Cannabis Dispensary Inventory Control and Reconciliation Checklist

This cannabis dispensary inventory control and reconciliation checklist ensures accurate inventory management, timely METRC reconciliation, proper receiving procedures for incoming transfers, and documented investigation of inventory variances. Inventory discrepancies between physical counts and METRC records are the most common finding in state cannabis compliance audits.

  • Industry: Cannabis
  • Frequency: Weekly
  • Estimated Time: 45-60 minutes
  • Role: Inventory Manager / Dispensary Manager
  • Total Items: 30
  • Compliance: State Cannabis Retail Inventory Control Requirements, METRC Package Tracking and Reconciliation Requirements, State Cannabis Transfer and Receiving Regulations, State Cannabis Inventory Audit Requirements, State Cannabis Variance Reporting Thresholds

Receiving and Transfer Acceptance

Incoming product procedures.

  • State transfer manifest reviewed and verified against physical product on arrival?
  • All incoming packages with intact, unaltered METRC package tags?
  • Passing test COAs accompanying all incoming product?
  • Transfer accepted in METRC within state-required time window?
  • Incoming product quarantined pending receipt verification before going to retail floor?

Physical Count Procedures

Counting methodology.

  • Blind count procedure used — counters not shown METRC quantities before counting?
  • Two-person count team for all high-value or high-quantity packages?
  • All storage locations counted — vault, display cases, back stock?
  • Certified scales used for bulk/flower weight verification?
  • Physical count sheet completed in real time during count?

METRC Reconciliation

System vs physical comparison.

  • METRC inventory report run for same date/time as physical count?
  • All variances between physical count and METRC identified and documented?
  • Any variances exceeding state reportable threshold reported to compliance?
  • Any METRC inventory adjustments approved by management before entry?
  • Root cause of all variances investigated before adjustment?

Product Holds and Quarantine

Restricted product management.

  • Any recalled product quarantined and removed from sale floor?
  • Any failed-test products clearly quarantined and held per state requirements?
  • Products with expired COAs placed on hold pending re-test or destruction?
  • Products approved for destruction properly held and documented in METRC?
  • No products on hold for more than 30 days without resolution?

Shrinkage Monitoring

Loss prevention.

  • Monthly shrinkage rate calculated and within acceptable tolerance?
  • Camera coverage of all inventory storage and transaction areas verified?
  • Vault access log reviewed for unauthorized access?
  • Employee purchases tracked and at arm's length per state regulations?
  • Any suspected theft reported to management and state per reporting requirements?

Inventory Records

Documentation.

  • Physical count sheet signed and filed?
  • Reconciliation report generated and filed with count sheet?
  • Variance investigation documentation filed?
  • State inventory discrepancy reports submitted if required?
  • Inventory Control Notes

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Why Use This Cannabis Dispensary Inventory Control and Reconciliation Checklist?

This cannabis dispensary inventory control and reconciliation checklist helps cannabis teams maintain compliance and operational excellence. Designed for inventory manager / dispensary manager professionals, this checklist covers 30 critical inspection points across 6 sections. Recommended frequency: weekly.

Ensures compliance with State Cannabis Retail Inventory Control Requirements, METRC Package Tracking and Reconciliation Requirements, State Cannabis Transfer and Receiving Regulations, State Cannabis Inventory Audit Requirements, State Cannabis Variance Reporting Thresholds. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Cannabis Dispensary Inventory Control and Reconciliation Checklist cover?

This checklist covers 30 inspection items across 6 sections: Receiving and Transfer Acceptance, Physical Count Procedures, METRC Reconciliation, Product Holds and Quarantine, Shrinkage Monitoring, Inventory Records. It is designed for cannabis operations and compliance.

How often should this checklist be completed?

This checklist should be completed weekly. Each completion takes approximately 45-60 minutes.

Who should use this Cannabis Dispensary Inventory Control and Reconciliation Checklist?

This checklist is designed for Inventory Manager / Dispensary Manager professionals in the cannabis industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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