September 2, 2022

Dispensary Daily Opening Checklist: What to do Each Morning Before Opening up Shop

September 2, 2022

Here’s something to think about: success isn’t necessarily the result of one big step or life-altering event. It’s often the product of small actions (like the items outlined in this daily opening checklist for dispensaries) that you repeatedly do over time. Most of these actions can be considered small or just basic best practices—but if you do them consistently, those actions build on each other and lead to better outcomes down the road.

Okay, so—what does this have to do with running a cannabis dispensary?

Well, in the same way that good personal habits lead to a happier and more fulfilling personal life, employing good habits in your dispensary will lead to a stronger and more profitable business.

There are a number of things you should do in your dispensary each morning to keep it on track, so we’ve put together this dispensary daily checklist of tasks that you should focus on. Continue reading below to see how you can incorporate them into your operational strategy.

Daily opening checklist for cannabis dispensaries

Setting up your dispensary for success starts with opening it properly. The following are some of the tasks that retailers and their teams should perform at the beginning of each workday.

Note: While most of these items are for dispensary managers, many can be completed by budtenders and other staff members.

Take the following steps before opening your doors to the public:

1. Do a security inspection

Inspect the building for signs of anything that may have gone wrong while the dispensary was closed. Go through the following steps:

  • Inspect the exterior of the building
  • Inspect windows and doors for signs of forced entry
  • Check that the alarm is working properly—then disarm your security system after entering
  • Review security footage if necessary
  • Keep your doors locked until you’re open for business

2. Perform a quick housekeeping sweep

Ensure your dispensary looks nice and is clean and presentable when folks start coming in.

  • Shine your windows
  • Do a quick sweep of the sales floor to remove dirt and dust
  • Keep an eye out for anything that may be considered a safety hazard (things that might’ve fallen on the floor, items hanging from the ceiling, etc.)
  • Inspect and clean your restrooms and waiting area, if applicable

3. Turn on electronics and other appliances

You can opt to do this until right before you’re officially open for the day. Make sure you switch on the following before customers start rolling in:

  • Lights
  • HVAC
  • Electronic displays
  • TV and sound system
  • Computers, tablets, and other hardware gadgets

Point of Sale checklist

Once you’re done with the initial inspection, you can move on to your cannabis point of sale system.

  1. Turn on POS equipment. Switch on your POS hardware and make sure all components are working properly.
  2. Launch your POS software. Turn on your POS software and ensure it’s working properly.
  3. Enter your daily cash float. Place your cash float into the register and enter the amount into your POS.

Merchandising checklist

Next up, let’s look at your merchandising. The products and displays you have on the sales floor directly influence your sales, so it’s essential that you go over your merchandising daily.

1. Check that all displays are in order

Examine all the displays you have in-store and see to it that they’re up to par. Consider the following:

  • Are the products arranged properly?
  • Is there anything missing from the shelves?

2. Restock shelves if necessary

If there are items that are missing from your displays, be sure to restock your shelves before opening time.

Dispensary staffing and strategy checklist

Round up your team and do a daily staff huddle to motivate everyone and give them the information they need to do their jobs well for the day.

1. Review shifts and duties

Iron out who’s in charge of what. What are everyone’s roles? Where should they station themselves in the store?

2. Review sales targets

Keeping sales top of mind will help drive your team’s performance. In this aspect, you should talk about:

  • Your sales target for the day/week/month.
  • For weekly and monthly targets, discuss how close you are to reaching it. What can you do to move things forward?
  • What can each budtender do for that day to drive more sales?

3. Review your team’s and store’s performance

Your staff huddle also provides a great opportunity to discuss how you and your team can improve overall. You may want to:

  • Discuss things that went wrong/right the previous day, and what the staff can do today to improve.
  • Bring up notable customer interactions or events from the previous day and discuss the things that went right or wrong. Could the situation have been handled differently? How so?

4. Review the promotions that you have going on

Finally, if you’re running any in-store initiatives, now is the time to talk about them.

  • Discuss the sales or offers that you have in-store.
  • Talk about the best ways to increase awareness around your marketing promotions or offers.

5. Review your store policies

Remind employees about the rules, guidelines, and policies that need to be enforced in your store. This is particularly important if you have new employees on board or if you’re dealing with a situation that’s rapidly changing (such as COVID-19).

Lastly, put this dispensary daily checklist to good use!

Retail success starts with strong habits performed by managers and budtenders alike. Hopefully, the points above inspired you to implement better daily practices in your shop. Dutchie POS can help you stay on top of your daily cannabis retail tasks.

About the author
The Dutchie Squad