Understanding Your Dashboard

What you'll learn

• How to navigate BakeOnyx using the sidebar and main dashboard
• What information the dashboard widgets show and how to use them
• How to find specific features and tools for your bakery operations

Your Dashboard Overview

When you log into BakeOnyx, you'll land on your Dashboard—your command center for running your bakery. It's designed to give you a quick snapshot of what's happening this week and help you navigate to the tools you need.

The dashboard is split into two main areas: the sidebar navigation on the left and your dashboard widgets in the main area.

Understanding the Dashboard Widgets

Your dashboard displays several key widgets to help you stay on top of your business:

This Week's Orders

This widget shows all orders and customer inquiries that are due this week. At a glance, you can see how busy your week is and which orders need attention. Click on any order to view details or make changes.

Scheduled Payments

This widget displays upcoming payment milestones. If you have recurring customers or wholesale accounts with scheduled payments, you'll see them here. This helps you track cash flow and plan ahead.

Stat Cards

Quick-reference cards show important metrics about your business. These give you a fast overview without needing to dig into reports.

Navigating with the Sidebar

The left sidebar is your main navigation menu. It's organized to follow your bakery's workflow: from taking orders, to production, to selling and reporting.

Main Navigation Sections

Here's what you'll find in the sidebar, organized by function:

• Orders & Sales: Orders, Recurring Orders, POS (Point of Sale), Customers, Storefront
• Production: Recipes, Products, Ingredients, Production, Schedule
• Supply Chain: Purchase Orders, Suppliers, Deliveries, Wholesale
• Planning & Insights: Forecast, Calendar, Reports
• Business Management: Expenses, Content, Agents, News, Settings

Each section contains tools to help you manage that part of your business. For example, if you need to create a new recipe, you'll find that under Recipes. If you want to check upcoming deliveries, go to Deliveries.

Using the Bake Buddy AI Chat

You'll see a chat icon in your sidebar. This opens Bake Buddy, your AI assistant. Ask questions about how to use BakeOnyx, get tips on baking, or request help with a task. Bake Buddy is available anytime you need support.

Mobile Navigation

On a phone or tablet, the sidebar collapses into a hamburger menu (three horizontal lines) in the top-left corner. Tap it to open the navigation menu, then tap any section to navigate.

Multi-Location Bakeries

If you manage more than one bakery location, you'll see a location switcher in the top header. Use it to switch between locations. Your dashboard and all data will update to show information for the selected location.

Finding What You Need

The sidebar is organized logically, but here's a quick reference:

• Need to take a new order? Go to Orders
• Want to create or edit a recipe? Go to Recipes
• Need to manage your suppliers? Go to Suppliers
• Looking for your business settings? Go to Settings
• Want to see reports or analytics? Go to Reports

Next Steps

Now that you understand your dashboard layout, you're ready to start using BakeOnyx. Here are some helpful next steps:

• Creating a New Order — Learn how to enter your first customer order
• Creating a Recipe — Set up your baked goods and ingredients
• Business Profile Settings — Configure your bakery's basic information