Checklist template

Online order and pickup for cannabis stores

A ready-to-use checklist with 99 items in 6 sections, covering Order picking, Verification, Staging, Handoff, Limits, Records. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 99 Items
  • 82 Yes / No checks
  • 6 Scored ratings
  • 112 Points

Use this template How audits work

1. Order picking 18 items

  1. New online orders appear on a dedicated screen or printer in the store Yes / No 1 pt
  2. Each order is acknowledged within the time set by company policy Yes / No 1 pt
  3. Orders are picked in the sequence of their promised pickup times Yes / No 1 pt
  4. The picker scans each item against the order instead of picking from memory Yes / No 1 pt
  5. The picker checks the brand, the cultivar and the pack size of each item against the order Yes / No 1 pt
  6. The picker checks the THC and CBD content when two versions of a product differ only by potency Yes / No 1 pt
  7. The oldest batch on hand is picked first Yes / No 1 pt
  8. The picker reads the packaged-on or best-before date of each item Yes / No 1 pt
  9. Orders are picked only by employees holding the permit or badge required by local regulation Yes / No 1 pt
  10. The customer is contacted before any out-of-stock item is replaced Yes / No 1 pt
  11. A substitute is added only with the customer's agreement Yes / No 1 pt
  12. The price difference of a substitute is stated to the customer before pickup Yes / No 1 pt
  13. An item found at zero during picking is removed from the online menu right away Yes / No 1 pt
  14. 5 products chosen on the online menu during the visit were in stock in the store Yes / No 1 pt
  15. Prices on the online menu matched the point-of-sale system for the 5 products chosen Yes / No 1 pt
  16. Online orders received yesterday Number
  17. Average minutes from order placement to "ready for pickup" for the last 5 orders Number
  18. Accuracy of 5 prepared orders opened and compared with the order Rating
    • All correct 5 pts
    • One wrong item or quantity 3 pts
    • Several errors 1 pt

2. Verification 15 items

  1. The ordering website asks the visitor to confirm legal age before the menu is shown Yes / No 1 pt
  2. The order confirmation tells the customer to bring valid government-issued ID Yes / No 1 pt
  3. The order confirmation states that only the person who placed the order can pick it up Yes / No 1 pt
  4. Pickup customers have their ID checked at the door the same way as walk-in customers Yes / No 1 pt
  5. The name on the ID is compared with the name on the order Yes / No 1 pt
  6. The date of birth is checked on the ID at the pickup counter Yes / No 1 pt
  7. The customer gives the order number or shows the confirmation message Yes / No 1 pt
  8. A pickup attempted by someone other than the person who ordered is refused per company policy Yes / No 1 pt
  9. For a medical order, the patient or registered caregiver is verified against the registry card Yes / No 1 pt
  10. Where phone orders are accepted, they are taken with the customer's full name as it appears on their ID Yes / No 1 pt
  11. The employee asked can describe what to do when the ID does not match the order Yes / No 1 pt
  12. An order is not released to a customer who appears intoxicated Yes / No 1 pt
  13. Refused pickups are logged with the order number and the reason Yes / No 1 pt
  14. Refused pickups in the last 30 days Number
  15. ID verification at pickup observed during the visit Rating
    • ID and order name matched for every pickup 5 pts
    • ID checked for age only 3 pts
    • Order released without ID check 1 pt

3. Staging 18 items

  1. Prepared orders are held in a locked cabinet or inside the limited-access area Yes / No 1 pt
  2. Each prepared bag is labeled with the order number Yes / No 1 pt
  3. Customer names on prepared bags cannot be read from the customer side of the counter Yes / No 1 pt
  4. Prepared orders are filed by order number or pickup time so that one can be found in under a minute Yes / No 1 pt
  5. A second employee or a scan confirms the contents before the bag is sealed Yes / No 1 pt
  6. Chilled items of a prepared order are held in the refrigerator Yes / No 1 pt
  7. A note on the bag of a prepared order tells the employee handing it over to collect its chilled items Yes / No 1 pt
  8. Items in prepared orders are reserved in the point-of-sale system and cannot be sold twice Yes / No 1 pt
  9. The shelf of prepared orders is in view of a camera Yes / No 1 pt
  10. The customer receives a text or email when the order is ready Yes / No 1 pt
  11. A reminder is sent before the order expires Yes / No 1 pt
  12. Orders not collected by the pickup deadline are cancelled the same day Yes / No 1 pt
  13. Items from cancelled orders are scanned back to their stock location Yes / No 1 pt
  14. Prepared orders are moved to the vault at closing Yes / No 1 pt
  15. The number of prepared bags on the shelf equals the number of open orders in the system Yes / No 1 pt
  16. Prepared orders on the shelf at the time of the visit Number
  17. Prepared orders found past their pickup deadline Number
  18. Organization of the staging shelf Rating
    • Locked, labeled and matching the open orders 5 pts
    • Secure but some bags out of sequence or past deadline 3 pts
    • Unlocked or bags not matching open orders 1 pt

