Cannabis Inventory Tracking Checklist Template

Ensure full regulatory compliance and optimize your dispensary with our Cannabis Inventory Tracking Checklist Template. Perfect for seed-to-sale tracking, loss prevention, and accurate reporting. Download now and cultivate inventory success!

This Template was installed 1 times.

Initial Receiving & Verification

1 of 10

Ensures accurate recording and secure storage of incoming cannabis products.

Receiving Date

Purchase Order Number

Delivery Method

Quantity Received

Condition of Package

Package Condition Notes (if damaged/compromised)

Lot Number

Delivery Receipt/Proof of Receipt

Strain & Product Identification

2 of 10

Confirms accurate labeling and categorization of all cannabis products.

Product Category

Strain Name

Product Type

THC Percentage

CBD Percentage

Packaging Type

Batch Number

Storage Conditions

3 of 10

Verifies proper environmental controls for optimal preservation.

Temperature (Fahrenheit)

Humidity (%)

Light Exposure

Container Type

Last Environmental Check Date

Notes on Storage Conditions

Daily Inventory Count

4 of 10

Performs regular counts to reconcile physical stock with records.

Date of Count

Time of Count

Product ID

Recorded Quantity

Physical Count

Discrepancy ( +/- )

Discrepancy Explanation (if any)

Variance Resolution

Dispensing & Sales Tracking

5 of 10

Records all sales transactions and adjustments to inventory levels.

Transaction ID

Product Strain

Quantity Dispensed

Unit Price

Total Sale Amount

Patient/Customer Name

Sale Date

Sale Time

Waste & Destruction Reporting

6 of 10

Documents disposal of unusable or expired product, maintaining compliance.

Date of Destruction

Time of Destruction

Reason for Destruction (e.g., expiration, contamination)

Quantity Destroyed (Units)

Strain/Product Type Destroyed

Destruction Manifest (Required)

Detailed Description of Destruction Process

Method of Disposal

Theft/Loss Reporting

7 of 10

Records any missing product and initiates investigation procedures.

Date of Loss/Theft

Approximate Time of Loss/Theft

Estimated Quantity Missing (Units)

Estimated Value of Missing Product ($)

Suspected Cause (Select One)

Detailed Description of Circumstances

Specific Location of Loss (e.g., Room, Shelf)

Supporting Documentation (e.g., Security Footage, Photos)

Reporting Employee Name

Regulatory Compliance

8 of 10

Confirms adherence to all applicable state and local regulations.

Metrc Reporting Submission Status

Last Metrc Submission Date

Batch Number Verified (Match Records?)

Notes on Regulatory Compliance

Packaging Verification Status

Supporting Compliance Documentation (e.g., Lab Results)

Inventory Reconciliation

9 of 10

Compares recorded inventory with physical counts and investigates discrepancies.

Recorded Inventory Quantity (Unit)

Physical Inventory Quantity (Unit)

Quantity Variance

Variance Explanation/Reason

Possible Causes (Select all that apply)

Reconciliation Date

Corrective Actions Taken

Resolution Status

Security & Access Logs

10 of 10

Reviews access logs for unusual activity and ensures security protocols are followed.

Log Review Date

Log Review Start Time

Log Review End Time

Number of Access Logs Reviewed

Suspect Activities Detected (Check All That Apply)

Detailed Description of Suspicious Activity (if any)

Action Taken Regarding Suspicious Activity

Reviewer Signature

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