Checklist template

Budtender service and compliance for cannabis stores

A ready-to-use checklist with 105 items in 6 sections, covering Greeting, Age verification, Product education, Purchase limits, Packaging, Checkout. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 105 Items
  • 91 Yes / No checks
  • 6 Scored ratings
  • 121 Points

Use this template How audits work

1. Greeting 16 items

  1. A customer entering the sales floor is acknowledged by a budtender within 30 seconds Yes / No 1 pt
  2. The budtender asks whether this is the customer's first visit to a cannabis store Yes / No 1 pt
  3. The budtender asks what effect or occasion the customer is shopping for before suggesting a product Yes / No 1 pt
  4. The budtender asks how the customer prefers to consume (smoking, vaping, edibles, drinks, topicals) Yes / No 1 pt
  5. Each budtender wears the employee badge or permit required by local regulation Yes / No 1 pt
  6. Customers waiting for a budtender are told the expected wait Yes / No 1 pt
  7. A customer who wants to browse alone is left to do so and is checked on again within the time set by company policy Yes / No 1 pt
  8. The budtender does not use slang that makes light of intoxication when speaking with customers Yes / No 1 pt
  9. No budtender on shift shows signs of having consumed cannabis Yes / No 1 pt
  10. Budtenders on the sales floor are not using personal phones in view of customers Yes / No 1 pt
  11. The budtender asked can describe the steps for refusing service to a customer who appears intoxicated Yes / No 1 pt
  12. Customers stay on the public side of the sales counter at all times Yes / No 1 pt
  13. The number of customers on the sales floor is within the limit per budtender set by local regulation or company policy Yes / No 1 pt
  14. Customers on the sales floor at the time of the visit Number
  15. Budtenders serving on the sales floor at the time of the visit Number
  16. Greeting observed during the visit Rating
    • Prompt, and the budtender asked about the customer's needs 5 pts
    • Prompt but no questions asked 3 pts
    • Customer left waiting or ignored 1 pt

2. Age verification 18 items

  1. Identification is checked at the door or reception desk before the customer reaches the sales floor Yes / No 1 pt
  2. Identification is checked again at the register before the sale is completed Yes / No 1 pt
  3. The employee takes the ID in hand instead of reading it through a wallet window Yes / No 1 pt
  4. The ID is passed through the ID scanner where the store has one Yes / No 1 pt
  5. The employee compares the photo on the ID with the customer's face Yes / No 1 pt
  6. The employee reads the expiry date on the ID Yes / No 1 pt
  7. Only the types of government-issued ID accepted by local regulation are accepted Yes / No 1 pt
  8. Every person in a group is asked for ID, not only the person paying Yes / No 1 pt
  9. ID is requested from every customer whatever their apparent age, per company policy Yes / No 1 pt
  10. A customer presenting an expired ID is refused entry Yes / No 1 pt
  11. No person under the legal age is on the premises, including children accompanying an adult Yes / No 1 pt
  12. The employee at the door can name two security features of the local driver's license Yes / No 1 pt
  13. A current ID checking guide covering licenses from other states and provinces is kept at the reception desk Yes / No 1 pt
  14. The registry card or medical authorization of a medical patient is checked together with the ID, where medical sales are offered Yes / No 1 pt
  15. Refused entries are written in the refusal log with the date, the time and the reason Yes / No 1 pt
  16. The ID scanner at the door read a valid ID correctly when tested during the visit Yes / No 1 pt
  17. Entries in the refusal log in the last 30 days Number
  18. ID checks observed during the visit Rating
    • Every customer checked at the door and at the register 5 pts
    • Customers checked only once 3 pts
    • One or more customers not checked 1 pt

3. Product education 18 items

  1. The budtender reads the THC and CBD content from the product label instead of quoting it from memory Yes / No 1 pt
  2. The budtender can explain the difference between THC and CBD in plain words Yes / No 1 pt
  3. A first-time consumer is advised to start with a low dose Yes / No 1 pt
  4. A customer buying edibles is told that the effect is delayed compared with inhaled products Yes / No 1 pt
  5. A customer buying edibles is told to wait before taking a second portion Yes / No 1 pt
  6. The budtender makes no claim that a product treats, cures or prevents a medical condition Yes / No 1 pt
  7. A customer asking about a medical condition or a medication is referred to a health professional Yes / No 1 pt
  8. The budtender advises against using cannabis together with alcohol when the subject comes up Yes / No 1 pt
  9. A first-time buyer is reminded not to drive after consuming Yes / No 1 pt
  10. A customer buying concentrates is asked about their experience with high-potency products Yes / No 1 pt
  11. The budtender can explain how to set the voltage of a variable-voltage vape battery Yes / No 1 pt
  12. The budtender can state the terpene or cultivar information shown on the menu for the product recommended Yes / No 1 pt
  13. A customer buying edibles is told to store them locked away from children and pets Yes / No 1 pt
  14. A customer who mentions travel is told that product cannot be taken across a state, provincial or national border Yes / No 1 pt
  15. The budtender asks about the customer's budget before recommending a product Yes / No 1 pt
  16. Each budtender on shift holds the responsible seller certificate required by local regulation Yes / No 1 pt
  17. The budtender states the price and the package size of each product recommended before the customer decides Yes / No 1 pt
  18. Product knowledge of the budtender observed Rating
    • Accurate and based on the label 5 pts
    • Partly accurate or vague 3 pts
    • Wrong information or a health claim given 1 pt

