Changelog

Follow up on the latest improvements and updates.

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We've added a “Copy lab results from source” toggle in two key areas in Manufacturing:
  • Enter New Package Details section in the Add Output Packages modal.
  • New Package Details modal for each individual package.
Key Benefits:
  • Enabled by default – so you don’t need to worry about missing a step.
  • Automatic attachment of source package lab results to output packages. This ensures lab results are copied only when they are consistent across source packages.
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"Inventory by Brand" reporting has been added to the Cannabis Inventory Overview report.
Screenshot 2024-09-16 at 2
See the "Inventory by Brand" tab to the far right. In this report:
  • Pounds by Brand
  • Eaches by Brand
  • Liters by Brand
  • Inventory Value by Brand
  • Cost Per Unit by Brand
Use the QuickBooks Export report to download Orders, Items and Customers from Canix and import into QuickBooks Desktop or QuickBooks Online.
Screenshot 2024-09-16 at 2
For more information on our integration with QuickBooks Online, please see our documentation here.
Line Item Discounts and Discount reasons have been added to the Sales Orders Over Time report as the last two columns on the "Order Items" table.
Screenshot 2024-09-16 at 2
"Discount $" and "Discount Reason" have also both been added as fields in the "Sales Order Items" Customer Reporting dataset.
To read more about setting Line Item Discounts in Canix, see our release notes here!
View trends in Yield Per Plant over time, by Strain as well as Grow Room in the new Yield Per Plant Overview Report.
Screenshot 2024-09-13 at 9
Using Task Management? Use these reports to analyze task costs and print tasks on PDFs:
Use this report to understand costs tracked on Tasks in Canix. View total costs per task, as well as details for Labor Costs and Non-Cannabis Inventory Costs.
Screenshot 2024-09-12 at 11
Filter to a specific task and then download as PDF to generate a print out of a task. Print outs can be used to provide information about a task to users who do not have laptop/tablet access.
Screenshot 2024-09-12 at 11
The
Integrations Tab
on the Item Profile now allows you to easily associate your Canix products with products from various platforms, including
LeafLink
,
QuickBooks Online (QBO)
, and
Sage Intacct
.
Check out this Canix Help Center Article for an extensive overview of this new functionality.
Screenshot 2024-09-06 at 1
Name, Email and Phone # for a Customer's primary contact have been added to the Accounts Receivable by Order Number report.
This is intended to speed up the process of reaching out for collections. Thank you Corinne Devine for your feedback!
For users with access to the Custom Reporting free trial, THC % and CBD % have been added to the Packages dataset. Use this figures to:
  • Track trends in potency overtime
  • Build Inventory Availability reports with potency information
  • View THC levels vs average sales price
For more information on Custom Reporting please see our help center article here.
We’re excited to introduce a streamlined
Order Details
section in Sales Orders. To make room for the new Line Item Discount feature, we’ve optimized the layout by removing the Customer Profile from the left side, eliminating unnecessary dead space.
What’s New:
  • Added Order Details section for a clearer view.
  • Order Date field, auto-filled with the current date.
  • Quick access to full customer information with the View Full Customer Details link.
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