Creating a New Order

How to start a new order in BakeOnyx
How to select a customer and set delivery details
How to add items to your order

Getting Started

Creating an order in BakeOnyx is straightforward. Whether you're taking a phone order, processing a walk-in customer, or planning ahead for a catering event, you'll follow the same basic process.

To begin, navigate to the Orders section in your dashboard and click New Order. This takes you to the order creation form where you'll enter all the details for your customer's bake.

Step 1: Select or Add a Customer

The first required field is the customer. Click on the Customer field to search for an existing customer by name or phone number.

Customer selection dropdown showing search field and list of existing customers

If the customer already exists in your system, select them from the list. If this is a new customer, you can create them right here by typing their name and clicking Add New Customer. You'll be able to add their full contact details later.

Tip: Keep your customer list up to date. When you select an existing customer, their previous order history and preferences load automatically, which saves time and helps you remember special requests.

Step 2: Set the Delivery or Pickup Date

Next, choose when the customer needs their order. Click on the Delivery/Pickup Date field and select the date from the calendar. This is a required field—BakeOnyx won't let you save an order without it.

Think of this as your production deadline. If a customer wants their cake on Saturday, you'll need to bake it before then, so choose the date they're picking it up or receiving it.

Step 3: Choose a Delivery Method

Select how the customer will receive their order:

Pickup — Customer collects from your bakery
Delivery — You deliver locally
Shipping — Order ships via carrier

This choice affects how you'll prepare and package the items, so make sure it's correct before moving forward.

Step 4: Fill in Optional Details

While not required, these fields help you stay organized:

Event Type — Wedding, birthday, corporate event, etc. Helps you categorize orders
Order Date — When the customer placed the order (defaults to today)
Notes — Special requests, dietary info, decoration details, or anything else the customer mentioned
Image Upload — Attach a photo of a design the customer showed you or a reference image

Order form showing customer, delivery date, delivery method, event type, and notes fields

Note: The notes field is your best friend for remembering details. Write down allergies, color preferences, delivery instructions, or anything that makes this order unique.

Step 5: Add Items to the Order

Now it's time to add what the customer is ordering. BakeOnyx gives you three ways to add items:

From the Product Catalog — Browse your full list of cakes, pastries, cookies, and other products
Quick Add by Product Type — Quickly add items if you know the category (e.g., "chocolate cakes" or "donuts")
From a Recipe — If you've saved a custom recipe or bundle, add it directly to the order

For each item, you'll specify the quantity and any customizations (flavor, size, decoration, etc.). Keep adding items until the order is complete.

Warning: Double-check quantities and customizations before saving. Once an order is confirmed, changes may affect your production schedule.

When everything looks right, click Save Order. Your order is now in the system and ready for your production team to see.

Next Steps

Quick Add: Adding Items by Product Type — Learn the fastest way to add items to orders
Creating a Recipe — Save custom recipes so you can add them to orders in one click
Managing Customers — Keep customer contact info and preferences organized