> ## Documentation Index > Fetch the complete documentation index at: https://help.mathership.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Started > Set up your restaurant workspace and start using Mathership for ordering, inventory, automation, reports, and settings # 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. Use My Inventory, product lists, and the shopping cart to prepare orders. Create storage locations, ingredients, recipes, and inventory workflows. Ask the AI Assistant, review suggestions, and connect integrations. ## Start here If you are new to Mathership, start with this flow: 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. Open **Settings** → **Account**. Confirm your profile, email address, password, language, and account preferences. Open **Settings** → **Organization**. Check companies, members, invitations, roles, and company access if you are allowed to manage them. Open **Settings** → **Delivery locations**. Add the addresses where vendors should deliver orders. Open **Order**. Use **My Inventory**, add products, review the **Shopping Cart**, and continue to order review. 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 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 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. Use this path if you mainly want to create and track orders. Use this path if orders should update inventory after delivery. 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. Go to **Settings** → **Account**. Confirm your profile, email address, password, language, and account preferences. Go to **Settings** → **Organization**. Review the organization, companies, members, invitations, and access if you have permission. Go to **Settings** → **Delivery locations**. Add the delivery addresses vendors should use. Go to **Order** in the sidebar. The default restaurant ordering mode is **My Inventory**. Search the product table or use a product list. Add quantities with the quantity controls. Check selected products, quantities, prices, and totals. Use the review action to create or open the order review. Open **Order history** to find the order later, check its status, export the list, or archive old orders. Add products, use product lists, and create an order review. Review selected products and quantities before continuing. 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. Open **Manage inventory** → **Storage locations**. Create the physical places where stock is stored, such as kitchen, bar, cold room, dry storage, freezer, or warehouse. Open **Manage inventory** → **Ingredients**. Add the items you track in stock, such as tomatoes, milk, flour, beef, butter, wine, or cleaning products. Connect ordered vendor products to internal ingredients so receiving can update stock correctly. Receive delivered products and post them into the correct storage location. Use the **Ledger** to understand why stock changed. 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**. Create and manage physical inventory locations. Manage the ingredient master list used across inventory workflows. Connect vendor products to internal ingredients and conversion factors. Receive delivered products into ingredient stock. Count physical stock and adjust book stock. 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. Open **Manage inventory** → **Recipes**. Build dishes from ingredients, use sub-recipes, and calculate ingredient usage. Add reorder configurations for important ingredients so Mathership can suggest what to order. Open **Automation** → **Suggestions**. Review recommended orders based on stock, consumption, lead time, and safety stock. Open **Automation** → **Integrations**. Connect POS systems or CSV uploads so sales can update inventory. Open **Automation** → **AI Assistant**. Ask questions about orders, inventory, stock levels, suggestions, and activity. Open **Reports**. Use Inventory Report, Purchase Orders Report, and Export History. Create recipes, use sub-recipes, and calculate ingredient needs. View and act on reorder recommendations. Connect POS systems and CSV uploads. Ask questions about inventory, orders, and suggestions. Review stock levels, values, movements, and activity. 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 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. Manage your profile, password, language, and account preferences. Manage companies, members, invitations, roles, and access. 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 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 Learn how to browse products, use lists, add quantities, and create an order review. Review selected products, quantities, prices, and totals. Create and use lists for frequently ordered products. Prepare orders before sending and find draft or scheduled orders. Understand PDF and CSV order files. Search, filter, export, archive, and open orders. ## 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 Storage locations are used when receiving orders, counting stock, recording waste, transferring stock, and reviewing inventory movements. ### Ingredients Open **Manage inventory** → **Ingredients**. 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 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 | Receive vendor orders and post mapped products into inventory. Count physical inventory and adjust book stock. Record wasted ingredients and reduce inventory stock. Move stock between storage locations or company locations. Review the movement history of ingredient stock. Understand how product quantities convert into ingredient stock units. ## 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 | Ask questions about inventory, orders, and reorder suggestions. View and act on automatically generated reorder recommendations. 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: What should I set up first in Mathership? How do I place my first order? Where do I add delivery locations? How do I start using inventory? How do I receive an order into stock? 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. | 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 | Review stock levels, movements, values, and activity. Analyze purchase order data. Review generated report exports. ## Common first-week checklist Check company selection, account settings, organization access, and delivery locations. Add products, review the shopping cart, and create your first order review. Search, filter, open, export, and archive orders. Create storage locations and ingredients. Receive delivered products into stock and review ledger movements. Add recipes, suggestions, integrations, AI workflows, and reports. ## Best practices Begin with ordering and delivery locations before setting up every inventory feature. Always check the selected company before ordering, receiving, reporting, or changing settings. Use simple names for delivery locations, storage locations, ingredients, recipes, and product lists. Check products, quantities, delivery locations, and stock movements before saving. Review inventory and purchase reports to catch mistakes early. Use the AI Assistant for questions about stock, orders, suggestions, reports, and next steps. ## Common questions Start with **Settings** → **Account**, then **Settings** → **Delivery 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 **Automation** → **Integrations**. 