AI back office ·
What an AI Back Office Assistant Can (and Can't) Do
What an AI back office assistant can do for a small business, what it should never do on its own, and a safety checklist to choose one you can trust.
8 min read
Who it's for / Bakers & cake makers
Bakers sell in two very different ways. Custom cakes and dessert tables are priced per serving or per piece, with decoration, delivery and setup on top, and booked with a deposit weeks ahead. Wholesale accounts, such as cafés, restaurants and shops, take standing orders every week and are invoiced weekly or monthly. Tell Clodou what was ordered and at what price: it writes the quote or the invoice, keeps the deposit and the balance in order, and remembers your price list if you ask it to.
"Quote Priya Shah for a 3-tier wedding cake: 120 servings at $5.50, sugar flowers at $180 and delivery and setup at $75" writes three lines, $915, with your deposit terms in the note.
Add each café or shop as a client and invoice its deliveries with quantities, such as 12 dozen croissants at $30 a dozen. A fixed standing order at a set monthly price can be a retainer that Clodou prepares as a draft every month.
Ask Clodou to remember your prices, such as "wholesale croissants are $30 a dozen", and it uses them when you leave a price out, telling you it did. The notes are listed in Clodou learns, where you can change or remove them.
Custom cakes are often priced per serving, with a higher price for more detailed designs, and dessert tables per dozen or per piece. Decoration such as sugar flowers or a topper, a cake stand rental, and delivery and setup go on their own lines. Clodou takes the quantity and the price you give: 120 servings at $5.50 is one line of $660. It never picks a price or a design for you.
Wedding and event cakes are usually booked with a deposit weeks or months ahead, and the balance is due before the event. Write your terms in the quote's note; when the customer books, turn the quote into the invoice and record the deposit as a partial payment. Clodou keeps the balance until the last payment. If the number of servings changes, change it on the draft before you send it.
Cafés, restaurants and shops usually take standing orders delivered several times a week and pay weekly or monthly. Invoice the period with the quantities delivered, or set up a retainer for a fixed monthly order. Whether baked goods are taxed depends on where you sell and to whom, and wholesale sales may be exempt with the buyer's resale certificate: check with your accountant, and Clodou applies the rate you set, per line or per invoice.
Step 1
Quote Priya Shah for a 3-tier wedding cake on September 12: 120 servings at $5.50, sugar flowers at $180 and delivery and setup at $75. Note: $300 deposit to book, balance due September 1.
Adds Priya Shah as a client and creates quote DEV-0012 with three lines: wedding cake, 3 tiers, 120 servings at $5.50, $660.00; sugar flowers, $180.00; delivery and setup, $75.00. No tax is set on this workspace, so the total is $915.00, and the terms print in the note.
Step 2
Priya booked and paid the $300 deposit. Turn DEV-0012 into an invoice due September 1; I sent it to her.
Creates invoice INV-0058 for $915.00 with the same lines and note, plus a reference to DEV-0012, and sets the due date to September 1. It marks INV-0058 as sent and shows an approval card to record $300 received. Once you approve it, $615.00 is still owed.
Step 3
Remember for the whole team: wholesale croissants are $30 a dozen and sourdough loaves are $6 each.
Saves a workspace note in your words: wholesale croissants are $30 a dozen and sourdough loaves are $6 each. It is listed in Clodou learns, where you can change or remove it.
Step 4
Invoice Corner Café for this week: 12 dozen croissants and 30 sourdough loaves.
Finds Corner Café and creates draft invoice INV-0059 with two lines, at the prices from your note: croissants, 12 dozen at $30, $360.00; sourdough loaves, 30 at $6, $180.00. Total: $540.00.
Quote Priya Shah for a 3-tier wedding cake on September 12: 120 servings at $5.50, sugar flowers at $180, delivery and setup at $75
Remember: wholesale croissants are $30 a dozen and sourdough loaves are $6 each
Invoice Corner Café for this week: 12 dozen croissants and 30 sourdough loaves
AI back office ·
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