Custom Order Intake for Bakeries

Takes your rough notes from a call, visit, or message about a custom order and turns them into a clean order sheet your bakers can work from.

BakeryFood and Drink✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Notes from Norman Drake at Ambercrest Bakery: "Olivia Erickson called, 216-555-0107. Wants a 2 tier cake for her dad's retirement party, Sat June 14, pickup 3pm at the shop. Serves about 30. Bottom tier lemon cake w raspberry filling, top tier chocolate w salted caramel filling. White buttercream outside. Writing on the cake says Happy Retirement Dad. She wants a little fondant basset hound on top, brown and white, the dog's name is Pickletoes. One guest has a tree nut allergy she said. I quoted 185 for the cake and 25 for the topper. Deposit is 50 percent. Shop is 5777 Willowbury Rd, Ironbrook, shop phone 216-555-0106."

AFTER · what the skill produced

ORDER SHEET
Bakery: Ambercrest Bakery
Customer: Olivia Erickson
Phone: 216-555-0107
Pickup or delivery: Pickup at the shop, 5777 Willowbury Rd, Ironbrook
Date and time: Sat June 14, 3:00 pm
Occasion: Retirement party for her dad
Item: Two-tier cake, serves about 30
Bottom tier: Lemon cake, raspberry filling
Top tier: Chocolate cake, salted caramel filling
Frosting: White buttercream
Writing: "Happy Retirement Dad"
Decoration: Small fondant basset hound on top, brown and white, named Pickletoes
Allergy or dietary note: Customer said one guest has a tree nut allergy. Owner to decide how to handle.
Prices: Cake $185, fondant topper $25, total $210
Deposit: 50 percent of $210 = $105
Balance: $210 - $105 = $105

CONFIRMATION MESSAGE
Hi Olivia, this is Ambercrest Bakery. Here is your order so you can check it:

Two-tier cake serving about 30, for pickup Sat June 14 at 3:00 pm at 5777 Willowbury Rd, Ironbrook
Bottom tier: lemon cake with raspberry filling
Top tier: chocolate cake with salted caramel filling
White buttercream
Writing: "Happy Retirement Dad"
A small brown and white fondant basset hound on top, named Pickletoes
You mentioned a guest with a tree nut allergy, and we have noted it on your order

Cake is $185 and the topper is $25, for a total of $210. The deposit is 50 percent, which is $105, leaving a balance of $105. Please reply if anything needs to change. You can reach us at 216-555-0106.

Thank you, Norman Drake

Questions for the owner

How do you want to handle the tree nut allergy? Please tell me what to say to Olivia, since I only wrote down what she told you.
Does the salted caramel filling or any other ingredient contain tree nuts? I did not state anything about ingredients.
Has the $105 deposit been paid, and when is it due?
Is the $105 balance due at pickup?
Do you want to add a cake size or tier dimensions to the sheet for the bakers?

What it does

Takes your rough notes from a call, visit, or message about a custom order and turns them into a clean order sheet your bakers can work from. It also writes a short confirmation message for the customer to check. Anything missing is listed so you can ask before the order is locked in.

Use it when: Use when a bakery needs to turn a phone call, walk-in, text, or DM about a custom cake or baked order into a complete order sheet and a confirmation message, such as: take this cake order, write up this custom order, or confirm this order with the customer.