What you'll learn

How to set up multiple bakery locations in BakeOnyx
How to create a wholesale portal for bulk customers
How to manage staff schedules and track labor costs across locations

Setting up multiple locations

If you're running more than one bakery location, BakeOnyx lets you manage them all from one dashboard. Each location has its own orders, inventory, and schedules, but you share recipes and products across all locations.

Go to Dashboard and select Settings
Click Locations from the left menu
Click the + Add Location button
Enter your location name (e.g., "Downtown Bakery" or "Airport Kiosk")
Add the full address and phone number
Set operating hours for each day of the week
Click Save Location

Locations settings page showing form to add a new bakery location with address and operating hours fields

Once you've added all your locations, you'll see a location switcher at the top of your dashboard. Use it to jump between locations and view location-specific data like orders, inventory, and staff schedules.

Location switcher dropdown showing multiple bakery locations to select from

Tip: Recipes and products are shared across all locations, so you only need to create them once. But inventory, orders, and schedules are tracked separately for each location.

Creating a wholesale portal

Wholesale customers can place bulk orders directly through their own portal instead of emailing or calling. You control pricing for each wholesale customer.

Go to Dashboard and select Customers
Click + Add Customer
Enter the business name and contact information
Toggle Wholesale Account to ON
Set a custom price tier for this customer (or use volume-based pricing)
Click Create Wholesale Account

Your wholesale customer will receive a login link via email. They can now log into their portal, browse your products, and place orders at their custom pricing.

Wholesale customers list showing business names, contact info, and custom pricing tiers

Note: You can set different pricing for each wholesale customer, or use tiered pricing based on order volume. Wholesale customers always see their custom prices in the portal.

Managing staff schedules

Use the scheduling tool to create shifts, manage staff availability, and track labor costs by location.

Go to Dashboard and select Schedule
Select the location and week you want to schedule
Click + Add Shift for any day
Choose the staff member, start time, end time, and role (baker, decorator, cashier, etc.)
Enter the hourly rate for that shift
Click Save Shift

Weekly schedule grid showing shifts for multiple staff members across the week with start times, end times, and roles

Staff members can request shift swaps through the app. You'll see swap requests in your dashboard and can approve or deny them. Labor costs are automatically calculated and shown in your reports.

Warning: Make sure to set accurate hourly rates for each role. This data feeds into your labor cost analysis and P&L reports.

Using AI agents (Scale plan)

If you're on the Scale plan, you can turn on AI agents to automate routine tasks like inventory monitoring, financial analysis, and demand forecasting.

Go to Dashboard and select AI Agents
Toggle each agent ON to activate it (Inventory Monitor, Financial Analyst, Production Optimizer, Marketing Insights)
Set a schedule for each agent (daily, weekly, or custom)
Agents will run automatically and send you reports and alerts

AI Agents dashboard showing toggle switches for each agent type, schedule settings, and recent reports

Next steps

Your First 30 Days Checklist — a full onboarding roadmap for new users
Creating a New Order — learn how to process orders from customers and wholesale accounts
Creating a Recipe — set up your products once and use them across all locations