Knowledge Base
Reference guides on strains, compliance, pricing, and retail strategy.
Reference guides
Section 280E: Cannabis Federal Tax Treatment
> **Content date: 2026-04.** 280E case law, Schedule III rescheduling status, and > SAFE Banking legislative pipeline shift on a quarterly cadence. Verify current > status before making capital-allocation or entity-structure decisions.
Cannabis Accounting Mechanics
> **Content date: 2026-04.** IRC 471-11 interpretive guidance, IRC 471(c) > small-taxpayer thresholds, and 280E case law evolve on a quarterly cadence. > Every allocation decision must be documented contemporaneously; retrospective > recons
Cannabis Industry Associations
> **Entries:** 20 | **Last refresh:** 2026-04-19 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Awards & Competitions
> **Entries:** 54 | **Last refresh:** 2026-04-19 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Banking Access
> **Content date: 2026-04.** Cannabis banking institutional status, SAFE/SAFER > Banking Act legislative pipeline, and fee benchmarks shift on a quarterly or > better cadence. "Verify currently serving cannabis before outreach" applies to >
Cannabis Brand Building
> **Content date: 2026-04.** Brand building strategies evolve with consumer > preferences, platform policies, and regulatory changes. Case studies are > directional -- evaluate brand archetypes against your specific market and > positioning
Cannabis Brand Reference
> **Entries:** 3516 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Budtender Consultation Frameworks
> Structured decision-tree frameworks for budtender consultations that funnel from an opening question all the way down to a single assortment slot. Covers all consumption methods (smoke, vape, edible, beverage, sublingual, topical, transde
Cannabis Dispensary Buildout Cost Benchmarks
> **Cost data last verified: 2026-04-17.** Buildout costs vary dramatically by market and finish level. > Ranges below reflect typical cannabis retail buildouts (1,500-3,000 sqft) in the given market. > Costs are pre-tax, pre-contingency. A
Cannabinoid Encyclopedia
> This content is informational. Not medical advice. Consult a healthcare provider.
Cannabis Tourism
> Cannabis tourism -- the intersection of legal cannabis markets and the travel/hospitality industry. Covers destinations, lodging, tour operators, dispensary tourism strategy, and economic impact. > > **See also:** [consumption-lounges.md]
Cash Handling & Cash Room Operations
> Cannabis dispensary cash handling at consultant-playbook depth -- cash room design, shift-change procedures, variance investigation thresholds, armored-car vendor vetting, cash forecasting, and internal audit workflows. > > **Extends:** [
Cannabis Category Reference
> **Entries:** 93 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Certificate of Analysis (COA) and Lab Testing Reference
> This content is informational. Not medical advice. Consult a healthcare provider.
Cannabis Compensation Benchmarks
> **Content date: 2026-04.** Auto-generated by `generate_refs.py`. Last refresh: 2026-04-18. > > *Every benchmark below carries a source and as-of date. Verify against Vangst, BLS OEWS, or state DOL before use.* > > *Hybrid reference: DB-ge
Cannabis Compliance & Metrc Operations
> **Scope:** This file covers three operational domains that the inventory-side compliance KPI in `inventory-kpis.md` depends on: (1) Metrc audit cadence (monthly / quarterly / annual reconciliation rhythms), (2) the 4 manifest types operat
Cannabis Concentrates & Extraction Methods
Cannabis concentrates are produced by separating trichomes, cannabinoids, and terpenes from plant material to create products with significantly higher potency than flower -- typically 60-99% THC compared to 15-30% for flower. The concentra
Consumption Lounges
> Cannabis consumption lounges -- licensed venues where consumers can purchase and/or consume cannabis products on-site. This reference covers the regulatory landscape, business models, and operational requirements for this emerging hospita
Consumption Methods & Dosing Reference
Cannabis can be consumed through six distinct routes, each with fundamentally different pharmacokinetic profiles: inhalation (smoking and vaping), oral ingestion (edibles and capsules), sublingual absorption (tinctures and strips), topical
Cultivation Literacy Reference
Cannabis cultivation method is one of the strongest signals of product positioning and perceived quality in the retail market. The four primary grow methods -- indoor, greenhouse/light-dep, outdoor/sun-grown, and living soil -- each carry d
Customer KPIs
This reference is the consultant-grade playbook for the 6 customer-side KPIs a cannabis dispensary operator (or a Claude advising an operator) should actually track: **new vs repeat customer ratio, NPS, loyalty program penetration, retentio
Cannabis Customer Personas
This reference provides a library of 10 actionable customer personas representing the primary archetypes found in dispensary retail. Each persona includes a full attribute profile: demographics, psychographics, primary need states, specific
Emerging Cannabis Delivery Models
> **Content date: April 2026.** Emerging models are evolving rapidly. This section > is date-tagged for freshness -- verify current status of programs and pilots > mentioned here.
