The BakeSmart Blog

Serving Retail and Wholesale Bakery Customers Without Chaos

Written by Shellie Slove | Jan 28, 2026 8:09:02 PM

Many bakeries don’t choose to become both retail and wholesale businesses—it just happens.

A café down the street asks if you can supply pastries. A local grocery wants your bread. An event planner wants consistent pricing for recurring orders. Before you know it, you’re juggling two very different sales models inside one bakery.

Selling to both retail and wholesale can be profitable but only if your systems can handle the complexity. Otherwise, the cracks show up fast.

Below are the most common challenges bakeries face when running both sides of the business, along with practical ways to solve them.

Same Products, Different Pricing (and Lots of It)

The challenge:
The croissant is the same croissant—but the pricing is not.

Wholesale pricing often varies by:

  • Individual customer

  • Customer type (coffee shop vs. grocery vs. event planner)

  • Volume commitments

  • Contracted pricing agreements

Trying to manage this with spreadsheets, handwritten notes, or “we just remember” eventually leads to mistakes—especially when staff changes or pricing updates.

The solution:
Bakeries need pricing that can flex by customer and by customer type, without creating duplicate products or confusion at the point of sale. Pricing should live with the customer account—not in someone’s head.

Different Ordering Rules and Lead Times

The challenge:
Retail customers usually order with set lead times.
Wholesale customers often don’t have that luxury.

Wholesale clients are running demand-based businesses themselves and may need:

  • Shorter lead times

  • Standing or recurring orders

  • Last-minute quantity adjustments

If wholesale orders are handled “off to the side,” it becomes difficult to protect production capacity while still being flexible.

The solution:
A shared order management system that supports different ordering rules by customer type—while still feeding one production schedule—allows bakeries to stay responsive without chaos.

Delivery Adds a Whole New Layer of Complexity

The challenge:
Retail is often pickup-based.
Wholesale frequently involves delivery—and delivery isn’t just “drop it off.”

You may need:

  • Delivery routes

  • Fees that vary by location

  • Delivery days by customer

  • Packing lists organized by stop

  • Clear separation between pickup and delivery orders

Without structured delivery tools, mistakes happen at the packing table—not at the order entry screen.

The solution:
Delivery needs to be baked into the workflow, with:

  • Delivery-based fulfillment views

  • Location-specific fees

  • Packing and delivery lists

This allows packers and drivers to work efficiently without interpreting handwritten notes.

Invoicing, Statements, and Getting Paid

The challenge:
Retail customers pay at the counter.
Wholesale customers expect invoices, statements, and sometimes net terms.

On top of that, many wholesale businesses have:

  • Multiple contacts

  • Multiple delivery locations

  • One master billing account

Manually reconciling this—or tracking who owes what—takes time away from running the bakery.

The solution:
Wholesale requires true account-based billing, including:

  • Invoicing tied to orders

  • Statements by account

  • Payments applied at the account level

  • Multiple contacts and delivery locations under one business

When billing is clean, relationships stay strong.

Production Needs One Clear Answer: “How Many Do We Make?”

The challenge:
Your bakers and decorators don’t care who the product is for—they care about counts and clarity.

Problems arise when:

  • Retail and wholesale orders live in different systems

  • Production totals don’t reconcile

  • Decorators get conflicting tickets

This leads to overproduction, shortages, or last-minute scrambles.

The solution:
Production should see one consolidated list:

  • Total quantities by product

  • Decoration tickets only when decoration is required

  • No distinction between retail or wholesale at the production level

The complexity belongs in the system—not on the production floor.

Packing and Fulfillment Do Need the Details

The challenge:
While production needs simplicity, packers need specificity.

They need to know:

  • Which orders are wholesale vs. retail

  • Which are delivery vs. pickup

  • How orders should be grouped

  • What goes on each truck or counter

Without clear fulfillment views, mistakes happen right before the product leaves the building.

The solution:
Fulfillment tools should allow staff to:

  • Filter by customer type

  • Filter by fulfillment method

  • Generate packing and delivery reports that match real workflows

This keeps the front-of-house and back-of-house aligned.

Wholesale Customers Expect Self-Service

The challenge:
Wholesale customers don’t want to text orders, email PDFs, or wait for callbacks.

They expect to:

  • Place orders themselves

  • Set recurring orders

  • View order history

  • Access invoices

  • Pay online

If they can’t, your team becomes the bottleneck.

The solution:
A wholesale ordering portal gives customers independence—while keeping everything tied into the same order and reporting system used for retail.

The Big Takeaway

Selling to both retail and wholesale isn’t the problem.

The problem is trying to run two business models without systems designed to connect them.

When pricing, ordering, production, fulfillment, and billing all live in one integrated workflow:

  • Teams work with confidence

  • Errors drop

  • Wholesale relationships strengthen

  • Owners regain visibility and control

The goal isn’t to add complexity—it’s to contain it, so your bakery can grow without burning out the people who make it run.

BakeSmart is bakery software built by bakery people for bakery life!  We'd love to hear about your operation and see if we can help!