4. Handoff 16 items

  1. A sign at the entrance tells pickup customers where to go Yes / No 1 pt
  2. A register or counter position is dedicated to pickups during peak hours Yes / No 1 pt
  3. The handoff takes place inside the licensed premises, unless curbside pickup is permitted by local regulation Yes / No 1 pt
  4. Where curbside pickup is permitted, the ID is checked at the vehicle before the bag is handed over Yes / No 1 pt
  5. Where curbside pickup is permitted, the employee carries a single order outside at a time Yes / No 1 pt
  6. The budtender reads the contents of the bag back to the customer before payment Yes / No 1 pt
  7. The sale is completed in the point-of-sale system at the time of handoff Yes / No 1 pt
  8. Payment is taken in the store where local regulation does not allow online prepayment Yes / No 1 pt
  9. The budtender asks the pickup customer whether they have questions about the products ordered Yes / No 1 pt
  10. Items added at the counter are scanned into the same transaction as the online order Yes / No 1 pt
  11. The order is handed over in a closed exit bag where local regulation requires one Yes / No 1 pt
  12. The receipt is handed over with the order Yes / No 1 pt
  13. No order is released to a courier or delivery driver unless the store is licensed for delivery Yes / No 1 pt
  14. Pickup customers observed were served within the wait time set by company policy Yes / No 1 pt
  15. Average minutes waited by the pickup customers observed Number
  16. Handoff observed during the visit Rating
    • Fast, contents confirmed and questions invited 5 pts
    • Correct but slow or contents not confirmed 3 pts
    • Wrong order or incomplete order handed over 1 pt

5. Limits 14 items

  1. A test cart built above the purchase limit during the visit was blocked by the ordering website Yes / No 1 pt
  2. The online cart counts flower, concentrates and edibles together toward the limit Yes / No 1 pt
  3. Several online orders placed by one customer for the same day are flagged before picking Yes / No 1 pt
  4. An online order is combined with the customer's in-store purchases of the same day when a daily limit applies Yes / No 1 pt
  5. The total is checked against the limit again when items are added at pickup Yes / No 1 pt
  6. The remaining allotment of a medical patient is confirmed before a medical order is picked Yes / No 1 pt
  7. Online bundles and promotions cannot be combined into an order above the limit Yes / No 1 pt
  8. Per-customer quantity caps on limited releases are applied by the website, per company policy Yes / No 1 pt
  9. Orders under different names sharing one phone number are reviewed by the manager Yes / No 1 pt
  10. The website does not accept a pickup time outside the legal hours of sale Yes / No 1 pt
  11. No order is released after the legal closing time, even when the customer is already in line Yes / No 1 pt
  12. An online order that mixes medical and adult-use items is split as local regulation requires Yes / No 1 pt
  13. Online orders blocked or reduced for limit reasons in the last 30 days Number
  14. Limit controls for online orders Rating
    • Enforced by the website and rechecked at pickup 5 pts
    • Enforced at pickup only 3 pts
    • Orders above the limit found 1 pt

6. Records 18 items

  1. Each order record shows the times it was placed, prepared and collected Yes / No 1 pt
  2. The employee who picked the order is identified in the order record Yes / No 1 pt
  3. The employee who handed the order over is identified in the order record Yes / No 1 pt
  4. Cancelled orders carry a reason (no-show, out of stock, customer request, failed ID) Yes / No 1 pt
  5. Printed pick tickets showing customer names are shredded at closing Yes / No 1 pt
  6. No customer phone number or order detail is kept on employees' personal phones Yes / No 1 pt
  7. Marketing texts are sent only to customers who opted in Yes / No 1 pt
  8. Pickup sales are reported to the tracking system the same day Yes / No 1 pt
  9. A cancelled prepaid order is refunded to the original payment method, where online prepayment is permitted Yes / No 1 pt
  10. The no-show rate is reviewed by the manager every week Yes / No 1 pt
  11. Orders cancelled as no-shows last week (% of online orders) Number
  12. Orders with an out-of-stock item last week Number
  13. Customer complaints about online orders are logged with the order number Yes / No 1 pt
  14. The store's menu on third-party listing sites showed the same prices as the store's own website for 5 products Yes / No 1 pt
  15. The online menu is checked against stock at opening every day Yes / No 1 pt
  16. Name of the store manager Short text
  17. Overall online order and pickup operation Rating
    • Accurate, secure and on time 5 pts
    • Accurate but slow 3 pts
    • Errors or compliance gaps found 1 pt
  18. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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