Checklist template

Display and menu compliance for cannabis stores

A ready-to-use checklist with 115 items in 6 sections, covering Menus, Display cases, Pricing, Required warnings, Promotional restrictions, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 115 Items
  • 102 Yes / No checks
  • 6 Scored ratings
  • 132 Points

Use this template How audits work

1. Menus 19 items

  1. Every product on the printed menu sampled was in stock in the point-of-sale system at the time of the visit Yes / No 1 pt
  2. The digital menu boards are fed from live inventory, so a sold-out product drops off without manual editing Yes / No 1 pt
  3. Each menu listing shows the THC content in the unit required by local regulation (percent or milligrams) Yes / No 1 pt
  4. Each menu listing shows the CBD content where the package label states one Yes / No 1 pt
  5. THC figures on 5 menu listings sampled matched the labels of the packages in stock Yes / No 1 pt
  6. Menu listings give the brand or licensed producer name as it is printed on the package Yes / No 1 pt
  7. Menu listings state the package size (grams, milliliters or number of units) Yes / No 1 pt
  8. Products are grouped on the menu by category (flower, pre-rolls, vapes, edibles, beverages, concentrates, topicals) Yes / No 1 pt
  9. Strain and product descriptions on the menu make no health, medical or therapeutic claims Yes / No 1 pt
  10. Menu listings show the packaged-on or harvest date where company policy requires it Yes / No 1 pt
  11. No menu screen can be read from the sidewalk or parking lot through the windows or the open door Yes / No 1 pt
  12. Each menu screen page stays up long enough to be read in full before it rotates, per the company display standard Yes / No 1 pt
  13. Printed menus carry a print date Yes / No 1 pt
  14. The print date on the menus in use is within the refresh period set by company policy Yes / No 1 pt
  15. Superseded printed menus have been removed from the counter and the waiting area Yes / No 1 pt
  16. The online menu for this store showed the same THC content and package size as the in-store menu on 5 listings sampled Yes / No 1 pt
  17. Customer-facing menu tablets return to the home screen with an empty cart after each customer Yes / No 1 pt
  18. Menu listings sampled that showed a product no longer in stock Number
  19. Accuracy of the menu against stock and package labels Rating
    • Every listing sampled was accurate 5 pts
    • One or two errors 3 pts
    • Several errors 1 pt

2. Display cases 18 items

  1. Cannabis product on the sales floor is held in locked cases or behind the counter, out of customers' reach Yes / No 1 pt
  2. Every display case was found locked at the time of the visit Yes / No 1 pt
  3. Display cases are opened only by the budtender serving the customer and relocked before the budtender walks away Yes / No 1 pt
  4. No cannabis product or accessory can be seen from outside the store Yes / No 1 pt
  5. Packages shown in the cases are empty display packages where company policy requires dummies Yes / No 1 pt
  6. Smell jars are tethered to the counter or handed over only by a budtender Yes / No 1 pt
  7. Smell jars are sealed so that a customer cannot touch the flower Yes / No 1 pt
  8. Each smell jar is labeled with the product name Yes / No 1 pt
  9. The layout of each case follows the current planogram for its category Yes / No 1 pt
  10. Each displayed product has its own shelf card naming the product Yes / No 1 pt
  11. Edibles and beverages are displayed in their own section, apart from accessories Yes / No 1 pt
  12. Accessories (papers, grinders, vaporizer batteries) are displayed apart from cannabis product Yes / No 1 pt
  13. Child-resistant packages on display are closed, not opened to show the contents Yes / No 1 pt
  14. No display uses candy-style props, toys or other objects that could appeal to minors Yes / No 1 pt
  15. No product display stands in the vestibule or ID check area where visitors wait before being verified Yes / No 1 pt
  16. The feature case shows the products named in this month's merchandising directive Yes / No 1 pt
  17. Products recalled or withdrawn by the supplier have been removed from the cases and their shelf cards pulled Yes / No 1 pt
  18. Planogram compliance of the display cases Rating
    • All cases match the planogram 5 pts
    • Minor differences in one or two cases 3 pts
    • Cases do not follow the planogram 1 pt

3. Pricing 19 items

  1. Each shelf card shows the price of the package size on display, not of another size Yes / No 1 pt
  2. Posted prices state whether taxes are included, in the way local regulation requires Yes / No 1 pt
  3. Flower and pre-rolls show a price per gram where local regulation or company policy requires unit pricing Yes / No 1 pt
  4. Price mismatches found when 10 displayed products were scanned at the register Number
  5. Flower prices are given for each package size sold (for example 1 g, 3.5 g and 7 g) Yes / No 1 pt
  6. Flower weights are shown in the unit required locally (grams or fractions of an ounce) Yes / No 1 pt
  7. This week's price changes from head office have been applied to the shelf cards Yes / No 1 pt
  8. Shelf cards are printed from the company layout, not handwritten Yes / No 1 pt
  9. Markdown cards show the regular price next to the reduced price Yes / No 1 pt
  10. No product is priced below the minimum price where local regulation or company policy sets one Yes / No 1 pt
  11. Each shelf card sits directly in front of or beside the product it describes Yes / No 1 pt
  12. No shelf card remains for a product that has been delisted Yes / No 1 pt
  13. Accessories carry a price tag or a shelf label Yes / No 1 pt
  14. A recent customer receipt itemizes excise and sales taxes as required by local regulation Yes / No 1 pt
  15. Container deposits or environmental fees are shown separately from the product price where they apply Yes / No 1 pt
  16. The budtender asked could explain to a customer which taxes are added at the register Yes / No 1 pt
  17. A price check of the cases against the price file is recorded at the frequency set by company policy Yes / No 1 pt
  18. Date of the last recorded price check Date
  19. Price accuracy on the sample scanned Rating
    • All 10 matched 5 pts
    • 1 mismatch 3 pts
    • 2 or more mismatches 1 pt

