1. The 20% / 4% tax split plus local option

What MT requires: Montana charges a 20% tax on adult-use retail sales and a 4% tax on medical sales, both on retail price, administered by the Department of Revenue. Counties may add a local-option cannabis tax of up to 3% by voter approval, so the correct rate depends on both the channel and the county the sale happens in. Rates held stable into 2026 with no rate change from the 2025 session.

What SellStack does natively: SellStack's tax engine applies the 20% adult-use rate, the 4% medical rate, and any county local-option tax from one configuration, each rate matched to the channel and jurisdiction of the sale. The rate falls out of the transaction instead of being reconstructed at filing time.

What this means for your operations: You stop tracking which county carries a local-option tax and which channel a sale belongs to by hand, and your Department of Revenue filing position falls out of operating normally rather than getting assembled under a deadline.

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2. Metrc reconciliation under CARD

What MT requires: Montana's state track-and-trace system is Metrc, mandatory for all licensees and administered by the Cannabis and Alcohol Regulation Division (CARD) inside the Department of Revenue. Serialized plant and package tags follow product across every transfer and sale, so Metrc records that do not match the operation are a live liability at inspection.

What SellStack does natively: SellStack Cannabis ERP-Commerce ships with native Metrc integration and treats its own ledger as the source of truth, reconciling Metrc from it rather than building inventory logic on top of it. Every tag, transfer, and sale ties back to the lot record you already run on.

What this means for your operations: Metrc reconciliation is a byproduct of operating, not a separate end-of-day exercise, and when CARD looks, the record the state sees already matches the record you run your business on.

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3. Pickup-first adult-use, delivery for medical

What MT requires: Montana prohibits adult-use cannabis delivery by dispensaries, their employees, and third parties. Adult-use online ordering is a pre-order for in-store or curbside pickup, not a delivery channel. Delivery is permitted only to registered medical cardholders, with card verification required on receipt under Mont. Admin. R. 42.39.409. The two channels carry different fulfillment rules, and mixing them is a compliance problem.

What SellStack does natively: SellStack owns the order and routes it to the compliant path: adult-use orders flow to in-store or curbside pickup, and medical orders flow to delivery with the cardholder-verification step built into the receipt. The order, the fulfillment method, and the lot record are one flow, not a re-keyed hand-off into a separate tool.

What this means for your operations: Your adult-use customers get a clean pre-order and pickup experience without ever triggering a prohibited delivery, and your medical delivery runs with cardholder verification enforced where the hand-off actually happens, not tracked on a spreadsheet.

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4. County-gated footprint, frozen license market

What MT requires: Adult-use retail in Montana is allowed only in counties that voted yes on I-190; other counties opt in through a local ballot. SB 27, signed in May 2025, placed a moratorium on new licenses and new locations through June 30, 2027. Existing licensees may transfer or modify, but no new entrants can join until the moratorium lifts. That makes every license and every green-county location a scarce, defensible asset worth running tightly.

What SellStack does natively: SellStack runs multi-location, multi-entity cannabis operations from one ledger, so a license held across several green counties stays on a single system of record. Footprint planning, transfers, and modifications sit on top of the same lot-level ledger rather than a patchwork of per-location tools.

What this means for your operations: You treat each license as the defensible asset it now is, running every green-county location on one ledger, and when you transfer or modify under the moratorium the records move with the license instead of getting rebuilt.

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5. Lot-aware traceability

What MT requires: Both Metrc on the state side and federal GMP, which has been live for Montana medical operations since April 28, 2026, require lot-level records throughout the chain. A lot has to stay identifiable from receipt, through processing, to the point of sale, and the records have to hold up to a traceback.

What SellStack does natively: SellStack delivers lot-aware commerce from receipt through sale. Every inventory record, sales record, and test result carries the lot identifier, and the lot genealogy is the ledger itself, not something reconstructed from reports later.

What this means for your operations: The lot story is the audit story. Metrc reconciliation and the records half of GMP both come out as byproducts of operating normally, rather than as separate projects.

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6. ERP integration

What MT requires: A Montana operation has to keep financials, inventory, and commerce in agreement, and reconcile all of it to Metrc. Operators running a separate ERP and a separate commerce system carry a standing reconciliation burden between the two.

What SellStack does natively: SellStack Cannabis ERP-Commerce backs onto your ERP or warehouse platform as the system of record, and Microsoft Dynamics 365 Cannabis on Business Central is already fully supported. Financials, inventory, and commerce run from the same ledger, so the lot record, the financial record, and the inventory movement are the same record.

No ERP in place yet: You do not need an ERP to run SellStack. SellStack Cannabis E-Commerce Edition operates standalone, with no ERP underneath it, so an operation can stand up a GMP-ready sales model now and work out which ERP or warehouse platform to connect later, or whether to add one at all. Even standalone, it is lab-results compliant out of the box: because it ingests lab data, a no-ERP operation still meets Metrc, BioTrack, and other state lab-results requirements from day one. The lot-aware ledger, the commerce layer, and the records are the same with or without an ERP, so nothing has to be rebuilt when one is connected down the road. That makes it a fit for operations mid-transition, and for startups that need to be selling on a compliant, GMP-ready footing before the deeper infrastructure is in place.

What this means for your operations: There is no reconciliation project between the ERP and the commerce layer. One ledger means your books, your inventory, and your storefront never drift apart.

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7. Schedule III GMP readiness

What MT requires: Medical cannabis moved to Schedule III federally, effective April 28, 2026, and it is in effect now for Montana medical operations. Adult-use rescheduling is still pending; the DEA proceeding was stayed September 29, 2026 awaiting a GAO report, with a decision expected late 2026 or early 2027. For medical operators, GMP-grade records start to matter.

What SellStack does natively: The records half of GMP, immutable and lot-level, is built into how SellStack operates, so the audit trail is a byproduct of running on one lot-level ledger rather than a separate project.

What this means for your operations: Your Montana medical operations build GMP-grade records now, on a clock that already started, without a parallel compliance system bolted on beside your commerce stack.

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