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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

Use My Inventory, product lists, and the shopping cart to prepare orders.

Set up inventory

Create storage locations, ingredients, recipes, and inventory workflows.

Use automation

Ask the AI Assistant, review suggestions, and connect integrations.

Start here

If you are new to Mathership, start with this flow:
1

Select the correct company

Use the company selector in the sidebar.If your organization manages several restaurants, locations, or companies, make sure you are working in the correct one.
2

Check your account

Open SettingsAccount.Confirm your profile, email address, password, language, and account preferences.
3

Review your organization

Open SettingsOrganization.Check companies, members, invitations, roles, and company access if you are allowed to manage them.
4

Add delivery locations

Open SettingsDelivery locations.Add the addresses where vendors should deliver orders.
5

Place your first order

Open Order.Use My Inventory, add products, review the Shopping Cart, and continue to order review.
6

Track the order

Open Order history.Search, filter, open, export, or archive orders.
You do not need to set up every inventory, automation, or report feature on day one. Start with the parts your team needs first.

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 sectionWhat you do there
HomeOpen the dashboard and review what needs attention
OrderCreate orders from the current ordering mode
Order historySearch, filter, open, export, and archive orders
Manage inventoryManage storage locations, ingredients, and recipes
AutomationUse the AI Assistant, reorder suggestions, and integrations
ReportsReview inventory, purchase orders, and export history
SettingsManage account, delivery locations, and organization
SupportOpen 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
If you are in the wrong company, you may create orders, delivery locations, inventory movements, or reports for the wrong location.

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
If you do not see a page, button, or action, your account may not have permission for it. Ask an organization owner or admin to review your company access and role.

Choose your setup path

Mathership can be used in stages.

Path 1: Ordering only

Use this path if you mainly want to create and track orders.

Path 2: Ordering + inventory

Use this path if orders should update inventory after delivery.

Path 3: Full automation

Use this path if you want stock tracking, recipes, reorder suggestions, POS integrations, AI, and reports.

Path 1: Start with ordering

Use this path if you want to create orders quickly and track them later.
1

Check Account settings

Go to SettingsAccount.Confirm your profile, email address, password, language, and account preferences.
2

Check Organization settings

Go to SettingsOrganization.Review the organization, companies, members, invitations, and access if you have permission.
3

Add Delivery locations

Go to SettingsDelivery locations.Add the delivery addresses vendors should use.
4

Open Order

Go to Order in the sidebar.The default restaurant ordering mode is My Inventory.
5

Add products

Search the product table or use a product list.Add quantities with the quantity controls.
6

Review the Shopping Cart

Check selected products, quantities, prices, and totals.
7

Continue to order review

Use the review action to create or open the order review.
8

Use Order history

Open Order history to find the order later, check its status, export the list, or archive old orders.

Placing Orders

Add products, use product lists, and create an order review.

Shopping Cart

Review selected products and quantities before continuing.

Order History

Search, filter, export, archive, and open orders.

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.
1

Create storage locations

Open Manage inventoryStorage locations.Create the physical places where stock is stored, such as kitchen, bar, cold room, dry storage, freezer, or warehouse.
2

Create ingredients

Open Manage inventoryIngredients.Add the items you track in stock, such as tomatoes, milk, flour, beef, butter, wine, or cleaning products.
3

Map products to ingredients

Connect ordered vendor products to internal ingredients so receiving can update stock correctly.
4

Receive orders

Receive delivered products and post them into the correct storage location.
5

Review the ledger

Use the Ledger to understand why stock changed.
6

Use reports

Review stock levels, movements, values, and activity in the Inventory Report.
In the app sidebar, the label is Storage locations. In some documentation pages, the same concept may be called Storage Units.

Storage Units

Create and manage physical inventory locations.

Ingredients

Manage the ingredient master list used across inventory workflows.

Product Mapping

Connect vendor products to internal ingredients and conversion factors.

