Onboarding Walkthrough

Onboarding Walkthrough

When you first log into BakeOnyx, you'll be guided through a 5-step setup wizard. This walkthrough ensures your bakery is configured correctly so you can start managing orders, recipes, and costs right away.

• Complete your bakery's business profile and basic settings
• Configure tax rates and overhead costs specific to your region
• Set up order defaults like numbering format and payment terms

Getting Started with Onboarding

The onboarding wizard appears automatically when you log in for the first time. You'll see a progress checklist on the left side of your screen showing all 5 steps. Each completed step displays a checkmark, so you can track your progress at a glance.

Step 1: Business Profile

Start by telling BakeOnyx about your bakery.

1. Enter your Bakery Name — this is how it will appear on orders and invoices
2. Upload your Logo (optional, but recommended for professional invoices)
3. Enter your Address — street, city, state, and postal code
4. Select your Timezone from the dropdown — this ensures order times are recorded correctly
5. Choose your Currency (USD, EUR, GBP, etc.) — you can't change this later, so choose carefully
6. Click Next to proceed

Step 2: General Settings

Configure the financial defaults for your bakery.

1. Set your Labour Rate — the hourly cost of labour (used to calculate recipe costs)
2. Enter your Default Markup — the percentage markup applied to recipe costs when creating orders (e.g., 40% markup)
3. Choose your Overhead Allocation Method — select how overhead costs are distributed across orders (by recipe weight, labour time, or fixed amount)
4. Click Next

Step 3: Tax Rates

Set up tax rates based on your region and business type.

1. Enter your Default Tax Rate — the standard sales tax or VAT for your area
2. Add any Additional Tax Rates if your region has different rates for different product types (e.g., prepared foods vs. wholesale)
3. Click Next

Step 4: Overhead Costs

Add your monthly overhead expenses so BakeOnyx can factor them into your pricing and profitability.

1. Review the list of common overhead categories (rent, utilities, insurance, etc.)
2. Enter the Monthly Cost for each item that applies to your bakery
3. Add custom overhead items if needed by clicking Add New Item
4. Click Next

Step 5: Order Settings

Finalize how orders will be numbered and tracked.

1. Choose your Order Numbering Format — decide if orders are numbered sequentially (001, 002, 003) or by date (ORD-20250115-001)
2. Set your Default Tax Rate for Orders — this applies to new orders unless you override it
3. Select your Default Payment Terms — choose from options like "Due on Receipt," "Net 7," "Net 14," or "Net 30"
4. Click Complete to finish onboarding

Once you click Complete, you'll have full access to your BakeOnyx dashboard and can start creating orders and recipes.

What's Next?

Congratulations! Your bakery is now set up in BakeOnyx. Here's what to do next:

• Explore your dashboard to familiarize yourself with the main features
• Create your first recipe so you can build orders with accurate costs
• Create your first order to see how everything works together