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. ## Related pages Review the restaurant dashboard and daily inventory status. Understand the full ordering workflow. Learn how inventory features fit together. Use AI, suggestions, and integrations. Review inventory, purchases, and exports. 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: 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. Open **Settings** → **Account**. Confirm your profile, email address, password, language, and account preferences. Open **Settings** → **Organization**. Check companies, members, invitations, roles, and company access if you are allowed to manage them. Open **Settings** → **Delivery locations**. Add the addresses where vendors should deliver orders. Open **Order**. Use **My Inventory**, add products, review the **Shopping Cart**, and continue to order review. 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 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 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. Use this path if you mainly want to create and track orders. Use this path if orders should update inventory after delivery. 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. Go to **Settings** → **Account**. Confirm your profile, email address, password, language, and account preferences. Go to **Settings** → **Organization**. Review the organization, companies, members, invitations, and access if you have permission. Go to **Settings** → **Delivery locations**. Add the delivery addresses vendors should use. Go to **Order** in the sidebar. The default restaurant ordering mode is **My Inventory**. Search the product table or use a product list. Add quantities with the quantity controls. Check selected products, quantities, prices, and totals. Use the review action to create or open the order review. Open **Order history** to find the order later, check its status, export the list, or archive old orders. Add products, use product lists, and create an order review. Review selected products and quantities before continuing. 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. Open **Manage inventory** → **Storage locations**. Create the physical places where stock is stored, such as kitchen, bar, cold room, dry storage, freezer, or warehouse. Open **Manage inventory** → **Ingredients**. Add the items you track in stock, such as tomatoes, milk, flour, beef, butter, wine, or cleaning products. Connect ordered vendor products to internal ingredients so receiving can update stock correctly. Receive delivered products and post them into the correct storage location. Use the **Ledger** to understand why stock changed. 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**. Create and manage physical inventory locations. Manage the ingredient master list used across inventory workflows. Connect vendor products to internal ingredients and conversion factors. Receive delivered products into ingredient stock. Count physical stock and adjust book stock. 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. Open **Manage inventory** → **Recipes**. Build dishes from ingredients, use sub-recipes, and calculate ingredient usage. Add reorder configurations for important ingredients so Mathership can suggest what to order. Open **Automation** → **Suggestions**. Review recommended orders based on stock, consumption, lead time, and safety stock. Open **Automation** → **Integrations**. Connect POS systems or CSV uploads so sales can update inventory. Open **Automation** → **AI Assistant**. Ask questions about orders, inventory, stock levels, suggestions, and activity. Open **Reports**. Use Inventory Report, Purchase Orders Report, and Export History. Create recipes, use sub-recipes, and calculate ingredient needs. View and act on reorder recommendations. Connect POS systems and CSV uploads. Ask questions about inventory, orders, and suggestions. Review stock levels, values, movements, and activity. 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 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. Manage your profile, password, language, and account preferences. Manage companies, members, invitations, roles, and access. 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 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 Learn how to browse products, use lists, add quantities, and create an order review. Review selected products, quantities, prices, and totals. Create and use lists for frequently ordered products. Prepare orders before sending and find draft or scheduled orders. Understand PDF and CSV order files. Search, filter, export, archive, and open orders. ## 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 Storage locations are used when receiving orders, counting stock, recording waste, transferring stock, and reviewing inventory movements. ### Ingredients Open **Manage inventory** → **Ingredients**. 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 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 | Receive vendor orders and post mapped products into inventory. Count physical inventory and adjust book stock. Record wasted ingredients and reduce inventory stock. Move stock between storage locations or company locations. Review the movement history of ingredient stock. Understand how product quantities convert into ingredient stock units. ## 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 | Ask questions about inventory, orders, and reorder suggestions. View and act on automatically generated reorder recommendations. 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: What should I set up first in Mathership? How do I place my first order? Where do I add delivery locations? How do I start using inventory? How do I receive an order into stock? 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. | 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 | Review stock levels, movements, values, and activity. Analyze purchase order data. Review generated report exports. ## Common first-week checklist Check company selection, account settings, organization access, and delivery locations. Add products, review the shopping cart, and create your first order review. Search, filter, open, export, and archive orders. Create storage locations and ingredients. Receive delivered products into stock and review ledger movements. Add recipes, suggestions, integrations, AI workflows, and reports. ## Best practices Begin with ordering and delivery locations before setting up every inventory feature. Always check the selected company before ordering, receiving, reporting, or changing settings. Use simple names for delivery locations, storage locations, ingredients, recipes, and product lists. Check products, quantities, delivery locations, and stock movements before saving. Review inventory and purchase reports to catch mistakes early. Use the AI Assistant for questions about stock, orders, suggestions, reports, and next steps. ## Common questions Start with **Settings** → **Account**, then **Settings** → **Delivery 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 **Automation** → **Integrations**. 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.