Using the Shopping List

• Generate a shopping list automatically from your upcoming orders and production schedules
• Identify ingredient shortfalls before you run out of stock
• Organize purchases by supplier and export to CSV or purchase orders

What is the Shopping List?

The Shopping List in BakeOnyx calculates exactly what ingredients you need based on your upcoming orders and scheduled production. It compares those requirements against your current stock levels and shows you what's missing. The list is organized by supplier, making it easy to place orders, and it highlights any shortfalls so you never get caught without an ingredient mid-shift.

Think of it as your weekly purchasing roadmap — it tells you what to buy, how much, and from whom.

Accessing Your Shopping List

1. From the BakeOnyx dashboard, click Shopping List in the main navigation menu.
2. You'll land on the Shopping List page, which shows all ingredients needed for your upcoming orders and production.

Understanding Your Shopping List

Each row on the Shopping List shows you:

• Ingredient Name — The item you need to purchase
• Required Quantity — How much you need based on upcoming orders and production schedules
• Current Stock — What you have on hand right now
• Shortfall — The gap between what you need and what you have (highlighted in red if it's a problem)
• Unit — How the ingredient is measured (kg, liters, units, etc.)
• Preferred Supplier — Your default supplier for that ingredient

Ingredients are automatically grouped by supplier, so all items from one vendor appear together. This makes it faster to place orders.

Filtering by Date Range

By default, the Shopping List shows requirements for the next 7 days. To adjust this:

1. Look for the date filter at the top of the page.
2. Select your desired date range (e.g., "Next 14 days" or a custom range).
3. The list will update instantly to show ingredients needed for that period.

Identifying Shortfalls

The Shortfall column highlights ingredients where you don't have enough stock to meet upcoming demand. Shortfall amounts appear in red to catch your eye immediately.

For example, if you need 50 kg of flour but only have 20 kg in stock, the shortfall shows 30 kg — that's what you need to order.

Creating a Purchase Order from the Shopping List

1. On the Shopping List page, select the ingredients you want to order by checking the boxes next to them.
2. Click the Create Purchase Order button at the top or bottom of the list.
3. BakeOnyx will group your selections by supplier and create a draft purchase order for each one.
4. Review the orders, add any notes, and submit them to your suppliers.

Exporting Your Shopping List

If you prefer to work with a spreadsheet or share the list with team members:

1. Click the Export as CSV button at the top of the Shopping List page.
2. The file will download to your computer with all ingredients, quantities, and supplier information.
3. Open it in Excel, Google Sheets, or your preferred spreadsheet tool.

Best Practices for Weekly Planning

• Check twice a week: Review your Shopping List every Monday and Thursday to catch shortfalls early.
• Account for lead times: If your supplier takes 3 days to deliver, order at least 3 days before you need the ingredients.
• Update your recipes: Make sure your recipes in BakeOnyx are current. If a recipe changes, your Shopping List will automatically reflect the new ingredient needs.
• Keep stock levels realistic: Ensure your current stock in BakeOnyx matches what's actually in your storage. Inaccurate stock leads to wrong shortfall calculations.

Next Steps

• Creating a Recipe — Set up your recipes so the Shopping List calculates accurate ingredient needs.
• Creating Purchase Orders — Learn how to submit orders to your suppliers from BakeOnyx.
• Reports Overview — Dive deeper into inventory analytics and purchasing trends.