Receiving Orders

Receive delivered products into ingredient stock.

Stock Counts

Count physical stock and adjust book stock.

Ledger

Review stock movement history.

Path 3: Use full automation

Use this path when you want Mathership to help with recipes, reorder suggestions, POS integrations, AI, and reporting.
1

Create recipes

Open Manage inventoryRecipes.Build dishes from ingredients, use sub-recipes, and calculate ingredient usage.
2

Set reorder rules

Add reorder configurations for important ingredients so Mathership can suggest what to order.
3

Use Suggestions

Open AutomationSuggestions.Review recommended orders based on stock, consumption, lead time, and safety stock.
4

Connect integrations

Open AutomationIntegrations.Connect POS systems or CSV uploads so sales can update inventory.
5

Ask the AI Assistant

Open AutomationAI Assistant.Ask questions about orders, inventory, stock levels, suggestions, and activity.
6

Review reports

Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.

Recipes

Create recipes, use sub-recipes, and calculate ingredient needs.

Reorder Suggestions

View and act on reorder recommendations.

Integrations

Connect POS systems and CSV uploads.

AI Assistant

Ask questions about inventory, orders, and suggestions.

Inventory Report

Review stock levels, values, movements, and activity.

Purchase Orders Report

Analyze purchasing activity.

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 languageSettingsAccount
Manage companies, members, invitations, and accessSettingsOrganization
Add or edit delivery addressesSettingsDelivery locations
Place an orderOrder
Review selected products before order reviewOrderShopping Cart
Use recurring productsOrderProduct Lists
Find old, draft, or scheduled ordersOrder history
Create storage locationsManage inventoryStorage locations
Create ingredientsManage inventoryIngredients
Create recipesManage inventoryRecipes
Map vendor products to ingredientsManage inventoryProduct Mapping
Receive delivered productsInventoryReceiving Orders
Count physical stockInventoryStock Counts
Record wasteInventoryWaste
Move stock between locationsInventoryTransfers
Understand why stock changedInventoryLedger
Ask inventory or order questionsAutomationAI Assistant
Review reorder recommendationsAutomationSuggestions
Connect POS or CSV importsAutomationIntegrations
Review inventory performanceReportsInventory Report
Review purchase ordersReportsPurchase Orders Report
Review generated exportsReportsExport History

Settings in detail

Settings should usually be checked before the first order.

Account

Manage your profile, password, language, and account preferences.

Organization

Manage companies, members, invitations, roles, and access.

Delivery Locations

Manage delivery addresses and link them to storage locations.

Account

Open SettingsAccount. 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 SettingsOrganization. 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 SettingsDelivery 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
A delivery location can also be linked to a storage location for inventory receiving.

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

Learn how to browse products, use lists, add quantities, and create an order review.

Shopping Cart

Review selected products, quantities, prices, and totals.

Product Lists

Create and use lists for frequently ordered products.

Order Drafts and Scheduling

Prepare orders before sending and find draft or scheduled orders.

Order Attachments

Understand PDF and CSV order files.

Order History

Search, filter, export, archive, and open orders.

Inventory in detail

Open Manage inventory from the sidebar. The inventory section starts with three core pages:
PageWhat it is for
Storage locationsPhysical places where stock is stored
IngredientsItems you track in inventory
RecipesIngredient-based recipe structures used for usage and POS deduction

Storage locations

Open Manage inventoryStorage locations. Use storage locations for places like:
  • Main kitchen
  • Bar
  • Cold room
  • Dry storage
  • Freezer
  • Beverage storage
  • External warehouse
Storage locations are used when receiving orders, counting stock, recording waste, transferring stock, and reviewing inventory movements.

Ingredients

Open Manage inventoryIngredients. Ingredients are the items you track in stock. Examples:
  • Tomatoes
  • Milk
  • Flour
  • Beef
  • Butter
  • Wine
  • Cleaning products
Use ingredients for inventory quantities, receiving, stock counts, waste, transfers, recipes, reorder suggestions, and reports.

