In this article

📘 Introduction

This guide covers recent updates to 365 Cannabis designed to improve e-commerce workflows and inventory management. Key enhancements include the ability to associate inventory lots with Sales Channels, streamlined API support for external platforms like iTristan and Sellstack, and improved quantity update logic for sales lines with item tracking.

🔧 Prerequisites

Before using this functionality, ensure the following setup is complete:

• Navigate to Cannabis Setup.

• Enable the Update Item Tracking on Update Doc Qty setting.

• Ensure the WO API Sales Channel table is configured with the relevant sales channels used by your external platforms.

🛠️ Feature Overview and Use Cases

🏷️ Sales Channel Field on Lot Records

Purpose: Allows you to tag lots with a Sales Channel for better integration with e-commerce systems.

Setup:

1. Open the Lot No. Information Card.

2. Locate and populate the Sales Channel field (linked to WO API Sales Channel).

3. Alternatively, use the Update Sales Channel action for batch updates from the Lot No. Information List.

Visibility:

• Displayed on the Inventory on Hand page.

• Added to the Lot Numbers by Bin (METRC) table for compliance use.

API Impact:

• The field lotSalesChannel is now exposed via the Inventory API, enabling external platforms to group inventory by channel.

Best Practice:

• Assign valid Sales Channels to all lots before exposing them via API integrations.

✅ What Changed

• API Deletion Enabled:

  • DeleteAllowed = true is now set on page 9115392 "CNBNA Sales Order Lines", allowing deletion of Sales Lines via API.

• Automatic Quantity Adjustment:

  • A new setting in Cannabis Setup (Update Item Tracking on Update Doc Qty) enables reservation entries to automatically adjust when quantities on a Sales Line are modified.

  • This works when only one Lot No. is linked to the Sales Line.

  • This feature is not dependent on the Sales Lot No. field.

🧠 Why It Matters

Previously, modifying a quantity on a Sales Line with item tracking required a manual process:

• Open the Item Tracking Lines.

• Reduce or increase the quantity.

• Return to the Sales Line and make the change.

With this update enabled, the system adjusts the reservation automatically, simplifying the workflow and reducing errors.

🧩 Example Use Case

A customer reduces a Sales Line quantity from 5 to 3 through an integrated e-commerce platform:

• Before: Manual adjustment required on the Item Tracking Line before changing the Sales Line quantity.

• After: System automatically updates the reservation. Quantity change is accepted via API without errors.

🧭 Best Practices

• Maintain accurate and up-to-date entries in the WO API Sales Channel table.

• Tag lots with Sales Channels at the point of creation.

• Use the Update Sales Channel action for mass updates.

• Enable Update Item Tracking on Update Doc Qty for seamless quantity changes from API-connected platforms.

🛒 E-Commerce Sales Line API Enhancements

Recent updates to the Sales Line API streamline how external e-commerce systems (like Sellstack or iTristan) interact with 365 Cannabis sales data. This includes improved support for modifying quantities and handling reservations more gracefully.

Prerequisites

• Enable Update Item Tracking on Update Doc Qty on the Cannabis Setup page.

Open

🔄 What Changed?

✅ API Delete Permission Enabled

• DeleteAllowed is now set to true on page 9115392 “CNBNA Sales Order Lines”, allowing external systems to delete sales lines via the API.

⚙️ Automatic Quantity Adjustment Logic (New Setting)

• A new setting was added to Cannabis Setup:

  • Field: Update Item Tracking on Update Doc Qty

  • Purpose: When enabled, allows automatic adjustment of Reservation Entries when a Sales Line quantity is changed.

⚠️ Note: This is not dependent on the Sales Lot No. field specifically.

🧠 Why It Matters

Previously, if you needed to modify the quantity on a sales line that had Item Tracking Lines (e.g., Lot Numbers), you were required to:

1. Open the Item Tracking Lines.

2. Manually adjust the quantity.

3. Return to the Sales Line and update it again.

Now, with this update and the setup enabled, the system automatically adjusts the reservation quantity if:

• Only one Lot No. is associated with the line.

• The quantity is either increased or decreased.

This makes integrated sales channels smoother and avoids errors when customers change order quantities through online platforms.

🧩 Example Use Case

A sales order has a line item with a quantity of 5 and a single Lot No. assigned. The customer reduces the quantity to 3 through the e-commerce site.

Before: Manual intervention was required—an error would be thrown unless the reservation was adjusted manually.

Now: If the new setting is enabled, the system automatically adjusts the reservation, and the quantity is successfully updated via the API.

Procedure

This section provides details about the addition of the Sales Channel field to Lot records, updates to the Inventory API, and improvements to the Sales Line API for e-commerce workflows.

Set up the Sales Channel Field on Lot No. Information Card

Purpose: To allow inventory lots to be tagged with a specific Sales Channel, supporting better integration with e-commerce systems.

Open

Location:

• Navigate to the Lot No. Information Card.

• Locate the new Sales Channel field.

• This field uses a table relation to the WO API Sales Channel.

Usage:

• Select a Sales Channel from the lookup list.

• This value can be assigned manually or through the Update Sales Channel action.

Visibility in Inventory On Hand and METRC Tables

• The Sales Channel field now appears on the Inventory on Hand page.

• The field is also present in the Lot Numbers by Bin (METRC) table for compliance tracking.

Inventory API Enhancements

New Field Exposed:

• lotSalesChannel is now part of the Inventory API schema.

• External systems (e.g., iTristan) can now align inventory by Sales Channel, rather than Location.

Best Practice: Ensure each lot is assigned to a valid Sales Channel before syncing inventory with external systems.

E-Commerce Sales Line API Enhancements

Issues Resolved:

• Deletion Allowed: Sales Line API now supports deleting lines. DeleteAllowed = true is set on page 9115392 "CNBNA Sales Order Lines".

• Quantity Modification Logic: Previously, users had to adjust Item Tracking Lines before updating the Sales Line quantity. This has been simplified.

New Setting in Cannabis Setup:

• Field: Update Item Tracking on Update Doc Qty.

• When enabled, reservation entries will automatically update when modifying quantities.

Technical Behavior:

• Works only when a single Lot No. exists on the line.

• Applies to both increasing and decreasing quantities.

Note: This behavior is not dependent on the Sales Lot No. field being populated.

Best Practices

• Define and maintain the WO API Sales Channel table to reflect actual e-commerce channels.

• Assign Sales Channels to inventory lots early in the lifecycle.

• Use the Update Sales Channel page action for batch updates.

• Enable the Update Item Tracking on Update Doc Qty setting to streamline quantity modifications from e-commerce platforms.