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.