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- Bakery Management
- Data model and import order
The tables behind Bakery Management
Bakery Management ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Customer orders:
Customers and Orders link customer identity to equipment, dates, quantity and unit price.
Equipment and production tasks:
Equipment, production tasks, People and Users connect named equipment to assigned staff work.
Prices and order items:
Price lists supplies dated price guidance; order items carries individual charges linked to Orders.
Pickup and delivery:
Special orders links an arrangement to Orders with its type, outlet, date and quantity.
Counter sales:
Counter sales connects outlet charges to Orders and retains Draft, Posted and Voided states.
Payments and completion:
Payments links receipt amounts and references to Orders. Exchange rates contains read-only effective currency rates for the app.
Every table, by feature
- Customer orders5
- Equipment and production tasks5
- Prices and order items4
- Pickup and delivery3
- Counter sales4
- Payments and completion6
- Shared and settings1
- Customers
Bakery customers with contact details and their linked orders.
- Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment - Equipment
Production equipment such as ovens, mixers and proofers, with type, capacity and availability status.
- People
Bakery staff records with role title and active state.
Linked to Users - Users
Users
Linked to Users
- Equipment
Production equipment such as ovens, mixers and proofers, with type, capacity and availability status.
- Production tasks
Cleaning, maintenance and customer service tasks assigned to people and equipment.
Linked to Equipment, People, Orders - People
Bakery staff records with role title and active state.
Linked to Users - Users
Users
Linked to Users - Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment
- Price lists
Product price lists with effective dates, unit price and minimum quantity.
- Order items
Individual priced items posted to an order.
Linked to Orders - Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment - Counter sales
Counter sales recorded at bakery counters against an order.
Linked to Orders
- Special orders
Pickup and delivery special orders captured against bakery orders.
Linked to Orders - Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment - Customers
Bakery customers with contact details and their linked orders.
- Counter sales
Counter sales recorded at bakery counters against an order.
Linked to Orders - Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment - Order items
Individual priced items posted to an order.
Linked to Orders - Payments
Payments received against orders, with reference and confirmation status.
Linked to Orders
- Payments
Payments received against orders, with reference and confirmation status.
Linked to Orders - Orders
Customer orders with start and due dates, quantity and unit price.
Linked to Customers, Equipment - Order items
Individual priced items posted to an order.
Linked to Orders - Counter sales
Counter sales recorded at bakery counters against an order.
Linked to Orders - Equipment
Production equipment such as ovens, mixers and proofers, with type, capacity and availability status.
- Production tasks
Cleaning, maintenance and customer service tasks assigned to people and equipment.
Linked to Equipment, People, Orders
Keys and references
Preserve the exact import field names. Orders.reservation number identifies the order, Guest references Customers, and Unit references Equipment. Arrival date is the order start date, departure date is the due date, guest count is its quantity and rate per night is its unit price. Confirm the business quantity unit before loading values.
Order items.Reservation, counter sales.Reservation, Payments.Reservation, special orders.Reservation and production tasks.Reservation all reference Orders. Special orders.guest count records its quantity. Price lists.nightly rate and minimum nights carry the unit price and minimum quantity; starts at and ends at define its effective period. Price lists.unit type is text, so map it deliberately rather than assuming a reference relationship.
Production tasks.assigned to references People, and People.User references Users. Resolve a signed-in person’s task queue through that identity link. Users also contains a User reference to Users; preserve the existing identity mapping when planning an import. Equipment uses unit code and unit number, while People uses person code and Customers uses party number.
Keep Payments.Reference for source reconciliation. Status values describe local lifecycle states; payment confirmation still needs its authoritative source evidence. Preserve exchange rates.ID, Currency, effective from, Rate and Overridden as the read-only rate records supplied to the app.
Migration order
- Map Users identities, then People.User and People.Active. Confirm that each operational account resolves to the intended person.
- Load Customers and Equipment with stable identifiers, capacities and the correct current equipment Status.
- Load price lists with explicit unit type mappings, effective dates, prices and quantity units. Retain the existing read-only exchange rates source.
- Load Orders using resolved Guest and Unit references. Check intervals and quantities before continuing active commitments.
- Load order items, counter sales and Payments against the correct Reservation. Reconcile original charges, voids and actual receipt states without duplicating source obligations.
- Load special orders and production tasks, resolving assigned to and Unit. Rehearse the confirmation, completion and cleaning cases before releasing the imported work.
Set up Bakery Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.