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Order Attachments

Order attachments are files connected to an order or order workflow. They help restaurants and vendors review order details outside the live Mathership screen. Depending on your setup, order information can be shared, downloaded, or attached in formats such as PDF or CSV.

Share order details

Order files help vendors and teams review what was ordered.

Use PDF or CSV

Choose a file format that fits your vendor communication and internal workflow.

Review later

Use order history and order details to find previous order information.

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What order attachments are used for

Order attachments are useful when you want to:
  • Send order information to a vendor
  • Keep a readable copy of an order
  • Share an order internally
  • Review product quantities after sending
  • Export order history for analysis
  • Work with vendors that prefer PDF or CSV files
  • Keep filing or accounting records outside Mathership

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Where attachments appear

Order attachments are not managed from a separate daily workspace page. You usually encounter them through:

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Attachment formats

Mathership can support order information in different file formats.

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PDF attachments

PDF order files are useful when the vendor or your team wants a readable document. A PDF is usually best when:
  • The order should be easy to read
  • The vendor manually reviews incoming orders
  • The file may be printed
  • You want a document-like order copy
  • The order should be archived as a readable record

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CSV attachments

CSV order files are useful when the vendor or your team works with spreadsheets or import tools. A CSV is usually best when:
  • The vendor imports order rows into another system
  • You want structured item data
  • You want to open the order in Excel or another spreadsheet tool
  • Product rows, article numbers, quantities, and units matter more than presentation

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Default order attachment format

The default order attachment format is managed in Account settings when your access allows it. The setting controls which file format is used by default for orders sent from the selected company.
The order attachment format card is only visible to users who are allowed to manage company defaults, such as owners or admins.

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Change the default attachment format

1

Open Account settings

Go to Settings → Account.
2

Find Order attachment format

Look for the Order attachment format card.
3

Choose PDF or CSV

Select the format you want Mathership to use by default.
4

Check confirmation

Mathership shows Saved. when the change succeeds.
If you do not see this card, your account probably does not have permission to manage company defaults.

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Order information included

An order attachment or order file can contain the saved information for the order. Depending on the order and available data, this can include:
  • Order number
  • Vendor or vendor contact
  • Restaurant company
  • Delivery location
  • Order date
  • Estimated delivery date
  • Delivery date, if available
  • Ordered products
  • Article numbers
  • Product names
  • Quantities
  • Units or packaging information
  • Prices or totals, where visible and allowed
  • Order message, if one was added

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Review an order before sending

When placing an order from My inventory, selected products are added to the cart. You can review the order before it is created or sent.
1

Add products

Add products from the product table or product lists.
2

Review the cart

Check product quantities and total before continuing.
3

Open order review

Use the review action from the cart panel.
4

Check order details

Review vendor, products, delivery location, quantities, and message before sending.

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View order details

After an order exists, open it from order history. Order details are the place to review the saved order information.
1

Open Order history

Go to Order history.
2

Find the order

Search or filter the list.
3

Open the order

Click the order row to open the detail view.
4

Review saved information

Check products, quantities, vendor, delivery location, dates, status, and messages.

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Download order history CSV

Order history includes a CSV download for the order list. This is different from an individual order attachment. Use the order history CSV when you want to export a list of orders with the current filters applied.

Order attachment

File connected to an individual order or vendor communication.

Order history CSV

Export of the order list from Order history, based on active filters.

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Export order history

1

Open Order history

Go to Order history.
2

Apply filters if needed

Filter by status, vendor, delivery location, dates, or transfer status.
3

Click CSV

Use the CSV button to download the filtered order list.
The CSV download uses the same filter context as the order history list. Order history helps you find the orders you need before opening the order detail or exporting a list. Useful filters include:

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Attachment format and vendors

Different vendors may prefer different formats. If you are unsure, PDF is usually easier for manual review, while CSV is better for structured processing.

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Attachments and delivery locations

Order files can include the selected delivery location. This helps the vendor deliver to the correct place. Make sure delivery locations are clear and up to date before sending orders.

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Attachments and order messages

If your order includes a message or note, it can help clarify special instructions. Good examples:
  • Please deliver before 10:00
  • Use back entrance
  • Call before delivery
  • Substitute only after confirmation
Keep order messages short and useful for the vendor.

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Attachments and prices

Whether prices are visible depends on your company setup, user permissions, and the order data. Users without financial access may not see all price-related information in the same way as owners or financial users.

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Best practices

Choose the right default

Use PDF for readable vendor communication and CSV for structured import workflows.

Review before sending

Check products, quantities, delivery location, and vendor before submitting an order.

Keep locations clean

Delivery locations should be clear because they can appear in order information.

Use helpful messages

Add short order messages only when they help the vendor fulfill the order.

Use order history

Find previous orders quickly before downloading or reviewing details.

Use CSV exports for lists

Export order history as CSV when you need a spreadsheet list of orders.

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Common problems

The Order attachment format card is only visible to users who can manage company defaults, such as owners or admins.Ask an administrator to review your access.
Change the default order attachment format in Settings → Account, if you have permission.Choose PDF for readable files or CSV for structured spreadsheet data.
Check the delivery location selected on the order.Also make sure the delivery location details are up to date under Settings → Delivery Locations.
Use the CSV button in Order history.Apply filters first if you only want selected statuses, vendors, delivery locations, or dates.
Check filters, company selection, and whether the order was archived.

Placing Orders

Learn how to add products, review the cart, and create orders.

Shopping Basket

Review selected products and quantities before creating an order.

Order History

Find previous orders, open details, filter orders, and export the order list.

Order Drafts and Scheduling

Save drafts or schedule orders where supported.

Account

Change the default order attachment format if you have access.

Delivery Locations

Manage delivery addresses used in order information.
Last modified on June 8, 2026