Order Drafts and Scheduling
Drafts and scheduled orders help you prepare purchasing work before an order is finally sent to the vendor. Use drafts when an order is not ready yet. Use scheduling when an order should be prepared now but sent later, where scheduling is available in your order flow.Prepare first
Build an order and review products, quantities, prices, and delivery details before sending.
Save for later
Keep unfinished orders as drafts until they are ready to send.
Track status
Find draft and scheduled orders in Order History using the status filter.
What drafts and scheduling are used for
Use drafts and scheduling when you want more control over the order process. They are useful when:- You want to prepare an order before sending it
- Another person should review quantities first
- You are waiting for final stock information
- You want to collect items during the day and send later
- You want to prepare recurring orders in advance
- You want to check delivery location, dates, notes, and totals before sending
Order modes
Mathership can work with different order modes.The current ordering frontend clearly shows draft and scheduled orders in Order History. Draft creation is part of the My Inventory cart review flow. Scheduling may depend on the active order detail or review flow available in your workspace.
Send now
Use Send now when the order is ready and should go to the vendor immediately. After sending:- The order is created
- The vendor receives the order
- The order appears in Order History
- The order can no longer be edited as a draft
- The basket or cart is cleared according to the order flow
Draft orders
Use a draft when you want to save an order before sending it. Drafts 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 are preparing orders gradually
- You do not want the vendor to receive the order yet
Scheduled orders
Use a scheduled order when the order is ready but should be sent later. Scheduled orders are useful when:- You prepare orders outside vendor office hours
- You want orders to be sent at a specific time
- You plan purchasing work ahead of time
- You do not want the vendor to receive the order too early
Where to find drafts and scheduled orders
Draft and scheduled orders appear in Order History. Use the Status filter to find them.Access drafts and scheduled orders
1
Open Order History
Go to Order History.
2
Open the Status filter
Use the Status filter in the toolbar.
3
Select Draft or Scheduled
Choose Draft or Scheduled to show those orders.
4
Open the order
Click the order row to view its details.
Creating a draft from My Inventory
In the My Inventory order flow, products are added to a cart. The cart lets you review selected products before the order is created.1
Open My Inventory
Go to the ordering area and open My inventory.
2
Add products
Use the product table or product lists to add items and adjust quantities.
3
Review the cart
Use the cart panel to review selected items and total.
4
Review order
Continue to order review.
5
Save or send
Depending on the available actions in your workspace, save the order as a draft or send it.
What a draft can contain
A draft order can include the same basic information as a regular order. Depending on the order and available data, this can include:- Products
- Quantities
- Product prices
- Vendor or vendor contact
- Delivery location
- Estimated delivery date
- Order message or note
- Total value
- Attachment format used when the order is eventually sent
Review a draft before sending
Before sending a draft, review:Send a draft order
1
Open Order History
Go to Order History.
2
Filter by Draft
Use the Status filter and select Draft.
3
Open the draft
Click the draft order.
4
Review the details
Check products, quantities, delivery location, estimated delivery date, vendor, and notes.
5
Send the order
Use the send action available in the order detail or review page.
Schedule an order
Where scheduling is available, the order needs a future date and time.1
Prepare the order
Add products, quantities, delivery location, and notes.
2
Choose scheduling
Select the scheduling action instead of sending immediately.
3
Select date and time
Choose a future sending date and time.
4
Confirm
Save the scheduled order.
Scheduling rules
When scheduling an order:- Date and time are required
- The selected date and time must be in the future
- The order is not sent immediately
- The scheduled time must be valid
- Removing the schedule can turn the order back into a draft, where this action is available
Edit a draft or scheduled order
Draft and scheduled orders can usually be changed before they are sent. Depending on the actions available in your workspace, you may be able to update:- Products
- Quantities
- Delivery location
- Estimated delivery date
- Order message
- Scheduled date and time
Change a scheduled order
Where the action is available, you can change the scheduled sending time.1
Open Order History
Go to Order History.
2
Filter by Scheduled
Use the Status filter and select Scheduled.
3
Open the scheduled order
Click the order row.
4
Edit the schedule
Select a new future date and time.
5
Save the change
Confirm the updated schedule.
Send a scheduled order immediately
Where the action is available, a scheduled order can be sent before its scheduled time. To send it immediately:- Open the scheduled order
- Review the order details
- Click Send now or the equivalent send action
- Confirm the action
Order History columns that help with drafts
Order History shows important information about each order.Searching and filtering drafts
Use Order History filters to find drafts and scheduled orders quickly. Useful filters include:Drafts, scheduled orders, and inventory transfer
Order History includes a Transferred indicator and a To transfer filter. These are inventory-related and help you see whether items from an order still need to be received or transferred into inventory. Drafts and scheduled orders are usually not inventory-transferred yet because they have not completed the normal receiving flow.Order attachments
When an order is eventually sent to the vendor, Mathership can include order information as an attachment. The attachment format depends on your company setting.
You can manage the default attachment format in Settings → Account, if your access allows it.
Multi-order note
The current uploaded frontend scripts show dedicated multi-order pages as placeholders. For now, this page focuses on the active My Inventory order flow and Order History behavior.If multi-order draft and scheduling workflows become active in your workspace later, they should be documented separately or added here once the user interface is available.
When to use each mode
Send now
Use when the order is final and the vendor should receive it immediately.
Draft
Use when quantities, products, dates, or notes still need review.
Schedule
Use when the order is ready, but should be sent at a later time.
Best practices
Review quantities
Check product quantities before sending a draft or scheduled order.
Use clear delivery locations
Make sure the selected delivery location is correct before sending.
Filter drafts regularly
Use the Draft status filter to find unfinished orders.
Check scheduled times
Make sure scheduled orders use a future date and time.
Keep notes short
Add only notes that help the vendor fulfill the order.
Send when ready
Drafts are not sent automatically. Send them when the order is final.
Common problems
I cannot find my draft
I cannot find my draft
Open Order History and filter by Status → Draft.Also check that you are using the correct company and that no other filters are hiding the order.
I cannot schedule an order
I cannot schedule an order
Check that a valid future date and time are selected.If no scheduling action is visible, scheduling may not be enabled in your current order flow.
My draft was not sent to the vendor
My draft was not sent to the vendor
Drafts are not sent automatically.Open the draft and use the send action when the order is ready.
The vendor did not receive the order yet
The vendor did not receive the order yet
Check whether the order is still a draft or scheduled for a future time.Use Order History and the Status filter to confirm the order status.
I cannot edit an order
I cannot edit an order
Only draft and scheduled orders can usually be edited before sending.Orders that have already been sent cannot be edited in the same way.
The order became a draft after removing the schedule
The order became a draft after removing the schedule
This is expected where schedule removal is available.Removing the scheduled sending time turns the order back into a draft.
Related pages
Placing Orders
Learn how to add products, review the cart, and create an order.
Shopping Basket
Review selected products and quantities before creating an order.
Order History
Find drafts, scheduled orders, and sent orders using filters.
Order Attachments
Understand PDF and CSV order attachments.
Delivery Locations
Manage the delivery addresses used on orders.
Account
Manage default order attachment format where available.