Quick Add: Adding Items by Product Type

How to use Quick Add to create order items without needing a saved recipe
How to set quantity, price, and cost details for custom items
Which product types are available and how type-specific options work

What is Quick Add?

Quick Add lets you add items to an order on the fly by selecting a product type—like Cake, Cookie, or Cupcake—and filling in the details right there. You don't need a saved recipe. This is perfect for custom orders, one-off requests, or when you want to add something quickly without setting up a full recipe first.

How to Use Quick Add

Step 1: Open Your Order

Go to the order you want to add items to. If you're creating a new order, set up your customer and order details first. (See Managing Customers if you need help.)

Step 2: Click the Quick Add Button

In the order details screen, look for the Quick Add button. Click it to open the Quick Add dialog.

Quick Add dialog showing product type dropdown and customization fields

Step 3: Select a Product Type

In the dialog, click the Product Type dropdown and choose from these 13 options:

Cake
Cookie
Cupcake
Cake Pop
Donut
Flower
Macaron
Meringue
Mini Cake
Oreo Pop
Rice Treat
Wafer
Other

Step 4: Fill in Type-Specific Details

Once you select a product type, the dialog shows fields tailored to that type. For example:

Cake: Size, Shape, Filling, Covering
Cookie: Size, Shape, Flavor
Cupcake: Size, Flavor, Frosting

Fill in these fields based on what the customer ordered. All available options are pre-set in your system, so just select from the dropdown lists.

Step 5: Set Quantity

Enter the Quantity—how many of this item the customer is ordering.

Step 6: Enter Price and Cost Details

Now set the financial details:

Unit Price: The price per item that you'll charge the customer
Labour Hours: How many hours of labour this item requires (optional)
Overhead: Additional overhead costs per unit (optional)

Pricing section showing unit price, labour hours, overhead, and calculated total cost

Step 7: Review the Cost Breakdown

BakeOnyx automatically calculates your total cost per unit:

Total Cost = Unit Cost + Labour Cost + Overhead

This helps you see your margin at a glance. If you entered labour hours, BakeOnyx multiplies them by your default labour rate to calculate labour cost.

Tip: If you find yourself using the same Quick Add item repeatedly, consider creating a saved recipe instead. Recipes save time and ensure consistency across orders.

Step 8: Click Add to Order

Once all details are filled in, click Add to Order. The item appears in your order line items immediately.

Note: You can add multiple items using Quick Add in the same order. Just repeat these steps for each item.

Tips for Using Quick Add Effectively

Use it for custom or one-off items: Quick Add is ideal when a customer wants something unique that doesn't match your standard recipes.
Keep your product type list clean: Make sure your type-specific options (sizes, shapes, fillings) are up to date so Quick Add is fast and accurate.
Track labour and overhead: If you include labour hours and overhead, you'll have better visibility into your actual costs and profitability per item.

Warning: Quick Add items are not linked to recipes, so they won't pull ingredient data or production notes. If you need detailed ingredient tracking or production instructions, create a recipe instead.

Next Steps

Creating Orders from Recipes — Learn how to add items based on saved recipes
Creating a Recipe — Set up reusable recipes for your standard products
Managing Customers — Add and organize customer information