Streamline ERP
Streamline brings wholesale ordering, production planning, recipe management, inventory, lot traceability, delivery, invoicing, finance, reporting, and integrations into one bakery management system.
Streamline Feature
Streamline is designed for bakeries that have outgrown disconnected order forms, spreadsheets, production sheets, inventory files, and accounting handoffs. It turns daily bakery work into one connected operational system.
Overview: Streamline is bakery ERP software for wholesale bakeries. It manages online ordering, customer accounts, CRM, sales catalogues, production planning, recipe costing, inventory, lot tracking, supply chain traceability, delivery, proof of delivery, invoicing, finance, reporting, automation, Shopify, and integrations.
Customers and ordering
Streamline lets customers place orders while your team controls catalogues, prices, visibility, contacts, addresses, payment settings, and delivery rules.
Manage customer users, roles, permissions, delivery addresses, driver notes, delivery days, delivery charges, invoice contacts, and onboarding invitations in one system.
Let customers manage standing orders, place one-off orders, save carts as templates, reorder frequently purchased items, and order from a personalized catalogue that respects pricing, visibility, deadlines, and lead times.
Streamline includes CRM features for leads, samples, customer appointments, complaints, customer history, reminders, and follow-up automation.
Production and recipes
Streamline connects order totals, stock, par levels, recipes, costings, allergens, nutrition facts, labels, shopping lists, and traceability records.
Plan production at a glance with the information production teams need: order quantity, current stock, par levels, forecasts, maximum stock limits, recipe requirements, and label needs.
Manage the recipe book as the operational source of truth for ingredients, sub-recipes, sales items, costing, nutrition facts, allergens, recipe cards, and batch instructions.
Inventory and traceability
Streamline connects inventory management and supply chain traceability so bakeries can receive goods, assign lot numbers, use ingredients in recipes, print labels, and trace products through packing slips and delivery.
Receive goods, capture invoice items and quantities, assign lot numbers, print barcode labels, move stock, make recipes, count inventory, and replenish ingredients from shopping lists and purchase orders.
Trace lots from vendor invoice to goods-in, recipes, finished goods, packing slips, customer delivery, and recall messages.
Scan invoices, manage ingredients, create recipes, and print labels—all from a single app built for busy bakers.
Delivery and distribution
Streamline supports route management, packing slip templates, delivery charging, route optimization, truck sales, delivery assets, and electronic proof of delivery.
Organize delivery by weekday, specific dates, addresses, sub-routes, and delivery order.
Attach templates by address, show customer SKUs, include driver notes, hide or show prices, and sort in packing order.
Keep track of when, where, and by whom a tray was delivered to your customers. Easily monitor how many trays are at specific addresses, how many need to be collected, and generate proof of delivery.
Finance
Streamline turns bakery operations into cleaner finance workflows: invoices, credit notes, statements, credit control, payment collection, customer settings, accounting exports, and profitability analysis.
Generate invoices, credit notes, self-service statements, invoice emails, and route or alphabetic invoice batches.
Set collection rules, collect through Stripe, support WholeSail, Melio, ACH, and CSV workflows.
Connect QuickBooks, Xero, sales ledger exports, order minimums, billing settings, and item profitability analysis.
Reporting and automation
Streamline reporting supports pivot tables, charts, shortcuts, production logic, attributes, scheduled emails, deviation reports, shopping lists, bills of materials, weekly orders, and custom report formats.
Create unlimited pivot tables and charts, filter and group by attributes, clone reports, hide columns, and save shortcuts.
Add attributes to items, customers, and addresses to structure production, delivery, labels, and custom reports.
Schedule reports, send customer emails, automate statements, detect order deviations, and support forecasting workflows.
Integrations and extensibility
Streamline integrates with finance, payments, route optimization, EDI, retail ordering, and e-commerce tools while keeping one operational database at the center.
QuickBooks Desktop, QuickBooks Online, Xero, Stripe, WholeSail, Melio, ACH Bank, and CSV workflows.
Whole Foods, Compeat Radar, Coupa, OptimoRoute, and Detrack.
Consolidate retail and wholesale orders for production, sync Shopify items, import orders, and respect lead times.
FAQ
Streamline is bakery ERP software that helps wholesale bakeries manage online ordering, production planning, recipe management, inventory, lot traceability, distribution, invoicing, finance, reporting, and integrations.
Yes. Streamline uses order quantities, current stock, par levels, forecasts, maximum stock limits, recipes, labels, and inventory data to help bakeries plan production.
Yes. Streamline supports goods-in, purchase invoice scanning, lot assignment, barcode labels, inventory moves, stock counts, stock adjustments, recipe production, ingredient depletion, and replenishment.
Yes. Streamline tracks lots from vendor purchase information through goods-in, production, recipe lots, packing slips, dispatch, and recall communication.
Each module summary should link to a dedicated child feature page. Each child page should link back to this hub, pricing, book a demo, relevant documentation, and related sibling feature pages.
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Bring your online ordering, production planning, recipes, inventory, traceability, delivery, finance, and reporting into one bakery ERP system.
