What You'll Learn

How to track orders from pending to delivered
Understanding order status badges
Your daily order workflow
How to email a customer about an order

The Orders List

Go to Orders to see all your orders with colour-coded status badges, customer name, delivery date, and total amount. Filter by status or date range to focus on what matters today.

Business Customers Show by Business Name

If a customer has a Company Name, the orders show the business name first, with the contact person under it. For example, an order for Guy at Claremont Farm shows Claremont Farm and, under it, Guy Pimbley.

This is on the Orders list, the order page, standing orders, the dashboard, the calendar and Bulk Print.
When you create or edit an order, the Customer list shows the business name. You can search by the business name or by the person's name.
Export CSV has a company_name column next to customer_name.
A customer with no company name shows by their own name, as before.

Tip: To add or change a company name, open the customer and click Edit Customer. Emails to the customer still say hello to the person by name.

Order Status Flow

Pending — order created, awaiting confirmation
Confirmed — customer confirmed, deposit paid
In Progress — you're baking it
Ready — baked, cooled, and ready for pickup or delivery
Delivered / Completed — handed to the customer

You can also cancel orders at any stage.

Order Detail Page

Click any order to see everything — items with pricing, payment history, notes, attached images, and a timeline showing every status change with timestamps.

Email a Customer About an Order

You can email a customer directly from their order. The email stays linked to that order.

Open the order and click Email customer at the top of the page (or under the customer's email address in the Customer card).
The Messages tab opens with Email selected. Type your message.
Click Send.

The email subject names the order (for example, "Re: Your order #1042 with Your Bakery"), and the email shows the order number and due date. The customer knows which order you mean.

When the customer clicks Reply, the answer comes back into the same order thread and into your Inbox. Each email you send and each customer reply also shows on the order's Activity tab.

Tip: The email uses your sender name and email signature from Settings → Email. Set them once and every order email looks like it comes from you.

Note: The Email customer button is not available when the customer has no email address or has opted out of emails.

Daily Workflow

Most bakers start their day by filtering orders to today's due date. This shows exactly what needs to be baked, packed, and delivered today.

Tip: Use the "This Week" filter on your dashboard to see everything due in the next 7 days. Or ask Bake Buddy: "What orders do I have today?"

Orders for a Specific Date

To see the orders that are due on one day, click Pick date after the date filters on the Orders page.

Select the Due date.
To see more than one day, also select a To date, for example a long weekend.
Click Show orders.

The filter shows the date and the number of orders. Use the ‹ and › arrows to go to the previous or next day (or the previous or next range of the same length). Click × to see all dates again. The Pickup and Delivery filters show the counts for the selected date.

Tip: Standing orders appear on a date only after BakeOnyx creates them. Set the lead time of a standing order to 7 days to see a full week ahead.

Next Steps

Invoices and Payments — send invoices and track what's owed
Production Scheduler — turn orders into a baking plan
Your Daily Workflow — morning routine for bakery owners