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.
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
Where attachments appear
Order attachments are not managed from a separate daily workspace page. You usually encounter them through:| Area | How attachments or downloads are used |
|---|---|
| Placing orders | Order information can be prepared for review and sending |
| Order details | You can review the saved order information |
| Order history | You can find previous orders and export order list data |
| Account settings | Owners or admins can choose the default order attachment format |
| Vendor communication | Vendors may receive order details with an attached file, depending on setup |
Attachment formats
Mathership can support order information in different file formats.| Format | Best for |
|---|---|
| Human-readable order confirmation, filing, printing, or vendor review | |
| CSV | Spreadsheet workflows, structured product rows, and vendors that import order data |
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
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
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.| Option | Meaning |
|---|---|
| Orders are attached as PDF files | |
| CSV | Orders are attached as CSV files |
The order attachment format card is only visible to users who are allowed to manage company defaults, such as owners or admins.
Change the default attachment format
If you do not see this card, your account probably does not have permission to manage company defaults.
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
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.View order details
After an order exists, open it from order history. Order details are the place to review the saved order information.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.
Export order history
The CSV download uses the same filter context as the order history list.
Order history filters related to attachments and review
Order history helps you find the orders you need before opening the order detail or exporting a list. Useful filters include:| Filter | Use it for |
|---|---|
| Search | Find orders by text search |
| Vendor | Find orders for a specific vendor |
| Status | Find drafts, scheduled, pending, completed, cancelled, failed, or received orders |
| Delivery location | Find orders for one location |
| Delivery date | Find orders by delivery period |
| Created date | Find orders by creation period |
| To transfer | Find orders that still need to be transferred into inventory |
Attachment format and vendors
Different vendors may prefer different formats.| Vendor workflow | Suggested format |
|---|---|
| Vendor manually reads orders | |
| Vendor imports files into a system | CSV |
| Vendor wants printable documents | |
| Vendor wants spreadsheet rows | CSV |
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.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
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.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.
Common problems
I cannot find the attachment format setting
I cannot find the attachment format setting
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.
The vendor prefers another format
The vendor prefers another format
Change the default order attachment format in Settings → Account, if you have permission.Choose PDF for readable files or CSV for structured spreadsheet data.
The order file shows the wrong delivery address
The order file shows the wrong delivery address
Check the delivery location selected on the order.Also make sure the delivery location details are up to date under Settings → Delivery Locations.
I need a list of many orders
I need a list of many orders
Use the CSV button in Order history.Apply filters first if you only want selected statuses, vendors, delivery locations, or dates.
An order does not appear in order history
An order does not appear in order history
Check filters, company selection, and whether the order was archived.
Related pages
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.