Cake Orders

1 Create a new cake order

Customer Name is required and can be searched from your existing customer list; Balance Due is never a manually typed field — it is always Total minus Advance.

1. Click New Order.
2. Fill Delivery Date * and Delivery Slot (Morning 9am–12pm, Afternoon 12pm–4pm, Evening 4pm–8pm, or Pickup) and an optional Delivery Address.
3. Under Cake Specifications, choose Size (250g up to 5 Kg, or Custom with a free-text weight), Flavour, Tiers (1–4) and Shape.
4. Optionally add a Message on Cake (max 60 characters), Design / Decoration Notes and a Photo Reference.
5. Under Pricing, enter Base Price * and any Customization Charge — Total is calculated automatically; enter Advance Collected and Balance Due is calculated automatically from the two.
6. Add any Internal Notes — staff-only, never printed on the customer-facing order card.
7. Click Create Order.

2 Advance the order's status

1. Click the green status button in the Actions column — its label always matches the next status (Design Confirmed, In Production, Ready, Delivered, or Paid) — to move the order one step along the pipeline.

3 Collect a deposit or the remaining balance

1. Click the balance amount in the Balance column, or the payment icon in Actions, to open Record Payment.
2. Enter the Amount Received (capped at the remaining balance) and pick a Payment Method — Cash, UPI, Card, Cheque, or Bank Transfer — plus an optional note, e.g. a UPI reference number.
3. Click Record Payment — the order's advance and balance update immediately, and the payment method/note are appended to the order's notes.

4 Bill the order into POS

1. Click the invoice icon (only shown before the order has been billed) to send the order straight into POS billing as a single custom line item priced at the order total, with any advance already collected pre-applied as a line discount, so the cashier only has to collect the true remaining balance.
2. Once billed, the invoice icon becomes a printer icon — click it any time to reprint that invoice.

5 Schedule the production run for a cake order

1. Click the factory icon, shown on any order that is not yet Ready, Delivered, Paid or Cancelled, to open Schedule Production Run.
2. It arrives pre-filled with an Item/Recipe name built from the flavour and size, a Production Date defaulting to one day before the delivery date, and a note referencing the order and customer.
3. Adjust Qty if needed and click Schedule — the run then appears on the Production Schedule page.

6 Notify the customer when the cake is Ready

1. Once an order is marked Ready and has a phone number on file, use the inline share button to send a ready-for-pickup message that includes the delivery slot, date, and any balance still due.

7 Search and filter orders

1. Use the search box to find an order by customer name or phone.
2. Use the status chip row — All, Received, Design Confirmed, In Production, Ready, Delivered, Paid, Cancelled — to narrow the table.
3. Rows due today are highlighted amber, and overdue rows (past delivery date, not yet Delivered, Paid or Cancelled) are highlighted red automatically.

8 Edit or delete an order

1. Click the edit icon to reopen the full order form for changes.
2. Click the × icon and confirm to permanently delete an order — reserve this for orders created in error, since delivered or paid orders should normally stay on record.