Stop losing money managing wholesale accounts in spreadsheets and QuickBooks. BakeSmart gives you complete control over pricing, orders, invoicing, and customer relationships—all in one system.
You're either managing wholesale in spreadsheets (and bleeding money) or avoiding it entirely because there's no good system.
It's built for generic invoicing, not recurring orders or per-customer pricing for 50 different products.
Managing wholesale pricing, orders, and invoicing in Excel? One wrong formula and you're undercharging everyone. And good luck tracking account balances.
Coffee shops calling at 6am to place orders. Restaurants texting changes. Customers asking for invoices. You need another person just to answer the phone.
Manage organizations with multiple locations, custom pricing, flexible payment options, and complete order history—all in one place.
One coffee shop chain with 5 locations? Manage them as a single organization with location-based ordering and unified account management.
Set payment expectations per customer—whether they pay at time of order, on pickup/delivery, or via invoice. Track account balances at a glance.
Store everything you need to know about each wholesale account in one place.
Handle tax-exempt wholesale customers properly. Store exemption numbers and apply them automatically.
Create product catalogs with custom pricing, then assign them to customer groups. Update pricing once, apply to everyone.
Stop setting prices manually for every single customer. Create "Wholesale Menus" with product lists and pricing, then assign them to customer groups.
The power: Change a price in the "Coffee Shop Menu" and it updates for all 10 customers instantly. No manual updates. No mistakes.
BakeSmart adapts to your business, not the other way around.
Take one-off orders over the phone or let customers place them online through the Wholesale Portal.
Orders that auto-generate daily, weekly, or monthly. Set it once, it runs forever until you change it.
- Vinny Gencarelli / Gencarelli's Bakery
Set up orders that auto-generate on a schedule—daily, weekly, or monthly. Configure lead times and lock times so orders appear in production reports automatically. Customers can adjust quantities before the cutoff via the portal.
Generate invoices from wholesale orders and track account balances.
Generate invoices from wholesale orders with a few clicks. Match invoice date to order date. Track open, overdue, and paid invoices.
Customers can view and pay invoices online through the Wholesale Portal. They can save payment methods for faster checkout.
Generate clean customer statements showing invoices, payments, and amount due.
See what every wholesale customer owes at a glance. Track invoices and maintain accurate running balances.
When a wholesale customer orders 20 dozen dinner rolls for Friday, it appears in your Friday production report alongside retail orders. Your bakers see one unified bake list.
This means: No manual consolidation. No separate wholesale reports. No wondering if you have enough capacity. Everything is in one place.
Set minimum order quantities, quantity increments (case of 6), and wholesale-specific availability windows. Wholesale orders respect the same seasons, exceptions, and lead times as retail.
Nobody has the features BakeSmart has for wholesale. I've looked. It saves me hours a day. I would have to hire someone if I didn't have wholesale. It's a tremendous, TREMENDOUS feature!
Gencarelli's Bakery - Long-time BakeSmart customer
Schedule a 30-minute demo and see exactly how BakeSmart can streamline your Wholesale operations.