Recipes

Open Manage inventoryRecipes. 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.
WorkflowUse it when
Receiving ordersDelivered vendor products should increase stock
Stock countsPhysical stock should correct book stock
WasteStock is spoiled, damaged, expired, spilled, or unusable
TransfersStock moves from one storage location to another
LedgerYou want to understand why stock changed
Unit conversionsYou need to understand how product units become ingredient stock units

Receiving Orders

Receive vendor orders and post mapped products into inventory.

Stock Counts

Count physical inventory and adjust book stock.

Waste

Record wasted ingredients and reduce inventory stock.

Transfers

Move stock between storage locations or company locations.

Ledger

Review the movement history of ingredient stock.

Unit Conversions

Understand how product quantities convert into ingredient stock units.

Automation in detail

Open Automation from the sidebar. Automation contains:
PageWhat it is for
AI AssistantAsk questions about inventory, orders, suggestions, and reports
SuggestionsReview reorder suggestions based on stock and consumption
IntegrationsConnect systems such as POS integrations and CSV uploads

AI Assistant

Ask questions about inventory, orders, and reorder suggestions.

Reorder Suggestions

View and act on automatically generated reorder recommendations.

Integrations

Connect external systems such as POS integrations and CSV uploads.

Ask the AI Assistant while onboarding

You can use the AI Assistant to help you find the next step. Try asking:

First steps

What should I set up first in Mathership?

Ordering

How do I place my first order?

Delivery locations

Where do I add delivery locations?

Inventory setup

How do I start using inventory?

Receiving

How do I receive an order into stock?

Reports

Where can I review stock and purchase activity?
The AI Assistant uses Mathership help documentation to answer onboarding questions. Clear questions such as “How do I place my first order?” or “How do I add a delivery location?” usually work best.

Reports in detail

Open Reports from the sidebar. Reports help you review inventory and purchasing activity.
ReportUse it for
Inventory ReportStock levels, values, activity, movements, and critical stock
Purchase Orders ReportPurchase and order analysis
Export HistoryPreviously generated exports

Inventory Report

Review stock levels, movements, values, and activity.

Purchase Orders Report

Analyze purchase order data.

Export History

Review generated report exports.

Common first-week checklist

Day 1: Access and settings

Check company selection, account settings, organization access, and delivery locations.

Day 2: First order

Add products, review the shopping cart, and create your first order review.

Day 3: Order history

Search, filter, open, export, and archive orders.

Day 4: Storage and ingredients

Create storage locations and ingredients.

Day 5: Receiving and ledger

Receive delivered products into stock and review ledger movements.

Later: Automation and reports

Add recipes, suggestions, integrations, AI workflows, and reports.

Best practices

Start small

Begin with ordering and delivery locations before setting up every inventory feature.

Use the correct company

Always check the selected company before ordering, receiving, reporting, or changing settings.

Keep names clear

Use simple names for delivery locations, storage locations, ingredients, recipes, and product lists.

Review before posting

Check products, quantities, delivery locations, and stock movements before saving.

Use reports regularly

Review inventory and purchase reports to catch mistakes early.

Ask the assistant

Use the AI Assistant for questions about stock, orders, suggestions, reports, and next steps.

Common questions

Start with SettingsAccount, then SettingsDelivery locations.After that, place your first order from Order.
Open Order in the sidebar.The default restaurant ordering mode is My Inventory.
Open Order history.Use filters for vendor, status, delivery location, date, or transfer status.
Open Manage inventory.Start with Storage locations and Ingredients.
Use Receiving Orders after the relevant products, ingredients, mappings, and storage locations are set up.
Open AutomationIntegrations.
Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.
Your permissions may limit what you can access.Ask an organization owner or admin to review your company access and role.

Dashboard

Review the restaurant dashboard and daily inventory status.

