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.

​

Order Drafts and Scheduling

Mathership lets you send an order immediately, save it as a draft, or schedule it for a future date and time. This gives you more control over when an order is sent to the vendor.

​

Order modes

When completing an order, Mathership can use different order modes.

​

Send now

Use Send now when the order should be sent to the vendor immediately. After submitting the order:

• The order is created
• The vendor receives the order
• The order appears in your order history
• Your basket is cleared

​

Save as draft

Use Save as draft when you want to prepare an order but not send it yet. Draft orders are useful when:

• You want to review the order later
• Another team member should check the order first
• You are still waiting for final quantities
• You want to prepare recurring orders in advance

Draft orders are not sent to the vendor until they are submitted.

​

Schedule order

Use Schedule order when the order should be sent at a later date and time. Scheduled orders are useful when:

• You prepare orders outside office hours
• You want to send an order at a specific time
• You plan purchasing workflows in advance
• You want to avoid sending orders too early

A scheduled order must have a future date and time.

​

Save an order as draft

To save an order as a draft:

1. Add products to your basket
2. Review products, quantities, and prices
3. Select the delivery location
4. Add an estimated delivery date if needed
5. Add order notes if needed
6. Choose Save as draft
7. Confirm the action

The order is saved but not sent to the vendor.

​

Send a draft order

To send a draft order:

1. Open the saved draft
2. Review the products and quantities
3. Check the delivery location
4. Update the estimated delivery date or notes if needed
5. Click Send order, Send now, or Place order
6. Confirm the order

After confirmation, Mathership sends the order to the vendor.

​

Schedule an order

To schedule an order:

1. Add products to your basket
2. Review the order
3. Select the delivery location
4. Add an estimated delivery date if needed
5. Add order notes if needed
6. Choose Schedule order
7. Select a future date and time
8. Confirm the scheduled order

The order is saved and will be sent according to the selected schedule.

​

Scheduling rules

When scheduling an order:

• A date and time are required
• The selected date and time must be in the future
• Orders cannot be scheduled for a time that has already passed
• The order is not sent immediately
• The scheduled date and time must be a valid date-time value

​

Edit a draft or scheduled order

Draft and scheduled orders can be edited before they are sent. Depending on the available options in your portal, you can update:

• Products
• Quantities
• Delivery location
• Estimated delivery date
• Order notes
• Scheduled date and time

When products are edited, the order items are replaced with the updated selection. Orders that have already been sent cannot be edited as drafts or scheduled orders.

​

Change the schedule

You can update the scheduled date and time of a scheduled order. To change the schedule:

1. Open the scheduled order
2. Edit the scheduled date and time
3. Select a new future date and time
4. Save the change

You can also remove the scheduled date and time. If the schedule is removed, the order becomes a draft again.

​

Send a scheduled order immediately

A scheduled order can be sent immediately before its scheduled time. To send it now:

1. Open the scheduled order
2. Click Send now
3. Confirm the action

Mathership sends the order immediately and removes the scheduled time.

​

Multi-order drafts and scheduled orders

In multi-order mode, Mathership can create separate vendor orders from one workflow. If a multi-order is saved as draft or scheduled, the related vendor orders are saved with the same mode. When sending a scheduled or draft multi-order, Mathership sends the remaining draft or scheduled vendor orders.

​

Order details

Draft and scheduled orders can include the same order information as regular orders:

• Products
• Quantities
• Product prices
• Delivery location
• Estimated delivery date
• Order notes
• Vendor information
• Scheduled date and time, if scheduled

​

Order attachments

When an order is eventually sent to the vendor, Mathership can include an order attachment. The attachment format depends on your company settings:

• PDF
• CSV

You can manage this under your restaurant settings.

​

When to use each mode

​

Use Send now when

• The order is ready
• The vendor should receive it immediately
• No further review is needed

​

Use Save as draft when

• The order is not final yet
• Quantities may still change
• Another person should review it
• You want to prepare the order in advance

​

Use Schedule order when

• The order is ready, but should be sent later
• You want to prepare orders ahead of time
• The vendor should receive the order at a specific time

​

Troubleshooting

​

I cannot schedule an order

Check that:

• You selected a date and time
• The selected time is in the future
• The date and time value is valid
• Your internet connection is stable

​

I cannot edit an order

Only draft and scheduled orders can be edited. If the order has already been sent, it can no longer be edited as a draft or scheduled order.

​

My draft was not sent to the vendor

Drafts are not sent automatically. Open the draft and submit it when you are ready to send the order.

​

The vendor did not receive the order yet

Check whether the order was:

• Sent immediately
• Saved as draft
• Scheduled for a future time

If the order is scheduled, it will only be sent at the selected date and time.

​

I removed the schedule and the order became a draft

This is expected. Removing the scheduled date and time changes the order back to a draft.

​

Related pages