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Bakery Management
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Bakery Management · Available now

Keep each bakery order connected to equipment, fulfillment and payment.

Bakery Management runs customer order intake through equipment allocation, production start, pickup or delivery, order charges and payment reconciliation. Each order connects a customer to production equipment, a start and due date, a quantity and a unit price.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen bakery orders
Bakery Management · Orders

Open bakery orders

Orders in one list

New order
Orders in view
6
Total guest count
146
Requested
2
Confirmed
2
Requested2
Tessa MorenoSpiral mixer 2
28
18 Oct
Evan DuarteDough sheeter
34
23 Oct
Add
Confirmed2
Arjun HaleDeck oven 1
29
26 Oct
Owen KimSpiral mixer 2
24
23 Oct
Add
In Production2
Lena FaroukRetarder cabinet
1
31 Oct
Lena FaroukWalk-in proofer
30
01 Nov
Add
Tessa MorenoOrders · ORD-73208
Requested
UnitSpiral mixer 2
Arrival date18 Oct
Departure date22 Oct
Guest count28
Rate per night930
Approve completionORD-73208 · Tessa Moreno

Operations Reviewer approves completion from the reconciled evidence or an explicit outstanding-account acknowledgment.

Waiting for Operations Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
15
Roles with set permissions
5
Reports and dashboards
8
Features

Run the next bakery order

Every feature works on the same records. Pick one to see the screen your team works in.

Customer orders

Confirm bakery orders against the customer request, equipment capacity and the promised dates.

  • Capture the request
  • Check the commitment
  • Follow the order
  • Customers
  • Orders
  • Equipment
  • People
  • Users
Explore customer orders
OverviewEquipment awaiting cleaning release
Bakery Management · Customer orders

Equipment awaiting cleaning release

Available waits for the operations reviewer

New
Unit codeUnit numberUnit typeCapacityStatus
OVN-01EQP-40612Deck oven550Cleaning
MIX-02EQP-26953Spiral mixer70Cleaning
PRF-01EQP-62435Retarder proofer660Cleaning
OVN-03EQP-30354Convection oven790Cleaning
SHT-01EQP-73602Dough sheeter380Cleaning
6 of 6 records
OVN-01Equipment · EQP-40612
Cleaning
Unit typeDeck oven
Capacity550
Example screen with sample data
Process

From customer request to clean equipment

Customer order to clean equipment ships ready to use. 2 steps need a named approval before the work moves on: Approve completion (Operations Reviewer) and Release equipment (Operations Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Capture order

    Record the customer request, quantity and dates against the intended equipment.

    Tessa MorenoORD-73208 · Front Desk Agent
    Capture orderBy Front Desk Agent

  2. Confirm order

    Check equipment capacity and overlapping commitments before confirming the request.

    Tessa MorenoORD-73208 · Front Desk Agent
    Confirm orderBy Front Desk Agent

  3. Start production

    Move the confirmed order into production and prepare its linked tasks and items.

    Tessa MorenoORD-73208 · Front Desk Agent
    Start productionBy Front Desk Agent

  4. Arrange fulfillment

    Keep the pickup or delivery arrangement connected to the customer order.

    Tessa MorenoORD-73208 · Operations Reviewer
    Arrange fulfillmentBy Operations Reviewer

  5. Approve completion

    Review the approved charges and confirmed receipts, including any acknowledged outstanding account.

    Tessa MorenoORD-73208 · Operations Reviewer
    Approve completionBy Operations Reviewer
    ApprovalOperations Reviewer approves completion from the reconciled evidence or an explicit outstanding-account acknowledgment.

  6. Release equipment

    Return equipment to availability after its cleaning inspection passes.

    Tessa MorenoORD-73208 · Operations Reviewer
    Release equipmentBy Operations Reviewer
    ApprovalOperations Reviewer approves the passed cleaning inspection before equipment becomes Available.

Start with Order confirmation and production

Inside a record

Keep each handoff with its order

Open any order to see its counter sales, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Unit, Arrival date, Departure date and Guest count.

  2. 2
    Counter sales

    Each line is linked to this order.

  3. 3
    Who works on it

    Finance Officer, Front Desk Agent and Property Manager, each with their own permissions.

  4. 4
    Process stages

    Set up the bakery and Capture order, with the role that acts.

  5. 5
    Approvals

    Approve completion and Release equipment, with who decides.

