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Placing Orders

Use Placing Orders to add products, review quantities, and create an order for vendor fulfillment. The current ordering experience centers on My Inventory. It lets you browse products, search, use product lists, add quantities to a cart, review the order, and open the order detail after the draft or order is created.

Browse products

Search products, view product information, and add quantities from the product table.

Use product lists

Work from saved product lists and reorder list items for faster recurring orders.

Review the cart

Check selected products, quantities, and totals before continuing to order review.

What this page is used for

Use the ordering page when you want to:
  • Browse available products
  • Search by product name or article number
  • Add products to your cart
  • Change quantities
  • Remove products
  • Use product lists for recurring orders
  • Add products to lists
  • Reorder products inside a list
  • Create new products in My Inventory
  • Upload products by CSV
  • Review the order before sending or saving
  • Continue to the order detail page

Main order flow

The main active flow is My Inventory.
1

Open My Inventory

Go to the ordering area and open My Inventory.
2

Browse or search products

Use the product table, product lists, and search field to find products.
3

Add quantities

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

Review the cart

Check selected products and total in the cart panel.
5

Continue to review

Use the review action to create or open the order review.
6

Open order detail

After review is created, Mathership opens the order detail page.

Product table

The product table is the main area where you browse and add products. Depending on available product data, product rows can include:
  • Product name
  • Article number
  • Packaging information
  • Price
  • Product image
  • Availability
  • Current selected quantity
Use the quantity controls in the table to increase or decrease the amount you want to order.

Search products

Use the search field to find products faster. In the default product view, search is applied to the product catalog. Inside a selected product list, search filters products inside that list. You can search by:
  • Product name
  • Article number
Search updates after a short delay while you type.

Add products to the cart

To add a product:
  1. Find the product in the table
  2. Increase the quantity
  3. Review the product in the cart panel
If a product is already in the cart, the current quantity is reflected in the product table and cart. To remove a product, reduce the quantity or remove it from the cart.

Cart panel

The cart panel shows selected products for the current My Inventory order. It can show:
  • Selected products
  • Quantities
  • Product names
  • Article numbers
  • Packaging information
  • Product prices, where available
  • Cart total
  • Review action
Use the cart panel to check whether the order is ready before continuing.

Review order

Click the review action in the cart panel to continue. Mathership creates or opens an order review and then takes you to the order detail page. Use the order detail page to check the saved order information and continue with the available order actions.

Product lists

Product lists help you work faster with products you order regularly. You can:
  • Select a list from the sidebar
  • View products inside a list
  • Search within a list
  • Add list products to the cart
  • Remove products from a list
  • Reorder products inside a list
  • Drag products from the default product view into a list
  • Add a product to another list

Work from a product list

1

Select a product list

Use the product list sidebar to choose a saved list.
2

Review list products

The product table shows products in the selected list.
3

Search within the list

Use the search field if the list is long.
4

Add quantities

Add the products you need to the cart.
5

Review the cart

Check quantities before continuing to order review.

Edit product lists

When list editing is available, you can manage products inside lists. Common list actions include:
ActionWhat it does
Select listShows products from that list
Add product to listAdds a product from the default catalog to a selected list
Remove product from listRemoves the product from the selected list
Reorder list productsChanges the order of products inside a custom list
Add to another listOpens a dialog to choose another list
Drag-and-drop is available for list organization where supported.

Show only selected products

The product table can show only selected products when this option is active. Use this when you want to quickly review what has already been added without scrolling through the full product list.

Add new products

In My Inventory, users with access can add new products. The Add new product button offers:
OptionMeaning
Add singleCreate one product manually
CSV uploadAdd or update products through a CSV file
After a product is saved or uploaded, the product list refreshes.

Add a single product

Use Add single when you want to create one product manually. This is useful when:
  • A product is missing
  • You want to add a manually managed item
  • You need the product available for ordering or inventory workflows

CSV upload

Use CSV upload when you want to add or update multiple products at once. This is useful when:
  • You have many products to add
  • You are importing a product list
  • You want to update product data in bulk

Delivery location, notes, and sending

The uploaded order page focuses on product selection, cart review, and opening the order detail. Delivery location, notes, sending, saving as draft, scheduling, and related order actions are handled in the order review or order detail flow where available. Use the order detail page to complete the next step after the cart review.

Order modes

Depending on the active order workflow, an order may be:
ModeMeaning
Sent nowThe vendor receives the order immediately
DraftThe order is saved but not sent yet
ScheduledThe order is prepared for later sending, where scheduling is available
Use Order Drafts and Scheduling for details on drafts and scheduled orders.

After placing or reviewing an order

After the order review is created:
  • Mathership opens the order detail page
  • The order can appear in Order History
  • The cart state is updated according to the order flow
  • You can review products, quantities, vendor information, delivery information, dates, status, and totals in the order detail view

Order details

The order detail page is where you review a created order. It can show saved order information such as:
  • Vendor or vendor contact
  • Products
  • Quantities
  • Product information
  • Delivery location
  • Order message
  • Order status
  • Estimated delivery date
  • Delivery date
  • Total value, where visible

Order History connection

After an order has been created, you can find it in Order History. Order History lets you:
  • Search for orders
  • Filter by vendor, status, location, date, and transfer status
  • Open order details
  • Export the order list as CSV
  • Archive orders

Multi-order note

The ordering page contains a Multi-order mode, but the dedicated multi-order pages in the uploaded frontend are currently placeholders. For now, document and use My Inventory as the active placing-order workflow.
Multi-order should be documented as a full user workflow only after the dedicated multi-order pages are active in the interface.

Manage vendor note

The uploaded Manage vendor order route is also currently a placeholder. For vendor management, use the dedicated vendor or settings pages that are active in your workspace.

Order attachments

When an order is eventually sent to a vendor, Mathership can include order information as an attachment. Depending on company settings and available workflow, this can be:
  • PDF
  • CSV
The default attachment format can be managed in account or company-related settings where your access allows it.

Tips for efficient ordering

Use search

Search by product name or article number instead of scrolling through long lists.

Use product lists

Create lists for weekly, daily, bar, kitchen, or supplier-specific ordering.

Review the cart

Check quantities and total before continuing to order review.

Show selected only

Use selected-only view to quickly verify what is already in the cart.

Keep lists organized

Reorder products inside custom lists so frequently used items are easy to find.

Use CSV for bulk product work

Use CSV upload when many products need to be created or updated.

Common problems

Try a different search term or search by article number.If you are inside a product list, switch back to the default product view to search the full catalog.
Check that the product is available and that you are using the correct company.Refresh the page if the product table or cart looks out of sync.
Check whether you are in My Inventory or another order mode.Also check whether Show only selected is active.
The selected product list only shows products assigned to that list.Switch to the default product view to see the full product catalog.
Check that at least one product has a quantity in the cart.If the action still does not work, refresh the page and try again.
The dedicated multi-order pages in the uploaded frontend are placeholders.Use My Inventory for the active ordering flow.

Shopping Basket

Review selected products and quantities before creating an order.

Product Lists

Create and manage lists for frequently ordered products.

Order History

View previous orders, filter the list, and open order details.

Order Drafts and Scheduling

Save orders as drafts or schedule them where available.

Order Attachments

Understand PDF and CSV order attachments.

Delivery Locations

Manage delivery addresses used during order review and checkout.
Last modified on June 8, 2026