Ordering Overview

Understand the full ordering workflow.

Inventory Overview

Learn how inventory features fit together.

Automation Overview

Use AI, suggestions, and integrations.

Reports Overview

Review inventory, purchases, and exports.

Settings Overview

Manage account, organization, and delivery locations.
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 here

If you are new to Mathership, start with this flow:
1

Select the correct company

Use the company selector in the sidebar.If your organization manages several restaurants, locations, or companies, make sure you are working in the correct one.
2

Check your account

Open SettingsAccount.Confirm your profile, email address, password, language, and account preferences.
3

Review your organization

Open SettingsOrganization.Check companies, members, invitations, roles, and company access if you are allowed to manage them.
4

Add delivery locations

Open SettingsDelivery locations.Add the addresses where vendors should deliver orders.
5

Place your first order

Open Order.Use My Inventory, add products, review the Shopping Cart, and continue to order review.
6

Track the order

Open Order history.Search, filter, open, export, or archive orders.
You do not need to set up every inventory, automation, or report feature on day one. Start with the parts your team needs first.
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 sectionWhat you do there
HomeOpen the dashboard and review what needs attention
OrderCreate orders from the current ordering mode
Order historySearch, filter, open, export, and archive orders
Manage inventoryManage storage locations, ingredients, and recipes
AutomationUse the AI Assistant, reorder suggestions, and integrations
ReportsReview inventory, purchase orders, and export history
SettingsManage account, delivery locations, and organization
SupportOpen 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
If you are in the wrong company, you may create orders, delivery locations, inventory movements, or reports for the wrong location.

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
If you do not see a page, button, or action, your account may not have permission for it. Ask an organization owner or admin to review your company access and role.

Choose your setup path

Mathership can be used in stages.

Path 1: Ordering only

Use this path if you mainly want to create and track orders.

Path 2: Ordering + inventory

Use this path if orders should update inventory after delivery.

Path 3: Full automation

Use this path if you want stock tracking, recipes, reorder suggestions, POS integrations, AI, and reports.

Path 1: Start with ordering

Use this path if you want to create orders quickly and track them later.
1

Check Account settings

Go to SettingsAccount.Confirm your profile, email address, password, language, and account preferences.
2

Check Organization settings

Go to SettingsOrganization.Review the organization, companies, members, invitations, and access if you have permission.
3

Add Delivery locations

Go to SettingsDelivery locations.Add the delivery addresses vendors should use.
4

Open Order

Go to Order in the sidebar.The default restaurant ordering mode is My Inventory.
5

Add products

Search the product table or use a product list.Add quantities with the quantity controls.
6

Review the Shopping Cart

Check selected products, quantities, prices, and totals.
7

Continue to order review

Use the review action to create or open the order review.
8

Use Order history

Open Order history to find the order later, check its status, export the list, or archive old orders.

Placing Orders

Add products, use product lists, and create an order review.

Shopping Cart

Review selected products and quantities before continuing.

Order History

Search, filter, export, archive, and open orders.

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.
1

Create storage locations

Open Manage inventoryStorage locations.Create the physical places where stock is stored, such as kitchen, bar, cold room, dry storage, freezer, or warehouse.
2

Create ingredients

Open Manage inventoryIngredients.Add the items you track in stock, such as tomatoes, milk, flour, beef, butter, wine, or cleaning products.
3

Map products to ingredients

Connect ordered vendor products to internal ingredients so receiving can update stock correctly.
4

Receive orders

Receive delivered products and post them into the correct storage location.
5

Review the ledger

Use the Ledger to understand why stock changed.
6

Use reports

Review stock levels, movements, values, and activity in the Inventory Report.
In the app sidebar, the label is Storage locations. In some documentation pages, the same concept may be called Storage Units.

Storage Units

Create and manage physical inventory locations.

Ingredients

Manage the ingredient master list used across inventory workflows.

