Creating a New Order
Learn how to create an order, select a customer, choose a delivery date, and add items.
What You'll Learn
- How to create an order from start to finish
- Three ways to add items (products, quick add, recipes)
- Common mistakes to avoid
Why This Matters
Orders are the heart of your bakery — every sale, every delivery, every invoice starts here. Getting comfortable with order creation is the single most important skill in BakeOnyx.
Creating an Order
- Go to Orders in the sidebar, click New Order
- Select a customer: Start typing a name. If they're new, click "Add New Customer" — just name and phone is enough
- Set the date: Choose when the order is due (delivery or pickup date)
- Choose delivery method: Pickup, delivery, or shipping
Adding Items — Three Ways
1. From Product Catalog
Click "Add Product" and select from your pre-created products. Price is preset — fastest option for items you sell regularly.
2. Quick Add
Click "Quick Add" for one-off custom items. Choose a type (Cake, Cookie, Cupcake, etc.), enter quantity and price. Great for custom orders you price on the spot.
3. From Recipe
Click "Add from Recipe" for auto-calculated pricing. Select a recipe, enter servings needed, and BakeOnyx calculates the cost and suggests a price based on your markup.
Example: A customer calls wanting a birthday cake. Create order → select "Sarah Johnson" → set pickup Saturday → add "Chocolate Fudge Cake" from products at $45 → save. Done in 30 seconds.
Common Mistakes
- Recipe costs show $0: Your ingredients don't have prices set yet. Go to Ingredients and add cost per unit.
- Can't find customer: Type at least 2 characters to trigger search, or click "Add New Customer"
Next Steps
- Managing and Tracking Orders — track status from pending to delivered
- Invoices and Payments — send invoices and record payments
- Creating Orders from Recipes — auto-calculated pricing
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