Help Center

Setting Up Your Account

1. Sign up for a free trial - Start Free Trial
2. Enter your business details - shop name, address, and timezone
3. Set your business hours - so we know which days you're open
4. Complete the setup wizard - it takes about 5 minutes

Adding Your Products

You can add products in three ways:

• Import from POS: If you use Square, Clover, or Toast POS, connect your account and we'll import your product catalog automatically.
• Import from spreadsheet: Upload an Excel or CSV file with your products. Go to Settings > Import.
• Add manually: Go to Products > Add Product and enter details for each item.

Inviting Your Team

Add your bakers and managers so they can access production plans:

1. Go to Settings > Team
2. Click Invite Team Member
3. Enter their email and select a role:
   • Owner: Full access including billing
   • Manager: Can approve plans and manage products
   • Baker: Can view plans, log waste, boost production, complete tasks
4. They'll receive an email invitation to join

Understanding Your Production Plan

Each day, DoughOps generates a recommended production plan showing:

• Recommended quantity: How many of each product to make
• Confidence level: How certain we are about the prediction
• Weather impact: How weather is affecting the recommendation
• Events: Any local events that might impact sales

Approving & Adjusting Plans

1. Go to Production from the main menu
2. Review the recommended quantities for each product
3. Adjust numbers if needed by clicking on any quantity
4. Click Approve Plan when you're ready

Weekly Planning View

See the big picture with the weekly view:

• Go to Production > Week View
• See predictions for the next 7 days
• Weather forecasts for each day
• Upcoming holidays and events highlighted
• Plan ahead for busy periods

Logging Waste

Track waste to improve future predictions:

1. Go to Waste from the main menu
2. Select the date (defaults to today)
3. Enter leftover quantities for each product
4. Add optional notes (e.g., "rain kept customers away")
5. Click Save

DoughOps uses waste data to refine predictions over time.

Connecting Your POS

1. Go to Settings > Integrations
2. Click Connect Square
3. You'll be redirected to Square to authorize the connection
4. Review the permissions and click Allow
5. You'll be redirected back to DoughOps

What Gets Synced?

Once connected, DoughOps automatically syncs:

• Products: Your catalog items from Square
• Sales: Daily transaction data
• Locations: If you have multiple Square locations

Sales sync automatically each night, or you can manually sync from Settings > Integrations.

Troubleshooting POS Connection

Products not appearing?

Make sure products are active in Square. Hidden or archived items won't sync.

Sales not updating?

Sales sync overnight. Click "Sync Now" in Settings > Integrations to force a refresh.

Need to reconnect?

Click "Disconnect" then "Connect Square" again to re-authorize.

The DoughOps Prediction Engine

DoughOps analyzes multiple factors to predict how much you'll sell:

• Historical sales: What you've sold on similar days in the past
• Day of week: Saturdays are different from Tuesdays
• Weather: Rain, snow, and extreme temperatures affect foot traffic
• Holidays: National Donut Day, Valentine's Day, etc.
• Local events: Parades, festivals, games that bring crowds
• Trends: Is a product gaining or losing popularity?

Weather Impact

DoughOps automatically adjusts predictions based on weather:

You can customize these percentages in Settings > Weather Impacts.

Improving Predictions

Help the prediction engine get smarter by:

• Logging waste daily: This tells the system when it over-predicted
• Syncing sales: Connect your POS or enter sales data regularly
• Adding events: Add local events the system might not know about
• Being patient: Predictions improve significantly after 2-4 weeks of data

Confidence Levels

Each prediction shows a confidence level:

• High (green): We have lots of similar historical data
• Medium (yellow): Some data available, but limited
• Low (orange): New product or unusual conditions - use your judgment

Changing Your Plan

1. Go to Settings > Billing
2. Click Change Plan
3. Select your new plan
4. Changes take effect on your next billing date

Upgrading gives immediate access to new features. Downgrading takes effect at the end of your billing period.

Updating Payment Method

1. Go to Settings > Billing
2. Click Update Payment Method
3. Enter your new card details
4. Click Save

Canceling Your Subscription

1. Go to Settings > Billing
2. Click Cancel Subscription
3. Tell us why you're leaving (optional but helpful)
4. Confirm cancellation

You'll retain access until the end of your billing period. Your data is kept for 30 days in case you want to come back.

