Onboarding Walkthrough

When you first log into BakeOnyx, you'll see the onboarding wizard—a 5-step setup process that gets your bakery up and running. This guide walks you through each step so you can get started quickly.

• Complete all 5 onboarding steps to fully set up your bakery
• Skip steps you're not ready for and come back later
• Track your progress as you move through the wizard

Understanding the Onboarding Wizard

The onboarding wizard is designed to walk you through the essentials: telling us about your bakery, adding your ingredients, creating your first recipe, setting up your products, and customizing how BakeOnyx works for you. You don't have to finish everything in one sitting—you can complete steps at your own pace and return whenever you're ready.

Step 1: Business Profile

The first step is to tell BakeOnyx about your bakery.

1. On the onboarding screen, click Start next to "Business Profile"
2. Enter your bakery's name, address, and contact information
3. Add your bakery's logo (optional but recommended for professional reports and invoices)
4. Click Save & Continue to move to the next step

Step 2: Add Ingredients

Next, you'll add the ingredients you use in your bakery. This helps BakeOnyx track inventory and calculate costs.

1. Click Start next to "Add Ingredients"
2. Click Add Ingredient to begin adding items
3. Enter the ingredient name (e.g., "All-Purpose Flour", "Unsalted Butter")
4. Set the unit of measurement (pounds, ounces, cups, etc.)
5. Enter the cost per unit
6. Repeat until you've added all your core ingredients
7. Click Save & Continue

Step 3: Create a Recipe

Now you'll create your first recipe. This teaches BakeOnyx how your products are made and helps calculate costs and track inventory.

1. Click Start next to "Create a Recipe"
2. Enter your recipe name (e.g., "Chocolate Chip Cookie Dough")
3. Select the ingredients you added in Step 2 and enter how much of each you use
4. Set the yield (how many units this recipe makes)
5. Click Save & Continue

Step 4: Set Up Products

Products are what you sell to customers (e.g., a dozen chocolate chip cookies, a sourdough loaf). You'll link them to recipes so BakeOnyx can track costs and inventory.

1. Click Start next to "Set Up Products"
2. Enter your product name and description
3. Select a recipe (or create a new one)
4. Set your selling price
5. Click Save & Continue

Step 5: Customize Settings

The final step lets you customize BakeOnyx to match how your bakery works.

1. Click Start next to "Customize Settings"
2. Choose your preferred units of measurement (metric or imperial)
3. Set your timezone and date format
4. Configure any other preferences for your bakery
5. Click Save & Finish

Congratulations! You've completed the onboarding wizard and BakeOnyx is ready to use.

What's Next?

Now that your bakery is set up, you're ready to start using BakeOnyx. Here are some helpful next steps:

• Understanding Your Dashboard — Learn what you can do from your main dashboard
• Creating a Recipe — Add more recipes beyond your first one
• Creating a New Order — Start taking orders and managing production