Order Workflow Checklist
A checklist for moving from new inquiry to quote sent, booked, production, pickup, and follow-up.
Use this as practical business workflow guidance, then adjust it for your bakery policies, availability, and local requirements. It is not legal, tax, accounting, or licensing advice.
New Inquiry
- Capture client name, email, and phone.
- Capture event date, occasion, servings, pickup/delivery, and venue.
- Ask for inspiration photos and design notes.
- Confirm allergies or special handling notes.
- Check availability before pricing.
Quote Sent
- Send total price.
- State what is included and what is not included.
- State deposit amount and due date.
- State balance due date.
- Add quote expiration date.
- Add cancellation/change boundary.
- Put a follow-up date on the calendar.
Booked
- Deposit received.
- Event date reserved.
- Order details saved.
- Balance due date recorded.
- Final design confirmation date recorded.
Production
- Ingredients and supplies purchased.
- Cake schedule blocked.
- Pickup/delivery window confirmed.
- Balance paid or payment plan confirmed.
After Delivery
- Mark order delivered.
- Save final notes.
- Ask for review or permission only when appropriate.
- Record what to improve next time.
When this gets repetitive, move it into CakePricr.
Printable templates are useful for starting clean. CakePricr is the upgrade when you want to price the cake, save the quote, track deposits and balances, and keep the order organized after the client says yes.