Managing Orders & Purchases

This section guides you through everything to do with receiving, managing, and fulfilling your bakery orders on Baker’s Base.

Getting Started with Orders

1. Understanding Your Order Dashboard
   Your central hub for all order activity is the Smart Order Calendar. Here you can:

• View all orders in a daily, weekly, or monthly layout.
• See the customer’s name, order details, collection/delivery date, and order status at a glance.
• Filter orders by status (e.g., Pending, Approved, Completed).

2. Order Statuses Explained

• Pending: A new order has been placed and is awaiting your approval.
• Approved: You have confirmed you can fulfil the order.
• Declined: You have chosen not to accept the order.
• Completed: The order has been fulfilled and delivered/collected.

Managing Orders

How to Approve or Decline an Order

1. Navigate to your Order Calendar.
2. Click on a Pending order to view its full details.
3. If you can fulfil the order, click the “Approve” button. The customer will automatically receive a confirmation email.
4. If you cannot fulfil the order, click “Decline”. You can optionally send a polite message to the customer to inform them.

How to Add a Manual Order (For Phone or In-Person Sales)

1. In your Order Calendar, click the “Add Manual Order” button.
2. Enter the customer’s details (if known), the products they ordered, and the total amount.
3. Select the payment method (e.g., Cash, Bank Transfer, Card).
4. Set the collection or delivery date. This order will now appear in your calendar alongside your online orders.

Setting Order Limits (Minimum & Maximum Quantities)
To manage your capacity, you can set limits on how many items can be purchased:

1. Go to your Product settings.
2. Edit a specific product.
3. Find the “Order Limits” section.
4. Set a Minimum Order Quantity and/or a Maximum Order Quantity for that product.

Save your changes