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.
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
The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.
Frequently Asked Questions
How do I add a custom item to an order in BakeOnyx?▾
To add a custom item not in your product catalog, use the 'Quick Add' feature. Click 'Quick Add,' select an item type (like Cake, Cookie, or Cupcake), enter the quantity, and then input the specific price you've determined for that custom order. This method is ideal for one-off items or special requests priced on the spot.
Can BakeOnyx automatically calculate pricing for custom orders?▾
Yes, BakeOnyx can automatically calculate pricing when you add items from your recipes. By clicking 'Add from Recipe,' you select the desired recipe and specify the number of servings. BakeOnyx then calculates the ingredient costs and suggests a selling price based on your predefined markup settings, simplifying complex pricing.
What information is needed to add a new customer in BakeOnyx?▾
When creating a new order in BakeOnyx, you can add a new customer quickly. You only need to enter the customer's name and phone number to get started. This minimal requirement ensures that you can efficiently process orders for new clients without lengthy data entry, making the sales process smoother.
Why might my recipe costs show as $0 in BakeOnyx?▾
If your recipe costs are appearing as $0, it means the individual ingredients within that recipe have not yet been assigned a cost. To fix this, navigate to the 'Ingredients' section of BakeOnyx and ensure that a cost per unit is entered for every ingredient used in your recipes. Once updated, recipe costs will calculate correctly.
How do I add an existing product to an order in BakeOnyx?▾
Adding an existing product to an order in BakeOnyx is straightforward. Click the 'Add Product' button within the order creation screen. This will open your product catalog, allowing you to select the item. The price will be automatically populated from your pre-set product information, making it the fastest way to add standard items.