Skip to main content

​
Overview

When you supply baked goods to a business — a cafe, a corporate office, an event planner — you can create a company in Knead. Companies group contacts together and give you a single view of all orders and total spend for that organization.

​
When to Use Companies

Companies work well for clients where multiple people may place orders on behalf of the same organization. Common examples:
  • A cafe that reorders weekly from different staff members
  • A corporate office that orders for events through an office manager or assistant
  • An event planner who books you for multiple clients throughout the year
  • A restaurant or wholesale account with regular standing orders
If you are dealing with an individual customer (a neighbor ordering a birthday cake), you do not need a company. Your regular client list handles that.

​
Creating a Company

  1. Tap Clients in the main navigation.
  2. Tap the Companies tab.
  3. Tap Add Company.
  4. Enter the company name.
  5. Add the company email, phone number, and address if available.
  6. Use the Notes field for any useful context — delivery dock instructions, billing contacts, account terms.
  7. Tap Save.
Your company is now ready. You can start linking contacts to it.

​
Linking Contacts to a Company

Once a company exists, you can associate individual client profiles with it.
  1. Open the company you want to update.
  2. Tap Add Contact.
  3. Search for an existing client or create a new one.
  4. Assign a role for the contact if helpful (for example, “Office Manager” or “Head Chef”).
  5. Tap Save.
You can link as many contacts as you need to a single company. All their individual orders roll up into the company’s totals.
Pro tip: Set one contact as the default contact for the company. This is the person Knead uses when you need a primary point of contact for invoices or communications.

​
Setting a Default Contact

Every company can have one default contact. This is the go-to person for that account.
  1. Open the company profile.
  2. Find the contact you want to set as default.
  3. Tap the options menu next to their name.
  4. Select Set as Default Contact.
The default contact appears at the top of the company’s contact list. When you create a new order for the company, this contact is pre-selected.

​
Viewing Company-Level Order History

Company profiles show aggregated data across all linked contacts:
  • Total orders — The number of orders placed by anyone at the company.
  • Total spend — Combined revenue from all orders, calculated automatically.
  • Average order value — Total spend divided by total orders.
  • Last order date — When the most recent order was placed.
These numbers update automatically as new orders come in. You do not need to calculate anything yourself.
  1. Tap Clients in the main navigation.
  2. Tap the Companies tab.
  3. Tap the company name to open its profile.
  4. Scroll to the order history section for the full list.
Good to know: Company-level stats help you spot your highest-value accounts at a glance. Use this data when deciding where to focus your energy or when to offer loyalty pricing.

​
Searching and Sorting Companies

As your company list grows, use search and sorting to find what you need.
  1. Tap the Search bar at the top of the companies list.
  2. Type a company name, email, or phone number.
  3. Results filter as you type.
You can also sort companies by name, total spend, or last order date. This makes it easy to identify your most active accounts or find companies you have not heard from in a while.

​
Starring Important Companies

You can star any company to flag it as a priority account. Starred companies are easy to filter and always stand out in your list. See Priority Customers for details.
Still need help? Contact us