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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.

Online Payments (Stripe & Square)

Accept online payments from customers via Stripe or Square payment links.

Printing Allergen Labels

Generate and print allergen labels for order items based on recipe ingredients.

Bulk Print Orders and Invoices

Print multiple order summaries or invoices at once for efficient batch processing.

End-to-End: From Inquiry to Delivery

Follow an order from initial customer inquiry all the way through production, delivery, and payment.

Custom Item Pricing (Cake Matrix)

Price custom cakes consistently — let BakeOnyx suggest a price from your costs or from a base price plus per-option adjustments, with a live breakdown you can always override.