How to Add a Locations in BakeSmart

Purpose: This guide will help you create a new bakery location or edit the details of an existing location in BakeSmart, starting with the location name and contact information.

When to Use This:

  • You’ve opened a new store or bakery location
  • You're setting up BakeSmart for the first time. 
  • You’re updating contact or email info for an existing location
  • You need to manage what customers see when placing orders or receiving confirmations

Start Here: Navigating to the Locations List

  1. When you log into BakeSmart, you’ll land on the Dashboard — your home base for managing operations.
  2. Click Settings at the top of the screen.
  3. The Settings Menu opens by default to the Locations List.
  4. To edit an existing location, double-click the location name to open the Location Details Menu.
  5. To add a new location, click the Add Location button and follow the steps below:

Step-by-Step Instructions: Add or Edit Location Name & Contact Details

On the Location Details screen, which opens by default to the Details tab, start by entering a unique Location Name:

If you only have one store, name it something clear and recognizable, like Cross Town Bakery.

If you have multiple locations, use identifiers like Downtown, 2nd Street, or North Side.
💡 This name appears on your eCommerce site for pickup orders—make it easy for customers to recognize.

Fill out or update the following fields under the Details tab:

Phone Number
The number customers will call with questions or to place orders.
💡 This number will appear on your eCommerce site.

Address
Enter the full street address, city, state, and postal code.
💡 This is shown in confirmation emails and pickup instructions.

Reply-To Email Address
This is the customer-facing email address used when your bakery sends quotes, invoices, and confirmations through the POS system.
💡 Customers will see and reply to this email—it should be monitored regularly.

Notification Email Address
This is where BakeSmart will send internal system notifications like new order alerts and schedule updates.

After entering or editing all fields, click Save at the bottom of the screen.

💡 Clicking Save returns you to the Settings > Locations list. To keep editing, double-click the location name again.


What it looks like: 

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Troubleshooting / FAQs:

Q: I don’t see the Add Location button.
A: Make sure your account has remaining location licenses available.

Q: Can I change a location name later?
A: Yes, double-click the location name from the list to open and update its details.

Q: Can I come back and update this information later?
A: Absolutely. You can return to the Settings > Locations screen and double-click any location to edit.

Q: Can I leave some of the fields blank?
A: All fields in this section should be completed for full functionality and clear customer communication.


Related Articles:

[Setting Up Tax Options for a Location]

[Configuring Fulfillment Methods for a Location]

[Managing Location Availability and Hours]

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