> ## 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 > Prepare orders before sending, save drafts, and review scheduled orders where available # 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. Build an order and review products, quantities, prices, and delivery details before sending. Keep unfinished orders as drafts until they are ready to send. 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. | Mode | Meaning | | --------- | --------------------------------------------------------------------------------------- | | Send now | The order is sent to the vendor immediately | | Draft | The order is saved but not sent yet | | Scheduled | The order is saved for sending at a future date and time, where scheduling is available | 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 Draft orders are not sent to the vendor until they are submitted. ## 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 A scheduled order needs a valid future date and time. ## Where to find drafts and scheduled orders Draft and scheduled orders appear in **Order History**. Use the **Status** filter to find them. | Status filter | Use it to find | | ------------- | ------------------------------------------ | | Draft | Orders saved but not sent | | Scheduled | Orders prepared for later sending | | Pending | Orders sent or waiting for processing | | Failed | Orders that could not be sent successfully | | Received | Orders marked as received | | Preparing | Orders being prepared by the vendor | | Completed | Completed orders | | Cancelled | Cancelled orders | ## Access drafts and scheduled orders Go to **Order History**. Use the **Status** filter in the toolbar. Choose **Draft** or **Scheduled** to show those orders. 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. Go to the ordering area and open **My inventory**. Use the product table or product lists to add items and adjust quantities. Use the cart panel to review selected items and total. Continue to order review. 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: | Item | Why it matters | | ----------------------- | ---------------------------------------------------- | | Products | Make sure all needed products are included | | Quantities | Check that quantities are final | | Vendor | Make sure the order goes to the correct supplier | | Delivery location | Make sure the vendor delivers to the correct address | | Estimated delivery date | Make sure the expected delivery date is correct | | Order message | Keep notes short and useful | | Total | Review total value where prices are visible | ## Send a draft order Go to **Order History**. Use the **Status** filter and select **Draft**. Click the draft order. Check products, quantities, delivery location, estimated delivery date, vendor, and notes. Use the send action available in the order detail or review page. After sending, the order is no longer just a draft. It moves into the normal sent order flow. ## Schedule an order Where scheduling is available, the order needs a future date and time. Add products, quantities, delivery location, and notes. Select the scheduling action instead of sending immediately. Choose a future sending date and time. Save the scheduled order. The order is saved and will be sent according to the selected schedule. ## 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 Orders that have already been sent cannot be edited in the same draft/scheduled workflow. ## Change a scheduled order Where the action is available, you can change the scheduled sending time. Go to **Order History**. Use the **Status** filter and select **Scheduled**. Click the order row. Select a new future date and time. 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: 1. Open the scheduled order 2. Review the order details 3. Click **Send now** or the equivalent send action 4. Confirm the action Mathership sends the order immediately and removes the scheduled sending time. ## Order History columns that help with drafts Order History shows important information about each order. | Column | How it helps | | ------------------ | ------------------------------------------------------------------------------------- | | Order # | Identifies the order | | Vendor | Shows the supplier or vendor contact | | Location | Shows the delivery location | | Transferred | Shows whether order items still need inventory transfer | | Date | Shows order creation or placed date | | Delivery date | Shows actual delivery date when available | | Estimated delivery | Can be shown through table view options | | Items | Shows item count | | Total | Shows total price where visible | | Status | Shows whether the order is draft, scheduled, pending, completed, failed, or cancelled | ## Searching and filtering drafts Use Order History filters to find drafts and scheduled orders quickly. Useful filters include: | Filter | Use it for | | ----------------- | ----------------------------------------------------------- | | Search | Search the order list | | Vendor | Find drafts for a specific vendor | | Status | Show only drafts or scheduled 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 with items still waiting for inventory transfer | ## 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. | Format | Best for | | ------ | ----------------------------------------- | | PDF | Human-readable order copy | | CSV | Structured spreadsheet or import workflow | 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 Use when the order is final and the vendor should receive it immediately. Use when quantities, products, dates, or notes still need review. Use when the order is ready, but should be sent at a later time. ## Best practices Check product quantities before sending a draft or scheduled order. Make sure the selected delivery location is correct before sending. Use the Draft status filter to find unfinished orders. Make sure scheduled orders use a future date and time. Add only notes that help the vendor fulfill the order. Drafts are not sent automatically. Send them when the order is final. ## Common problems 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. 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. Drafts are not sent automatically. Open the draft and use the send action when the order is ready. 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. Only draft and scheduled orders can usually be edited before sending. Orders that have already been sent cannot be edited in the same way. This is expected where schedule removal is available. Removing the scheduled sending time turns the order back into a draft. ## Related pages Learn how to add products, review the cart, and create an order. Review selected products and quantities before creating an order. Find drafts, scheduled orders, and sent orders using filters. Understand PDF and CSV order attachments. Manage the delivery addresses used on orders. Manage default order attachment format where available.