‹ Completed work

Business systems · Custom system

Bakery order management

A phone-first back office for a small bakery. Farmers market preorders, catering and private orders and email requests land in one place, with the books, receipts, supplies and tax documents alongside.

Bakery order management

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TypePrivate business system
UsersOwners
StatusPrivate build
Problem

Orders came from markets, catering and email, and the books lived in separate apps and spreadsheets.

Solution

Orders and the books run from one phone-first system, with no separate bookkeeping app or receipt tracker.

What we built

Order book

  • Farmers market preorders pulled in automatically
  • Catering and private orders
  • Email requests turned into orders
  • Shopify kept as the source of truth

Dashboard

  • Revenue, expenses, net profit and profit margin at a glance
  • This month, last month, quarter, year, all time or a custom range
  • Owner split after expenses

Money in and out

  • Orders and sales
  • Purchases and receipts
  • Supplies and ingredients

Books and taxes

  • Reports
  • Tax documents kept in one place
  • Distributions and owner accounting
  • Reminders for the things that keep the bakery running

Tools it replaces

Bookkeeping appReceipt trackerSpreadsheets for tracking

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