Changelog
Follow up on the latest improvements and updates.
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The Canix team has released an improvement that will allow additives to be added to 30K plants at a time.
This is a 30x improvement from the previous limit.
You should also experience faster loader of the Plants page.
Auto-allocation just got safer and more compliant in trade sample states like New York.
When finished goods and trade samples must share the same Retail Item ID, traditional auto-allocation can create compliance risk by pulling from the wrong packages. This update makes auto-allocation trade-sample aware by default—so sample and non-sample inventory stay properly separated.
What’s new
- Retailer Sample / Promo line items now auto-allocate only from trade sample packages.
- Non-sample line items are protected from allocating trade sample packages by default.
- A new “Ignore Trade Sample Restrictions” toggle in the Auto-Allocate modal allows an explicit override when needed.
- Clear failure messaging if no eligible packages are available.
- No changes outside of trade sample states.
Why it matters
You get safer defaults, clearer intent, and full control—without changing existing workflows. Compliance stays intact, and teams can still move fast when exceptions are required.
Available now in states that support trade sample packages.
improved
More Flexible BOM Outputs
Defining Bills of Materials just got easier. You can now associate BOM outputs by Item, Item Sub-Type, or Item Type, giving you the flexibility to adapt at run time without constantly maintaining your BOMs.
Why it matters
- Eliminate rigid BOMs tied to individual SKUs
- Reduce maintenance when adding new strains, variants, or packaging
- Scale cleanly with large, evolving item catalogs
How it works
- Choose a Search By option when defining Associated Outputs
- Keep the same unit-of-measure safeguards you rely on today
At production run time, select the exact output Item from a filtered, valid list—no auto-selection, no surprises
The result: reusable, future-proof BOMs that match how production actually works, without sacrificing accuracy or control.
Trade samples can now be deliniated when creating new packages via Split, Combine, or in a Production Run in New York Metrc Facilities.
You can now set a Maximum Allowed Outstanding Balance to control credit exposure at both the facility and customer level. When enabled, Canix automatically prevents new internal sales orders from being created once a customer exceeds the configured balance threshold.
How it works
- Configure a maximum outstanding balance at the Facility level, with optional overrides per Customer.
- If a customer’s outstanding balance exceeds the limit:
- The Create button is disabled in the Canix app and Internal Shop.
- Clear messaging explains why the order cannot be created.
- Backend validation ensures the restriction cannot be bypassed.
- Marketplace buyer–initiated orders are unaffected and continue as usual.
Why it matters
- Enforce consistent credit policies.
- Reduce financial risk without disrupting Marketplace sales.
- Apply controls only where you need them—internal order creation.
This setting is optional, easy to configure, and defaults to current behavior when left unset.
We wanted to give all our customers a wonderful gift this holiday season, and we're proud to announce the release of Custom Item Templates as GA for all Canix customers: Standalone, Metrc-Integrated, and BioTrack-Integrated.
You access Custom Item Templates in: Admin -> Facility Data -> Item Templates
Custom Item Templates are a tool administrators can use to define Item Properties as "required" by users to set when they create/edit Items within your Canix account.
Before Custom Item Templates, unless an Item Property/Field was required by compliance, users weren't required to set values on Item properties. Custom Item Templates are the solution to automatically enforce your users to input values on fields/columns of items that you flag as "required". Read the full help center article here to get started Using Custom Item Templates in Canix!
How it benefits you as an admin/full-access user:
- Increases your account's data integrity (if you need a property to be set for downstream business use cases, now you can do that easily).
- Automates enforcement of your desired Canix data model
- Improves reporting data integrity and integrations with our APIs (to have more consistent data, as you see fit for your items)
A new feature of Canix for [Metrc] California customers that aligns mandatory test batches directly with product categories. Metrc's has introduced a change, rather than requiring lab licensees to select the appropriate lab tests for the product being tested, Metrc will enforce required lab test batches based on item category based on State testing rules.
Previous Canix Flow:
: Package-specific lookups fetch required lab tests using the package ID, rather than determining requirements based on item category.New Canix Flow:
Canix will retrieve required lab test batches for each item category, and conversely, submit them when creating testing packages.Canix will perform a daily fetch from Metrc CA to ensure we keep the item categories requiring tests aligned with any updates.
Teams no longer need to create invoices one sales order at a time. With new bulk invoice actions, you can configure once and generate many—cutting hours of repetitive work down to minutes.
From the Sales Orders table, select multiple orders and:
- Bulk Configure Invoices to apply the same invoice settings across all selected orders.
- Bulk Generate Invoices to instantly create all invoices in a single batch when configurations are already in place.
Invoices open together in one tab, ready for download or printing—just like today, but at scale.
The result: faster order fulfillment, fewer operational bottlenecks at week-end and month-end, and reduced risk of manual errors.
Customers who have struggled with transferring NCI within the same facility to different locations (intra-facility movements) will be very merry to learn we've added support for intra-facility NCI lot splitting (or sub-lotting).
Please continue using our new QBOnline Integration, the old QuickBooks Desktop Integration has been removed from availability in Integrations.
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