Getting Started with Mathership
Mathership helps restaurants manage ordering, inventory, supplier communication, POS integrations, reorder suggestions, AI assistance, and reporting in one workspace. This guide shows you what to do first, where to find each feature, and how to move from simple ordering to full inventory automation.Start ordering
Set up inventory
Use automation
Start here
If you are new to Mathership, start with this flow:Select the correct company
Check your account
Review your organization
Add delivery locations
Place your first order
The restaurant workspace
Restaurant users work in the customer workspace. The left sidebar is your main navigation. It is built around the selected company and gives you access to ordering, inventory, automation, reports, and settings.| Sidebar section | What you do there |
|---|---|
| Home | Open the dashboard and review what needs attention |
| Order | Create orders from the current ordering mode |
| Order history | Search, filter, open, export, and archive orders |
| Manage inventory | Manage storage locations, ingredients, and recipes |
| Automation | Use the AI Assistant, reorder suggestions, and integrations |
| Reports | Review inventory, purchase orders, and export history |
| Settings | Manage account, delivery locations, and organization |
| Support | Open the Mathership help center |
Company selection
Mathership is company-based. If your organization has more than one company or restaurant location, the selected company affects what you see and change. Always check the selected company before you:- Place an order
- Review order history
- Add delivery locations
- Create storage locations
- Add ingredients
- Receive inventory
- Review reports
- Change settings
Permissions and access
Your role and permissions determine what you can see and do. Depending on your access, you may be able to:- Create drafts
- Send orders
- View financials
- Manage inventory
- Manage recipes
- Manage integrations
- Manage users
- Manage billing or company settings
Choose your setup path
Mathership can be used in stages.Path 1: Ordering only
Path 2: Ordering + inventory
Path 3: Full automation
Path 1: Start with ordering
Use this path if you want to create orders quickly and track them later.Check Account settings
Check Organization settings
Add Delivery locations
Add products
Placing Orders
Shopping Cart
Order History
Path 2: Add inventory
Use this path when ordered products should become inventory stock after delivery. Start with the ordering path, then set up the inventory foundation.Create storage locations
Create ingredients
Map products to ingredients
Storage Units
Ingredients
Product Mapping
Receiving Orders
Stock Counts
Ledger
Path 3: Use full automation
Use this path when you want Mathership to help with recipes, reorder suggestions, POS integrations, AI, and reporting.Create recipes
Set reorder rules
Use Suggestions
Connect integrations
Ask the AI Assistant
Recipes
Reorder Suggestions
Integrations
AI Assistant
Inventory Report
Purchase Orders Report
What can be done where
Use this table when you know what you want to do but are not sure where to go.| I want to… | Go to |
|---|---|
| Change my name, email, password, or language | Settings → Account |
| Manage companies, members, invitations, and access | Settings → Organization |
| Add or edit delivery addresses | Settings → Delivery locations |
| Place an order | Order |
| Review selected products before order review | Order → Shopping Cart |
| Use recurring products | Order → Product Lists |
| Find old, draft, or scheduled orders | Order history |
| Create storage locations | Manage inventory → Storage locations |
| Create ingredients | Manage inventory → Ingredients |
| Create recipes | Manage inventory → Recipes |
| Map vendor products to ingredients | Manage inventory → Product Mapping |
| Receive delivered products | Inventory → Receiving Orders |
| Count physical stock | Inventory → Stock Counts |
| Record waste | Inventory → Waste |
| Move stock between locations | Inventory → Transfers |
| Understand why stock changed | Inventory → Ledger |
| Ask inventory or order questions | Automation → AI Assistant |
| Review reorder recommendations | Automation → Suggestions |
| Connect POS or CSV imports | Automation → Integrations |
| Review inventory performance | Reports → Inventory Report |
| Review purchase orders | Reports → Purchase Orders Report |
| Review generated exports | Reports → Export History |
Settings in detail
Settings should usually be checked before the first order.Account
