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Orders
Creating, managing, and tracking orders
Creating a New Order
Learn how to create an order, select a customer, choose a delivery date, and add items.
Quick Add: Adding Items by Product Type
Use Quick Add to create order items on the fly by selecting a product type like Cake, Cookie, or Cupcake.
Creating Orders from Recipes
Create order items from your recipe catalog with auto-calculated pricing based on servings.
Managing and Tracking Orders
Track order status from pending to completed, view order details, and manage your order pipeline.
Invoices and Payments
Generate invoices, record payments, and track what customers owe.
Order Settings and Preferences
Configure order-related settings including number format, default terms, and tax rates.
Setting Up Recurring Orders
Create recurring order templates for customers who order on a regular schedule.
Managing Recurring Orders
View generated occurrences, pause or modify templates, and handle exceptions.