> ## 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.

# Overview

> Understand the Mathership ordering workflow, from product selection and cart review to drafts, history, and order files

# 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.

<CardGroup cols={3}>
  <Card title="Build orders faster" icon="cart-shopping" href="/en/restaurants/ordering/placing-orders">
    Add products from My Inventory, use product lists, and continue to order review.
  </Card>

  <Card title="Review before sending" icon="clipboard-check" href="/en/restaurants/ordering/shopping-cart">
    Check selected products, quantities, prices, and totals in the shopping cart.
  </Card>

  <Card title="Track every order" icon="clock-rotate-left" href="/en/restaurants/ordering/order-history">
    Search, filter, export, archive, and open previous, draft, and scheduled orders.
  </Card>
</CardGroup>

## 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.

<Steps>
  <Step title="Open My Inventory">
    Start in the ordering area and open **My Inventory**.
  </Step>

  <Step title="Find products">
    Search the product table or select a product list for recurring orders.
  </Step>

  <Step title="Add quantities">
    Use the quantity controls to add products to the shopping cart.
  </Step>

  <Step title="Review the cart">
    Check selected products, quantities, prices, and totals.
  </Step>

  <Step title="Continue to order review">
    Move from the cart to the order review or order detail page.
  </Step>

  <Step title="Track the order">
    Use Order History to find the order later, check its status, export the list, or archive old orders.
  </Step>
</Steps>

## Ordering pages

<CardGroup cols={2}>
  <Card title="Placing Orders" icon="boxes-stacked" href="/en/restaurants/ordering/placing-orders">
    Learn how to browse products, search, use product lists, add quantities, upload products by CSV, and create an order review.
  </Card>

  <Card title="Shopping Cart" icon="cart-shopping" href="/en/restaurants/ordering/shopping-cart">
    Review selected My Inventory products, quantities, prices, and totals before continuing.
  </Card>

  <Card title="Product Lists" icon="list" href="/en/restaurants/ordering/product-lists">
    Create and use recurring product lists so regular orders are faster and easier.
  </Card>

  <Card title="Order History" icon="clock-rotate-left" href="/en/restaurants/ordering/order-history">
    Search, filter, sort, export, archive, and open previous orders.
  </Card>

  <Card title="Order Drafts and Scheduling" icon="calendar-clock" href="/en/restaurants/ordering/order-drafts-and-scheduling">
    Understand drafts, scheduled orders, and how to find them in Order History where available.
  </Card>

  <Card title="Order Attachments" icon="paperclip" href="/en/restaurants/ordering/order-attachments">
    Understand how PDFs, CSVs, order files, and order history exports are used.
  </Card>
</CardGroup>

## What each page is for

| Page                        | Use it when you want to                                                                             |
| --------------------------- | --------------------------------------------------------------------------------------------------- |
| Placing Orders              | Add products, search, use product lists, create products, upload CSVs, and continue to order review |
| Shopping Cart               | Review selected products, quantities, prices, and totals before continuing                          |
| Product Lists               | Organize frequently ordered products and work faster with recurring lists                           |
| Order History               | Find, filter, sort, export, archive, and open orders                                                |
| Order Drafts and Scheduling | Prepare orders before sending, find drafts, and review scheduled orders where available             |
| Order Attachments           | Understand PDF/CSV order files and order history downloads                                          |

## 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

<Note>
  Dedicated multi-order pages are currently placeholders. This overview focuses on the active My Inventory ordering workflow.
</Note>

## 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.

## 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.

## 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.

## Drafts and scheduled orders

Drafts and scheduled orders help you prepare ordering work before final sending.

| Mode      | Meaning                                                                |
| --------- | ---------------------------------------------------------------------- |
| Draft     | The order is saved but not sent yet                                    |
| Scheduled | The order is prepared for later sending, where scheduling is available |
| Sent now  | The order is sent to the vendor immediately                            |

Draft and scheduled orders can appear in **Order History**.

Use the **Status** filter to find them.

## 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

## Order files and downloads

Mathership can use order-related files in different places.

| File or download  | What it is used for                                                   |
| ----------------- | --------------------------------------------------------------------- |
| Order PDF         | Readable order document for vendor communication, filing, or printing |
| Order CSV         | Structured order rows for spreadsheet or import workflows             |
| Order History CSV | Export of the filtered order list from Order History                  |

Order attachment format can depend on company settings and user permissions.

## 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.

## Recommended workflow

<CardGroup cols={2}>
  <Card title="For regular orders" icon="repeat">
    Start from a product list, add quantities, review the cart, then continue to order review.
  </Card>

  <Card title="For one-off orders" icon="search">
    Search the full product table, add the products you need, then review the cart.
  </Card>

  <Card title="For unfinished orders" icon="floppy-disk">
    Find drafts in Order History using the Status filter.
  </Card>

  <Card title="For follow-up" icon="clock-rotate-left">
    Use Order History to check status, open details, export, or archive orders.
  </Card>
</CardGroup>

## Best practices

<CardGroup cols={2}>
  <Card title="Use product lists" icon="list">
    Create lists for products your team orders regularly.
  </Card>

  <Card title="Review the cart" icon="cart-shopping">
    Check products and quantities before continuing to order review.
  </Card>

  <Card title="Use clear delivery locations" icon="location-dot">
    Keep delivery locations accurate so orders go to the right place.
  </Card>

  <Card title="Filter order history" icon="filter">
    Use status, vendor, delivery location, and date filters before searching manually.
  </Card>

  <Card title="Export with context" icon="file-csv">
    Apply filters before downloading Order History as CSV.
  </Card>

  <Card title="Keep old orders tidy" icon="archive">
    Archive orders that no longer need to appear in the active list.
  </Card>
</CardGroup>

## Common problems

<AccordionGroup>
  <Accordion title="I cannot find a product">
    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.
  </Accordion>

  <Accordion title="The cart is empty">
    Make sure you are in **My Inventory** and that at least one product has a quantity greater than zero.
  </Accordion>

  <Accordion title="I cannot continue to order review">
    Check that the cart contains at least one product.

    If the action still fails, refresh the page and try again.
  </Accordion>

  <Accordion title="I cannot find an order">
    Open **Order History**, clear filters if needed, and check that the correct company is selected.
  </Accordion>

  <Accordion title="I cannot find my draft">
    Use **Order History** and filter by **Status** → **Draft**.
  </Accordion>

  <Accordion title="The CSV export does not include the orders I expected">
    The Order History CSV uses the current filters.

    Clear or adjust filters before downloading again.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={3}>
  <Card title="Placing Orders" icon="boxes-stacked" href="/en/restaurants/ordering/placing-orders">
    Add products, use product lists, and continue to order review.
  </Card>

  <Card title="Shopping Cart" icon="cart-shopping" href="/en/restaurants/ordering/shopping-cart">
    Review selected products and quantities before creating an order review.
  </Card>

  <Card title="Product Lists" icon="list" href="/en/restaurants/ordering/product-lists">
    Organize frequently ordered products.
  </Card>

  <Card title="Order History" icon="clock-rotate-left" href="/en/restaurants/ordering/order-history">
    Search, filter, export, archive, and open orders.
  </Card>

  <Card title="Order Drafts and Scheduling" icon="calendar-clock" href="/en/restaurants/ordering/order-drafts-and-scheduling">
    Prepare orders before sending and find draft or scheduled orders.
  </Card>

  <Card title="Order Attachments" icon="paperclip" href="/en/restaurants/ordering/order-attachments">
    Understand order PDFs, CSVs, and downloads.
  </Card>
</CardGroup>
