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Daily Operations Workflow

Standard daily procedures for cannabis retail operations.

Morning Workflow (9:00 AM)​

1. Morning Count​

Start each day by verifying inventory:

  1. Log into ReUp dashboard
  2. Go to Inventory > Morning Count
  3. Click Start Morning Count
  4. For each room (Sales Floor, Vault):
    • Physical count high-value items
    • Enter counts in the system
    • Flag discrepancies
  5. Click Submit Count

2. Review Sync Status​

Ensure overnight syncs completed:

  1. Go to Integrations > Sync Status
  2. Verify last sync time (should be within 30 min)
  3. Check for any sync errors
  4. Resolve issues if needed

3. Check Alerts​

Review pending alerts:

  1. Go to Dashboard > Alerts
  2. Address:
    • Low stock warnings
    • Expiring products
    • Pending orders
    • Compliance notices

4. Review Orders​

Check incoming and outgoing orders:

  1. Orders > Pending
  2. Review new orders from overnight
  3. Confirm delivery schedules
  4. Contact vendors if issues

Throughout the Day​

Inventory Updates​

As inventory moves:

  • Sales automatically sync from POS
  • Manual adjustments logged with reason
  • Transfers between rooms tracked

Order Management​

Process orders as they come:

  1. Receive order notification
  2. Review items and quantities
  3. Check availability
  4. Accept or propose alternatives
  5. Prepare for fulfillment

Customer Service​

Handle customer inquiries:

  • Product availability
  • Order status
  • Delivery updates

Afternoon Workflow (2:00 PM)​

1. Mid-Day Check​

Quick status review:

  1. Dashboard overview
  2. Check sync status
  3. Review sales velocity
  4. Verify pending deliveries

2. Replenishment Review​

Plan restocking:

  1. Inventory > Replenishment
  2. Review suggested orders
  3. Adjust quantities as needed
  4. Submit or queue for approval

Evening Workflow (4:30 PM)​

1. Evening Analysis​

Review day's performance:

  1. Analytics > Daily Summary
  2. Review:
    • Units sold
    • Revenue
    • Top products
    • Inventory turns

2. Prepare Reorders​

Finalize wholesale orders:

  1. Review replenishment suggestions
  2. Check wholesaler availability
  3. Submit orders for next-day delivery
  4. Confirm delivery windows

3. Evening Count (Optional)​

For high-security items:

  1. Count vault inventory
  2. Compare to system
  3. Document any variances
  4. Secure for overnight

4. End of Day Report​

Generate daily report:

  1. Reports > End of Day
  2. Include:
    • Sales summary
    • Inventory changes
    • Order status
    • Issues/notes
  3. Share with management

Weekly Tasks​

Monday​

  • Review previous week's performance
  • Plan ordering for the week
  • Check expiration dates

Wednesday​

  • Mid-week inventory review
  • Adjust reorder points
  • Vendor communications

Friday​

  • Prepare for weekend
  • Ensure adequate stock
  • Submit weekend orders

Best Practices​

  1. Consistency: Follow the same routine daily
  2. Documentation: Log everything
  3. Communication: Keep team informed
  4. Proactive: Address issues before they escalate
  5. Compliance: Always maintain audit trail