The Ledger — notes from BudAlly
FEATURED · METRC & RECONCILIATION5 min read
Most dispensary inventory discrepancies enter at the back door. How to receive a Metrc transfer package by package, when to reject instead of adjust, how…
BudAlly· Nov 2026
Read →LOYALTY & CONSENT · 5 MIN
Why a dispensary, delivery service or CBD shop cannot register its way onto SMS, what carriers block, what the narrow exceptions look like, and the…
Nov 2026
POS & DATA · 4 MIN
Dutchie has said it supports legacy Dutchie Plus through the end of 2026. The three paths for a dispensary on a custom Plus storefront, and a…
Nov 2026
POS & DATA · 4 MIN
A buyer's method, not a ranking: twelve questions on state reporting, reconciliation, offline mode, permissions, payments, hardware, APIs and exit…
Nov 2026
STATE PACKS · 4 MIN
What broke in the September BioTrack-to-NMS2S migration, what is probably still wrong in your inventory, and a five-step audit to close the year with…
Nov 2026
LOYALTY & CONSENT · 4 MIN
Why 'opted_in = true' won't protect a dispensary, what a consent record must contain, how to triage a legacy list, and the only safe ways to reach the…
Oct 2026
AI IN RETAIL OPS · 4 MIN
Treez's Winston makes a fair point: reaching a POS API isn't a moat. We agree — and a frontier model isn't one either. The durable parts are a ledger…
Oct 2026
AI IN RETAIL OPS · 3 MIN
If an AI tool can change a price, send a campaign or submit a bill, its audit trail is a compliance document. The eight fields it needs, the two states…
Oct 2026
MONEY & MARGIN · 3 MIN
A weekday vape discount that fired on Saturdays, a first-visit discount whose customers came back less often, and the matched-cohort method that found…
Oct 2026
AI IN RETAIL OPS · 3 MIN
A vendor bills in cases. A store closes early on Sundays. A brand's promos never apply to medical. Every AI ops tool promises to remember these. The…
Oct 2026
MONEY & MARGIN · 3 MIN
Where the January 2026 wholesale tax lands on an invoice, which account it belongs in, how it flows to COGS and the retail price, and the retail-tax-line…
Oct 2026
MONEY & MARGIN · 4 MIN
Prices are falling faster than volume in most US markets. Before matching a competitor's number, compare on the same tax basis, match the same SKU, and…
Oct 2026
MONEY & MARGIN · 3 MIN
Nine steps from state-system cut-off to QuickBooks journal — sales by license type, COGS by package, inventory valuation, tax liabilities by state, bills…
Oct 2026
LOYALTY & CONSENT · 2 MIN
Most loyalty programs measure sign-ups. The number that matters is third-visit rate, and it falls off a cliff between days 21 and 35. How to find the gap…
Oct 2026
METRC & RECONCILIATION · 3 MIN
POS says 12, Metrc says 14; a receipt with no package; a package with no receipt; a tag on an invoice that isn't on the manifest. Nine named discrepancy…
Oct 2026
METRC & RECONCILIATION · 7 MIN
Daily package-level reconciliation, the 3%-of-sales tolerance some states apply, and why discrepancies found on day 28 are the expensive ones.
Sep 2026· source-verified
MONEY & MARGIN · 8 MIN
Medical is out of 280E; adult-use isn’t. The recordkeeping split regulators asked for, and how to tag every receipt by license type.
Sep 2026
POS & DATA · 12 MIN
Read surfaces, write surfaces, webhooks, rate limits and partner terms — from the docs, with the gaps every operations tool has to work around.
Sep 2026
STATE PACKS · SERIES
What changed in each release, which rules went from UNKNOWN to decided, and what a second analyst flagged. One note per pack version.
OngoingScheduled
POS & DATA · 4 MIN
Terms of service, the Dutchie developer clause, contract risk that survives the CFAA cases, and the three sources that don’t put your license next to it.
Nov 2026Scheduled
STATE PACKS · 8 MIN
Sales, deliveries, patient validation, voids — and nothing else. Room moves, tax math and migrated-inventory fixes by hand, in the NMS2S web app.
Oct 2026· source-verifiedScheduled
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Read every rule of the week →© 2026 BudAlly, Inc. · Posts are not legal or tax advice.