Managing and Tracking Orders

Managing and Tracking Orders

• View all your orders in one place and filter by status or date
• Track order progress from pending through to completed or cancelled
• Access full order details, payment info, and customer notes

Viewing Your Orders

The Orders page is your command center for managing everything your bakery produces. Here you can see all orders at a glance, understand where each one stands, and dive into the details whenever you need to.

1. From your BakeOnyx dashboard, click Orders in the main menu.
2. You'll see a list of all your orders with key information displayed: customer name, delivery date, order total, and current status.

Understanding Order Statuses

Each order moves through your workflow with a clear status badge. Here's what each one means:

• Pending — Order received but not yet confirmed with the customer
• Confirmed — Customer has confirmed the order; you're ready to prepare
• In Progress — You're actively baking or preparing the order
• Ready — Order is finished and waiting for pickup or delivery
• Delivered — Order has been delivered to the customer
• Completed — Order is finished and payment is settled
• Cancelled — Order was cancelled by you or the customer

Filtering and Finding Orders

If you have many orders, filtering helps you focus on what matters right now.

1. On the Orders page, look for the filter options at the top.
2. Filter by Status to show only pending, confirmed, in progress, or ready orders.
3. Filter by Date to view orders for a specific delivery date or date range.
4. Click Apply to see your filtered results.

Viewing Order Details

Click on any order to open its detail page and see everything about that order in one place.

1. From the Orders list, click the order you want to review.
2. The order detail page opens, showing:

• Order Summary — Customer name, delivery date, and order total
• Items — What you're baking: product names, quantities, and any special requests or notes
• Payments — Payment status, amount paid, and any outstanding balance
• Customer Notes — Any special instructions or dietary requirements
• Timeline/Activity Log — A record of all changes to the order (when it was confirmed, moved to in progress, etc.)

Updating Order Status

As you work through your orders, update their status to keep your team and customers in sync.

1. Open the order you're working on.
2. Look for the Status field or button (usually near the top of the order detail page).
3. Click to change the status to the next stage: Confirmed, In Progress, Ready, Delivered, or Completed.
4. The activity log automatically records the change and timestamp.

Next Steps

• Invoices and Payments — Learn how to track payments and send invoices to customers
• Managing Customers — Keep customer contact info and preferences organized
• Creating a Recipe — Set up the products you'll include in orders