CakeBoss Cloud
Features
Your Orders At Your Fingertips
CakeBoss Cloud
Introducing CakeBoss Cloud. Now, manage your home bakery business from any mobile browser, including your tablet, smartphone, or even at home on your PC or Mac. Login anywhere to check an order status, shopping list, or ingredient price.
Keep track of all your customers and print out individual customer activity reports. Add your customer’s birthdays and anniversaries to be able to proactively market to them on their own special occasions.
Cost out every recipe and ingredient down to the penny with our built-in ingredient converters. Hit the ground running with our pre-loaded ingredient prices and even our recipes for you to use or make your own.
CakeBoss Cloud
Introducing CakeBoss Cloud
When Are My Orders Due?
Your orders are at your fingertips, so you never lose or forget an order. Add photos of sketches or your finished product. Email a PDF invoice with your own logo to your customer. Record deposits and schedule future payments, and even print out reports to show you which payments are upcoming or overdue. Use our Pricing Calculator to determine exactly what you need to charge on your order to be profitable. You can even create a shopping list for one order or many orders that has all your ingredients and materials, so you never have to run back to the store for a forgotten item.
Am I Making A Profit?
Record all your expenses, and even your car mileage. Run reports to show your expenses, mileage, sales tax, revenue, and upcoming orders. CakeBoss Cloud even comes with a built in handy cake data sheet that has serving sizes, and amounts needed for buttercream and fondant.
Are You The Boss Of Your Business?
CakeBoss Cloud is everything you need to manage your successful home business.
Feature List
Read All of CakeBoss Features
We’ve partnered with PayPal to bring you PayNow payments! Link your PayPal account to let your customers quickly and easily pay you with credit, debit, Venmo or PayPal.
- Select order category (birthday, wedding, etc.).
- Set order date and delivery date.
- Add delivery charge, and equipment rental.
- Apply sales tax.
- Give your customer a discount and add a discount reason to the invoice.
- Cost out every order so you know how to turn a profit, including ingredients, materials, and overhead.
- Record deposits and schedule future payments.
- Add photos of sketches or the finished product.
- Record delivery notes for the invoice, or private notes that do not show on the invoice.
- See your actual costs and profit.
- Create a shopping list.
- Create and email PDF invoices.
- Directly email your customer a link for them to view the quote or invoice.
- Attach your terms or contract to invoices.
- Track where the order was referred from.
- Export orders to Google Calendar, Outlook Calendar, or iCal
- Get started fast – upload your existing customers from any tab delimited or csv file!
- Record all your customer’s contact information, including name, address, email and phone.
- Add unlimited special dates for a customer, such as spouse birthdays, kids’ birthdays, and anniversaries, which will show on your Calendar and on Reports for marketing.
- Keep track of your customer’s complete order history.
- Keep track of quantity on hand of ingredients and materials.
- Pull inventory for an order when you’re ready.
- Comes pre-loaded with standard box and board sizes and their U.S. Prices.
- Allows for retail mark-up of your materials.
- Comes pre-loaded with over 120 common baking ingredients and their U.S. prices. Use our prices or your own.
- Global ingredients have built-in weight to volume converters. Never wonder how much a teaspoon of vanilla costs or a cup of flour costs.
- Available global recipes for popular recipes like white almond sour cream cake, Swiss meringue buttercream, American buttercream, and more.
- Global ingredient updating – when you change an ingredient price, all your recipes automatically update.
- Cost out every recipe down to the penny.
- Attach photos to your recipes.
- Multiply recipe quantities.
- Print, export, or email your recipes.
- Keep track of your suppliers for ingredients and materials.
- Track your expenses by vendor.
- Run vendor reports for all expenses paid to one vendor or many vendors.
- Log all business expenses.
- Use reports to track and manage spending.
- Snap a photo of your shopping receipts and upload to expenses for easy record keeping. No more lost receipts.
- All reports can be exported as Excel, PDF, or CSV.
- A list of all customer birthdays and anniversaries so you can get the marketing jump on providing their special occasion cakes.
- Upcoming appointments.
- Full customer list.
- Cake data sheet with two common serving charts, and amount needed for fondant and buttercream.
- Expense report.
- Referral report.
- Full master ingredient list.
- Full master material list.
- Order totals by customer.
- Order type summary – see which cakes are your most profitable and where your business is making its profit.
- Pending and overdue payments.
- Sales tax.
- Shopping list for one order or many orders.
- Production report for any upcoming time period with order summaries for all orders.
- Record your business related trips.
- Run a report to show your mileage within any time frame.
Enter your bakery information along with your logo
Space for a customer message that prints at the bottom of all invoices.
Add multiple employee login ID’s ($25 each).
Set your sales tax rate, with an option to tax deliveries and rentals.
- Free support by email for life comes with your annual data storage fee.