Creating & Editing Orders

The Order Editor gives you complete control over order management — from status updates to payment processing.

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📊 Order Status Section

Track and update order progress:

• In Progress — Order is being prepared
• Ready for Pickup / On the Way — Order is ready (pickup) or out for delivery
• Complete — Order has been fulfilled

💡 Important: Changing the order status triggers an email notification to the customer.

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🛒 Order Items

View and modify the products in the order:

• Add Products — Include additional items (including unlisted products)
• Remove Products — Delete items from the order
• Adjust Quantities — Change item quantities
• Update Pricing — Modify prices as needed

You have full flexibility to adjust orders before finalization.

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📦 Fulfillment Details

Edit fulfillment information:

• Fulfillment Method — Change between Pickup, Delivery or Shipping
• Fulfillment Fees — Adjust pickup, delivery or shipping charges
• Address — Update customer address (for delivery/shipping)
• Fulfillment Date — Set when the order should be ready

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👤 Customer Information

Update customer details:

• Name
• Email
• Phone Number

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💳 Payment Schedule (Order)

Process and track payments:

Payment Schedule Types

• Deposit — Initial payment (can be paid before balance)
• Balance — Remaining payment (can be paid after deposit)
• Additional Payment Request — Create extra payment requests after deposit is paid

Processing Payments

For Square Payments:

• Payments are automatically recorded when processed through Square

For Cash/Other Payments:

• Use Mark as Paid to record that you received payment outside the platform
• Marking as paid triggers an email confirmation to the customer

Issuing Refunds

For Square Payments:

• Click Refund to process refund through Square automatically

For Cash/Other Payments:

• Click Mark as Refunded to record the refund (you handle the actual refund outside the platform)

💡 Note: All refunds trigger an email notification to the customer.

Transaction History

All payments, refunds and payment requests are logged and visible in the order editor.

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📝 Notes Section

Keep track of important information:

• Customer Notes — Notes the customer provided during checkout
• Notes for Customer — Notes you want the customer to see
• Internal Baker Notes — Private notes for your records only

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🎬 Order Actions

Print Packing Slip

Generate a printable packing slip:

• With Prices — Includes item prices and totals
• Without Prices — Shows only items and quantities

Cancel Order

Mark the order as cancelled (only available if not completed).

Archive Order

Move the order to archived status to keep your active orders list clean.

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🎯 Best Practices

• Update order status promptly to keep customers informed
• Process payments as soon as they’re received
• Use packing slips to ensure accurate order fulfillment
• Add internal notes for special preparation instructions
• Archive completed orders regularly to maintain focus

Your order editor keeps you in control of every step — from payment to delivery! 📬