Configure medical and adult-use rules separately
Arizona dispensaries must treat a medical transaction differently from an adult-use sale. Configure patient-card status, age requirements, purchase limits, and the applicable tax treatment as separate rule sets. Test each rule with a training transaction before opening a register, and repeat the test after any state rule or tax change.
Reconcile METRC packages every business day
Compare physical inventory, point-of-sale quantities, and METRC package balances before small variances become reportable problems. Assign one employee to investigate transfers, returns, waste, and unit conversions. Keep the adjustment reason and supporting count with the audit record so a manager can explain why the correction was made.
Verify products before they reach the menu
A received package should remain unavailable for sale until the license, manifest, package tag, test status, and product details agree. Confirm that the batch has a passing laboratory result and that the item label matches the inventory record. This receiving gate prevents an untested or incorrectly classified product from reaching checkout.
Document every transfer and delivery
Review vehicle, driver, route, package, and destination details before releasing a transfer or delivery manifest. The receiving employee should compare the manifest with the actual shipment and record discrepancies immediately. Retain the completed workflow with the transaction history instead of relying on a separate spreadsheet that cannot be tied back to inventory.
Review exception reports before close
End-of-day review should cover voids, returns, manual discounts, failed age checks, blocked products, inventory adjustments, and unsynced METRC events. A named manager should clear or escalate each exception. This creates a repeatable control for the activities most likely to produce a compliance discrepancy or unexplained cash variance.