Vendor Compliance Document Tracker
A done-for-you cannabis automation built for the Purchasing Manager, connecting Google Sheets so the work below happens on its own.
What this automation does, step by step
This automation tracks required compliance documentation, lab results, licensing, manifest records, for every incoming product from every vendor, automatically flagging any incoming shipment missing required paperwork before it's accepted into inventory.
Product with incomplete documentation never quietly makes it onto the shelf.
- METRC
- Google Sheets or a document management tool
- Zapier or Make.com
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a purchasing manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
Often built alongside this one
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Batch Testing Result Alert
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License Renewal Deadline Tracker
This automation tracks every state and local license and permit renewal deadline tied to the operation and automatically alerts ownership well ahead…
Purchase Limit Compliance Check
At checkout, this automation automatically checks a customer's same-day purchase history against state possession limits before the sale is completed.
Vendor Reorder Threshold Alert
When a key ingredient tracked in the POS inventory module drops below its set reorder threshold, a purchase order is automatically generated with…