Inventory Management Workflow

Comprehensive guide to managing cannabis inventory.

Inventory Overview

Room Types

Room	Purpose	Access
Sales Floor	Customer-facing display	All staff
Vault	Secure storage	Managers only
Quarantine	Pending inspection	Managers only
Secret Menu	Special items	Managers only

Key Metrics

• On-Hand: Total physical inventory
• Reserved: Allocated to orders
• Available: On-hand minus reserved
• Velocity: Units sold per day

Receiving Inventory

From Wholesaler Orders

1. Notification: Order marked "Shipped"
2. Arrival: Driver delivers to location
3. Verification:
   • Check manifest against order
   • Verify quantities and condition
   • Inspect for damage
   • Check expiration dates
4. Acceptance:
   • Sign delivery receipt
   • Accept in ReUp
   • Accept in METRC (if applicable)
5. Stocking:
   • Move to appropriate room
   • Update location in system
   • Organize by category/expiration

From Transfers

1. Review incoming transfer
2. Verify manifest
3. Accept transfer
4. Update inventory location

Inventory Adjustments

When to Adjust

• Physical count discrepancy
• Damaged goods
• Theft/shrinkage
• Audit corrections
• Sampling/testing

Making Adjustments

1. Go to Inventory > Adjustments
2. Select product/location
3. Enter adjustment:
   • Quantity change (+/-)
   • Reason code (required)
   • Notes (recommended)
4. Submit adjustment
5. METRC auto-updates (if enabled)

Reason Codes

Code	Use Case
SALE	Sale not captured by POS
RETURN	Customer return
DAMAGE	Damaged goods
THEFT	Missing inventory
AUDIT	Count correction
SAMPLE	Product sampling
TRANSFER	Room-to-room move

Inventory Transfers

Between Rooms

1. Go to Inventory > Transfers
2. Select source room/product
3. Select destination room
4. Enter quantity
5. Add notes (optional)
6. Submit transfer

Between Locations

For multi-location businesses:

1. Create transfer request
2. Generate manifest
3. Ship to destination
4. Destination accepts
5. METRC manifest completed

Replenishment

Automatic Suggestions

ReUp analyzes sales velocity to suggest reorders:

1. Inventory > Replenishment
2. View suggested orders
3. Items below reorder point highlighted
4. Projected days until stockout

Setting Reorder Points

1. Inventory > Settings
2. Configure per product:
   • Minimum quantity
   • Reorder point
   • Reorder quantity
   • Lead time

Creating Replenishment Orders

1. Review suggestions
2. Adjust quantities
3. Select wholesaler
4. Submit order

Cycle Counting

Purpose

Regular counts to maintain accuracy without full physical inventory.

Process

1. Schedule counts (weekly for high-value)
2. Select products to count
3. Perform physical count
4. Enter counts in system
5. Review discrepancies
6. Make adjustments with reason codes

Count Categories

Frequency	Products
Daily	Top 10 sellers
Weekly	High-value items
Monthly	Full inventory
Quarterly	Slow movers

Expiration Management

Tracking

1. Inventory > Expiration
2. View by:
   • Days until expiry
   • Product category
   • Room location

Actions for Expiring Products

• 30+ days: Monitor
• 7-30 days: Promote/discount
• Less than 7 days: Pull from sales
• Expired: Quarantine and dispose

Disposal Process

1. Move to quarantine
2. Document reason
3. Complete disposal form
4. METRC waste manifest
5. Physical destruction
6. Update inventory

Reporting

Available Reports

Report	Content
Inventory Summary	Current levels all locations
Movement Report	Ins/outs over time period
Adjustment Report	All adjustments with reasons
Velocity Report	Sales speed by product
Expiration Report	Products nearing expiry
Variance Report	System vs. count differences

Generating Reports

1. Reports > Inventory
2. Select report type
3. Set parameters (date, location)
4. Generate
5. Export (CSV/PDF)

Best Practices

1. Count regularly: Cycle counts prevent drift
2. Always use reason codes: Maintains audit trail
3. FIFO: First In, First Out
4. Segregate: Keep rooms organized
5. Document everything: Notes help investigations
6. React quickly: Address variances immediately