Leads to account setup
Track sales leads, customer history, appointments, and complaints in one built-in CRM. When a prospect is ready, Streamline supports credit account applications and guides teams through customer setup.
Order Management
Order Management, without chaos
Streamline helps bakeries manage wholesale orders, online ordering, customer accounts, catalogues, pricing, samples, order tracking, and production handoff in one bakery ERP system.
What it does
Manage Bakery Orders Without Spreadsheets or Re-Entry
Streamline replaces phone orders, email threads, manual spreadsheets, and disconnected apps with connected bakery order management software. Teams can capture orders once, apply the right customer rules, and keep sales, production, delivery, finance, and reporting aligned.
Overview: Streamline is connected bakery order management software that centralizes order capture, customer-specific rules, and cross-functional workflows across sales, production, delivery, finance, and reporting, replacing phone orders, emails, spreadsheets, and disconnected tools.
Capture wholesale, standing, and custom orders.
Centralize customer accounts and order history.
Manage customer-specific pricing and catalogues.
Track order changes before production.
Connect orders to production, delivery, invoicing, and reporting.
Why it matters
Why Streamline for Bakery Order Management?
Streamline is one connected bakery ERP software platform purpose-built for bakery management and wholesale bakery operations. It helps growing bakeries, commissaries, central kitchens, and bakery manufacturers replace spreadsheets, emails, phone orders, and disconnected systems.
📥
Capture every order
Receive wholesale, standing, custom, and one-off orders in one connected system without chasing emails or spreadsheets.
📲
Enable online ordering
Let customers place orders through a controlled portal with the right products, prices, deadlines, and lead times.
🔢
Manage standing orders
Create repeat orders for wholesale customers and adjust them quickly when quantities, dates, or products change.
🔖
Control customer pricing
Set customer-specific price lists, item visibility, seasonal rules, and product access by account or delivery address.
🔀
Track order changes
Keep teams aligned when customers amend, cancel, or add orders before production begins.
📋
Connect to production
Send approved orders directly into production planning so teams know what to make, when, and for whom.
🔗
Centralize customer accounts
Store contacts, delivery addresses, billing terms, order history, notes, and special requirements in one place.
⚙️
Automate invoices
Connect orders to packing slips, invoices, statements, accounting, and reporting without re-entering the same data.
Online ordering
Connect every bakery order before production starts.
Give customers a controlled bakery customer portal software experience with the right products, pricing, lead times, and ordering windows. Streamline works as a bakery B2B ordering portal for wholesale bakery software workflows that need accuracy before production starts.
- Let customers place orders through a controlled ordering portal
- Show the right products, pricing, and order windows
- Reduce phone calls, emails, and manual order entry
- Send orders into production planning without re-keying
- Support wholesale bakery software workflows
Connected to production
Every approved order flows into production planning with the right quantities, products, dates, and customer requirements — no re-entry between sales and production.
Customer portal ordering
Customers place wholesale, standing, and one-off orders online with the correct catalogue, pricing, lead times, and order deadlines already applied.
Customer management
Keep every customer, contact, and delivery detail in one place.
Streamline keeps customer accounts, delivery details, order history, notes, and wholesale relationships in one bakery management software system. It supports bakery business management software workflows across customer service, sales, production, and finance.
- Customer profiles and contact records
- Multiple delivery addresses per account
- Billing terms and delivery settings
- Standing orders and repeat order workflows
- Customer-specific pricing and catalogue visibility
- Shared notes, history, and special requirements
- User permissions by role and account access
- Connected data for invoicing, delivery, and reporting
Centralized
Customer profiles, contacts, delivery addresses, billing terms, and notes live in one connected system.
Flexible
Set delivery days, charges, permissions, price lists, and item visibility by customer or address.
Visible
Sales, customer service, production, delivery, and finance can all work from the same account history.
Connected
Customer data flows directly into ordering, invoicing, delivery, CRM, and reporting workflows.
Sales Catalogue & Pricing
Control every catalogue, price list, and order rule in one place.
Wholesale bakery software needs more than a product list. Streamline helps teams manage sales catalogue items, price lists, customer-specific pricing, product availability, order controls, and invoice-ready order details.
Flexible pricing
Create unlimited price lists, apply customer-specific pricing, and update prices in bulk when costs change.
Controlled visibility
Show or hide items by customer or delivery address, and use templates to manage catalogue access at scale.
Seasonal rules
Make products live only on specific dates or seasons, with automated communication when availability changes.
CRM & SAMPLES
Customer relationships and sample follow-up in the same system.
Streamline connects CRM activity to customer setup, sample orders, follow-up tasks, and account onboarding. Instead of keeping leads, notes, reminders, and sample activity in separate tools, teams can manage customer development inside the same bakery ERP system used for ordering.
Samples with follow-up
Samples can be sent directly from the shopping cart, with activity automatically recorded in the CRM. Streamline can also schedule follow-up reminders and emails if no order is received after the sample.
Shared customer visibility
Customer events can autopopulate from existing system data, reminders can be set, and activities can be shared with selected colleagues. Teams also can send onboarding invitations and targeted system emails filtered by customer attribute or delivery route.
Sales follow-up support: Streamline helps teams manage sales leads, sample requests, customer history, reminders, shared events, onboarding invitations, and account application workflows — all without moving between disconnected CRM, email, and order systems.
Complete feature list
Order management features in Streamline.
Standing orders One-off orders Order amendments Quick reordering Saved cart templates Frequently ordered items Web ordering Mobile ordering Fast order entry Order deadline locks Product lead times Personalized item catalogue Customer-specific pricing Unlimited price lists Batch edit prices Customer price notifications Visibility templates Seasonal item rules EDI-ready ordering Multi-channel capture User permissions CRM records Samples tracking
FAQ
Order management questions, answered.
What does Streamline include for bakery order management?
Streamline helps bakeries manage standing orders, one-off orders, online ordering, customer accounts, catalogues, pricing, order changes, invoicing, and customer communication in one connected system. It is designed to keep sales, customer service, production, delivery, and finance working from the same order data.
Can customers place bakery orders online with Streamline?
Yes. Streamline supports web and mobile ordering for wholesale customers, including standing orders, shopping carts for one-off orders and amendments, easy reordering, and saved templates. Order deadlines and product lead times can also be enforced so teams receive cleaner order data before production begins.
Can Streamline handle customer-specific pricing and item catalogues?
Yes. Streamline supports unlimited price lists, customer-specific pricing, item visibility by customer or delivery address, and templates for managing access at scale. It also supports seasonal item rules and date-based availability, helping bakeries control what each customer can order and when.
Can Streamline capture orders without manual re-entry?
Yes. In addition to web and mobile ordering, Streamline can capture orders from inbox formats using Streamline CE. It can listen for orders sent as PDF, HTML, Excel, or CSV and create them in the system, reducing manual order entry and helping teams work faster.
How does order management connect to invoicing and customer accounts?
Orders in Streamline connect directly to invoicing and customer account workflows. The system includes an invoice and credit note library, live customer statements, payment collection tools, and account-level settings such as contacts, addresses, delivery charges, and billing preferences. This helps keep order intake and finance aligned.
Related features
Order management connects to every other part of Streamline.
Get started
See how Streamline manages bakery orders from customer portal to invoice.
Connect online ordering, customer accounts, pricing, order changes, production handoff, invoicing, and reporting in one bakery ERP system.
