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Ordering

The ordering section helps your restaurant prepare, review, create, and track orders in Mathership. Use it to browse My Inventory products, work with product lists, review the shopping cart, create order reviews, find previous orders, manage drafts or scheduled orders where available, and understand order files such as PDFs and CSVs.

Build orders faster

Add products from My Inventory, use product lists, and continue to order review.

Review before sending

Check selected products, quantities, prices, and totals in the shopping cart.

Track every order

Search, filter, export, archive, and open previous, draft, and scheduled orders.

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How ordering works

The current ordering workflow centers on My Inventory. You select products, add quantities, review them in the shopping cart, and then continue to order review or order detail.
1

Open My Inventory

Start in the ordering area and open My Inventory.
2

Find products

Search the product table or select a product list for recurring orders.
3

Add quantities

Use the quantity controls to add products to the shopping cart.
4

Review the cart

Check selected products, quantities, prices, and totals.
5

Continue to order review

Move from the cart to the order review or order detail page.
6

Track the order

Use Order History to find the order later, check its status, export the list, or archive old orders.

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Ordering pages

Placing Orders

Learn how to browse products, search, use product lists, add quantities, upload products by CSV, and create an order review.

Shopping Cart

Review selected My Inventory products, quantities, prices, and totals before continuing.

Product Lists

Create and use recurring product lists so regular orders are faster and easier.

Order History

Search, filter, sort, export, archive, and open previous orders.

Order Drafts and Scheduling

Understand drafts, scheduled orders, and how to find them in Order History where available.

Order Attachments

Understand how PDFs, CSVs, order files, and order history exports are used.

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What each page is for

PageUse it when you want to
Placing OrdersAdd products, search, use product lists, create products, upload CSVs, and continue to order review
Shopping CartReview selected products, quantities, prices, and totals before continuing
Product ListsOrganize frequently ordered products and work faster with recurring lists
Order HistoryFind, filter, sort, export, archive, and open orders
Order Drafts and SchedulingPrepare orders before sending, find drafts, and review scheduled orders where available
Order AttachmentsUnderstand PDF/CSV order files and order history downloads

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My Inventory ordering

My Inventory is the main active ordering workflow. Use it when you want to order from products managed in your company inventory catalog. You can:
  • Browse products
  • Search by product name or article number
  • Add quantities from the product table
  • Work from product lists
  • Review selected products in the shopping cart
  • Continue to order review
  • Open the order detail page
  • Find the order later in Order History
Dedicated multi-order pages are currently placeholders. This overview focuses on the active My Inventory ordering workflow.

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Product selection

Products are selected from the product table. Depending on available data, a product row can show:
  • Product name
  • Article number
  • Packaging information
  • Price
  • Product image
  • Availability
  • Selected quantity
Use search to find products faster. When a product list is selected, search filters that list. In the default product view, search checks the broader product catalog.

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Product lists

Product lists help you order recurring products faster. Use product lists for:
  • Weekly orders
  • Bar stock
  • Dry goods
  • Breakfast products
  • Event supplies
  • Seasonal menus
  • Department-specific ordering
Product lists do not create orders by themselves. They help you choose products. Selected quantities still go into the shopping cart.

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Shopping Cart

The shopping cart is the review step before order review. It helps you check:
  • Which products are selected
  • Quantities
  • Article numbers
  • Packaging information
  • Prices, where available
  • Cart total, where available
Use the cart to confirm what you want to order. Delivery location, order notes, sending, drafts, and scheduling are handled in the order review or order detail workflow where available.

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Drafts and scheduled orders

Drafts and scheduled orders help you prepare ordering work before final sending.
ModeMeaning
DraftThe order is saved but not sent yet
ScheduledThe order is prepared for later sending, where scheduling is available
Sent nowThe order is sent to the vendor immediately
Draft and scheduled orders can appear in Order History. Use the Status filter to find them.

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Order History

Order History is where you review and manage orders after they exist. You can:
  • Search orders
  • Filter by vendor, status, delivery location, delivery date, created date, or transfer status
  • Sort selected columns
  • Change table columns
  • Open order details
  • Download the order list as CSV
  • Archive old orders

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Order files and downloads

Mathership can use order-related files in different places.
File or downloadWhat it is used for
Order PDFReadable order document for vendor communication, filing, or printing
Order CSVStructured order rows for spreadsheet or import workflows
Order History CSVExport of the filtered order list from Order History
Order attachment format can depend on company settings and user permissions.

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Inventory connection

Orders and inventory are connected, but they are not the same step. Typical flow:
  1. Create or send an order
  2. Vendor delivers the goods
  3. Receive or transfer ordered products into inventory
  4. Inventory movements are recorded separately
The shopping cart itself does not update inventory stock. Order History can show whether items still need inventory transfer.

For regular orders

Start from a product list, add quantities, review the cart, then continue to order review.

For one-off orders

Search the full product table, add the products you need, then review the cart.

For unfinished orders

Find drafts in Order History using the Status filter.

For follow-up

Use Order History to check status, open details, export, or archive orders.

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Best practices

Use product lists

Create lists for products your team orders regularly.

Review the cart

Check products and quantities before continuing to order review.

Use clear delivery locations

Keep delivery locations accurate so orders go to the right place.

Filter order history

Use status, vendor, delivery location, and date filters before searching manually.

Export with context

Apply filters before downloading Order History as CSV.

Keep old orders tidy

Archive orders that no longer need to appear in the active list.

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Common problems

Try searching by product name or article number.If you are inside a product list, switch back to the default product view to search the full catalog.
Make sure you are in My Inventory and that at least one product has a quantity greater than zero.
Check that the cart contains at least one product.If the action still fails, refresh the page and try again.
Open Order History, clear filters if needed, and check that the correct company is selected.
Use Order History and filter by Status → Draft.
The Order History CSV uses the current filters.Clear or adjust filters before downloading again.

Placing Orders

Add products, use product lists, and continue to order review.

Shopping Cart

Review selected products and quantities before creating an order review.

Product Lists

Organize frequently ordered products.

Order History

Search, filter, export, archive, and open orders.

Order Drafts and Scheduling

Prepare orders before sending and find draft or scheduled orders.

Order Attachments

Understand order PDFs, CSVs, and downloads.
Last modified on June 8, 2026