Sell without over-promising
Customer accounts, terms, and standing wholesale orders. Shortages surface on the sales order — before the driver is on the dock.
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Operations demo · Post Falls, Idaho
Honey Salt is a production bakery that sells to grocery, espresso stands, hospitals, and schools. This is the floor system behind that work: one staff portal, one record, from the buyer’s order through bake, pack, and payment.
Built around the accounts a wholesale bakery actually serves
How a wholesale order moves
A confirmed sales order can raise a purchase order only when the recipe is short, then production, packing / bill of lading, invoice, and payment. Receiving puts stock on the floor. Completing a bake consumes ingredients and fills the cooler. Shipping relieves finished goods.
Wholesale account, due date, and SKUs. The recipe explosion checks on-hand before you promise the order.
Raised only if ingredients are short. Receiving puts flour, yeast, and inclusions on the floor at par.
Release, start, and complete the bake. Finished goods land in the cooler against the recipe, not a guess.
Load the route, print the bill of lading, mark shipped. Inventory moves with the truck.
Bill from what actually shipped. Record check, ACH, card, or cash. Open AR sits on the owner dashboard.
What the portal runs
Customer accounts, terms, and standing wholesale orders. Shortages surface on the sales order — before the driver is on the dock.
Eight bagel SKUs plus cookies and sandwiches, with production jobs, ingredient consumption, and par-level inventory.
Six sensors (walk-ins, protein freezer, cooler, finished-goods, dough retarder). Four days of history. Alerts that someone has to acknowledge.
Packing list to invoice to payment, with role-based access so accounting sees money and the baker sees the board — not each other’s work.
Walk it as the people who would use it
Start as Maya (owner) so the whole bakery is visible. Then switch to Quinn or Taylor to show how the menu shrinks.
Everything — start here.
Maya Chen
Orders, production, inventory, HACCP.
Jordan Hale
Accounts and incoming orders.
Casey Reed
Recipes, production, cooler checks.
Sam Ortiz
Receiving, counts, purchase orders.
Chris Nguyen
Packing lists and bills of lading.
Taylor Brooks
Invoices and payments.
Avery Kim
Thermometer log and alerts only.
Quinn Morales
Staff portal
Password for every seeded account is honey2026. Use this form if you are following the printed walkthrough; otherwise pick a role above.
All emails are @honeysaltbakery.com — maya, jordan, sam, chris, taylor, avery, casey, quinn.