Product Mapping

Connect vendor products to internal ingredients and conversion factors.

Receiving Orders

Receive delivered products into ingredient stock.

Stock Counts

Count physical stock and adjust book stock.

Ledger

Review stock movement history.

Path 3: Use full automation

Use this path when you want Mathership to help with recipes, reorder suggestions, POS integrations, AI, and reporting.
1

Create recipes

Open Manage inventoryRecipes.Build dishes from ingredients, use sub-recipes, and calculate ingredient usage.
2

Set reorder rules

Add reorder configurations for important ingredients so Mathership can suggest what to order.
3

Use Suggestions

Open AutomationSuggestions.Review recommended orders based on stock, consumption, lead time, and safety stock.
4

Connect integrations

Open AutomationIntegrations.Connect POS systems or CSV uploads so sales can update inventory.
5

Ask the AI Assistant

Open AutomationAI Assistant.Ask questions about orders, inventory, stock levels, suggestions, and activity.
6

Review reports

Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.

Recipes

Create recipes, use sub-recipes, and calculate ingredient needs.

Reorder Suggestions

View and act on reorder recommendations.

Integrations

Connect POS systems and CSV uploads.

AI Assistant

Ask questions about inventory, orders, and suggestions.

Inventory Report

Review stock levels, values, movements, and activity.

Purchase Orders Report

Analyze purchasing activity.

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 languageSettingsAccount
Manage companies, members, invitations, and accessSettingsOrganization
Add or edit delivery addressesSettingsDelivery locations
Place an orderOrder
Review selected products before order reviewOrderShopping Cart
Use recurring productsOrderProduct Lists
Find old, draft, or scheduled ordersOrder history
Create storage locationsManage inventoryStorage locations
Create ingredientsManage inventoryIngredients
Create recipesManage inventoryRecipes
Map vendor products to ingredientsManage inventoryProduct Mapping
Receive delivered productsInventoryReceiving Orders
Count physical stockInventoryStock Counts
Record wasteInventoryWaste
Move stock between locationsInventoryTransfers
Understand why stock changedInventoryLedger
Ask inventory or order questionsAutomationAI Assistant
Review reorder recommendationsAutomationSuggestions
Connect POS or CSV importsAutomationIntegrations
Review inventory performanceReportsInventory Report
Review purchase ordersReportsPurchase Orders Report
Review generated exportsReportsExport History

Settings in detail

Settings should usually be checked before the first order.

Account

Manage your profile, password, language, and account preferences.

Organization

Manage companies, members, invitations, roles, and access.

Delivery Locations

Manage delivery addresses and link them to storage locations.

Account

Open SettingsAccount. 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 SettingsOrganization. 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 SettingsDelivery 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
A delivery location can also be linked to a storage location for inventory receiving.

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

Learn how to browse products, use lists, add quantities, and create an order review.

Shopping Cart

Review selected products, quantities, prices, and totals.

Product Lists

Create and use lists for frequently ordered products.

Order Drafts and Scheduling

Prepare orders before sending and find draft or scheduled orders.

Order Attachments

Understand PDF and CSV order files.

Order History

Search, filter, export, archive, and open orders.

Inventory in detail

Open Manage inventory from the sidebar. The inventory section starts with three core pages:
PageWhat it is for
Storage locationsPhysical places where stock is stored
IngredientsItems you track in inventory
RecipesIngredient-based recipe structures used for usage and POS deduction

Storage locations

Open Manage inventoryStorage locations. Use storage locations for places like:
  • Main kitchen
  • Bar
  • Cold room
  • Dry storage
  • Freezer
  • Beverage storage
  • External warehouse
Storage locations are used when receiving orders, counting stock, recording waste, transferring stock, and reviewing inventory movements.

Ingredients

Open Manage inventoryIngredients. Ingredients are the items you track in stock. Examples:
  • Tomatoes
  • Milk
  • Flour
  • Beef
  • Butter
  • Wine
  • Cleaning products
Use ingredients for inventory quantities, receiving, stock counts, waste, transfers, recipes, reorder suggestions, and reports.