Creating Recipes

Recipes define the ingredients and quantities needed to produce a product. To create a recipe:

1. Go to Recipes from the main menu
2. Click Add Recipe
3. Name the recipe and add ingredients with quantities
4. Set the yield (how many items or how much weight the recipe produces)

Product Components

Link recipes to products to calculate costs and generate ingredient lists for production:

1. Go to Products and edit a product
2. Open the Components tab
3. Add recipe components and assign roles: Shell, Filling, Icing, or Topping
4. Set the per-item quantity in ounces for each component

A single product can use multiple recipe components (e.g., a filled donut uses a shell recipe, a filling recipe, and an icing recipe).

Recipe Costing

DoughOps automatically calculates the ingredient cost per item based on your recipe yields and ingredient prices. The cost formula is:

• Ingredient cost per unit (set on each ingredient) multiplied by the quantity used
• Scaled by the yield to determine cost per item
• All component costs are summed for the total product cost

Keep ingredient prices up to date in Products > Ingredients for accurate costing.

Labor & Overhead Markup

Add a labor and overhead markup percentage on top of ingredient costs to reflect the true cost of production:

• Shop-wide default: Set at Settings > Shop
• Per-location override: Set at Settings > Locations for each location
• Industry standard is 30-40% for bakeries

The markup is reflected on product cards, print sheets, and product emails.

Inventory Tracking

DoughOps tracks ingredient stock levels with lot-level traceability:

• Stock levels: View current quantities for all ingredients
• Lot tracking: Each delivery creates a lot with expiry date and cost
• FEFO/FIFO: First Expired, First Out ordering ensures oldest stock is used first
• Low stock alerts: Get notified when ingredients fall below reorder points

Purchase Orders

Create and manage purchase orders to streamline your ordering process:

1. Go to Purchasing from the main menu
2. Click New Purchase Order
3. Select a supplier and add ingredients (pricing auto-fills from ingredient records)
4. Save as draft or mark as ordered
5. Send the PO as a PDF via email directly to your vendor
6. When the delivery arrives, click Receive to log received quantities, lot numbers, and expiry dates

PO numbers are auto-generated (e.g., PO-2026-0001). Receiving updates inventory levels automatically.

AI Purchase Suggestions

DoughOps analyzes your stock levels and upcoming production demand to suggest what you need to order:

• Low stock detection: Items below reorder point
• Production demand: Ingredients needed for upcoming production plans
• Expiring lots: Alerts for inventory nearing expiry

One-click Create PO from any suggestion to start an order, pre-grouped by supplier.

Supplier Management

Track your qualified suppliers with contact info, compliance documents, and performance metrics:

• Mark preferred suppliers for each ingredient
• Track on-time delivery rates and fill rates
• Store certifications and compliance documents
• View total spend and order history per supplier

Flagging Seasonal Items

Mark any product as seasonal so it only appears in production plans during its active season:

1. Go to Products and edit a product
2. Open the Options tab
3. Toggle "This is a seasonal item"
4. Set the start month/day and end month/day

Date ranges repeat yearly — no need to set a year. For example, Pumpkin Spice from September 1 to November 30.

Auto-Archive & Quick Toggle

DoughOps automatically manages seasonal product visibility:

• Auto-archive: Products automatically hide from production plans when out of season and reappear when in season (checked daily at 4 AM UTC)
• Quick toggle: Use the leaf icon on product cards to manually activate or deactivate seasonal items at any time
• Seasonal filter: Use the "Seasonal" pill on the Products page to view only your seasonal items

Logging Donations

Record food donations to track your impact and tax benefits:

1. Go to Donations from the main menu
2. Click Log Donation
3. Select a donation partner (food bank, shelter, etc.)
4. Add donated items with quantities, cost values, and retail values
5. Click Save

Waste-to-Donation

Easily convert unsold products into donations:

• Click Import from Waste on the donation form
• DoughOps pulls in unsold waste records for the selected date
• Items are pre-filled with product names, quantities, and cost/retail values
• Review and adjust, then save as a donation instead of waste

Tax Deductions

DoughOps automatically calculates your enhanced tax deduction under IRC 170(e)(3):

• Enhanced deduction: Cost basis + 50% of (retail value minus cost basis), capped at 2x cost basis
• Year-end summary: Download an annual tax summary PDF for your accountant
• IRS guidance: Receipts include notes on $250 threshold and Form 8283 requirements for donations over $5,000

Finding Partners & Receipts

Discover nearby food banks, shelters, and community organizations:

• Click Find Nearby to search via Google Places
• One-click add from discovery results with auto-populated contact info
• Each donation generates an IRS-ready receipt that can be auto-emailed to the partner

Customer Types

DoughOps supports three types of customers:

• Retail: Walk-in customers you add manually, with optional birthday, allergy notes, and communication preferences
• B2B: Wholesale accounts for restaurants, offices, and catering clients
• POS-synced: Customers imported automatically from Square or Clover with synced fields locked to prevent conflicts

POS Sync & B2B Linking

Square-connected customers are automatically imported with their name, email, and phone. Fields synced from your POS are locked to prevent editing conflicts — DoughOps-only fields like allergy notes, tags, and birthday are always editable.

