OMMA and Metrc: An Inventory Controls Checklist for Oklahoma Cannabis Businesses
An OMMA Metrc compliance checklist for Oklahoma cannabis businesses: daily, weekly and monthly inventory controls, owners for each task, and embargo basics.
OMMA Metrc compliance comes down to one habit: the counts on your shelves and the packages in Metrc must match, every day. When they drift, small errors compound into audit findings, frozen product and lost sales. This checklist organizes the daily, weekly and monthly inventory controls an Oklahoma grower, processor or dispensary can run, with a suggested owner for each task and links to the OMMA sources behind them.
Note: This is operational guidance, not legal advice. OMMA rules change, and the citations below reflect the versions we reviewed in October 2026. Confirm current requirements with OMMA and your own counsel before changing procedures.
What OMMA Metrc Compliance Requires
OMMA uses Metrc as the statewide seed-to-sale system, and all OMMA-licensed businesses must be fully Metrc-compliant (OMMA Seed-to-Sale). The inventory tracking section of OMMA’s rules, OAC 442:10-5-6 in the permanent rules effective July 11, 2026, sets the requirements this checklist is built around:
- Track, update and report inventory after each individual transaction, transfer or sale.
- Reconcile all on-premises and in-transit inventory in the state tracking system each day at close of business, if not already done.
- Keep an adequate supply of tags, and report unaccounted-for unused tags to OMMA and the tracking vendor within 48 hours.
- Tag every package of waste and report its contents in the system.
- Have at least one owner or manager as a tracking system administrator, give every user an individual login and remove access within three business days when someone leaves or no longer uses the system.
- Keep required records on-site and readily accessible for at least seven years, and respond to written OMMA record requests within ten business days.
Who Owns Each Task
A checklist only works when every line has a name next to it. Most small operators can cover this with three roles:
- Metrc administrator: an owner or manager who holds the administrator credential, manages users and signs off on the monthly review.
- Inventory lead: the person who runs counts, posts adjustments and investigates variances.
- Shift lead or closing manager: the person on site at close who confirms the day’s activity is entered and reconciled.
In a very small shop one person may hold two roles. Keep the count and the approval of adjustments with different people when you can, so no one checks their own work.
Daily Controls Checklist
| Task | Owner |
|---|---|
| Confirm every sale, transfer and adjustment from the day posted to Metrc (directly or through your integrated POS) | Shift lead |
| Reconcile on-premises and in-transit inventory in Metrc at close of business | Shift lead |
| Check that incoming transfers were physically received and verified before being accepted | Inventory lead |
| Note any POS-to-Metrc sync errors and resolve them before the next open | Shift lead |
| Check Metrc for holds or embargo notices on any active packages | Metrc administrator |
OMMA’s seed-to-sale page states that receiving licensees shall not accept incoming transfers until the shipment, contents and batch numbers have been physically received and verified. Build that into your receiving step instead of accepting manifests from the office.
Weekly Controls Checklist
| Task | Owner |
|---|---|
| Cycle count a rotating set of packages, starting with high-value and fast-moving items, and compare to Metrc quantities | Inventory lead |
| Investigate every variance, document the cause and post adjustments with the correct reason | Inventory lead |
| Review adjustments posted that week and approve or question each one | Metrc administrator |
| Confirm all waste is packaged, tagged and recorded in Metrc | Inventory lead |
| Count unused tags against the tag list and report any missing tags within 48 hours | Metrc administrator |
| Look for packages with no sales activity in 30+ days and confirm they physically exist | Inventory lead |
Cycle counts are the backbone of a cannabis inventory audit you run yourself. Counting a slice of inventory every week catches problems while the paper trail is still fresh. Slow packages are also a sales issue, and our guide to cannabis sell-through and reorder points shows how to spot them.
Monthly Metrc Reconciliation Checklist
| Task | Owner |
|---|---|
| Full physical count of all packages (or of every location, rotated through the quarter) and a Metrc reconciliation against it | Inventory lead |
| Reconcile POS sales totals to Metrc sales receipts for the month | Inventory lead |
| If the license had zero inventory, file the zero-inventory report through Metrc’s Operational Exception function by the 15th for the prior month | Metrc administrator |
| Audit the user list: remove anyone who left, confirm no shared logins and confirm every user is trained | Metrc administrator |
| Confirm the administrator on file is current. If the administrator changed, assign a new one within 30 business days | Owner |
| File the month’s count sheets, variance notes, waste records and manifests where they can be produced quickly | Inventory lead |
| Review the month’s variances and adjustments with the owner and fix the root causes | Owner and Metrc administrator |
On the zero-inventory report: OMMA states that since June 30, 2023, licensees reporting zero inventory must use Metrc’s Operational Exception function, due by the 15th of each month for the preceding month. The old Qualtrics form is no longer accepted. Businesses with zero inventory must still be credentialed in Metrc.
OMMA Embargo Basics
If OMMA embargoes product, a hold is placed in Metrc and the product cannot be sold or transferred. OMMA’s recall guidance states that it is unlawful to remove, sell, donate or otherwise transfer embargoed product without OMMA’s permission, that embargoed product may not be destroyed without permission, and that embargoed product already sold or transferred must be recalled. Every commercial licensee is expected to assist in the embargo process.
Operationally, that means:
- Physically separate and label held product so staff cannot sell it by mistake.
- Pull the affected packages, quantities and any downstream transfers from Metrc so you can answer OMMA quickly.
- Do not adjust, destroy or move held product until OMMA gives instructions.
- Keep a written log of every communication with OMMA about the embargo.
Clean daily reconciliation pays off here. When your Metrc data already matches the shelf, an embargo becomes a contained event instead of a scramble.
How We Help
Our team sets up inventory control routines, count templates and Metrc reconciliation workflows for Oklahoma cannabis businesses. Learn more about our cannabis operations service.
Frequently Asked Questions
How often do Oklahoma cannabis businesses have to reconcile inventory in Metrc?
OMMA’s rules require commercial licensees to reconcile on-premises and in-transit inventory in the state tracking system each day at close of business, if not already done. Inventory must also be updated after each individual transaction, transfer or sale.
When is the OMMA zero-inventory report due?
Licensees with zero inventory report it through Metrc’s Operational Exception function by the 15th of each month for the preceding month, according to OMMA.
What happens to product under an OMMA embargo?
OMMA places a hold in the state inventory tracking system, and the product cannot be sold, transferred, removed or disposed of without OMMA’s permission. Embargoed product that was already sold or transferred must be recalled.
