Running BakeOnyx well takes about 10–15 minutes a day, 30 minutes a week, and an hour a month. Check orders and production daily, profit and low stock weekly, and costs, food-cost %, and pricing monthly. Here's the exact routine for each cadence so nothing slips.

Daily Routine (10-15 minutes)

Your daily check-in with BakeOnyx should be quick but crucial. Focus on what's happening right now and what's coming up soon.

Morning Check: New & Pending Orders
Start your day by heading to the Orders dashboard. Filter orders due Today and Tomorrow. Review any new orders that have come in overnight and confirm them. This ensures your team knows exactly what needs to be baked.
Review Production Schedule
Navigate to the Production dashboard. Review the schedule for the day. If you haven't already, print out the Job Sheets for your baking team. These sheets are vital for clear communication and task management.
During the Day: Log Progress & Waste
As tasks are completed, make sure your team marks them as done in BakeOnyx. It’s also important to log any ingredients that were wasted. This helps you track potential issues and understand your actual ingredient usage. Confirm that inventory has been updated accordingly.
End of Day: Expenses & Inquiries
Before you wrap up, go to the Expenses dashboard and record any costs incurred today. Check the Inquiries dashboard for any new customer messages or questions. Take a quick look at tomorrow's orders to get a head start on planning.

Note: Even a quick 10-15 minute check each morning and evening can prevent small issues from becoming big problems.

Weekly Routine (30 minutes)

Set aside time once a week, ideally on a Friday afternoon, to look at your performance and plan for the week ahead. This helps you stay on track financially and operationally.

Review Profit & Loss (P&L) Summary
Go to the Reports dashboard and pull up the P&L Summary for the current week. Are you making a profit? This quick glance will tell you if you're on the right track financially.
Check Low Stock Alerts
Visit the Ingredients dashboard and look for any Low Stock Alerts. If you see items running low, create Purchase Orders (POs) immediately to ensure you don't run out of essential supplies.
Analyze Waste Report
In the Reports section, check the Waste Report. Are certain recipes consistently generating more waste than others? This could indicate a need to adjust recipes, portion sizes, or training.
Customer Feedback & Inquiries
Review any outstanding customer inquiries or feedback from your online store. Ensure all customers have been responded to promptly.
Send Invoices
Check if there are any outstanding invoices that need to be sent to clients. Staying on top of invoicing helps with cash flow.

Monthly Routine (1 hour)

Dedicate about an hour at the beginning of each month to a more thorough review. This is where you can really dig into the details and make strategic decisions.

Full P&L & Expense Review
Go to the Reports dashboard. Review the full P&L for the past month and compare it to the previous month. Also, look at the Expense Report. Use the Budget vs. Actual feature to see if you're overspending in any areas.
Update Ingredient Costs
Ingredient prices can change frequently. Review your recent Purchase Orders and update the costs for your ingredients in BakeOnyx. This is crucial for accurate recipe costing.
Check Food Cost Percentage
Use the Food Cost Report to ensure your food cost percentage is within your target range, typically between 25-35%. If it's too high, you may need to adjust recipe costs or prices.
Review Recipe Costs & Product Pricing
With updated ingredient costs, review the cost of your recipes. Have ingredient price changes impacted your profit margins? If necessary, adjust your product prices to maintain profitability.
Customer Retention Check
Look at your customer data. Are there any regular or VIP customers who haven't ordered in a while? Consider reaching out to them with a special offer.
Data Backup
Export important reports, such as your P&L and sales summaries, as CSV files for your own records. While BakeOnyx keeps your data safe, having your own backups provides an extra layer of security.

Tip: Set a recurring calendar reminder for your weekly and monthly reviews. Consistency is key to business growth. Even 15 minutes of review each week can make a significant difference over the year!

Quarterly Routine (2 hours)

Every three months, take a bit more time to look at the bigger picture and plan for the future.

Review Subscription Plan
Assess if your current BakeOnyx subscription tier still meets your bakery's needs. Are you utilizing the features you're paying for, or could a different plan be more cost-effective?
Full Inventory Stock Take
Conduct a physical count of all your ingredients and finished goods. Compare this to what BakeOnyx shows and make any necessary adjustments to your inventory levels. This ensures accuracy for ordering and costing.
Supplier Pricing Review
Compare prices from your current suppliers. Are you getting the best deals available? Consider getting quotes from other suppliers to ensure you're competitive.
Set Goals for the Next Quarter
Based on your P&L trends and other reports, set clear, achievable goals for the next quarter. This could relate to sales targets, cost reduction, or customer acquisition.

Next Steps

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