Open bakery ordersTessa Moreno
Bakery Management · Orders

Tessa Moreno

Spiral mixer 2 · Requested

Log activity
1
Record details
UnitSpiral mixer 2
Arrival date18 Oct
Departure date22 Oct
Guest count28
2
Counter sales

Tessa Moreno

Outlet charge numberReservationOutlet name
CS-97878Duarte office pastry boxMorning pastry counter
CS-15763Duarte office pastry boxBread counter
CS-99180Farouk brunch cateringCoffee counter
Counter sales
6
Total amount
2,310
3

Who works on it

  • Finance OfficerManage counter sales, order items, Payments
  • Front Desk AgentManage production tasks, special orders
  • Property ManagerManage Customers, Equipment, Orders, price lists, production…
4

Process stages

  • Set up the bakeryProperty Manager
  • Capture orderFront Desk Agent, Property Manager
5

Approvals

  • Approve completionOperations Reviewer
    Approved
  • Release equipmentOperations Reviewer
    Waiting
Example screen with sample data
Approvals

Review completion and equipment release

OverviewApprovals
Bakery Management · Overview

Approvals

Signed in as Operations Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PYM-32712PAY-2026-0412
    Patel sourdough pickupRequested by Finance Officer
    Pending1dActions
  • PYM-25819CARD-583921
    Patel sourdough pickupRequested by Finance Officer
    Pending2dActions
  • PYM-52457CASH-2026-118
    Voss wedding cake, June 14Requested by Finance Officer
    Pending3dActions
  • PYM-95241PAY-2026-0413
    Duarte office pastry boxRequested by Finance Officer
    Pending6dActions

Who approves what

DecisionApprover
Approve completionReview the approved charges and confirmed receipts, including any acknowledged outstanding account.Operations Reviewer
Release equipmentReturn equipment to availability after its cleaning inspection passes.Operations Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Bakery Management to the work that is theirs. Pick a role to see what it starts with.

Finance Officer

Prepares authorized financial drafts and reconciles confirmed receipts.

This is the first screen this role sees.

OverviewOpen bakery orders

Open bakery orders

Orders · Finance Officer

Requested2
Tessa MorenoSpiral mixer 2
28
18 Oct
Evan DuarteDough sheeter
34
23 Oct
Add
Confirmed2
Arjun HaleDeck oven 1
29
26 Oct
Owen KimSpiral mixer 2
24
23 Oct
Add
In Production2
Lena FaroukRetarder cabinet
1
31 Oct
Lena FaroukWalk-in proofer
30
01 Nov
Add
Example screen with sample data

Roles and permissions

Reports

Review commitments and receipts

Review customer commitments, equipment use and the financial evidence behind order completion.

Overview
Bakery Management · Overview

Bakery Management dashboard

This quarter

Production tasks in view
6
Cleaning
2
Maintenance
2
Customer Service
2

Orders by status

How far records got this quarter

StageReachedStep
Requested37
Confirmed1541%
In Production427%
Completed125%

Guest count by status

Sample totals per stage

1.0k0
-1000Requested
0Confirmed
1.0kIn Production
-3000Completed
-1000Cancelled
Example screen with sample data
  1. 01Orders by customer and status

    Which customer commitments are still Requested, Confirmed or In Production, and which have completed or been cancelled?

  2. 02Orders due

    Which active commitments have reached their due date and need the team to review the next action?

  3. 03Equipment commitments

    Which orders share an equipment interval, and how does their quantity compare with the equipment's agreed capacity?

  4. 04Task completion

    Which assigned tasks are still open, and how do recorded completion dates compare with their due dates?

  5. 05Price list coverage

    Which effective price periods need attention before staff use them for a new customer commitment?

  6. 06Pickup and delivery plan

    Which arrangements fall on the handoff date, and which outlet and order does each belong to?

  7. 07Counter sales by outlet

    Which outlet charges are Posted, and which remain Draft or have been Voided?

  8. 08Order charges and receipts

    Can Finance Officer explain the separate charge and receipt totals before Operations Reviewer decides completion?

All reports and dashboards

Who it's for

Fit the way your bakery serves customers

See how Bakery Management fits your kind of team.

Neighborhood bakeries

Connect daily customer orders, counter charges and equipment handoffs in a neighborhood bakery.

Celebration-order bakeries

Coordinate dated celebration orders, special pickup or delivery arrangements and the final payment review.

Bakeries serving business customers

Track repeat customer commitments, named equipment and receipt evidence for bakery orders placed by businesses.

Controls

Check capacity and source evidence

Each stage of customer order to clean equipment names the role that acts and the status it records, so a change is never anonymous.

