Orders
Taking and handling orders: statuses, wholesale, standing and branch orders, deliveries, delivery notes (WZ), printouts and export.
10 articles
Creating an order
How to take a new order in BakePilot: customer, date, products, saving and editing.
In this article: A new order step by step · Choosing the customer - two ways · When the customer is already in the database · Products in the order · Item discount · Photos and graphics on an order · Saving and editing · Deposit from the customer · Paid and unpaid orders · Deleting an order · Order change history · When the connection drops for a moment · Order list and sorting · Pagination and search · Duplicating and standing orders · Copying a whole day
Order statuses
The course of an order from draft to handing it over to the customer.
In this article: Six order statuses · Changing the status · Weighing before handing over · Filtering by status · Handed over and cancelled hidden by default · A custom column with the number of product pieces
Wholesale (B2B)
Wholesale prices, discounts and orders for shops, cafes and other bakeries.
In this article: Two order modes · Where the wholesale price comes from · A customer marked as wholesale · Margin control: estimated profit · A fixed price list for buyers
Standing orders
A template per customer per day of the week - the system generates repeat orders by itself.
In this article: What it is for · How to set up a standing order · Prices: live from the price list or frozen · Daily work with templates
Branch orders
With several sales points every order can have a branch, and a branch manager sees only the orders of her branch.
In this article: When this is useful · The “Branch” field in an order · A customer that is our branch · Who sees which orders · The “Branch” filter
Route planning
The “Deliveries” tab: deliveries for the day, amounts to collect, automatic route order and navigation in Google Maps.
In this article: The delivery list · Route order · The route in Google Maps and delivery statuses · Delivery time
Driver sheet
Printing the delivery sheet for the day: addresses, phones, items, amounts to collect and space for a signature.
In this article: What is on the sheet · After the delivery
Delivery notes (WZ) and consolidated invoices
A goods issue note from an order and one invoice from many delivery notes at the end of the month.
In this article: Why a delivery note (WZ) · Issuing and printing a delivery note · Consolidated invoice from many delivery notes · Corrections and tidying up
Printing and exporting orders
How to print a single order, the order list, cards of selected orders and the delivery sheet, and how to export data to Excel.
In this article: Printing a single order · Printing selected orders - each on a separate page · Hiding prices on printouts · Printing the order list · Delivery sheet · Export to CSV and Excel
Push notifications about orders
Phone notifications for the team: a confirmed order and a HACCP temperature alert.
In this article: When a notification arrives · How to turn them on · What is not available
Orders module features
What you will find in the app under “Orders” in the menu. Click a feature to read its description.
Orders
- Order list
- New order
- Editing an order
- Deleting an order
- Changing the status
- Deposit
- “Paid” mark and the unpaid filter
- Printing orders
- Export and import
- B2B wholesale orders
- Delivery on an order
- Copying orders from one day to another
- Discount on an order line
- Estimated profit on an order
- Branch orders
- Crates and deposits
- Order attachments
- Order change history
- Quick order column
- Invoice from an order