BakeDesk Tutorial

Learn how to navigate BakeDesk to manage orders, schedule production, control inventory, generate documents, and analyze business performance.

September 11, 2026 By Three Monks Studios

Navigate and utilize BakeDesk to manage bakery orders, organize daily production workflows, control ingredient inventory, send customer communications, and analyze business revenue.

This guide applies to bakery owners, kitchen managers, and baking staff managing day-to-day bakery workflows, order fulfillment, and client invoicing.

Navigating the Dashboard & Creating Orders

The BakeDesk homepage provides high-level visibility into upcoming orders, pickup and delivery schedules, outstanding customer balances, monthly sales, and estimated profits.

Step #1: Click + New Order in the Orders Due Soon panel to create an order. — Click **+ New Order** in the Orders Due Soon panel to create an order.

Fill in the customer name and order details, then save the order to add it to your fulfillment schedule.

Managing Daily Workflow with the Production Planner

The Production Planner helps you organize daily baking tasks, prep checklists, ingredient and equipment prep, and preview upcoming tasks for the next day.

Step #2: Click Open Production Planner at the bottom of the Today's Schedule section. — Click **Open Production Planner** at the bottom of the Today's Schedule section.

Step #3: Click + Add Task in the Daily Workflow section to create a new task. — Click **+ Add Task** in the Daily Workflow section to create a new task.

Step #4: Click the checkbox in the DONE column to mark a task as completed. — Click the checkbox in the **DONE** column to mark a task as completed.

Viewing Recipes and Sharing with Staff

The Pricing & Recipes section allows you to manage recipe instructions, calculate ingredient costing, and share procedures with kitchen staff without displaying internal cost margins.

Step #5: Click Pricing & Recipes in the navigation sidebar. — Click **Pricing & Recipes** in the navigation sidebar.

Step #6: Click INGREDIENT COSTING to review the itemized cost breakdown. — Click **INGREDIENT COSTING** to review the itemized cost breakdown.

Step #7: Click Share Recipe in the Quick Actions panel to share preparation instructions without revealing cost data. — Click **Share Recipe** in the Quick Actions panel to share preparation instructions without revealing cost data.

Monitoring Inventory and Categories

Track low stock alerts, supplier information, and item costs across different inventory categories.

Step #8: Click Ingredients to view raw ingredient stock. — Click **Ingredients** to view raw ingredient stock.

Step #9: Click Packaging to inspect packaging supplies, unit costs, and suppliers. — Click **Packaging** to inspect packaging supplies, unit costs, and suppliers.

Step #10: Click ... next to an item to open the actions menu and edit details. — Click **...** next to an item to open the actions menu and edit details.

Step #11: Double-click Decorations to view decorative baking supplies. — Double-click **Decorations** to view decorative baking supplies.

Step #12: Click Frozen to view temperature-controlled goods. — Click **Frozen** to view temperature-controlled goods.

Step #13: Click Dry Goods to filter shelf-stable inventory items. — Click **Dry Goods** to filter shelf-stable inventory items.

Sending Customer Messages & Accessing Documents

Use pre-built message templates with dynamic placeholders to send order updates directly to customers or generate business documents.

Step #14: Click Messages & Documents in the sidebar menu. — Click **Messages & Documents** in the sidebar menu.

Step #15: Click Inquiry Reply from the Template Library. — Click **Inquiry Reply** from the Template Library.

Step #16: Click the PREVIEW ORDER dropdown to link specific customer order data. — Click the **PREVIEW ORDER** dropdown to link specific customer order data.

Step #17: Click Choose placeholder under the Insert Placeholder section to add dynamic fields such as business name or customer name. — Click **Choose placeholder** under the Insert Placeholder section to add dynamic fields such as business name or customer name.

Step #18: Click Copy Text to copy the formatted message to your clipboard. — Click **Copy Text** to copy the formatted message to your clipboard.

Step #19: Click • Open WhatsApp to launch WhatsApp and send the message directly to the customer. — Click **• Open WhatsApp** to launch WhatsApp and send the message directly to the customer.

Step #20: Click Documents to open the Document Centre. — Click **Documents** to open the Document Centre.

Document Types in BakeDesk

Document Type	Purpose	Use Case
Invoice	Itemized billing statement	Requesting customer payment for placed orders
Payment Receipt	Payment confirmation	Providing proof of settlement to clients
Order Summary	Comprehensive order overview	Internal and client fulfillment verification
Recipe Card	Kitchen instruction sheet	Printable guide for kitchen staff preparation

Step #21: Click Invoice under the Document Centre to create a customer invoice. — Click **Invoice** under the Document Centre to create a customer invoice.

Step #22: Click Payment Receipt to generate a receipt for paid orders. — Click **Payment Receipt** to generate a receipt for paid orders.

Step #23: Click Order Summary to view the order summary document. — Click **Order Summary** to view the order summary document.

Step #24: Click Recipe Card to generate a printable recipe sheet. — Click **Recipe Card** to generate a printable recipe sheet.

Viewing Reports & Using the AI Assistant

Review business performance trends and use AI prompts to plan your production schedules and review financial data.

