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

  1. Go to Orders in the sidebar, click New Order
  2. Select a customer: Start typing a name. If they're new, click "Add New Customer" — just name and phone is enough
  3. Set the date: Choose when the order is due (delivery or pickup date)
  4. 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

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