You can also link any customer to a B2B wholesale account to track their ordering history across both retail and wholesale channels.

Daily Checklists

Tasks are organized by time of day to match your shop's workflow:

• Opening: Tasks to complete when you start (e.g., "Turn on fryers", "Check display case")
• Anytime: Tasks that can be done throughout the day
• Afternoon: Mid-day tasks like restocking and cleaning
• Closing: End-of-day cleanup and prep

Set up your task templates in Settings > Tasks. Tasks repeat daily, weekly, or on specific days.

Completing Tasks & Exceptions

Bakers interact with tasks directly from the Tasks page:

• Complete: Single tap to mark a task done (10-second undo available)
• Exception reporting: Long-press a task to report an issue — attach photos and voice notes to explain what happened
• Skip: Managers can skip tasks with a reason when they don't apply

Manager Dashboard & Gamification

Managers can track team performance from the Tasks Dashboard:

• Completion rates by team member and time period
• Review and resolve exception reports
• Track escalated tasks that need attention

DoughOps includes gamification features to keep your team engaged: completion streaks, achievement badges, and team leaderboards.

Adding Equipment

Keep a detailed inventory of all your bakery equipment:

1. Go to Assets from the main menu
2. Click Add Asset
3. Select a category (Fryer, Oven, Proofer, Mixer, etc.)
4. Enter make, model, serial number, and purchase date
5. Set the status: Active, Needs Service, Out of Service, or Retired

Maintenance Scheduling

Set up recurring maintenance schedules to keep equipment in top shape:

• Create daily, weekly, or monthly maintenance tasks for each asset
• Maintenance schedules automatically create checklist tasks that appear in your daily task list
• Incomplete maintenance tasks carry over to the next day so nothing gets missed

AI Nameplate OCR & Service History

On Pro plans, photograph equipment nameplates and DoughOps will auto-fill specs like make, model, and serial number using AI-powered OCR.

Log every repair, inspection, and service call with costs, technician info, and notes. Build a complete service history for each piece of equipment to track reliability and total cost of ownership.

Supported Languages

DoughOps currently supports:

• English (default)
• Spanish (Español)
• Simplified Chinese (简体中文)

Changing Your Language

Each team member can choose their own language:

1. Go to Settings > Profile
2. Find the Language dropdown
3. Select your preferred language
4. The interface updates immediately — no restart needed

Language is a per-user setting, so each team member sees DoughOps in their own language regardless of what others have selected.

Command Palette

Press Ctrl+K (or Cmd+K on Mac) to open the command palette. Type the name of any page to navigate instantly — no clicking through menus required.

Global Search

Press Ctrl+Shift+K (or Cmd+Shift+K on Mac) to search across your entire workspace:

• Products, recipes, and ingredients
• Purchase orders and suppliers
• Customers and B2B accounts
• Equipment and assets

Results appear as you type — click any result to jump directly to it.

Keyboard Shortcuts

Navigate faster with keyboard shortcuts:

• G then D: Go to Dashboard
• G then P: Go to Production
• G then W: Go to Waste
• G then T: Go to Tasks
• G then S: Go to Sales

FDA Recall Monitoring

DoughOps automatically checks for FDA recalls relevant to your ingredients. When a recall is detected, affected ingredients are flagged so you can take immediate action.

HACCP Logs

Log temperature checks and visual inspections at critical control points:

• Receiving temperature: Record temperatures when deliveries arrive
• Receiving inspection: Visual inspection checkpoints for incoming goods
• Logs are linked to purchase orders for full traceability

Supplier Qualification & CAPA

Maintain a qualified supplier list with certifications, audit dates, and compliance documents. When issues arise, create Corrective and Preventive Action (CAPA) records to document the problem, root cause, and resolution — building a defensible food safety program.