Organization
Delivery Locations
Account
Open Settings → Account. Use Account settings to:- Update your first and last name
- Check or update your email address
- Change your password
- Choose your language
- Manage the default order attachment format, if you have access
Organization
Open Settings → Organization. Use Organization settings to:- Review the current organization
- See companies that belong to the organization
- Add or manage companies, if allowed
- Invite members, if allowed
- Manage company access
- Review pending invitations
- Control who can access which company
Delivery locations
Open Settings → Delivery locations. Delivery locations define where vendor orders should be delivered. Use delivery locations for:- Restaurant addresses
- Kitchens
- Bar storage
- Cold rooms
- Dry storage
- Central warehouses
- Catering locations
- Other receiving points
Ordering in detail
Ordering starts from Order in the sidebar. The default restaurant ordering mode is My Inventory. Use ordering to:- Browse products
- Search by product name or article number
- Use product lists
- Add quantities to the shopping cart
- Review selected products
- Continue to order review
- Find created orders in Order history
Placing Orders
Shopping Cart
Product Lists
Order Drafts and Scheduling
Order Attachments
Order History
Inventory in detail
Open Manage inventory from the sidebar. The inventory section starts with three core pages:| Page | What it is for |
|---|---|
| Storage locations | Physical places where stock is stored |
| Ingredients | Items you track in inventory |
| Recipes | Ingredient-based recipe structures used for usage and POS deduction |
Storage locations
Open Manage inventory → Storage locations. Use storage locations for places like:- Main kitchen
- Bar
- Cold room
- Dry storage
- Freezer
- Beverage storage
- External warehouse
Ingredients
Open Manage inventory → Ingredients. Ingredients are the items you track in stock. Examples:- Tomatoes
- Milk
- Flour
- Beef
- Butter
- Wine
- Cleaning products
Recipes
Open Manage inventory → Recipes. Recipes help you connect ingredients to production and sales workflows. Use recipes to:- Build dishes from ingredients
- Use sub-recipes
- Calculate ingredient usage
- Support POS stock deductions
- Understand expected usage
Inventory operations
After storage locations and ingredients are ready, you can start using inventory operations.| Workflow | Use it when |
|---|---|
| Receiving orders | Delivered vendor products should increase stock |
| Stock counts | Physical stock should correct book stock |
| Waste | Stock is spoiled, damaged, expired, spilled, or unusable |
| Transfers | Stock moves from one storage location to another |
| Ledger | You want to understand why stock changed |
| Unit conversions | You need to understand how product units become ingredient stock units |
Receiving Orders
Stock Counts
Waste
Transfers
Ledger
Unit Conversions
Automation in detail
Open Automation from the sidebar. Automation contains:| Page | What it is for |
|---|---|
| AI Assistant | Ask questions about inventory, orders, suggestions, and reports |
| Suggestions | Review reorder suggestions based on stock and consumption |
| Integrations | Connect systems such as POS integrations and CSV uploads |
AI Assistant
Reorder Suggestions
Integrations
Ask the AI Assistant while onboarding
You can use the AI Assistant to help you find the next step. Try asking:First steps
Ordering
Delivery locations
Inventory setup
Receiving
Reports
Reports in detail
Open Reports from the sidebar. Reports help you review inventory and purchasing activity.| Report | Use it for |
|---|---|
| Inventory Report | Stock levels, values, activity, movements, and critical stock |
| Purchase Orders Report | Purchase and order analysis |
| Export History | Previously generated exports |
Inventory Report
Purchase Orders Report
Export History
Common first-week checklist
Day 1: Access and settings
Day 2: First order
Day 3: Order history
Day 4: Storage and ingredients
Day 5: Receiving and ledger
Later: Automation and reports
Best practices
Start small
Use the correct company
Keep names clear
Review before posting
Use reports regularly
Ask the assistant
Common questions
What should I do first?
What should I do first?
Where do I place an order?
Where do I place an order?
Where do I see old orders?
Where do I see old orders?
Where do I manage stock?
Where do I manage stock?
Where do I receive delivered products?
Where do I receive delivered products?
Where do I connect POS or external systems?
