Loyalty programs depend on trusted data. If customer profiles are duplicated, consent is unclear, or points are adjusted without controls, the program can create complaints instead of retention
Daily closeout should explain the shift, not just produce a total. For teams using IndicaOnline in Massachusetts, a repeatable routine connects receipts, payments, inventory changes, and unresolved exceptions
A supplier invoice should be connected to what the dispensary ordered and actually received. Without that connection, a price error, short shipment, or duplicate bill can pass unnoticed into payment and inventory costs
Pickup orders cannot stay reserved forever
Purchase-limit controls should be tested before staff rely on them. Massachusetts adult-use limits changed in 2026, and mixed product baskets can be harder to validate than a simple flower transaction
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When a dispensary uses POS, ERP, ecommerce, accounting, CRM, and state tracking, the same data may exist in several places
Dispatch controls help a delivery operation decide who carries which orders, when routes change, and how exceptions are communicated
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Client went quiet right as our contract was up for renewal. Sorted the old balance before signing anything new, which felt like the sensible order to do things in