Step #25: Click Reports in the sidebar to review sales profit, completed orders, and historical comparisons. — Click **Reports** in the sidebar to review sales profit, completed orders, and historical comparisons.

Step #26: Click ✦ Ask AI About This Report in the Monthly Summary section. — Click **✦ Ask AI About This Report** in the Monthly Summary section.

Step #27: Click Clear Conversation to reset your AI Assistant chat history. — Click **Clear Conversation** to reset your AI Assistant chat history.

Step #28: Click Plan my baking day to prompt the AI to generate a daily baking plan. — Click **Plan my baking day** to prompt the AI to generate a daily baking plan.

Step #29: Click 15 unpaid balances under Today's Bakery Insights to review outstanding accounts. — Click **15 unpaid balances** under Today's Bakery Insights to review outstanding accounts.

Configuring App Preferences and Business Settings

Step #30: Click Settings in the navigation menu. — Click **Settings** in the navigation menu.

Step #31: Click Dark to toggle dark mode appearance. — Click **Dark** to toggle dark mode appearance.

Step #32: Click Light to switch back to light mode appearance. — Click **Light** to switch back to light mode appearance.

Step #33: Click Save Business Settings to apply your changes. — Click **Save Business Settings** to apply your changes.

Step #34: Click Overview to return to the main dashboard. — Click **Overview** to return to the main dashboard.

Q: Can I share recipe instructions with staff without exposing product costs?

A: Yes. In the Pricing & Recipes section, click Share Recipe to provide bakers with preparation steps while keeping ingredient costing hidden.

Q: How do message template placeholders work when contacting customers?

A: Placeholders automatically populate order-specific data such as customer names and business details. Once generated, you can copy the text or launch WhatsApp directly.

Q: How do I reset the AI Assistant prompt history?

A: Open the AI Assistant interface and click Clear Conversation, then confirm when prompted by the browser dialog.

Term	Definition
Production Planner	A scheduling module used to assign, track, and complete daily baking tasks and prep workflows.
Ingredient Costing	A calculation view detailing the unit costs and total expense of raw ingredients for a recipe.
Document Centre	A centralized tool for creating and exporting operational records like invoices, receipts, and recipe cards.
Template Library	A collection of customizable, reusable message scripts for standardized customer communication.

BakeDesk Tutorial

Learn how to navigate BakeDesk to manage orders, schedule production, control inventory, generate documents, and analyze business performance.

September 11, 2026 By Three Monks Studios

Navigate and utilize BakeDesk to manage bakery orders, organize daily production workflows, control ingredient inventory, send customer communications, and analyze business revenue.

This guide applies to bakery owners, kitchen managers, and baking staff managing day-to-day bakery workflows, order fulfillment, and client invoicing.

Navigating the Dashboard & Creating Orders

The BakeDesk homepage provides high-level visibility into upcoming orders, pickup and delivery schedules, outstanding customer balances, monthly sales, and estimated profits.

Fill in the customer name and order details, then save the order to add it to your fulfillment schedule.

Managing Daily Workflow with the Production Planner

The Production Planner helps you organize daily baking tasks, prep checklists, ingredient and equipment prep, and preview upcoming tasks for the next day.

Viewing Recipes and Sharing with Staff

The Pricing & Recipes section allows you to manage recipe instructions, calculate ingredient costing, and share procedures with kitchen staff without displaying internal cost margins.

Monitoring Inventory and Categories

Track low stock alerts, supplier information, and item costs across different inventory categories.

Sending Customer Messages & Accessing Documents

Use pre-built message templates with dynamic placeholders to send order updates directly to customers or generate business documents.

Document Types in BakeDesk

Document Type	Purpose	Use Case
Invoice	Itemized billing statement	Requesting customer payment for placed orders
Payment Receipt	Payment confirmation	Providing proof of settlement to clients
Order Summary	Comprehensive order overview	Internal and client fulfillment verification
Recipe Card	Kitchen instruction sheet	Printable guide for kitchen staff preparation

Viewing Reports & Using the AI Assistant

Review business performance trends and use AI prompts to plan your production schedules and review financial data.

Configuring App Preferences and Business Settings

Q: Can I share recipe instructions with staff without exposing product costs?

A: Yes. In the Pricing & Recipes section, click Share Recipe to provide bakers with preparation steps while keeping ingredient costing hidden.

Q: How do message template placeholders work when contacting customers?

A: Placeholders automatically populate order-specific data such as customer names and business details. Once generated, you can copy the text or launch WhatsApp directly.

Q: How do I reset the AI Assistant prompt history?

A: Open the AI Assistant interface and click Clear Conversation, then confirm when prompted by the browser dialog.

Term	Definition
Production Planner	A scheduling module used to assign, track, and complete daily baking tasks and prep workflows.
Ingredient Costing	A calculation view detailing the unit costs and total expense of raw ingredients for a recipe.
Document Centre	A centralized tool for creating and exporting operational records like invoices, receipts, and recipe cards.
Template Library	A collection of customizable, reusable message scripts for standardized customer communication.