End-to-End: From Inquiry to Delivery
Follow an order from initial customer inquiry all the way through production, delivery, and payment.
End-to-End: From Inquiry to Delivery
- Understand the complete order lifecycle in BakeOnyx
- Each stage from initial inquiry through to delivery and payment
The Complete Flow
BakeOnyx supports multiple paths from customer contact to completed order:
Path 1: Inquiry → Quote → Order (Full Process)
- Inquiry received — via public form, phone, email, walk-in, or social media
- Staff reviews — assigns priority, team member, reviews product requirements
- Quote created — detailed line items with pricing sent to customer
- Customer accepts — via public link or baker marks as accepted
- Order created — automatically (if auto-convert enabled) or manually
- Production — order appears on production schedule and calendar
- Delivery/pickup — order delivered or collected
- Payment — invoice sent, payment recorded (online via Stripe/Square or manual)
Path 2: Inquiry → Order (Direct)
Skip the quote step — click "Convert to Order" directly from the inquiry detail page.
Path 3: Direct Order
Create an order from scratch at Orders → New Order. No inquiry or quote needed.
Path 4: Standalone Quote → Order
Create a quote without an inquiry, send to customer, convert when accepted.
What Carries Through
When converting inquiry → order, all data maps automatically:
| Inquiry Field | → Order Field |
|---|---|
| Customer name/email/phone | Order customer (auto-created if new) |
| Event date | Due date |
| Event time | Delivery/pickup time |
| Product customizations | Order notes (type, tiers, details) |
| Dietary requirements | Order notes |
| Allergen concerns | Order notes |
| Delivery preference + address | Delivery method + address |
| Deposit amount | Order deposit paid |
| Reference images | Order reference images |
| Selected products | Order items |
Calendar Behavior
Inquiries appear on the calendar by event date. Once converted to an order, the inquiry is removed from the calendar — only the order shows. No duplicate entries.
Auto-Convert Setting
Enable Settings → Inquiries → Workflow Automation → Auto-convert to order when quote is accepted for a seamless pipeline. When a customer accepts a quote, the order is created automatically with all data carried through.
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 does BakeOnyx handle different types of customer inquiries?▾
BakeOnyx supports various inquiry channels, including public forms, phone calls, emails, walk-ins, and social media. Each inquiry can be reviewed, prioritized, and assigned to a team member. From there, you can create a detailed quote or convert it directly into an order, depending on your workflow.
Can I convert an inquiry directly into an order without creating a separate quote?▾
Yes, BakeOnyx allows for a direct conversion from an inquiry to an order. If you choose not to create a formal quote, you can simply click 'Convert to Order' directly from the inquiry detail page. This streamlines the process for immediate order placement.
What happens to the customer and order details when converting an inquiry to an order in BakeOnyx?▾
When converting an inquiry to an order in BakeOnyx, all essential data is automatically mapped. This includes customer contact information, event dates and times, product customizations, dietary and allergen notes, delivery preferences, deposit amounts, and reference images. New customers are automatically created if they don't already exist.
How does BakeOnyx manage the calendar to avoid duplicate entries?▾
BakeOnyx intelligently manages your calendar. Inquiries appear based on their event date. Once an inquiry is converted into an order, the original inquiry is removed from the calendar view, and only the finalized order remains. This ensures a clean and accurate representation of your schedule.
What is the 'Auto-convert' setting in BakeOnyx, and how does it work?▾
The 'Auto-convert' setting within BakeOnyx (found under Settings → Inquiries → Workflow Automation) automates the process of turning an accepted quote into an order. When enabled, a customer accepting a quote automatically creates a new order in the system, carrying over all previously entered details for a seamless transition.