Where do I connect POS or external systems?
Where do I review inventory and purchase activity?
Where do I review inventory and purchase activity?
Why do I not see a page or button?
Why do I not see a page or button?
Related pages
Dashboard
Ordering Overview
Inventory Overview
Automation Overview
Reports Overview
Settings Overview
Start here
If you are new to Mathership, start with this flow:Select the correct company
Check your account
Review your organization
Add delivery locations
Place your first order
| Sidebar section | What you do there |
|---|---|
| Home | Open the dashboard and review what needs attention |
| Order | Create orders from the current ordering mode |
| Order history | Search, filter, open, export, and archive orders |
| Manage inventory | Manage storage locations, ingredients, and recipes |
| Automation | Use the AI Assistant, reorder suggestions, and integrations |
| Reports | Review inventory, purchase orders, and export history |
| Settings | Manage account, delivery locations, and organization |
| Support | Open the Mathership help center |
Company selection
Mathership is company-based. If your organization has more than one company or restaurant location, the selected company affects what you see and change. Always check the selected company before you:- Place an order
- Review order history
- Add delivery locations
- Create storage locations
- Add ingredients
- Receive inventory
- Review reports
- Change settings
Permissions and access
Your role and permissions determine what you can see and do. Depending on your access, you may be able to:- Create drafts
- Send orders
- View financials
- Manage inventory
- Manage recipes
- Manage integrations
- Manage users
- Manage billing or company settings
Choose your setup path
Mathership can be used in stages.Path 1: Ordering only
Path 2: Ordering + inventory
Path 3: Full automation
Path 1: Start with ordering
Use this path if you want to create orders quickly and track them later.Check Account settings
Check Organization settings
Add Delivery locations
Add products
Placing Orders
Shopping Cart
Order History
Path 2: Add inventory
Use this path when ordered products should become inventory stock after delivery. Start with the ordering path, then set up the inventory foundation.Create storage locations
Create ingredients
Map products to ingredients
Storage Units
Ingredients
Product Mapping
Receiving Orders
Stock Counts
Ledger
Path 3: Use full automation
Use this path when you want Mathership to help with recipes, reorder suggestions, POS integrations, AI, and reporting.Create recipes
Set reorder rules
Use Suggestions
Connect integrations
Ask the AI Assistant
Recipes
Reorder Suggestions
Integrations
AI Assistant
Inventory Report
Purchase Orders Report
What can be done where
Use this table when you know what you want to do but are not sure where to go.| I want to… | Go to |
|---|---|
| Change my name, email, password, or language | Settings → Account |
| Manage companies, members, invitations, and access | Settings → Organization |
| Add or edit delivery addresses | Settings → Delivery locations |
| Place an order | Order |
| Review selected products before order review | Order → Shopping Cart |
| Use recurring products | Order → Product Lists |
| Find old, draft, or scheduled orders | Order history |
| Create storage locations | Manage inventory → Storage locations |
| Create ingredients | Manage inventory → Ingredients |
| Create recipes | Manage inventory → Recipes |
| Map vendor products to ingredients | Manage inventory → Product Mapping |
| Receive delivered products | Inventory → Receiving Orders |
| Count physical stock | Inventory → Stock Counts |
| Record waste | Inventory → Waste |
| Move stock between locations | Inventory → Transfers |
| Understand why stock changed | Inventory → Ledger |
| Ask inventory or order questions | Automation → AI Assistant |
| Review reorder recommendations | Automation → Suggestions |
| Connect POS or CSV imports | Automation → Integrations |
| Review inventory performance | Reports → Inventory Report |
| Review purchase orders | Reports → Purchase Orders Report |
| Review generated exports | Reports → Export History |
Settings in detail
Settings should usually be checked before the first order.Account
Organization
Delivery Locations
Account
Open Settings → Account. Use Account settings to:- Update your first and last name
- Check or update your email address
- Change your password
- Choose your language
- Manage the default order attachment format, if you have access
