Order Settings and Preferences

What you'll learn

• How to set up your order number format and prefix
• How to configure default payment and invoice terms
• How to set delivery fees and minimum order amounts

Getting to Order Settings

Order settings control how your bakery's orders are numbered, invoiced, and delivered. These settings apply to all orders created in BakeOnyx, so it's worth setting them up correctly from the start.

To access your order settings:

1. Log in to your BakeOnyx dashboard
2. Click Settings in the main menu
3. Select Orders from the settings menu

You'll now see the Order Settings page with all the options you can customize.

Setting Up Order Numbers

Your order number format helps you organize and track orders. BakeOnyx lets you customize how your order numbers look.

Order Number Prefix

The prefix is text that appears at the start of every order number. For example, if you set the prefix to BK, your orders might be numbered BK-001, BK-002, and so on.

1. Find the Order Number Prefix field
2. Enter your preferred prefix (typically 2–4 letters)
3. Leave it blank if you prefer just numbers

Order Number Format

The format determines how the numeric part of your order number is structured. Most bakeries use a simple sequential format that auto-increments with each new order.

1. Look for the Order Number Format option
2. Select your preferred format from the dropdown
3. Your preview will update to show you an example

Configuring Payment and Invoice Terms

Payment terms tell customers when payment is due. Invoice terms and conditions appear on every invoice you send.

Default Payment Terms

1. Locate the Default Payment Terms field
2. Select from common options like Due on Receipt, Net 7, Net 14, or Net 30
3. This will automatically apply to new orders, but you can override it per order if needed

Invoice Terms and Conditions

This is where you add any special terms, late payment policies, or other legal language you want on your invoices.

1. Click the Invoice Terms and Conditions text field
2. Type in your terms (e.g., "Payment due within 7 days of invoice date" or "Late payments subject to a 1.5% monthly interest charge")
3. Keep it clear and concise—customers need to understand what they're agreeing to

Setting Delivery Fees and Minimum Orders

Default Delivery Fee

If you offer delivery, set a default delivery fee here. You can adjust it per order when needed.

1. Find the Delivery Fee field
2. Enter your standard delivery charge
3. Leave blank if you don't charge for delivery or handle it differently

Minimum Order Amount

Set a minimum order value to avoid processing very small orders. This is especially useful if you charge a flat delivery fee.

1. Locate the Minimum Order Amount field
2. Enter the dollar amount (e.g., 25 for $25 minimum)
3. Customers won't be able to place orders below this amount

Saving Your Changes

Once you've configured all your order settings:

1. Review your entries to make sure everything is correct
2. Click the Save button at the bottom of the page
3. You'll see a confirmation message when your changes are saved

Your new settings will apply to all orders created after you save, and to existing orders where you haven't already customized these fields.

Next steps

• Managing Customers — Learn how to set up customer profiles and preferences
• Using the Calendar — Organize your order schedule and delivery dates
• Creating a Recipe — Set up your products for orders