Setting Up Recurring Orders

Setting Up Recurring Orders

Recurring orders save time and help you build reliable revenue with customers who order the same items on a regular schedule. Instead of manually creating an order every week or month, set up a template once and let BakeOnyx handle the rest.

• Create order templates for regular customers with automatic scheduling
• Set frequency (daily, weekly, biweekly, or monthly) and customize delivery dates
• Pause, resume, or cancel recurring orders anytime without losing the template

Before You Start

Make sure you have:

• A BakeOnyx Professional+ plan (recurring orders are not available on Starter)
• At least one customer already set up in your system
• The items (products) you want to include in the recurring order already created

How to Create a Recurring Order Template

1. From your BakeOnyx dashboard, click Orders in the main menu, then select Recurring Orders.
2. Click the + New Recurring Order button in the top right.
3. Fill in the template details:
   • Customer: Search for and select the customer who will receive this recurring order.
   • Order Name/Description: Give this template a clear name, like "Weekly Sourdough - Monday" or "Monthly Corporate Cake Order." This helps you identify it quickly in your list.
4. Set the frequency:
   • Choose a frequency type: Daily, Weekly, Biweekly, or Monthly.
   • If you select Weekly, pick the day of the week (e.g., Monday, Wednesday).
   • If you select Monthly, pick the day of the month (e.g., the 15th).
   • Daily and Biweekly orders don't require additional configuration.
5. Set start and end dates:
   • Start Date: The date when the first order in this series should be generated.
   • End Date (optional): If this order should stop after a certain date, enter it here. Leave blank if the order should continue indefinitely.
6. Enter the Lead Time in Days: This tells BakeOnyx how many days before delivery you need to prepare the order. For example, if a customer receives their order every Monday and you need 3 days to prepare, enter 3. BakeOnyx will automatically create the order on Friday.
7. Select the Delivery Method: Choose how this customer will receive their order (e.g., Pickup, Local Delivery, Shipping).
8. Add items to the order:
   • Click + Add Item to include products in this recurring order.
   • Search for the product, select it, and enter the quantity.
   • Add as many items as needed for a complete order.
9. Review all details and click Save Recurring Order.

Managing Your Recurring Orders

Once your template is created, you'll see it listed on the Recurring Orders page with a status badge (Active, Paused, Completed, or Cancelled).

Next Steps

• Managing Recurring Orders — Learn how to pause, resume, edit, or cancel recurring order templates.
• Managing Customers — Add new customers or update existing customer information.
• Creating a Recipe — Set up products to include in your recurring orders.

Tax on Recurring Orders

When a recurring template generates a new order, BakeOnyx respects your bakery's tax settings. If Prices include VAT / sales tax is enabled under Settings → Orders, generated recurring orders will automatically extract VAT using your default tax rate — no extra configuration needed per template.