Glossary
Agent (BudAlly)
A scheduled or triggered process that reads ledger data, applies rule packs and drafts proposals — invoices, reorders, prices, vendor credits, campaigns — into the approval queue. Agents never execute; a named person approves each proposal.
Why it matters for reconciliation: much of the work, such as matching, classifying and drafting corrections, is repetitive and rule-based. An agent does the preparation and a person makes the decision, which is also what keeps an audit trail meaningful.
Example: an agent reads the day's unmatched tickets, applies the state rule pack and drafts a re-push for two sync failures and a void for one orphaned receipt. It places them in the approval queue, where a named person approves each. The agent has not changed anything itself.
Where this comes up on budally.com
- Metrc for dispensaries: what it records, and how a store reconciles against it
- Metrc in California: what a dispensary has to report, reconcile and keep — the operations view
- Metrc in Michigan: what a dispensary has to report, reconcile and keep — the operations view
- Metrc reconciliation for dispensaries: the daily, weekly and 30-day procedure
- NMS2S explained: New Mexico's seed-to-sale system, what its API does, and what your store still has to do by hand
- How to get NMS2S expanded API access: CCD's validation process, step by step
- NMS2S migration-fix checklist: what to correct after the BioTrack cutover, in order
- NMS2S reconciliation: matching your POS to New Mexico's state system every day and every month
Related terms
- Proposal
What an agent produces: a drafted action with evidence, confidence, rules applied and a precondition hash, in one of the states Proposed → Reviewed → Approved → Revalidating → Executing → Executed → Verified, or Superseded.
- Approval queue
The single list of proposals waiting for a human decision, filtered by store, module and role. There is no 'approve all'. Executed items run under the approver's own POS or state-system credential and are logged.
- Drafted N · executed 0
The footer on every BudAlly briefing and agent run: the number of proposals drafted, and the number executed without a person — always zero.