topic Re: Wholesale Accounts in Back Office & Team

Wholesale Accounts

Kyleen — Tue, 01 Nov 2022 19:32:00 GMT

Hi there! New to Toast and trying to figure things out! We run a small bakery. Is there anyway to allow our wholesale clients to order through a separate “portal” or portion of the app? The pricing for our wholesale clients is obviously different from our retail pricing. Any insight here would be so helpful, thank you!

Re: Wholesale Accounts

rcmck — Tue, 01 Nov 2022 22:25:48 GMT

Not really, technically you could have another online ordering URL but it is essentially adding another business to do it, and there would be no way to restrict ordering to wholesale customers only like a login or something. Maybe look into a b2b wholesale online ordering platform to receive the orders, and then you could leverage the invoicing feature of toast for entering orders and billing the customers? But there is no complete wholesale integration with toast that I know of at this time at least.

Re: Wholesale Accounts

josh212 — Wed, 02 Nov 2022 12:56:53 GMT

You can use Customer Invoicing, Even have a separate Company name on the invoices. You Can have a menu not viewable anywhere else and you can bill the before or after.

Re: Wholesale Accounts

Kyleen — Thu, 03 Nov 2022 21:18:12 GMT

How do you have a menu that is not viewable anywhere else?

Re: Wholesale Accounts

rcmck — Thu, 03 Nov 2022 21:24:08 GMT

In the menu editor, every menu has visibility settings, you would uncheck all if you didn't want it to show up anywhere.

Re: Wholesale Accounts

JMC — Tue, 29 Nov 2022 19:56:51 GMT

We are a bakery with wholesale customers, too! We use the House Accounts feature to manage these customers. While there is no online solution right now, you could allow customers to enter their orders online and leave the orders unpaid. Your staff can then apply the appropriate discount at the POS when they accept the order, and charge the order to their account.

In our case, we have a standard wholesale discount and our customers have standing orders, so they do not place orders for each delivery.