4. Required warnings 19 items

  1. The health warning sign required by local regulation is posted at each point of sale Yes / No 1 pt
  2. Required signs are posted in each language required locally (for example English and French, or English and Spanish) Yes / No 1 pt
  3. Each required sign is the current version issued by the regulator or the company compliance team Yes / No 1 pt
  4. Required signs can be read from the customer side of the counter without moving a display Yes / No 1 pt
  5. The pregnancy and breastfeeding warning is posted where local regulation requires it Yes / No 1 pt
  6. The impaired driving warning is posted where local regulation requires it Yes / No 1 pt
  7. The notice that cannabis may not be consumed on the premises is posted Yes / No 1 pt
  8. The minimum-age notice is posted on or beside the entrance door Yes / No 1 pt
  9. The store's retail license or authorization is displayed where the public can see it, as required by local regulation Yes / No 1 pt
  10. The poison control number is posted or printed on a handout available at the counter Yes / No 1 pt
  11. Display packages are placed with the health warning and the cannabis symbol facing the customer Yes / No 1 pt
  12. A delayed-onset notice for edibles appears at the edibles section or on the edibles page of the menu, per company policy Yes / No 1 pt
  13. Responsible-use brochures are stocked at the counter Yes / No 1 pt
  14. The notice on purchase or possession limits is posted where local regulation requires it Yes / No 1 pt
  15. The reminder to store cannabis locked away from children and pets is posted or printed on the exit bag insert Yes / No 1 pt
  16. The signage checklist for this state or province is on file at the store Yes / No 1 pt
  17. Each required sign matches the size and position given in that checklist Yes / No 1 pt
  18. Required signs found missing or hidden during the visit Number
  19. Required warnings and notices Rating
    • All posted, current and legible 5 pts
    • One missing, outdated or hidden 3 pts
    • Several missing 1 pt

5. Promotional restrictions 18 items

  1. The list of promotions approved by the compliance team for the current month is available at the store Yes / No 1 pt
  2. Every promotion advertised in the store appears on that approved list Yes / No 1 pt
  3. No free cannabis product or free sample is offered to customers Yes / No 1 pt
  4. No promotional material uses cartoon characters, mascots or candy imagery Yes / No 1 pt
  5. No poster or screen shows a person consuming cannabis Yes / No 1 pt
  6. No celebrity or influencer endorsement is displayed in the store Yes / No 1 pt
  7. Supplier point-of-sale material (posters, shelf wobblers, counter mats) was approved by head office before it went up Yes / No 1 pt
  8. Exterior signage is limited to the store name and the elements permitted locally, with no product images or prices Yes / No 1 pt
  9. No sidewalk sign, flag or inflatable is used where local regulation prohibits them Yes / No 1 pt
  10. Loyalty program signage uses the approved wording for this jurisdiction Yes / No 1 pt
  11. Branded merchandise on sale (apparel, lighters, tote bags) is limited to the items approved by the compliance team Yes / No 1 pt
  12. No contest, draw or game is promoted in the store unless it is on the approved list Yes / No 1 pt
  13. Supplier brand days or pop-ups scheduled this month are entered in the approved events calendar Yes / No 1 pt
  14. Employees asked confirmed that supplier representatives do not hand product or gifts to customers Yes / No 1 pt
  15. Promotional material whose end date has passed has been taken down Yes / No 1 pt
  16. A QR code tested on in-store material opened a page behind an age gate Yes / No 1 pt
  17. Daily deal boards cannot be read from outside the store Yes / No 1 pt
  18. Promotional material in the store Rating
    • All approved and current 5 pts
    • Some expired or not on the approved list 3 pts
    • Prohibited material on display 1 pt

6. Condition 22 items

  1. Display case glass is free of stickers, tape and handwritten notes Yes / No 1 pt
  2. No display case glass is cracked or chipped Yes / No 1 pt
  3. Each case lock tried during the visit latched fully Yes / No 1 pt
  4. Display packages are free of fading, crushing and dust Yes / No 1 pt
  5. Shelf cards sit flat in their holders, with none curled, torn or missing Yes / No 1 pt
  6. Every menu screen is switched on Yes / No 1 pt
  7. No menu screen shows dead zones, flicker or burn-in Yes / No 1 pt
  8. Cables of screens and case lighting are concealed Yes / No 1 pt
  9. Every case light is working Yes / No 1 pt
  10. Smell jar lids and magnifier lenses are clean Yes / No 1 pt
  11. No smell jar lid or magnifier lens is cracked Yes / No 1 pt
  12. Each smell jar carries the date its sample was put in Yes / No 1 pt
  13. Date on the oldest smell jar sample in use Date
  14. Case shelves are free of dust and plant residue Yes / No 1 pt
  15. Wall signs are mounted straight, without tape, fading or tears Yes / No 1 pt
  16. The sales floor is clear of delivery totes and cartons Yes / No 1 pt
  17. The accessories display has no empty pegs or gaps Yes / No 1 pt
  18. Counters are clear of personal items and loose paperwork Yes / No 1 pt
  19. Menu holders in the waiting area are stocked with clean copies Yes / No 1 pt
  20. Name of the manager on duty Short text
  21. Overall display and menu compliance Rating
    • Compliant throughout 5 pts
    • Minor gaps corrected during the visit 3 pts
    • Gaps that need a corrective action plan 1 pt
  22. 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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