Getting Started with DoughOps POS

DoughOps POS is a $29/month add-on. Each card transaction has a small DoughOps platform fee of 0.5% + 5¢. Payments are processed by Stripe, who bills your bakery directly at their standard rates (typically 2.7% + 5¢ in-person Terminal) — see stripe.com/pricing. To enable POS:

1. Go to Settings > Integrations > DoughOps Payments
2. Click Connect Stripe and complete the onboarding (business details, bank account, identity verification)
3. Order a Stripe Reader M2 (~$59) from Stripe
4. Pair the reader under Settings > POS > Registers
5. Create 6-digit PINs for each staff member under Settings > Crew
6. Open /pos on your tablet and open the first shift

Staff PINs & Shared Registers

Each staff member logs in with a 6-digit PIN on the register tablet. One tablet can host multiple PINs — the owner, managers, and bakers all share the same register.

• Crew members linked to a full DoughOps user inherit that role (Owner/Manager/Baker)
• Clock-only crew members can punch time but can't ring sales
• Manager-only actions (refunds, voids, big discounts, price overrides) prompt for a Manager PIN when a Baker triggers them
• Already logged into the web app as Owner or Manager? Use the "Use my account" shortcut to skip the PIN prompt

Refunds & Voids

From the Transaction History tab in the register:

• Refund: full or partial, with reason code. Automatically emails a branded refund receipt to the customer. Resend the receipt any time from the refund row.
• Void: same-day only, before Stripe settlement. Reverses the sale, restores inventory, refunds the payment.
• Staff cannot void or refund their own transactions — requires a different manager PIN.
• Every action is logged in the POS audit trail.

Gift Cards

Issue digital gift cards directly from the register:

• Amounts from $10 to $500 (Manager PIN required above $100)
• Delivered via branded email with a scannable QR code
• Partial or full redemption, split payments supported
• Customers can check balance at /gift-card/check (no login)
• Reload, disable (lost/stolen), or manually adjust balances
• No expiration, no dormancy fees (CARD Act 2009 compliant)

A dashboard shows your outstanding gift card liability for bookkeeping.

Loyalty & Rewards

Pick one of two programs under Settings > POS > Loyalty:

• Stamps mode: "Buy 10, get 1 free" — configurable target and reward
• Points mode: earn points per dollar, redeem for discounts or free items

At checkout: staff enter a phone number, the cart sidebar shows stamp progress or points balance, and rewards earn automatically on payment. Tier system (Regular/Silver/Gold) with points multipliers and bonus days (e.g., "2x points Tuesdays"). Marketing emails go out automatically for birthdays, near-reward reminders, and win-back.

Employee Time Clock

Your staff clock in and out with their 6-digit PIN on the POS tablet — no separate app needed.

• Paid and unpaid breaks tracked separately
• Optional photo clock-in: captures a selfie at punch-in and punch-out for proof of presence
• Backfill punches: managers can retroactively create a punch for someone who forgot to clock in (audit-logged)
• Auto-close runs every 15 minutes — closes forgotten punches and breaks so hours don't run wild
• FLSA overtime: 40 hr/week federal, plus optional daily overtime for CA/AK/NV/CO
• Tip allocation: individual, even split, hours-based, or role-based (DOL-compliant tip pooling with Owner opt-in)
• Payroll export: QuickBooks, Gusto, ADP, and generic CSV formats
• Manager timesheet view with per-employee hours and overtime breakdown

Adding a Second Tablet (Register, Customer Display, Kitchen Display)

From your main register, go to Settings > POS Devices > Add Device. A 6-digit pairing code appears along with a QR code.

On the new tablet, either scan the QR code or open app.doughops.com/pos/setup and enter the code. The device is registered and ready to PIN-log in. Same flow works for customer-facing displays and kitchen displays.

Other POS Features

• Production-aware: product tiles show today's plan and remaining count, updating live as sales happen
• Fulfillment tab: pick up custom orders, B2B wholesale orders, and pre-orders from the same register; convert accepted quotes to sales
• Cash management: pay-ins, pay-outs, no-sale drawer opens (manager-gated), variance reporting at shift close
• Multi-jurisdiction sales tax: state/county/city/district, per-product tax categories
• Customer identification: phone lookup, SMS verification for new customers, automatic recognition on repeat card swipes (PCI-safe fingerprints)
• Modifier groups: sizes, milks, flavors with required vs optional choices and price adjustments
• Barcode scanning: any HID keyboard scanner
• Email receipts: branded, reprintable from transaction detail
• Offline mode: cash-only when disconnected, syncs securely when back online
• Z-report (end of day) and X-report (current shift) for cash-out
• Kiosk Mode: fullscreen tablet experience; exit with a Manager PIN returns to the main app