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Wholesale Customer Portal

Give wholesale customers self-service access to place orders, view invoices, and manage their account.

Open Wholesale

Wholesale Customer Portal

  • Enable wholesale customers to place orders and manage their accounts independently
  • Give customers access to their order history, invoices, and account settings
  • Automate order creation with your negotiated pricing and volume discounts

What is the Wholesale Customer Portal?

The Wholesale Customer Portal is a dedicated online space where your wholesale customers can place orders, view their order history, download invoices, and manage their account details—all on their own time. Instead of emailing you or calling to place orders, they log in, browse available products, and submit orders that automatically apply their negotiated pricing and volume breaks.

Note: The Wholesale Customer Portal is a Professional+ tier feature. If you're on a lower plan and want to enable this feature, contact our sales team.

Setting Up Wholesale Portal Access for Customers

Before customers can use the portal, you need to enable it for their account and provide them with their login credentials.

  1. Go to Customers in the main menu.
  2. Find and select the wholesale customer you want to give portal access to.
  3. In the customer's profile, locate the Wholesale Portal Access section.
  4. Toggle Enable Wholesale Portal to the "on" position.
  5. Set a temporary password for the customer (or let them set their own via a password reset link).
  6. Share the portal login URL with the customer. The URL is: yourbackery.bakeonyx.com/wholesale/[your-bakery-slug]
  7. Provide the customer with their email address and the temporary password.
Tip: You can send the login details via email directly from BakeOnyx. Look for the Send Portal Invite button in the customer's profile—it will automatically email them the portal URL and a secure password reset link.

What Customers Can Do in the Portal

Place Orders

Customers log in and navigate to the Orders tab to create a new order. They'll see all available products with their negotiated pricing already applied. Any volume discounts or tiered pricing you've set up for that customer will automatically calculate as they add items to their cart.

Wholesale portal orders page showing a list of past orders and a button to create a new order

View Order History

The Orders page displays all orders the customer has placed through the portal, including order dates, totals, and status. They can click on any order to view details like items, quantities, and delivery dates.

Download Invoices

Customers can access the Invoices tab to view and download all invoices associated with their account. This is helpful for their accounting and record-keeping.

Manage Account Settings

In Account Settings, customers can update their contact information, change their password, and manage delivery addresses for orders.

How Orders Are Processed

When a customer places an order through the wholesale portal, BakeOnyx automatically:

  • Tags the order with the source "wholesale_portal" so you can easily filter and identify portal orders
  • Applies the customer's negotiated pricing and any volume breaks you've configured
  • Sends you a notification so you can fulfill the order
  • Allows the customer to track the order status in their portal account
Warning: Make sure your product pricing and availability are up to date in BakeOnyx before customers start placing orders. Any changes you make to pricing or inventory will be reflected in the portal immediately.

Customer Login and Security

Customers log in with their email address and the password you set for them. BakeOnyx uses secure authentication (JWT tokens) to keep their session safe. Sessions expire after 30 days of inactivity, so customers will need to log in again if they haven't used the portal in a while.

Wholesale portal login page with email and password fields

Next Steps

The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.

Frequently Asked Questions

How do I give my wholesale customers access to the portal?▾

To grant access, navigate to 'Customers' in BakeOnyx, select the desired wholesale customer, and find the 'Wholesale Portal Access' section. Toggle 'Enable Wholesale Portal' on, set a temporary password (or let them reset it), and share the portal login URL. The URL is typically yourbakery.bakeonyx.com/wholesale/[your-bakery-slug].

What can wholesale customers do once they log into the portal?▾

Customers can place new orders, with their specific pricing and volume discounts automatically applied. They can also review their complete order history, download past invoices for accounting purposes, and manage their account details, including contact information and delivery addresses.

How are orders placed through the wholesale portal processed?▾

When a wholesale customer places an order via the portal, BakeOnyx automatically tags it as 'wholesale_portal,' applies negotiated pricing and discounts, and notifies you for fulfillment. The customer can also track their order status directly within their portal account.

Is the Wholesale Customer Portal available on all BakeOnyx plans?▾

No, the Wholesale Customer Portal is a feature exclusive to the Professional+ tier of BakeOnyx. If you are on a lower-tier plan and wish to utilize this functionality, you will need to contact the BakeOnyx sales team to discuss upgrading your subscription.

Can customers update their own contact information and passwords?▾

Yes, customers have the ability to manage their account settings within the portal. This includes updating their contact details, changing their password for security, and managing the delivery addresses associated with their wholesale orders.

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