Program source saved in the customer account
The customer’s dispensary account records that the program originally brought the customer.
Customer tracking
Follow the customer relationship—not merely the first scan.
A customer may later buy through the dispensary’s website, walk into the store, call, or use delivery. Dependable customer matching keeps qualifying purchases connected to the original program source.
The commercial rule
The original customer source can remain connected when the agreement and reporting method support it.
The agreement defines the matching information, qualifying sales channels, excluded amounts, reporting schedule, payment timing, review rights, and what happens when the relationship ends.
A customer benefit can encourage a customer to identify their program membership, but it does not replace complete sales reporting when we are paid on later direct purchases.
Strongest evidence first
Use the most dependable customer reference the dispensary can support.
Customer account plus verified contact
The account number, phone, email, or program member number links the customer to the original source.
Complete recurring customer and sales reports
Reports produced from the dispensary’s records are compared with the program’s customer list for the entire agreed period.
A general coupon or browser visit
Useful as supporting evidence, but easily forgotten, shared, or lost when the customer changes devices or buys directly.
What owners can review
See the customer and purchase details behind each calculation.
- Customer name and dispensary account reference, where authorized
- Original program source and date acquired
- First and repeat qualifying purchases
- Items, amounts, benefits, refunds, and chargebacks
- Qualifying revenue and performance fee
- Missing, duplicate, anonymous, or disputed records
Honest limitation
An anonymous purchase cannot be matched with certainty.
When a customer does not identify an account, phone, email, membership number, or savings code, we should not claim the purchase can be reliably connected. The customer path should encourage account identification on every purchase.
Agreement protections
Good records and clear contract terms work together.
- No silent removal or reassignment of the original program source record
- Complete agreed reporting for qualifying sales channels
- Agreed calculation, review, and payment statement
- Correction process for duplicate or merged accounts
- Review rights and a remedy for underpayment
- Defined treatment after termination
- Privacy, security, retention, and deletion rules
Verify before investing