Getting Started
Managing Orders
- How The Board Works — Online Order Form
- Sharing Your Order Link — Getting Orders from Customers
- Creating Orders Manually
- Reviewing and Accepting Enquiries
- Converting Enquiries to Orders
- Order Statuses Explained
- Sending Quotes and Estimates
- Handling Cancellations and Order Changes
- Reference Images on Orders
- Baker Notes on Orders
Quotes
Calendar & Capacity
- Using The Sweet Spot — Capacity Planning Calendar
- Setting Your Production Hours — Weekly Schedule Setup
- Understanding Sweet Spot — How Capacity Works
- Blocking Off Dates and Unavailable Days
- Can I Take This Order? — Checking Your Capacity
- The What-If Toggle — Previewing Pending Orders
- Setting Lead Time per Product
Invoicing & Payments
Products & Pricing
- Building Your Product Catalog
- Options, Sizes, and Add-Ons
- Setting Prices and Understanding Margins — Bakery Pricing Guide
- Understanding Sell Units
- Linking Recipes to Products
- Recipe Costing with The Pantry — Know Your True Costs
- Snap & Create — AI Recipe Import from Photos
- Paste & Go — Bulk Recipe Import from Text
- Cascading Price Changes
Production
Customers
Inventory & Pantry
Communication
Integrations & Setup
- Installing the Knead Mobile App
- Setting Up Push Notifications
- Connecting Stripe — Full Setup Guide
- Setting Up Email Forwarding
- Tax Settings
- Order Number Prefix
- Setting Your Labor Rate
- Customizing Your Brand Color
- Managing Pickup Locations
- Prepayment Settings
- Customizing Your Public URL
- Magic Link and Google Sign-In
- Connecting QuickBooks Online
Account & Billing
Inventory & Pantry
Ingredient Auto-Depletion
Coming soon.
This article is coming soon. In the meantime, contact us and we’ll help you out.
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