OverviewCustomer order to clean equipment
Bakery Management · Process

Customer order to clean equipment

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
11
Confirm order
Front Desk Agent
StatusRequested → Confirmed
RecordsEquipment, People, Users
Start production
Front Desk Agent
StatusConfirmed → In Production
RecordsProduction tasks, Order items, Equipment
Prepare order items and tasks
Front Desk Agent, Property Manager, Finance Officer
StatusDraft → Posted
RecordsProduction tasks, Order items, People
Customer order to clean equipment
  1. Start
    Confirm orderRequested → Confirmed
    Equipment
  2. Step
    Start productionConfirmed → In Production
    Production tasks
  3. Step
    Prepare order items and tasksDraft → Posted
    Production tasks
  4. Step
    Record sales and receiptsDraft → Posted → Voided
    Counter sales
  5. Approval
    Approve completionOperations Reviewer, Finance Officer
    Order items
Example screen with sample data

See each stage in detail

AI agent

Prepare the next decision with Proto

Ask Proto to prepare order reviews, assigned work and receipt comparisons for the bakery team.

It can

  • Property Manager: Show active customer orders due today with their equipment and quantities, and identify commitments that need a capacity review.
  • Front Desk Agent: List my assigned cleaning and customer service tasks with their due dates and linked orders.
  • Finance Officer: Compare the order's posted items, counter charges and confirmed receipts, keeping potential shared charges separate for review.
  • Operations Reviewer: Bring together the order completion evidence and show equipment still awaiting its cleaning inspection decision.

Stays with a person

  • Proto acts within the configured person's permissions.
  • Operations Reviewer owns the completion and cleaning-release decisions.
  • Finance Officer needs actual payment confirmation before treating a receipt as Confirmed.
  • Keep the deciding person and source evidence attached to the action.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Bakery Management
  • Payment provider or bank
  • Accounting system
  • Recipe and stock tools
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Customer orders5
  • Equipment and production tasks5
  • Prices and order items4
  • Pickup and delivery3
  • Counter sales4
  • Payments and completion6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating scope

    Choose the customer-order cycle, equipment and counter activity for the pilot. Property Manager confirms quantity units, equipment capacities and the meaning of the requested start and due dates.

  2. Map identities and records

    Link staff to user accounts, identify existing customers and equipment, and preserve the order references used by charges and receipts. Review dated prices with their minimum quantities before importing open work.

  3. Configure the handoffs

    Review confirmation, production start and special-order capture with Front Desk Agent. Finance Officer agrees receipt evidence and financial corrections. Operations Reviewer defines the completion and cleaning-inspection decisions with the team.

  4. Rehearse the exceptions

    Try an overlapping equipment request, a changed confirmation retry, a wrong counter charge and a Pending payment at completion. Complete a cleaning task with a failed inspection and verify that the equipment stays in Cleaning.

  5. Reconcile and release

    Compare imported orders, posted charges and confirmed receipts with their sources. Retain unresolved obligations explicitly, agree who follows them up and have the responsible team accept the pilot before opening the next operating cycle.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Bakery Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Bakery Management for your business. Pilot a customer order through equipment confirmation, pickup or delivery, a receipt comparison and the cleaning handoff. Bring the people who own those decisions into the rehearsal.

What does an order connect?

An order connects the customer and selected equipment with a start date, due date, quantity and unit price. Its order items, counter sales, payments and special arrangements retain their links to the same commitment.

How do we avoid conflicting equipment commitments?

The confirmation action checks the request interval and quantity against equipment capacity, then rechecks overlapping dates before confirming the order. Agree quantity units and the date convention during setup so the rule matches the bakery's operating practice.

What happens when production starts?

The confirmed order moves to In Production and its equipment becomes In Use. The action records start evidence and prepares authorized draft items and open tasks. Finance Officer checks payment confirmation separately against the actual source.

Can we record pickup and delivery arrangements?

Yes. Front Desk Agent captures Pickup or Delivery with the outlet name, scheduled date and quantity against the selected customer order. Operations Reviewer examines the attributed request, and the team can inspect it from the special-order screen and order detail.

How do counter sales affect the order?

A counter sale records an outlet charge against the order and follows Draft, Posted and Voided. Finance Officer checks whether an order item already represents the same charge before comparing the obligation with confirmed receipts.

Does completing an order confirm its payment?

No. Completion uses confirmed receipts or an explicitly acknowledged outstanding account. A Pending receipt keeps its actual payment-source status when the order completes. Operations Reviewer reviews the financial evidence before authorizing the eligible outcome.

When can equipment be used again?

Order completion sends the equipment to Cleaning. A passed cleaning inspection is required before it returns to Available. Completing the cleaning task records the work; Operations Reviewer still handles the release decision.

Who maintains the prices and charges?

Property Manager maintains dated price lists with their unit prices and minimum quantities. Finance Officer prepares authorized financial entries, checks supporting evidence and uses the permitted posting or void path. Review the quantity and price conventions together before accepting orders.

How do we connect payments and accounting?

Set up the chosen provider or accounting connection with explicit reference mapping, source ownership and reconciliation rules. Rehearse delayed and repeated results before enabling routine transfers. The integrations guide explains the decisions to make.

Set up Bakery Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

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