Your First Week: A Visual Walkthrough
A day-by-day guide for your first week on BakeOnyx — from initial setup to placing your first order and exploring advanced features.
A day-by-day guide for your first week on BakeOnyx — from initial setup to placing your first order and exploring advanced features.
Day 1 — Foundation
Complete the onboarding wizard (5 steps):
- Business Profile — name, address, logo, timezone, currency
- General Settings — labour rate, markup %, overhead method
- Tax Rates — configure for your region
- Overhead Costs — rent, utilities, insurance (feeds into budget tracking)
- Order Settings — numbering format, payment terms
✅ Goal: Bakery profile complete, financial foundation set.
Day 2 — Ingredients
Go to /dashboard/ingredients. Import from the master library (80+ pre-configured baking ingredients). For each, verify: purchase cost, stock unit, allergens. Add your top 15-20 ingredients. Set reorder points for critical items.
✅ Goal: Ingredient library populated with accurate costs.
Day 3 — Recipes
Create your top 5 recipes at /dashboard/recipes. Add ingredients with quantities — watch the cost calculate in real time. Set yield (servings per batch). Verify cost per serving makes sense.
✅ Goal: Top recipes with accurate, auto-calculated costs.
Day 4 — First Order
Create your first order at /dashboard/orders. Add a customer, select products, set due date. Print the job sheet. Generate an invoice. Walk the order through: pending → confirmed → ready → delivered. Record a payment.
✅ Goal: First order created, processed, and completed end-to-end.
Day 5 — Explore
- Online Store — set up at /dashboard/storefront
- Reports — generate a P&L report at /dashboard/reports
- Bake Buddy — ask the AI: "What are my most expensive ingredients?"
- Recurring Orders — set up a template for a regular customer
- Production — generate an AI schedule for tomorrow
✅ Goal: Explored advanced features, ready to grow.
💡 Pro Tip
Start with your top 5 products and expand from there. Get ingredient costs right first — everything else flows from accurate data. Use CSV import for bulk data. Ask Bake Buddy for help at any time.