Cannabis POS to METRC Daily Inventory Reconciliation Checklist
This cannabis POS to METRC daily inventory reconciliation checklist ensures retail dispensaries maintain continuous inventory accuracy between their POS system and the state METRC tracking system. Inventory discrepancies between POS and METRC are among the top findings in state cannabis compliance audits — and daily reconciliation is the most effective control to prevent them from accumulating.
- Industry: Cannabis
- Frequency: Daily
- Estimated Time: 20-30 minutes
- Role: Inventory Manager / Dispensary Manager
- Total Items: 30
- Compliance: State Cannabis Retail METRC Daily Inventory Requirements, State Cannabis POS Integration Specifications, State Cannabis Inventory Variance Reporting Requirements, METRC Retail Sales Recording Standards, State Cannabis Inventory Audit Compliance
End-of-Day POS Report
POS system data extraction.
- End-of-day sales report generated from POS for all transactions?
- Total sales and transaction count recorded for the day?
- Product-level sales detail report showing quantity sold per product?
- Voided transactions report reviewed for unusual patterns?
- Returns/refunds report reviewed?
METRC Report Pull
METRC data extraction.
- METRC inventory report pulled showing all active packages and quantities?
- All POS sales recorded in METRC by end of business day?
- No POS-METRC sync errors or stuck transactions pending?
- Any incoming transfer manifests accepted in METRC today?
- Any new packages created or received today entered in METRC?
POS vs METRC Comparison
Side-by-side reconciliation.
- POS sold quantity compared to METRC deduction quantity for each product?
- Today's opening METRC inventory matches yesterday's closing METRC?
- No unexplained variances between POS quantity sold and METRC deduction?
- Any variances documented with investigation notes?
- Corrections made in METRC for any confirmed discrepancies with reason codes?
Physical Spot Check
Random physical verification.
- 3-5 random packages physically counted and compared to METRC?
- Spot check results within acceptable tolerance?
- High-value or high-velocity products spot-checked?
- New products received today confirmed entered correctly in both systems?
- Any packages showing zero quantity closed in METRC?
Variance Investigation
Resolving discrepancies.
- Variances within state acceptable tolerance or investigated above threshold?
- Root cause identified for any variance (POS error, METRC entry error, theft, product loss)?
- METRC adjustment entered with specific reason and manager approval?
- State notified if variance exceeds state reporting threshold?
- Recurring variance patterns with specific products identified and investigated?
Reconciliation Records
Documentation.
- Daily reconciliation report filed with variance summary?
- METRC adjustment log maintained with date, package, and reason?
- Reconciliation report reviewed and signed by manager?
- Monthly shrinkage and variance trend report generated?
- Reconciliation Notes
Related Retail Checklists
- Cannabis Dispensary Daily Operations Compliance Checklist
- Cannabis Dispensary Inventory Control and Reconciliation Checklist
- Cannabis Dispensary Opening and Closing Security Procedure Checklist
- Retail Store Opening Checklist
- Inventory Receiving Checklist
- Store Opening Checklist
- Loss Prevention Audit
Related Daily Operations Checklists
- Cannabis Dispensary Daily Operations Compliance Checklist - FREE Download
- Cannabis Dispensary Inventory Control and Reconciliation Checklist - FREE Download
- Cannabis Dispensary Opening and Closing Security Procedure Checklist - FREE Download
Why Use This Cannabis POS to METRC Daily Inventory Reconciliation Checklist?
This cannabis pos to metrc daily inventory 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: daily.
Ensures compliance with State Cannabis Retail METRC Daily Inventory Requirements, State Cannabis POS Integration Specifications, State Cannabis Inventory Variance Reporting Requirements, METRC Retail Sales Recording Standards, State Cannabis Inventory Audit Compliance. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Cannabis POS to METRC Daily Inventory Reconciliation Checklist cover?
This checklist covers 30 inspection items across 6 sections: End-of-Day POS Report, METRC Report Pull, POS vs METRC Comparison, Physical Spot Check, Variance Investigation, Reconciliation Records. It is designed for cannabis operations and compliance.
How often should this checklist be completed?
This checklist should be completed daily. Each completion takes approximately 20-30 minutes.
Who should use this Cannabis POS to METRC Daily Inventory 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.