Plan the week’s production from your orders
Integral plan
From your customers’ orders to the production plan, the shopping list and each day’s production orders, step by step.
What it is for
On Monday morning, in many bakeries, someone sits down with the week’s orders on paper, in their email and on WhatsApp, and adds up by hand how many cakes, how many trays and how many kilos of dough need making each day. A new order on Wednesday means doing it all again. And then there’s no butter on Thursday.
In this use case you will see how to go from your customers’ orders to a production plan, a shopping list and each day’s production orders, without adding anything up by hand.
Before you start
- Your products, set up as recipes, with their formats if you sell several sizes.
- Your customers, with their price list if they have different prices. See Sales orders.
- For the shopping list: up-to-date stock of your ingredients and their main supplier.
The week, step by step
Bring the orders into Recipok
Each order goes in Sales › Orders, with its customer and delivery date. Regular customers, with Make recurring. With the Order calendar you see the week at a glance, by day and delivery time.
See how much of each product needs making
Sales › Orders by product adds up what is pending per product and compares it with what you have in stock. The Weekly view spreads it across delivery days, and it can be printed for the bakery.
Create the production orders
Click Produce on each product: Recipok creates the production order for the quantity still needed, linked to its orders. Sub-recipes (doughs, creams) too: schedule them before the products that use them.
Organise the week
In Production orders › Production planning you see the orders on the calendar, day by day, and spot overloaded days. If you repeat the same sequence every week, save it as an Itinerary. See Production planning.
Buy what is missing
The Shopping list tells you which ingredients won’t be enough for what is planned. The Order recommendation groups them by supplier and creates the orders with Create orders for all suppliers. See Shopping list and order recommendation.
Produce and deliver
Each day, the team opens their production orders, deducts the lots and finishes them. On delivery, Confirm order delivery creates the dispatch with the lot and the delivery note, and the order changes to Delivered.
| Product | Mon | Tue | Wed | Thu | Fri | Total | 1In stock | |
|---|---|---|---|---|---|---|---|---|
| Cheesecake | 2 | — | 3 | — | 12 | 17 | 2 | 2Produce |
| Croissant | 60 | 60 | 60 | 60 | 90 | 330 | 0 | Produce |
| 500 g biscuit tray | 4 | — | 4 | — | 8 | 16 | 3 | Produce |
- 1What you already have: you only produce the difference.
- 2Produce creates the production order for what is still needed, linked to the orders for that product.
A routine that works
| When | What to do |
|---|---|
| Friday | Review next week’s orders and create the production orders from Orders by product. |
| Friday or Monday | Shopping list and supplier orders. |
| Every morning | Look at the day’s planning, add any last-minute orders and produce. |
| When loading the van | Confirm delivery of each order. |
The order recommendation only sees what is planned and the stock Recipok knows about. If you don’t record goods-in or production orders don’t deduct lots, the stock isn’t real and neither is the shopping list.
Tips
- Give orders a delivery time: the calendar sorts them and the bakery knows what goes out first.
- Assign each production order to whoever is going to make it: they will see it in Assigned to me.
- If you also prepare material for events or sell in a shop, it all counts against the same stock.
Create your account, enter a real week’s orders and open the Weekly view. In a minute you will see what used to take you all Monday morning.