Custom Cake Orders: The Complete Guide

Handle custom cake orders like a pro — from consultation and quoting to deposits, production, decoration, and delivery.

Custom Cake Orders: The Complete Guide

Custom cakes are a special part of any bakery's business, often representing significant celebrations and unique designs. This guide will walk you through managing these complex orders from start to finish using BakeOnyx.

  • Understand the step-by-step process for handling custom cake orders in BakeOnyx.
  • Learn how to quote, confirm, and schedule custom cake production.
  • Discover how BakeOnyx helps with delivery and allergen information for custom cakes.

Step 1: Initial Consultation & Inquiry

When a customer reaches out with a custom cake request, the first step is to create an inquiry in BakeOnyx. This centralizes all the initial details.

  1. Navigate to Inquiries in your BakeOnyx dashboard.
  2. Click the + New Inquiry button.
  3. Fill in the following details:
    • Event Date
    • Guest Count
    • Design Description: Be as detailed as possible based on the customer's request.
    • Reference Images: Upload any photos the customer provides. These are crucial for your decorator!
    • Flavour Preferences
    • Dietary Requirements (e.g., gluten-free, nut-free)
    • Budget Range (if provided by the customer)
  4. Assign the inquiry to the relevant team member, such as your cake decorator or lead baker.
Note: The Inquiry Notes field is a great place to jot down specific details from your conversation, like colour choices or design elements the customer emphasized.

Step 2: Design, Quoting, and Terms

Once you have the initial details, it's time to create a formal quote. For custom cakes, breaking down the pricing is key.

  1. From the inquiry page, click the Create Quote button.
  2. Structure your quote with line items that make sense for a custom cake:
    • Base Cake: Price based on size and flavour.
    • Decoration Complexity: Differentiate between simple buttercream and intricate fondant work.
    • Add-ons: Include items like cake toppers, fresh flowers, or special delivery fees.
  3. Remember to factor in Labour Hours. Custom cakes are often very time-intensive.
  4. BakeOnyx will automatically calculate the total.
  5. Add your standard terms and conditions, such as: "A 50% deposit is required to confirm your order. The remaining balance is due 3 days before the event date."

Step 3: Deposit and Order Confirmation

Sending the quote and securing a deposit are vital steps to confirm the order and commit to the work.

  1. Click Send Quote to send it to the customer via email.
  2. When the customer accepts, click Convert to Order. This moves the quote details into a formal order.
  3. Navigate to the order detail page (you can find it under Orders).
  4. Click Record Payment and enter the deposit amount. BakeOnyx will clearly show the deposit paid and the balance remaining.
Tip: Always get a deposit before starting any significant work on a custom cake. This protects your bakery and confirms the customer's commitment.

Step 4: Utilizing the Product Configurator (Optional but Recommended)

If you handle many custom cake orders, setting up the Product Configurator can streamline the quoting and ordering process, especially for online sales.

  1. Go to Settings in BakeOnyx.
  2. Select Product Configurator.
  3. Define your standard options, such as:
    • Sizes: (e.g., 6-inch, 8-inch, tiered options)
    • Flavours: (e.g., Vanilla, Chocolate, Red Velvet)
    • Fillings: (e.g., Buttercream, Ganache, Cream Cheese)
    • Coverings: (e.g., Buttercream, Fondant, Naked)
  4. You can assign price adjustments to each option, allowing BakeOnyx to calculate costs more accurately as customers select their preferences.

Step 5: Production Planning

Proper scheduling ensures your custom cake is ready on time and looks its best.

  1. 2-3 Days Before Event: Schedule the baking of cake layers. Add these tasks to your production schedule.
  2. 1-2 Days Before Event: Schedule filling, crumb coating, and chilling the cake.
  3. Day Before or Day Of Event: Schedule the final decoration.
  4. If needed, create multiple production tasks for a single order – one for baking, another for decorating – to manage workflow effectively.

Step 6: Delivery and Final Payment

Custom cakes often require careful handling during delivery.

  1. On the order detail page, add any specific Delivery Notes (e.g., "Handle with care," "Keep upright").
  2. If possible, use a dedicated delivery slot in your schedule for fragile items like custom cakes.
  3. Before handing over the cake, take a clear photo for your portfolio and records.
  4. Mark the order as Delivered in BakeOnyx.
  5. Collect the remaining balance payment.
Tip: Take photos of all your finished custom cakes! This builds a great portfolio for future customers and helps with quality control.

Generating Allergen Labels

For custom cakes, ensuring accurate allergen information is critical.

  1. Go to the specific Order Detail Page for the custom cake.
  2. Click the Allergen Labels button.
  3. BakeOnyx will generate labels based on the ingredients in your recipes. Print these labels and attach them securely to the cake box.

Next Steps

Now that you're familiar with managing custom cake orders, explore these related topics:

The summary, FAQ, and statistics in this section were compiled from public sources and reviewed by the BakeOnyx editorial team. AI-assisted research.

Frequently Asked Questions

How does BakeOnyx help manage custom cake inquiries?

BakeOnyx allows you to create detailed inquiries directly within the platform. You can capture essential information such as event date, guest count, design descriptions, flavor preferences, dietary restrictions, and budget. Reference images can also be uploaded and attached to the inquiry, ensuring all relevant details are organized and accessible.

What is the process for quoting custom cakes in BakeOnyx?

From a customer inquiry, you can easily generate a quote using BakeOnyx. The system supports structuring pricing with clear line items, such as base cake price, decoration costs, and delivery fees. This transparency helps customers understand the breakdown of costs, leading to a smoother sales process.

How does BakeOnyx handle deposits and order confirmation for custom cakes?

Once a quote is accepted, BakeOnyx allows you to convert it into a confirmed order. You can then record the deposit amount, typically 50% of the total, directly on the order details page. The platform clearly displays the deposit paid against the remaining balance, simplifying financial tracking.

Can BakeOnyx manage the entire custom cake workflow?

Yes, BakeOnyx is designed to manage the entire custom cake workflow. It starts with initial consultation and inquiry capture, moves through detailed quoting and deposit collection, and continues to the actual baking and decorating process, culminating in delivery. The system ensures continuity and organization throughout each stage.

How does BakeOnyx ensure accuracy with custom cake details?

BakeOnyx ensures accuracy by centralizing all custom cake information. Details captured during the initial consultation, such as design specifications, dietary needs, and reference images, are directly linked to the quote and then the final order. This prevents information loss and miscommunication between different stages of the order.

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