Organization
Open Settings → Organization. Use Organization settings to:- Review the current organization
- See companies that belong to the organization
- Add or manage companies, if allowed
- Invite members, if allowed
- Manage company access
- Review pending invitations
- Control who can access which company
Delivery locations
Open Settings → Delivery locations. Delivery locations define where vendor orders should be delivered. Use delivery locations for:- Restaurant addresses
- Kitchens
- Bar storage
- Cold rooms
- Dry storage
- Central warehouses
- Catering locations
- Other receiving points
Ordering in detail
Ordering starts from Order in the sidebar. The default restaurant ordering mode is My Inventory. Use ordering to:- Browse products
- Search by product name or article number
- Use product lists
- Add quantities to the shopping cart
- Review selected products
- Continue to order review
- Find created orders in Order history
Placing Orders
Shopping Cart
Product Lists
Order Drafts and Scheduling
Order Attachments
Order History
Inventory in detail
Open Manage inventory from the sidebar. The inventory section starts with three core pages:| Page | What it is for |
|---|---|
| Storage locations | Physical places where stock is stored |
| Ingredients | Items you track in inventory |
| Recipes | Ingredient-based recipe structures used for usage and POS deduction |
Storage locations
Open Manage inventory → Storage locations. Use storage locations for places like:- Main kitchen
- Bar
- Cold room
- Dry storage
- Freezer
- Beverage storage
- External warehouse
Ingredients
Open Manage inventory → Ingredients. Ingredients are the items you track in stock. Examples:- Tomatoes
- Milk
- Flour
- Beef
- Butter
- Wine
- Cleaning products
Recipes
Open Manage inventory → Recipes. Recipes help you connect ingredients to production and sales workflows. Use recipes to:- Build dishes from ingredients
- Use sub-recipes
- Calculate ingredient usage
- Support POS stock deductions
- Understand expected usage
Inventory operations
After storage locations and ingredients are ready, you can start using inventory operations.| Workflow | Use it when |
|---|---|
| Receiving orders | Delivered vendor products should increase stock |
| Stock counts | Physical stock should correct book stock |
| Waste | Stock is spoiled, damaged, expired, spilled, or unusable |
| Transfers | Stock moves from one storage location to another |
| Ledger | You want to understand why stock changed |
| Unit conversions | You need to understand how product units become ingredient stock units |
Receiving Orders
Stock Counts
Waste
Transfers
Ledger
Unit Conversions
Automation in detail
Open Automation from the sidebar. Automation contains:| Page | What it is for |
|---|---|
| AI Assistant | Ask questions about inventory, orders, suggestions, and reports |
| Suggestions | Review reorder suggestions based on stock and consumption |
| Integrations | Connect systems such as POS integrations and CSV uploads |
AI Assistant
Reorder Suggestions
Integrations
Ask the AI Assistant while onboarding
You can use the AI Assistant to help you find the next step. Try asking:First steps
Ordering
Delivery locations
Inventory setup
Receiving
Reports
Reports in detail
Open Reports from the sidebar. Reports help you review inventory and purchasing activity.| Report | Use it for |
|---|---|
| Inventory Report | Stock levels, values, activity, movements, and critical stock |
| Purchase Orders Report | Purchase and order analysis |
| Export History | Previously generated exports |
Inventory Report
Purchase Orders Report
Export History
Common first-week checklist
Day 1: Access and settings
Day 2: First order
Day 3: Order history
Day 4: Storage and ingredients
Day 5: Receiving and ledger
Later: Automation and reports
Best practices
Start small
Use the correct company
Keep names clear
Review before posting
Use reports regularly
Ask the assistant
Common questions
What should I do first?
What should I do first?
Where do I place an order?
Where do I place an order?
Where do I see old orders?
Where do I see old orders?
Where do I manage stock?
Where do I manage stock?
Where do I receive delivered products?
Where do I receive delivered products?
Where do I connect POS or external systems?
Where do I connect POS or external systems?
Where do I review inventory and purchase activity?
Where do I review inventory and purchase activity?
Why do I not see a page or button?
Why do I not see a page or button?