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Custom Orders: Handling Special Requests

What This Page Does

Your Custom Orders page is your incoming request queue — this is where custom order requests land after customers submit them from your shop. From here you can review each request, send a quote, ask for more information, or decline.


Setting Up Custom Orders on a Product

Custom orders are enabled per-product when you create or edit a product — not from this dashboard page.

  1. Go to Products and edit (or create) a product.
  2. Scroll down to the Custom Order Settings section.
  3. Toggle Enable custom orders for this product on. The Add to Cart button will be replaced by a custom order request form on your shop page.
  4. Build your form — add the specific questions you need customers to answer (flavors, sizes, inscription, delivery date, allergy info, file uploads, etc.). Customer name, email, and phone are collected automatically — no need to add those.
  5. Choose your mode: Standard Form (all questions on one page) or Step-by-step Wizard (one question at a time — better for complex or emotional orders like wedding cakes).
  6. Save the product.

Tip: Open Bea from any product edit page and say “help me set up custom orders” — she will walk you through the whole setup.


Processing Incoming Requests

  1. When a request comes in, you will get an email notification.
  2. Go to Custom Orders in your dashboard and click the request to see all the details — customer answers, any uploaded files, and their requested date.
  3. Choose your response:
  • Send Quote — enter your price and a payment window. The customer gets an invoice email with a payment link.
  • Ask for More Info — send a follow-up question. They can reply without logging in.
  • Decline — with an optional note to the customer.

Once the customer pays, the request converts to a confirmed order automatically.


Common Uses

  • Wedding or event cakes with custom flavors and decorations
  • Bulk orders (a dozen jars of jam for a corporate gift basket)
  • Personalized labels or packaging
  • Seasonal made-to-order items (Thanksgiving pies, Christmas cookie assortments)
  • Dietary accommodations (gluten-free version of a standard product)
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