Best Customer Management Database Software

Business By Cakepro Updated 19 Mar 2014 , 3:26am by BeesKnees578

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Cakepro Posted 19 Mar 2014 , 12:44am
post #1 of 2

So nearly every day, it seems, someone refers back to a cake I previously made for them or a cake they had at so-and-so's party/wedding/event...and stupid me, I now have years worth of order forms piled up there, roughly organized by month.  I am tired of wasting my time shuffling through tons of paper order forms looking for whatever details I need and it's time to bite the bullet and enter everything into a database of some sort.


This isn't my thang, though.  I am vaguely familiar with Excel, not at all familiar with Access, and I bought CakeBoss a couple of years ago but never used it. 


I would really like to be able to search for various keywords, or by date, or client name, or event type, or whatever...and would especially love to be able to add a picture of whatever cake, cookies, cupcakes, etc that they've ordered from me.


Please help! 

1 reply
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BeesKnees578 Posted 19 Mar 2014 , 3:26am
post #2 of 2

ACake Boss has the option to add a picture.

Even if you just go in and put the old order basics and add the picture, you have a start. Then you can add new customers/orders in as they come in. Nice thing is that you can look up a particular customer and add all of their separate orders under their name!

I just started using my Cake Boss properly (was just keeping track of orders and adding a pic here and there) and it's really helped me know how much I am really spending for supplies and ingredients. Still learning, but it may be worthwhile for you to buckle down and get familiar with it.

I know it's a pain, but it's nice being organized!

Good luck!

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