Printable tool

Vendor checklist

Ask every vendor the same questions. Print this page and record each answer.

Business: ____________________ State: ____________________ License: ____________________

Vendor: ____________________ Contact: ____________________ Date: ____________________

Point of sale

Show a sale, return, discount, and daily close.Which functions work during an internet outage?Which hardware models and operating systems do you support?

Inventory and traceability

Show how you fix a rejected state report.Which integration applies to my state and license?Can I export the history of each inventory change?

Wholesale ordering

Can buyers see current available inventory?How do you handle buyer licenses and order approval?Which fees apply to buyers and sellers?

Cultivation management

Show a plant batch through harvest and packaging.Can I record labor, waste, and production costs?How do you record corrections and staff actions?

Manufacturing and extraction

Show a recipe and its input lot records.Can I track yield, waste, and packaging costs?How do you trace an input lot into finished goods?

Distribution management

Show receiving, picking, and a transfer.How do you track partial orders and returns?Can I export inventory and delivery records?

Delivery management

Which driver devices and operating systems work?Show failed delivery, returns, and cash reconciliation.Which functions need mobile internet?

Menus and online ordering

How often does menu inventory update?Who owns the website and customer data?Show order limits, pickup slots, and failed orders.

Payments and cashless options

Which payment method and provider do you use?List all transaction, hardware, and monthly fees.Who handles refunds, disputes, and settlement delays?

Loyalty and marketing

Show consent records and unsubscribe controls.Can customers use rewards online and in the store?Can I export customers, consent records, and points?

Reporting and analytics

Define each measure and its source.Can I export the underlying records?How do you handle time zones and corrected sales?

Accounting and tax tools

Which accounting systems and versions connect?Show a sale, refund, fee, and inventory cost.Can my accountant export the required records?

HR and staff management

Which payroll and scheduling functions are included?How do staff permissions and record exports work?Which state payroll services do you provide?

Compliance training

Which courses apply to my state and license?Who updates course content and completion records?Can I export each staff member’s training history?

Security and camera software

Which camera models and recorders work?Show video export, access logs, and retention settings.What works when the internet connection fails?

POS terminals and computers

Confirm the exact model with the POS vendor.Check the included display, storage, and warranty.

POS tablets

Confirm the tablet generation and software version.Check charging while peripherals are connected.

Tablet stands

Measure the exact tablet and counter.Check the included mounting parts.

Receipt printers

Match the exact interface and model suffix.Ask about cash drawer ports and drivers.

Label printers

Test the actual label template and barcode.Check direct thermal or thermal transfer media needs.

Barcode scanners

Test your actual labels and screens.Confirm 1D, 2D, and PDF417 needs separately.

ID scanners and age verification

Ask how the system detects invalid documents.Confirm data retention and deletion controls.

Cash drawers

Match the connector to the receipt printer.Check the till layout and spare key process.

Payment terminals

Get written approval from your payment provider.Confirm ownership, return terms, and replacement costs.

Customer displays

Confirm whether the device is a display or a computer.Check customer privacy and cable placement.

Self-service kiosks

Ask how staff approve restricted transactions.Check the full device and software cost.

Legal for trade scales

Ask for the NTEP certificate for the exact model.Confirm local inspection and installation requirements.

RFID readers and tags

Confirm the exact tags used by your workflow.Do not assume that all RFID readers use the same protocol.

Labels, receipt paper, and ribbons

Test the material with the exact printer.Check label durability on the actual container.

Security cameras and recorders

Calculate storage from your required retention period.Confirm the camera and recorder model match.

Safes and secure storage

Ask the installer about anchoring and access.Confirm insurance and local requirements before purchase.

Routers and Wi-Fi

Separate staff, guest, and payment networks as required.Test coverage where each device will operate.

Backup power

Add the power needs of each connected device.Test a power failure during a supervised setup.

Cultivation sensors and controllers

Ask how to check sensor accuracy.Confirm alarm behavior when the network fails.

Mobile devices for delivery

Confirm driver app support for the exact model.Check charging, remote lock, and replacement terms.

Contract and data

List setup, recurring, transaction, and cancellation fees.Confirm hardware ownership and replacement terms.Show a full data export and define its cost.Record each claim’s public source or written vendor answer.