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.

​

Placing Orders

This guide explains how to select a vendor, browse products, add items to your basket, and submit an order. You can place orders with approved Mathership vendors or with manually managed external vendor contacts, depending on your setup.

​

Start an order

​

Step 1: Select a vendor

1. Go to Home (Dashboard)
2. Click the vendor you want to order from
3. The vendor’s product catalog opens

You may also be able to select My Inventory or Multi-order, depending on the ordering workflow you want to use.

​

Step 2: Browse products

The product catalog shows product information such as:

• Product name
• Product number
• Price, if available
• Packaging information
• Availability
• Product description, if available

Use the search bar to find products faster. You can search by:

• Product name
• Product number
• Packaging
• Product description

Results update as you type. Clear the search field to show all products again.

​

Step 3: Add products to your basket

For each product you want to order:

1. Find the product in the catalog
2. Click the product or use the add button
3. Enter the quantity
4. Add the product to your basket

You can adjust quantities directly from the product list. If a product is already in your basket, the current basket quantity is shown. To remove a product, set the quantity to 0 or remove it from the basket.

​

Use the shopping basket

​

View your basket

Open the shopping basket to review your order before submitting it. The basket shows:

• Products added to the order
• Quantities
• Subtotals, if prices are available
• Order total, if prices are available

​

Manage basket items

In the basket, you can:

• Adjust product quantities
• Remove products
• Select a delivery location
• Add an order message
• Add an estimated delivery date, if available
• Choose how the order should be submitted

​

Complete your order

When you are ready to complete the order:

1. Review all products and quantities
2. Check the delivery location
3. Add an order message if needed
4. Add an estimated delivery date if required
5. Choose an order mode
6. Confirm the order

​

Order modes

When completing an order, you can choose how the order should be handled.

​

Send now

Use Send now when the order should be sent to the vendor immediately. After confirmation:

• The order is created
• The vendor receives the order
• The order appears in your order history
• Your basket is cleared

​

Save as draft

Use Save as draft when you want to prepare an order but not send it yet. Draft orders are saved in Mathership and can be edited later. They are not sent to the vendor until you send them.

​

Schedule order

Use Schedule order when the order should be sent at a future date and time. Scheduled orders can be edited before they are sent. The scheduled sending time must be in the future.

​

After placing an order

After the order is submitted:

• You see a confirmation message
• The order appears in your order history
• The vendor receives the order, unless it was saved as a draft
• Your basket is cleared

​

Product lists

Use product lists for items you order regularly.

​

Create a product list

1. Click Product Lists or the list icon
2. Create a new list
3. Enter a list name, for example Weekly Order or Bakery Items
4. Add products to the list

​

Order from a product list

1. Select a product list
2. View the products in that list
3. Add the needed products to your basket
4. Complete the order as usual

Product lists help you repeat regular orders faster.

​

Order messages

You can add a message to your order before submitting it. Use order messages for:

• Special delivery instructions
• Product substitution preferences
• Urgency or timing requirements
• Additional information for the vendor

The vendor receives the message together with the order.

​

Multi-order

With Multi-order, you can add products from multiple vendors and submit them in one workflow. Mathership creates separate vendor-specific orders. Each vendor only receives the products intended for that vendor.

​

Order attachments

When an order is sent to a vendor, Mathership can include an order attachment. Depending on your company settings, the attachment can be sent as:

• PDF
• CSV

​

Tips for efficient ordering

• Use search to quickly find products by name, number, packaging, or description
• Create product lists for regular orders
• Review your basket before submitting the order
• Check the delivery location before confirming
• Use drafts for orders that still need review
• Use scheduling for orders that should be sent later

​

Troubleshooting

​

Product not found

Try the following:

• Use a different search term
• Search by product number
• Search by packaging or product description
• Check the spelling
• Contact the vendor if the product should be available

​

Cannot add product to basket

Check that:

• The product is available
• You are logged in
• You selected the correct vendor
• Your internet connection is stable

​

Cannot submit order

Check that:

• A delivery location is selected
• At least one product is in the basket
• Vendor information is available
• For scheduled orders, the scheduled date and time are in the future

​

Basket is not saving

Try the following:

• Refresh the page
• Check your internet connection
• Clear your browser cache
• Try another browser

​

Related pages