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 Settings → Account.Confirm your profile, email address, password, language, and account preferences.
3
Review your organization
Open Settings → Organization.Check companies, members, invitations, roles, and company access if you are allowed to manage them.
4
Add delivery locations
Open Settings → Delivery 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.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
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 Settings → Account.Confirm your profile, email address, password, language, and account preferences.
2
Check Organization settings
Go to Settings → Organization.Review the organization, companies, members, invitations, and access if you have permission.
3
Add Delivery locations
Go to Settings → Delivery 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 inventory → Storage 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 inventory → Ingredients.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 inventory → Recipes.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 Automation → Suggestions.Review recommended orders based on stock, consumption, lead time, and safety stock.
4
Connect integrations
Open Automation → Integrations.Connect POS systems or CSV uploads so sales can update inventory.
5
Ask the AI Assistant
Open Automation → AI 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.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 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
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: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.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: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.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
What should I do first?
What should I do first?
Start with Settings → Account, then Settings → Delivery locations.After that, place your first order from Order.
Where do I place an order?
Where do I place an order?
Open Order in the sidebar.The default restaurant ordering mode is My Inventory.
Where do I see old orders?
Where do I see old orders?
Open Order history.Use filters for vendor, status, delivery location, date, or transfer status.
Where do I manage stock?
Where do I manage stock?
Open Manage inventory.Start with Storage locations and Ingredients.
Where do I receive delivered products?
Where do I receive delivered products?
Use Receiving Orders after the relevant products, ingredients, mappings, and storage locations are set up.
Where do I connect POS or external systems?
Where do I connect POS or external systems?
Open Automation → Integrations.
Where do I review inventory and purchase activity?
Where do I review inventory and purchase activity?
Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.
Related pages
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.
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 Settings → Account.Confirm your profile, email address, password, language, and account preferences.
3
Review your organization
Open Settings → Organization.Check companies, members, invitations, roles, and company access if you are allowed to manage them.
4
Add delivery locations
Open Settings → Delivery 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.
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
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 Settings → Account.Confirm your profile, email address, password, language, and account preferences.
2
Check Organization settings
Go to Settings → Organization.Review the organization, companies, members, invitations, and access if you have permission.
3
Add Delivery locations
Go to Settings → Delivery 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 inventory → Storage 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 inventory → Ingredients.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 inventory → Recipes.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 Automation → Suggestions.Review recommended orders based on stock, consumption, lead time, and safety stock.
4
Connect integrations
Open Automation → Integrations.Connect POS systems or CSV uploads so sales can update inventory.
5
Ask the AI Assistant
Open Automation → AI 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.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 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
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: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.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: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.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
What should I do first?
What should I do first?
Start with Settings → Account, then Settings → Delivery locations.After that, place your first order from Order.
Where do I place an order?
Where do I place an order?
Open Order in the sidebar.The default restaurant ordering mode is My Inventory.
Where do I see old orders?
Where do I see old orders?
Open Order history.Use filters for vendor, status, delivery location, date, or transfer status.
Where do I manage stock?
Where do I manage stock?
Open Manage inventory.Start with Storage locations and Ingredients.
Where do I receive delivered products?
Where do I receive delivered products?
Use Receiving Orders after the relevant products, ingredients, mappings, and storage locations are set up.
Where do I connect POS or external systems?
Where do I connect POS or external systems?
Open Automation → Integrations.
Where do I review inventory and purchase activity?
Where do I review inventory and purchase activity?
Open Reports.Use Inventory Report, Purchase Orders Report, and Export History.