Automations
Mathership automation tools help you work faster by turning inventory, order, and stock data into actionable recommendations. Use Automations to ask operational questions, review reorder suggestions, prepare draft orders, and manage stock-related actions from one place.AI Assistant
Chat with the Mathership AI to query inventory, orders, stock movements, and reorder suggestions.
Reorder Suggestions
View automatically generated reorder recommendations for ingredients that need attention.
What Automations help with
Automations are designed to support daily restaurant operations. They can help you:- Find low-stock or critical ingredients
- Review recent orders
- Understand inventory movements
- Compare data across companies in your organization
- Get reorder suggestions
- Prepare draft orders
- Snooze or dismiss reorder recommendations
- Review operational data without manually searching through multiple pages
Available automation tools
AI Assistant
The AI Assistant lets you ask questions about your inventory, orders, and reorder suggestions in plain language.Inventory insights
Ask about stock levels, storage units, movements, low-stock items, and inventory value.
Order overview
Review recent orders, open orders, vendor history, and order spending.
Reorder support
Get reorder suggestions, prepare draft orders, and manage suggestions directly from chat.
- Ask inventory questions
- Review order history
- Get reorder suggestions
- Create draft orders
- Compare data across companies
- Continue previous conversations
- View structured responses such as tables, metric cards, charts, comparisons, and reports
Reorder Suggestions
Reorder Suggestions are automatically generated recommendations that tell you which ingredients need to be ordered, how much to order, and when.Know what to order
See which ingredients need attention based on current stock and recent consumption.
Plan by vendor
Review suggestions grouped by vendor and storage unit.
Act directly
Adjust quantities, make an order, snooze, dismiss, or reopen suggestions.
| Input | What it means |
|---|---|
| Current stock | On-hand quantity in the configured storage unit |
| Review period | The window in days used to calculate average daily consumption |
| Lead time | How many days it takes for an order to arrive |
| Safety stock | How many days of buffer stock to keep on hand |
| Min. order quantity | The smallest quantity that should be included in an order |
Common workflow
A typical automation workflow looks like this:Check operational status
Open the AI Assistant and ask about low-stock items, recent orders, or stock movements.
Creating a draft order through Automations does not send the order automatically. You still review and send it from the orders page.
AI Assistant scope
Before sending a message in the AI Assistant, choose which data the assistant should work with.| Scope | What it covers |
|---|---|
| This company | Inventory, orders, stock, and suggestions for the currently selected company |
| Organization | Data across all companies that belong to your organization |
The Organization scope is only available if your company belongs to an organization.
Reorder suggestion statuses
Reorder suggestions can have different statuses depending on what has happened to them.| Status | Meaning |
|---|---|
| Pending | Suggestions that need action |
| Snoozed | Suggestions postponed until a future date |
| Dismissed | Suggestions permanently removed from the current list |
| Ordered | Suggestions marked as ordered |
Actions and confirmations
Automation actions always require confirmation before they are executed. Examples include:| Action | What happens |
|---|---|
| Create draft order | Creates an order draft that can be reviewed before sending |
| Snooze suggestion | Postpones a reorder suggestion until later |
| Dismiss suggestion | Removes a suggestion from the pending list |
| Reopen suggestion | Moves a snoozed or dismissed suggestion back to pending |
Best practices
- Set up reorder configurations for important ingredients
- Use realistic lead times and safety stock values
- Review suggestions before creating orders
- Check current stock and consumption before confirming quantities
- Use the AI Assistant for quick operational questions
- Use the Reorder Suggestions page for detailed review and actions
- Review draft orders before sending them to vendors
- Check the inventory ledger if stock numbers look wrong
Limitations
Automations work with the data available in your Mathership account. They do not:- Access data outside Mathership
- Send orders automatically without confirmation
- Guarantee perfect calculations in every situation
- Replace manual review for important ordering decisions
- Fix missing ingredient, vendor, product, or mapping data automatically
Troubleshooting
The AI Assistant cannot answer my question
The AI Assistant cannot answer my question
Check that:
- You selected the correct company
- You selected the correct scope
- The relevant data exists in Mathership
- Your question is clear enough
- You have permission to view the requested data
No reorder suggestions are appearing
No reorder suggestions are appearing
Check that:
- The ingredient has at least one reorder configuration
- The review period is set to a value greater than zero
- There is consumption history for the ingredient
- The status filter is set to Pending
A suggestion reappears after dismissing it
A suggestion reappears after dismissing it
Dismissing removes the suggestion from the pending list, but it does not prevent a new suggestion from being generated if stock remains low.Delete the reorder configuration if you want to stop suggestions permanently for that ingredient.
A draft order was not created
A draft order was not created
Check that:
- At least one item has a quantity greater than zero
- The vendor product linked to each item still exists
- You have permission to create orders for this company
- A required delivery location has been selected
The numbers look wrong
The numbers look wrong
Check:
- Current stock
- Recent inventory movements
- Consumption history
- Reorder configuration values
- Storage unit selection
- Ingredient and product mappings
Related pages
AI Assistant
Ask questions about inventory, orders, and reorder suggestions in plain language.
Reorder Suggestions
View and act on automatically generated reorder recommendations.
Ingredients
Manage the ingredient data used for stock levels and reorder calculations.
Order History
Review previous, draft, and scheduled orders.