data entry, reducing errors and saving valuable time.

Customer Spotlight

"The ‘Scan onto Sales Orders’ feature has been a game changer for us, especially with the high volume of SKUs we manage daily. It’s dramatically streamlined our processes, cutting invoicing and verification times in half. This feature has quickly become essential to our workflow, saving us both time and effort.”

— Hunter Martinson, Head of Inventory & Fulfillment, VERA Cultivation

Use Case Walkthrough: From Inventory to Fulfillment

Let’s take a closer look at how Scanning Mode could be used in a typical cannabis operation.

Scenario: You run a mid-sized cannabis distribution center that processes a high volume of orders daily. You’ve just received a large order from a dispensary for various edibles and flower products. Your goal is to quickly and accurately allocate the necessary inventory to this order by bundling your items into cases, and putting those cases onto a truck, and you need to scan in order of loading when unloading.

1. Preparing the Sales Order: You start by creating a new sales order in Canix, listing the items requested by the dispensary. You include popular products like Blueberry Gummies and Skywalker 1/8ths in the order.

2. Activating Scanning Mode: With your sales order set up, you enable Scanning Mode in the Canix application. This mode allows you to continuously scan package tags using your scanner, with each tag scanned automatically logged into the sales order. By using scanning mode, your sales order will mirror the order of the items scanned.

3. Scanning Package Tags: You begin scanning the package tags for the items on the sales order. As you scan each tag, Canix verifies its validity and allocates it to the appropriate line item. For instance, when you scan the tag for a package of Blueberry Gummies, Canix instantly matches it with the corresponding line item on the sales order.

4. Handling New Items: During the scanning process, you realize that an additional product—Strawberry Gummies—was requested by the dispensary but wasn’t initially added to the order. With the Automatic Add Items toggle enabled, you simply scan the tag, and Canix automatically adds a new line item for the Strawberry Gummies to the sales order. No need to pause and manually update the order.

5. Managing Invalid Tags: As you continue scanning, Canix alerts you that one of the tags is invalid—perhaps the package is in quarantine or already allocated to another order. The system provides options to retry the scan, dismiss the warning, or manage multiple invalid tags in bulk. This real-time feedback ensures that your inventory records stay accurate and your sales order is free of errors.

6. Finalizing the Order: With all tags successfully scanned and validated, Canix updates the quantities on the sales order to match the allocated inventory. You’re now ready to fulfill the order. The entire process—from scanning to allocation—has been completed in minutes, without manual data entry or the risk of human error.

Streamlined Fulfillment and Real-Time Updates

Once your tags are validated and added to the sales order, Canix enables you to update quantities in real-time, matching them to the allocated inventory. This streamlines the fulfillment process, ensuring that your orders are shipped accurately and efficiently.

For operators looking to optimize their sales workflows, Scanning Mode is a game-changer. It not only speeds up the order creation process but also enhances the accuracy and reliability of your inventory management, all within the Canix platform.

Why Scanning Mode is a Win for Cannabis Operators

The introduction of Scanning Mode in Canix represents a significant leap forward in sales order and inventory management. By automating the allocation of inventory with a simple scan, this feature reduces the time spent on manual data entry, minimizes errors, and ensures that your sales orders are accurate and up to date.

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