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Sonoran Roots & Ponderosa: Scaling buying from spreadsheets to strategy

About Sonoran Roots

Arizona is a competitive, license-capped market (about 170 licenses) with heavy promotion pressure and MSO dominance. Sonoran Roots and Ponderosa run seven locations across the state: Flagstaff, Tucson, and the Phoenix metro. Each store serves distinct local demand patterns such as college-town seasonality up north, or value sensitivity in newer locations. The team manages house brands (Sonoran Roots and Canamo) plus a curated mix of third-party vendors, often under reciprocity agreements.

The team was struggling with the time burden and inaccuracies of manual inventory ordering. Like many retailers, they relied heavily on Excel spreadsheets and instinct-an approach that worked for a while but became unsustainable as the business scaled.
Wana brands logo
Client
Sonoran Roots (umbrella), Ponderosa Dispensaries, Canamo Concentrates
Headquarters
Arizona
Number of locations
7
Tool used
Happy Buyers, Dutchie POS, BDSA & Headset
Industry
Cannabis retail
We’re [retail buyers] the glue of the revenue… what we do directly impacts the bottom line.

The challenge (before Happy Buyers)

Manual, spreadsheet-driven buying made it hard to keep up with growth and market velocity.

Ordering dragged on for days

“When I was doing manual inputs… I wasn’t finishing the ordering process for four locations until Wednesday, and sometimes Thursday.”

Limited time for strategy

With most of the week lost to spreadsheet wrangling, there was little bandwidth for vendor negotiations, demand planning, or field time with store teams.

Risk of over or under ordering

Without live run-rates and predicted days-on-hand, initial buys could be too big (tying up cash) or too small (missing demand), especially with seven stores and highly variable local patterns.

Cash flow and aging inventory pressure

Arizona’s promo-heavy environment means slow movers age fast. The team targets 21 to 30 days to turn inventory, and hitting that consistently required tighter control and faster feedback loops than spreadsheets allowed.

“If you’re constantly placing orders or spending your time in spreadsheets and pivot tables, it slows you down from understanding the market and moving quickly.”

Centralizing buying in Happy Buyers

Drew moved the end-to-end buying workflow into Happy Buyers and standardized how the team plans, orders, and communicates:

Run-rates and Days on Hand at a glance

To right-size initial buys and avoid dead stock.

Just-in-time weekly ordering

To keep shelves fresh and cash moving.

Cart builds and CSV exports

To share transparent performance with vendors.

Portfolio view across seven stores

To tailor quantities by foot traffic, demographic, and vault or floor capacity.

With Happy Buyers, I can get everything done on Monday. The rest of the week, I’m in the field meeting vendors, touring grows, and sitting with store teams.

Process guardrails the team adopted

Drew moved the end-to-end buying workflow into Happy Buyers and standardized how the team plans, orders, and communicates:

21–30 day turnover standard, with escalation at day 21.

Start small on new items, then scale by store performance.

Data-backed vendor conversations (velocity, pricing, Days on Hand).

Margin protection so promos do not erode profit

Uniform promo and naming conventions across stores

We typically don’t test in one store, we implement across all locations with centralized discounting and naming, then monitor run-rates to scale.

The Results

2-3 days

of time reclaimed weekly now used for for strategy, fieldwork, and team training

0

Excel spreadsheets required for purchasing

21-30

Days of supply across all stores within weeks

Transparent data sharing with vendors drove stronger promotions and margin protection without over-discounting.

The team scaled, acquiring 3 stores (7 total) and 2 new buyers while maintaining centralized standards.

Solution highlights

Drew moved the end-to-end buying workflow into Happy Buyers and standardized how the team plans, orders, and communicates:

One-day weekly buy

Ordering for all locations now lands every Monday.

Store-level nuance

Quantities flex by location (for example, more vapes and edibles in Flagstaff with student demand and cold weather; tighter case packs in low-traffic or value-driven areas).

Fewer surprises

If predicted Days on Hand balloons (90 plus), the team triggers a structured playbook, vendor check-in, marketing assets, budtender incentives, and promo cadences before product ages out.

Vendor enablement

Vendors receive exports showing movement and inventory health, enabling collaborative fixes such as marketing spend, displays, field reps, and incentives.

“Last thing you want is product sitting. If it’s not moving by week three, we go back to the drawing board with data.”

Buyer’s job:
before vs. after

Before: Reactive order entry, spreadsheet triage, late-week crunch.

After: Proactive revenue engine

Playbook you can steal

  1. Standardize a weekly buy day and stick to it.

  2. Target 21–30 day turns, escalate with vendor-backed action plans at day 21.

  3. Right-size initial orders by location using run-rates and days on hand, do not be afraid to start small.

  4. Require margin protection and marketing plans from vendors up front.

  5. Centralize promos and naming across locations for operational clarity.

  6. Share movement data with vendors, transparency earns better support.

  7. Tie procurement to revenue goals so buying decisions map to P&L outcomes.

Try it with your own data—free.

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