Cannabis Delivery Operations Guide
> **Operational guidance last updated: April 2026.** This guide provides frameworks > and benchmarks for planning and running cannabis delivery operations. Verify > regulatory requirements in delivery-regulations.md before implementation.
Cannabis Delivery Regulations by State
> **Regulatory data last verified: April 2026.** Cannabis delivery regulations > change frequently. Verify current requirements with your state's regulatory > agency before making operational decisions. > > *Hybrid reference: dynamic tables
Cannabis Education Programs
> **Entries:** 26 | **Last refresh:** 2026-04-19 > *Auto-generated by generate_refs.py -- do not edit manually*
The Entourage Effect and Extract Types
> This content is informational. Not medical advice. Consult a healthcare provider.
Cannabis Events & Conferences
> **Entries:** 27 | **Last refresh:** 2026-04-19 > *Auto-generated by generate_refs.py -- do not edit manually*
Financial KPIs
This reference covers the 4 financial KPIs that matter most to a cannabis dispensary operator: **gross margin by category**, **COGS optimization** (the cannabis-unique 280E lever), **labor cost %**, and **revenue per employee**. Each KPI is
Cannabis Industry Glossary
> This content is informational. Not medical advice. Consult a healthcare provider.
Hemp & CBD Market
> **Legislative status as of 2026-04-19.** The 2018 Farm Bill's dry-weight 0.3% > delta-9 THC threshold remains operative. P.L. 119-37 (FY2026 Agriculture > appropriations act, signed 2025-11-12) will, absent repeal or delay, narrow > that
Cannabis Hiring and Retention
> **Content date: 2026-04.** Cannabis hiring law -- turnover economics, background-check rules, immigration enforcement, social-equity mandates -- moves fast. State fair-chance statutes and cannabis fingerprinting protocols have shifted in
Internal Theft & Employee Fraud
> Cannabis-specific employee theft patterns, background-check frameworks, exception-based reporting queries, investigation protocols, and prosecution decisions. > > **Extends:** [sops.md](sops.md) §Employee Background Checks and §Incident R
Inventory KPIs
This reference is the consultant-grade playbook for **inventory-side KPIs** in a licensed cannabis dispensary — 7 KPIs covering the 5 metrics in REQUIREMENTS.md KPI-02 (inventory turns by category, days on hand, sell-through rate, shrinkage
Dispensary Inventory Planning
Inventory planning is where cannabis retail strategy meets cash flow management. The wrong inventory decisions tie up capital in slow-moving product, create stockouts on best-sellers, and leave operators scrambling during peak seasons. This
Cannabis Lab Selection
> **Content date: 2026-04.** Cannabis lab procurement: evaluation rubric, RFP template, onboarding checklist, per-panel pricing benchmarks, turnaround SLAs, multi-lab strategy, red flags, and named labs by geography. **This is procurement g
Cannabis Lab Testing Operations
> **Operational guidance last updated: April 2026.** This is the operator-side of cannabis lab testing — sampling, timeline management, failure handling, remediation decisions, and recall protocols. **This is procurement guidance, not legal
Cannabis Labeling & Packaging Requirements
> **Important:** Labeling requirements change frequently. Verify current requirements with > your state's regulatory agency before finalizing product labels. Data last verified: 2026-03-31.
Cannabis Labor Relations
> **Content date: 2026-04.** Cannabis labor law -- unionization landscape, tip policy, benefits parity, equity/profit-share -- moves fast. Labor Peace Agreement (LPA) mandates changed in 5 states between 2022 and 2024; FLSA tip-credit rules
Cannabis Lease Considerations
> **Guidance last refreshed: 2026-04-17.** Cannabis leasing operates at the federal/state tension -- > always consult a cannabis-specialized attorney before signing. This reference is guidance, > not legal advice. > > *Hybrid reference: nar
Cannabis Legality by US State
> **Regulatory data last verified: 2026-03-31.** Cannabis regulations change > frequently. Verify current requirements with your state's regulatory agency > before making business decisions.