4. Purchase limits 17 items

  1. The point-of-sale system blocks a sale that exceeds the purchase limit Yes / No 1 pt
  2. The point-of-sale system converts concentrates and edibles to their flower equivalent automatically Yes / No 1 pt
  3. The budtender asked can state the purchase limit for dried flower for an adult-use customer Yes / No 1 pt
  4. The budtender asked can explain how a mixed basket of flower, edibles and cartridges counts toward the limit Yes / No 1 pt
  5. A chart of purchase limit equivalencies is available at each register Yes / No 1 pt
  6. The budtender refuses to split an order into two transactions to get around the limit Yes / No 1 pt
  7. Where local regulation sets a daily limit, earlier purchases of the day are looked up before the sale Yes / No 1 pt
  8. The remaining allotment of a medical patient is checked in the tracking system before the sale Yes / No 1 pt
  9. Overriding a limit block requires a manager code Yes / No 1 pt
  10. Each limit override of the last 30 days has a written reason Yes / No 1 pt
  11. Limit overrides recorded in the point-of-sale system in the last 30 days Number
  12. Bundle and multi-buy promotions on today's menu keep a single order within the purchase limit Yes / No 1 pt
  13. Medical and adult-use purchases are rung up as separate transactions where local regulation requires it Yes / No 1 pt
  14. The budtender asked knows to refuse a sale when the buyer appears to be purchasing for a minor Yes / No 1 pt
  15. A customer returning several times in a day to buy the maximum is reported to the manager on duty Yes / No 1 pt
  16. Employee purchases are rung up by another employee and fall under the same limits Yes / No 1 pt
  17. Budtender knowledge of purchase limits Rating
    • Stated the limits and equivalencies correctly 5 pts
    • Relied entirely on the point-of-sale system 3 pts
    • Stated the limits incorrectly 1 pt

5. Packaging 16 items

  1. Product leaves the counter only in its sealed, child-resistant package Yes / No 1 pt
  2. The budtender checks that the tamper-evident seal is intact before handing the product over Yes / No 1 pt
  3. The batch or package tag number on the item matches the one on the point-of-sale screen Yes / No 1 pt
  4. The packaged-on or best-before date is read at the counter before the sale Yes / No 1 pt
  5. Each item is placed in the bag only after it has been scanned at the register Yes / No 1 pt
  6. No exit bag is filled before the customer's ID has been checked at the register Yes / No 1 pt
  7. The store's price sticker does not cover any part of the regulated label Yes / No 1 pt
  8. A package with a crushed box, a torn label or a broken seal is pulled from sale instead of being discounted at the counter Yes / No 1 pt
  9. Product is placed in an opaque exit bag where local regulation requires one Yes / No 1 pt
  10. The exit bag is closed before it is handed to the customer, where local regulation requires it Yes / No 1 pt
  11. The consumer information leaflet required by local regulation is placed in the bag Yes / No 1 pt
  12. Pre-rolls are handed over in their original tube, not loose Yes / No 1 pt
  13. Flower sold by weight to order is weighed on a legal-for-trade scale, where deli-style sales are permitted Yes / No 1 pt
  14. The certification sticker on the scale is current, where a scale is used Yes / No 1 pt
  15. The customer is told not to open the package inside the store Yes / No 1 pt
  16. Condition of the packages handed over during the visit Rating
    • All sealed, labeled and in date 5 pts
    • Minor label or box defects 3 pts
    • Broken seal, missing label or out-of-date product handed over 1 pt

6. Checkout 20 items

  1. Every item is scanned by its barcode or package tag instead of being keyed as a generic item Yes / No 1 pt
  2. The budtender reads the order back to the customer before taking payment Yes / No 1 pt
  3. Each budtender is logged in to the point-of-sale system under their own user name Yes / No 1 pt
  4. A receipt is handed to the customer with every sale Yes / No 1 pt
  5. The receipt shows the store's license number where local regulation requires it Yes / No 1 pt
  6. The receipt lists the package tag or batch number of each item where local regulation requires it Yes / No 1 pt
  7. Change is counted back to the customer Yes / No 1 pt
  8. The cash drawer is closed between transactions Yes / No 1 pt
  9. When a customer cannot complete payment, the sale is voided and the product is returned to the drawer in the customer's presence Yes / No 1 pt
  10. Customers waiting at the registers are served in the order they arrived Yes / No 1 pt
  11. Any fee charged by the debit or cashless payment terminal is stated to the customer before payment Yes / No 1 pt
  12. A manual discount requires manager approval in the point-of-sale system Yes / No 1 pt
  13. Product returned by a customer is placed in the quarantine bin, not back on the shelf Yes / No 1 pt
  14. Loyalty enrollment is offered only with the customer's recorded consent Yes / No 1 pt
  15. The ID scanner is set to confirm age without saving the customer's name or address, where company policy requires it Yes / No 1 pt
  16. Transactions observed during the visit Number
  17. Name of the budtender observed Short text
  18. Name of the store manager Short text
  19. Overall budtender service and compliance Rating
    • Compliant and helpful in every transaction observed 5 pts
    • Compliant but service was rushed or minimal 4 pts
    • Helpful but one compliance step missed 2 pts
    • Several compliance steps missed 1 pt
  20. Corrective actions required Comments

About this template

This checklist is part of the Bindy 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 Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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