Boost Efficiency with Canix's Enhanced Sales Order Features

At Canix, we are committed to improving our platform to meet the evolving needs of cannabis operators. Our latest update focuses on enhancing the Sales Order and Fulfillment workflow, providing users with greater flexibility and precision in managing their inventory and sales. This blog post will walk you through the key features of this update and how they benefit your business.

Streamlined Sales and Inventory Fulfillment with Sell-by-Case and Unit

Managing inventory and sales has never been easier with our new sell-by-case and unit feature. This update allows you to set items by individual units or cases, providing more accurate control over your sales orders and invoices. Whether you're selling pre-rolls, edibles, or any weight-based products, Canix ensures that your sales process aligns perfectly with how your customers are buying your products.

Flexible Sales Orders

Imagine you run a business that sells both individual 1/8ths and cases of edibles. With our new feature, you can now configure your items to reflect both the individual unit weight and the case count. For example, if you sell gummies in cases of 100, Canix will automatically calculate the total weight and price based on the case, not the individual unit, ensuring your sales orders and invoices accurately reflect what is being sold to your customers.

This flexibility is a game-changer for cannabis operators. Instead of manually calculating the weight and unit price for each sales order, Canix does the heavy lifting for you. You can easily switch between selling by unit, case, or gram, making it simple to meet your customers' needs without compromising on accuracy and speed.

Enhanced Invoicing

Invoicing is now more straightforward than ever. Sell by Case and Unit ensures that your invoices reflect the exact quantities and unit prices, whether you're selling by unit or by case. For example, if you sell 20 eighths at $4 each, your invoice will show a total of $80, providing clear and transparent pricing for your customers.

Improved Manifest Ordering

We have also significantly enhanced the manifest ordering process. The transfer manifest now reflects the order of packages as they appear on the sales order, preventing errors and ensuring smooth operations from order creation to delivery. This consistency helps fulfillment and inventory teams by maintaining the expected manifest order of items, streamlining the process, and reducing the need for manual adjustments. Canix supports operators to ensure compliance by maintaining accurate records of what was ordered, shipped, and invoiced is a crucial benefit of this update.

Real-Time Tracking and Reporting

Our new features also support better tracking and reporting. By accurately delineating unit weights and case counts, Canix helps you maintain precise inventory records and generate insightful reports. This data can inform business decisions, optimize inventory management, and improve overall efficiency.

Detailed Walkthrough

In a recent video, we provided a detailed walkthrough of the new sell-by-case and unit functionality. Here are some key benefits:

• Simplified Item Setup: Setting up items with individual unit weights and case counts makes the sales process easier and ensures compliance with state regulations, particularly for products like eighths (3.5 grams).
• Accurate Sales Orders: Creating sales orders using the new unit and case options allows Canix to automatically calculate total weight and pricing, reducing manual errors and improving accuracy.
• Precise Invoicing: The invoicing process now supports unit and case configurations, generating invoices that accurately reflect quantities and prices. This maintains transparency with customers and ensures consistent pricing.
• Efficient Auto-Allocation: The auto-allocation feature streamlines the assignment of packages to sales orders, saving time and reducing the risk of errors. Canix handles calculations and allocations, ensuring accurate fulfillment of orders.

‍

To learn more, you can watch the full video on our YouTube channel.

‍

Looking Ahead: Scan to Tables Update

While our latest update brings significant improvements to the sales order process, we are excited to share that we have more enhancements on the horizon. Our upcoming scan-to-tables feature will further streamline inventory management and data entry, making it even easier to maintain accurate records and improve operational efficiency.

Stay tuned for more details on this exciting update!

‍