Setting Up Recurring Orders

• Create order templates for customers who order on a regular schedule
• Set frequency (daily, weekly, biweekly, or monthly) and delivery dates
• Automate order generation so you don't have to manually create the same orders

What Are Recurring Orders?

Recurring orders are templates that automatically generate customer orders on a schedule you set. If a customer orders the same items every Friday, or needs a monthly cake delivery, you can create a recurring order template instead of manually entering the same order each time. BakeOnyx will generate those orders automatically based on your template.

Create a New Recurring Order Template

1. From your BakeOnyx dashboard, go to Orders in the main menu.
2. Select Recurring Orders from the submenu.
3. Click the Create New Template button in the top right.

Step 1: Choose a Customer

In the Customer field, search for and select the customer this recurring order is for. If the customer isn't in your system yet, you'll need to add them first.

Step 2: Name Your Template

Give your template a clear name in the Template Name field. Use something descriptive like "Friday Sourdough Delivery" or "Monthly Birthday Cake – Johnson Account." This helps you identify the template quickly in your list.

Step 3: Set the Frequency

Choose how often this order repeats:

• Daily: Order generates every day
• Weekly: Order generates on the same day each week (select the day)
• Biweekly: Order generates every two weeks
• Monthly: Order generates on the same date each month (e.g., the 15th)

For weekly orders, select the day of the week. For monthly orders, enter the day of the month (1–31).

Step 4: Set Start and End Dates

Enter the Start Date — the first date this recurring order should generate. The End Date is optional. If you leave it blank, the template will continue generating orders indefinitely. If you set an end date, orders will stop generating after that date.

Step 5: Set Lead Time

Enter the Lead Time in Days — how many days before the delivery date you need the order to be created in your system. For example, if a customer's delivery is Friday and you need 3 days to prepare, enter 3. The order will be created on Tuesday.

Step 6: Choose Delivery Method

Select how the customer receives their order: Pickup, Delivery, or Shipping.

Step 7: Add Items to the Order

Click Add Item to add products to this recurring order. Search for the product by name, select it, and enter the quantity. Add as many items as needed. You can remove items by clicking the Remove button next to each one.

Step 8: Save the Template

Click Save Template at the bottom. Your recurring order is now active and will start generating orders on the schedule you set.

View and Manage Your Templates

Go to Orders → Recurring Orders to see all your templates in a list view.

From this list, you can:

• Edit: Click a template to change frequency, items, or dates
• Pause: Temporarily stop orders from generating (useful during holidays or customer breaks)
• Cancel: Permanently stop the template
• View Orders: See all orders generated from a template

Next Steps

• Managing Recurring Orders — Learn how to pause, edit, or cancel templates
• Managing Customers — Add new customers to your system
• Creating a Recipe — Build custom products to add to recurring orders