Cannabis Licensing Reference
> **Entries:** 0 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Marketing & Advertising Regulations by State
> **Regulatory data last verified: April 2026.** Cannabis marketing regulations > change frequently (NY banned billboards entirely as of Feb 2026). Verify current > requirements with your state's regulatory agency before finalizing campaign
How to Open a Dispensary
> **Entries:** 35 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Dispensary Organizational Structures
> **Entries:** 32 | **Last refresh:** 2026-04-18 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Payment Processing
> **Content date: 2026-04.** Payment-method regulatory posture changes on a > quarterly or better cadence. Visa / Mastercard enforcement actions, processor > compliance postures, and fee benchmarks shift rapidly. Before investing in > integ
Cannabis POS Platform Comparison
> Consumer-facing comparison of cannabis POS platforms -- how each system affects the dispensary operator's daily life and the end consumer's shopping experience. This reference covers 12 major platforms across four comparison dimensions (c
Cannabis Pricing Intelligence
This reference covers four interconnected pillars of cannabis pricing: **price range benchmarks** (typical retail prices by product category and market maturity tier), **premium positioning** (what drives premium pricing by category, with n
Cannabis Product Taxonomy
The cannabis product landscape spans dozens of distinct product types organized into four top-level groups: **Inhalables** (flower, pre-rolls, vapes, concentrates), **Ingestibles** (edibles, beverages, tinctures, capsules, sublinguals), **T
Product Recalls
> Full cannabis recall operational playbook -- mandatory vs voluntary classification, Metrc trace, product quarantine, customer notification mechanics (POS / loyalty / in-store / social / Metrc Retail ID QR), regulatory reporting, and post-
Receiving & Quality Control
> Cannabis dispensary receiving and QC operational playbook -- manifest verification, package inspection, COA decision gate, quarantine triggers, cold chain, Metrc transfer acceptance, FIFO rotation, and discrepancy documentation. > > **Ext
Dispensary Retail Strategy
This reference covers three interconnected pillars of dispensary retail strategy: **menu optimization** (category mix ratios and assortment depth tailored to store type and market maturity), **competitive positioning** (four distinct strate
Sales KPIs
> Consultant-grade reference for the 5 sales KPIs every dispensary operator measures: conversion rate, transactions per hour, basket size (AOV), customer frequency, and revenue per square foot. Every KPI entry includes a definition, formula
Dispensary Security (Physical + Cybersecurity)
> Cannabis dispensary security operational playbook -- cameras, vaults, alarms, guards, emergency response, and integrated cybersecurity (POS, Metrc credentials, PII, vendor supply-chain risk). > > **Extends:** [sops.md](sops.md) §Security
Social Consumption Events
> Cannabis social consumption events, social clubs, and industry expos -- from pop-up consumption events and 420 festivals to Barcelona-style social clubs and B2B trade shows. > > **See also:** [consumption-lounges.md](consumption-lounges.m
Social Media for Cannabis Brands
> **Content date: 2026-04.** Platform policies change frequently and enforcement > is inconsistent. Verify current TOS before launching a new social media program. > Shadow-banning patterns documented here are based on 2024-2026 operator re
Dispensary Standard Operating Procedures
> **Entries:** 27 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Dispensary Startup Cost Benchmarks
> **Entries:** 72 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Strain Reference
> **Entries:** 12403 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Supply Chain & Distribution
> **Content date: 2026-04.** Wholesale pricing, distribution-platform market share, > and state-specific transport rules shift rapidly. Verify current status of > pricing benchmarks, platforms, and regulations before making business decisio
Cannabis Analytics & Market Intelligence Platforms
> **Entries:** 12 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Compliance & Seed-to-Sale Platforms
> **Entries:** 26 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis CRM, Loyalty & Marketing Platforms
> **Entries:** 10 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Delivery Management Platforms
> **Entries:** 14 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Ecommerce & Online Ordering Platforms
> **Entries:** 19 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Tech Ecosystem Overview
> **Entries:** 85 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis POS Platforms
> **Entries:** 22 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Cannabis Digital Signage & Menu Board Platforms
> **Entries:** 10 | **Last refresh:** 2026-04-17 > *Auto-generated by generate_refs.py -- do not edit manually*
Terpene Encyclopedia
> This content is informational. Not medical advice. Consult a healthcare provider.
Treez PMS Brand Match / Gap Report
**Generated:** 2026-04-18 **Source:** `pms_brands` staging table **Auto-create threshold:** 10 orgs (D-15) **Match threshold:** rapidfuzz.WRatio >= 90
Cannabis Trends & Market Forecasting
> Market intelligence on emerging categories, trending genetics, breeder ecosystem, legalization pipeline, and growth projections. Combines third-party analyst data (Headset, BDSA, Statista) with first-party Treez platform metrics (~400 org
Cannabis Vertical Integration Strategy
> **Content date: 2026-04.** Vertical-integration regulations are evolving > rapidly; California is restricting broader VI post-2026-01-01, Florida has > debated changes, and new-market structures (NY, NJ, MN) have taken anti-VI > postures.
Cannabis Waste Management & Destruction
> Compliant cannabis waste rendering, Metrc waste entries, witnessed destruction, disposal vendor landscape, and state-by-state variations. > > **Extends:** [sops.md](sops.md) §Cannabis Waste Disposal. That SOP is the index; this file is th
Cannabis Zoning Regulations by US State
> **Regulatory data last verified: 2026-04-17.** Cannabis zoning rules change frequently at both state > and municipal levels. Verify current requirements with your state regulator AND the local > planning department before committing to a
Packets
Dispensary Startup Kit
Everything you need to open a dispensary — licensing, buildout, compliance.
5 files
Download ZIPBudtender Training Pack
Core knowledge for dispensary staff.
5 files
Download ZIPCompliance Essentials
Reference on legality, labeling, tracking, marketing rules.
3 files
Download ZIPHemp & CBD Primer
Farm Bill, CBD landscape, novel cannabinoids.
2 files
Download ZIP