Recipes

Open Manage inventoryRecipes. 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.
WorkflowUse it when
Receiving ordersDelivered vendor products should increase stock
Stock countsPhysical stock should correct book stock
WasteStock is spoiled, damaged, expired, spilled, or unusable
TransfersStock moves from one storage location to another
LedgerYou want to understand why stock changed
Unit conversionsYou need to understand how product units become ingredient stock units

Receiving Orders

Receive vendor orders and post mapped products into inventory.

Stock Counts

Count physical inventory and adjust book stock.

Waste

Record wasted ingredients and reduce inventory stock.

Transfers

Move stock between storage locations or company locations.

Ledger

Review the movement history of ingredient stock.

Unit Conversions

Understand how product quantities convert into ingredient stock units.

Automation in detail

Open Automation from the sidebar. Automation contains:
PageWhat it is for
AI AssistantAsk questions about inventory, orders, suggestions, and reports
SuggestionsReview reorder suggestions based on stock and consumption
IntegrationsConnect systems such as POS integrations and CSV uploads

AI Assistant

Ask questions about inventory, orders, and reorder suggestions.

Reorder Suggestions

View and act on automatically generated reorder recommendations.

Integrations

Connect external systems such as POS integrations and CSV uploads.

Ask the AI Assistant while onboarding

You can use the AI Assistant to help you find the next step. Try asking:

First steps

What should I set up first in Mathership?

Ordering

How do I place my first order?

Delivery locations

Where do I add delivery locations?

Inventory setup

How do I start using inventory?

Receiving

How do I receive an order into stock?

Reports

Where can I review stock and purchase activity?
The AI Assistant uses Mathership help documentation to answer onboarding questions. Clear questions such as “How do I place my first order?” or “How do I add a delivery location?” usually work best.

Reports in detail

Open Reports from the sidebar. Reports help you review inventory and purchasing activity.
ReportUse it for
Inventory ReportStock levels, values, activity, movements, and critical stock
Purchase Orders ReportPurchase and order analysis
Export HistoryPreviously generated exports

Inventory Report

Review stock levels, movements, values, and activity.

Purchase Orders Report

Analyze purchase order data.

Export History

Review generated report exports.

Common first-week checklist

Day 1: Access and settings

Check company selection, account settings, organization access, and delivery locations.

Day 2: First order

Add products, review the shopping cart, and create your first order review.

Day 3: Order history

Search, filter, open, export, and archive orders.

Day 4: Storage and ingredients

Create storage locations and ingredients.

Day 5: Receiving and ledger

Receive delivered products into stock and review ledger movements.

Later: Automation and reports

Add recipes, suggestions, integrations, AI workflows, and reports.

Best practices

Start small

Begin with ordering and delivery locations before setting up every inventory feature.

Use the correct company

Always check the selected company before ordering, receiving, reporting, or changing settings.

Keep names clear

Use simple names for delivery locations, storage locations, ingredients, recipes, and product lists.

Review before posting

Check products, quantities, delivery locations, and stock movements before saving.

Use reports regularly

Review inventory and purchase reports to catch mistakes early.

Ask the assistant

Use the AI Assistant for questions about stock, orders, suggestions, reports, and next steps.

Common questions

Start with SettingsAccount, then SettingsDelivery locations.After that, place your first order from Order.
Open Order in the sidebar.The default restaurant ordering mode is My Inventory.
Open Order history.Use filters for vendor, status, delivery location, date, or transfer status.
Open Manage inventory.Start with Storage locations and Ingredients.
Use Receiving Orders after the relevant products, ingredients, mappings, and storage locations are set up.
Open AutomationIntegrations.
Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.
Your permissions may limit what you can access.Ask an organization owner or admin to review your company access and role.
Last modified on June 10, 2026