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.

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Product Lists

Product lists help you organize frequently ordered products and speed up repeat ordering. Use product lists to:

• Group regular items together
• Organize products by category or use case
• Create templates for recurring orders
• Store nominal balances for regular products
• Reduce time spent searching for products

Examples:

• Weekly Produce Order
• Weekend Bakery Items
• Monthly Dry Goods
• Special Event Supplies
• Bar Stock

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How product lists work

Product lists belong to your restaurant company. Depending on the setup, a list can be:

• Linked to a specific vendor
• Used without a specific vendor, for example for internal or custom ordering workflows

Vendor-linked lists only show products for that vendor. This helps keep regular orders organized and prevents products from different vendors being mixed by mistake.

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Create a product list

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Step 1: Open product lists

While browsing a vendor’s products:

1. Open the Product Lists dropdown or button
2. Open the product list selector

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Step 2: Create a new list

1. Click Create New List or the + button
2. Enter a list name, for example Weekly Produce
3. Optionally add a description
4. Save the list

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Step 3: Add products to the list

You can add products to a list while browsing the vendor catalog.

1. Find the product you want to add
2. Click Add to List or the list icon
3. Select the list
4. Save the product to that list

You can also create a list from products already added to your basket, if this option is available in your portal.

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Use product lists

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View products from a list

To show only products from a specific list:

1. Open the product list selector
2. Select one of your saved lists
3. The product view shows the products in that list
4. Add products to your basket as usual

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Default view and list view

• Default view: Shows all vendor products
• List view: Shows only products from the selected list

You can switch between both views using the product list selector.

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Order from a product list

To place an order using a product list:

1. Select the product list
2. Review the products in the list
3. Add the needed products to your basket
4. Adjust quantities if needed
5. Complete the order as usual

Product lists are useful for regular orders because you do not need to search for the same products every time.

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Nominal balance

A nominal balance is an optional target quantity for a product inside a product list. It helps you define how much of a product should normally be available or ordered for a recurring list. Example: You can use nominal balances to:

• Prepare regular orders faster
• Compare current stock with target quantities
• Standardize recurring product lists
• Help team members understand usual order quantities

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Add or update a nominal balance

To set a nominal balance:

1. Open the product list
2. Find the product
3. Enter the nominal balance
4. Save the change

The nominal balance is saved only for this product inside this list. It does not change the product itself in the vendor catalog.

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Remove a nominal balance

To remove a nominal balance:

1. Open the product list
2. Find the product
3. Clear the nominal balance field
4. Save the change

The product stays in the list, but no target quantity is stored for it.

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Important note

Nominal balance is a numeric value. The unit is not saved separately in the nominal balance field. Use the product’s existing packaging or unit information to understand what the number refers to. For example:

• If the product is ordered in bottles, 12 means 12 bottles
• If the product is ordered in cases, 3 means 3 cases
• If the product is ordered in kilograms, 10 means 10 kg

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Example workflow

1. Create a list called Weekly Bar Stock
2. Add regular bar products
3. Set nominal balances for each product
4. Use the list every week to check what needs to be ordered

Nominal balances are especially useful for recurring lists where the same products are ordered again and again.

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Manage product lists

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Edit a list

To update a product list:

1. Select the list
2. Click Edit List or the edit icon
3. Rename the list or update the description
4. Add or remove products
5. Save your changes

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Remove products from a list

To remove a product from a list:

1. Open the list
2. Find the product you want to remove
3. Click the remove or delete button
4. Confirm the action if required

The product is removed from the list, but it remains available in the vendor catalog.

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Delete a list

To delete a product list:

1. Select or open the list
2. Click Delete List
3. Confirm the deletion

Deleting a list does not delete products from the vendor catalog.

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Organize your lists

You can create lists based on how your team orders. Common list types include:

• By frequency: daily, weekly, or monthly orders
• By category: produce, dairy, meat, dry goods, bar stock
• By use case: breakfast, desserts, events, catering
• By season: summer menu, winter specials, holiday supplies

Use clear names so your team can quickly understand what each list is for. Good examples:

• Monday Fresh Produce
• Weekend Bakery
• Monthly Staples
• Bar Stock
• Catering Event

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Benefits

Product lists help you:

• Save time when placing regular orders
• Avoid forgetting frequently ordered products
• Keep standard orders consistent
• Make onboarding easier for new team members
• Prepare recurring or seasonal orders faster
• Maintain target quantities for important products

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Common workflows

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Weekly ordering

1. Select your weekly product list
2. Add the needed products to your basket
3. Adjust quantities for the current week
4. Complete the order

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Monthly stock-up

1. Select your monthly staples list
2. Review the list against current stock
3. Add missing items to your basket
4. Complete the order

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Nominal balance ordering

1. Open a product list with nominal balances
2. Review the target quantity for each product
3. Compare the target quantity with your current need
4. Add the missing or required products to your basket
5. Complete the order

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Event preparation

1. Create a list for the event
2. Add all required products
3. Use the list when the event is confirmed
4. Reuse or adjust the list for similar future events

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Tips

• Start with one or two lists
• Add products as you notice repeat ordering patterns
• Use nominal balances for products with regular target quantities
• Review lists regularly
• Remove products that are no longer needed
• Use names that are clear for the whole team

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Troubleshooting

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List does not show products

Check that:

• You selected the correct list
• Products were added to the list
• You are viewing the correct vendor
• The vendor still offers those products
• You are using the correct restaurant company

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Cannot add product to list

Check that:

• You are logged in
• You selected the correct vendor
• The product belongs to the selected vendor
• The list belongs to the selected vendor or workflow

Try refreshing the page if the issue continues.

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Nominal balance does not save

Check that:

• You are editing a product that is already part of the list
• The value is a valid number
• You saved the change after editing

Try refreshing the page if the issue continues.

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List disappeared

Check that:

• You are viewing the correct vendor
• You are using the correct company or location
• The list was not deleted

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Related pages