Glossary
Reconciliation
Matching POS, physical and state-system records: sales to receipts daily, packages to shelf by cycle count weekly, everything at the 30-day count most states require.
Why it matters: the POS holds what you sold and the state system holds what the state believes you have, and the two drift for ordinary reasons such as a split package, a return rung as a void or a failed sync. Doing the work on three clocks keeps each drift small enough to explain while it is still fresh.
Example: a store clears its daily list of unmatched tickets each morning, counts one room each week, and builds the 30-day report from those logs. On the last day the report is assembly, not detective work. The four classes of difference, documentation, timing, process and loss, decide what happens to each item.
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
- 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
- NMS2S vs BioTrack vs Metrc: what changed for New Mexico operators
Related terms
- Discrepancy
Any difference between physical, POS and state-system quantities for a package, or a sale with no matching state receipt. Classified as documentation, timing, process or loss before any adjustment is made.
- Cycle count
Counting a subset of inventory (usually one room) on a rotation so every package is physically counted at least once a month, instead of one large count. The weekly step of a Metrc reconciliation SOP.
- Sales recon
The daily match of POS tickets to state-system receipts (Metrc receipts or NMS2S ticket IDs) on packages, quantities and totals, with a match rate shown per store.