Reports - Provincial Compliance Reports

BLAZE aims to make it as simple as possible to generate and edit your compliance reports

 

BLAZE aims to make it as simple as possible to generate and edit your compliance reports. This article will walk users through the compliance report generation process.

All provinces have specific compliance reporting requirements, which they report back up to Health Canada. While every province does things slightly differently, there are many similarities between them.

Go to your Dashboard > Reports > Compliance, here you can access the 4-step compliance report generation process. As you work through the steps, the page will display which step you are currently on in the process.

Step 1 - Location and Date selection

Location

Select the BLAZE locations that represent your store. If you have a single location for a single store, just check the one box. If you have a front and back separation, then select both to aggregate inventory data correctly.

Date

Select the month that you're looking to generate for. Provinces want the full report from the past month. If you want to check up on your current compliance progress, you can generate for the current month.

BLAZE offers additional information about the common questions that customers may have prior to generating reports.

 

Step 2 - Inventory corrections

BLAZE acknowledges that stores frequently make manual entry errors throughout the month, and often they build up until the end of the month.

All inventory logs of the type "audit" will show up on this page, and managers will have the opportunity to correct them before the final report is generated.

 

Why is this step important?

• Any "audit" inventory log will go into "other additions" or "other reductions" on your final compliance report

• Provincial authorities want that number to be as close to 0 as possible. An "other" type means the unaccounted inventory in their eyes

Here are some common scenarios:

Example 1: I mis-sold one item for another.

• Product A should have a +1

• Product B should have a -1

• Modify each of these inventory logs to be of type "sale"

Example 2: I forgot to add a purchase order and used an audit instead.

• You should see a large + value

• Modify this to be of type "purchase order"

Example 3: I returned 5 products

• When you subtract inventory. you can set it to be of type "return". This means that the product has been returned back to the vendor for whatever reason.

• If you initially entered it with an "audit", you can modify it to be of type "return" instead.

Example 4: I lost 5 products, then found those same 5 products later

• You should see a -5 and a +5 within the same product

• Because these 2 entries cancel each other out, they are safe to leave alone

Example 5: I have a -1 for a product. What do I do?

• Occasional product loss is, unfortunately, a part of cannabis retail. If this product is not accounted for, you can set that entry to be of type "lost"

How can I see my inventory logs?

Customers can reference their inventory logs to assist them with the displayed “Inventory corrections” found within this step.

Inventory logs can be seen from the Dashboard > Inventory page by clicking an inventory quantity, then pressing "View inventory logs", or in the Dashboard > Reports > Inventory logs page to see non-product-specific logs.

Step 3 - Preview 

In this step, you will be able to search through the individual product/category lines that will combine together for your final inventory report. There are handy column checkboxes to reduce the amount of displayed information if you're debugging a specific inventory issue.

Note: The column checkboxes will not affect your final report, this step is only for investigation purposes.

 

Step 4 - Generate

On this step, simply follow the final steps to generate your resulting excel/CSV file. Then download your Compliance Report, see below for provincial differences.

 

Province reference

British Columbia

• 1 report: Provincial compliance report

• Data grouped by compliance category

• $ values based on retail prices

• The BCLDB doesn't have an automated report uploading system - the numbers from BLAZE's final reports will have to be copied/pasted into the government system

Alberta

• 1 report: Provincial compliance report

• Data grouped by SKU

• $ values based on retail prices

Saskatchewan

• 1 report: Provincial compliance report

• Data grouped by GTIN (Barcode)

• $ values based on wholesale costs

Ontario

• 1 report: Integrated Retail Cannabis Reporting Template

• Data grouped by SKU

• $ values based on wholesale costs

Nunavut

• 1 report: Territory compliance report

• Data grouped by compliance category

• $ values based on wholesale costs

Northwest Territories

• 1 report: Territory compliance report

• Data grouped by compliance category

• $ values based on wholesale costs

Manitoba

• 2 reports: Federal report to MBLL and Provincial inventory report to LGCA

• Data grouped by UPC

• Can generate monthly or quarterly

• LGCA requires reports to be entered through their web portal. MBLL requires reports to be emailed directly.

FAQ

I have a negative starting inventory value

• If your starting inventory is a negative value, manually update your final report to set it to 0, then add that number to your "other reductions" column.

• If your ending inventory is a negative value, manually update your final report to set it to 0, then add that number to your "other additions" column.

• BLAZE always advises stores to do a FULL INVENTORY AUDIT during the last week of every month in order to ensure that their reported quantities are correct.

• For security and accountability purposes, BLAZE cannot modify historical inventory values. As a result, it will be up to your store to explain the negative value to the provincial regulator and modify the excel/CSV form manually before submission.