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Product Lists

Product lists help you organize products you order regularly. Use them to group important products, speed up repeat ordering, and keep frequently used items easier to find during the My Inventory order flow.

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What product lists are used for

Use product lists to:

• Group regular items together
• Create recurring order templates
• Organize products by category, station, storage area, or use case
• Reduce time spent searching for products
• Keep frequently ordered products visible
• Store nominal balances for regular products
• Make ordering easier for team members

Examples:

• Weekly Produce Order
• Weekend Bakery Items
• Monthly Dry Goods
• Bar Stock
• Breakfast Products
• Event Supplies
• Cold Room Basics

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Where product lists appear

Product lists are part of the ordering page. They are shown in the product list sidebar while using My Inventory. The page has three main areas:

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Default view and list view

You can switch between the full product catalog and a selected list. Use the default view when searching the full catalog. Use a product list when placing a regular or recurring order.

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Select a product list

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Search inside product lists

The search field works differently depending on the selected view. Inside a product list, search checks product names and article numbers.

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Order from a product list

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

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Add products to a list

You can add products from the default product view to a product list. Depending on your workflow, you can:

• Drag a product onto a list in the sidebar
• Use an Add to list or similar action
• Use Add to another list to choose a target list

When a product is added, it becomes part of that selected list. It can still remain available in the full product catalog.

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Add a product to another list

If a product should also appear in another list, use the Add to another list action. This is useful when one product belongs to multiple workflows, such as Breakfast, Weekly Order, and Bar Stock.

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Remove products from a list

To remove a product from a selected list: Removing a product from a list does not delete the product itself. The product remains available in the default product catalog.

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Reorder products inside a list

You can reorder products inside a custom list. Drag a product row to a new position. Mathership saves the new order for that list. Use this to keep the most important products at the top. Examples:

• Put daily essentials first
• Group fresh products together
• Keep high-volume products near the top
• Sort the list in the same order your team checks storage

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Edit mode

The product list sidebar can be switched into edit mode. Use edit mode when you want to manage lists or list contents more actively. Depending on available actions, edit mode can help with:

• Organizing lists
• Selecting lists for management
• Removing products
• Reordering products
• Keeping list structure clean

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Nominal balance

A nominal balance is an optional target quantity saved for a product inside a product list. It helps show how much of a product should normally be available or ordered. Example: Nominal balances are shown with list products where available. They belong to the product inside that list. They do not change the product itself in the full catalog.

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How to use nominal balances

Use nominal balances to:

• Prepare regular orders faster
• Standardize recurring product lists
• Help team members understand usual quantities
• Compare the normal target against the current order need
• Make weekly or monthly ordering more consistent

Examples:

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Show only selected products

The product table can show only products that currently have a selected quantity. Use this when you want to quickly check what has already been added to the cart. This is useful when working through a long product list.

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Create and manage products from My Inventory

In the My Inventory flow, you can also add products. The Add new product menu can include: When a new product is saved while a product list is selected, it can be added to that selected list.

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Product lists and the cart

Product lists do not submit orders by themselves. They help you choose products. The cart is where selected quantities are collected. Flow:

1. Select a product list
2. Add quantities from the product table
3. Review the cart
4. Continue to order review
5. Complete the order flow from the order detail or review page

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Product lists and Multi-order

The uploaded frontend includes a Multi-order mode and list type support, but the dedicated multi-order pages are currently placeholders. For now, use product lists mainly with the active My Inventory ordering flow.

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Common list types

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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
• Keep important products visible
• Maintain target quantities for important items

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Common workflows

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Weekly ordering

1. Select your weekly product list
2. Review the products
3. Add needed quantities to the cart
4. Use Show only selected if you want to review chosen items
5. Continue to order review

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Monthly stock-up

1. Select your monthly staples list
2. Review the products against current needs
3. Add missing items to the cart
4. Continue to order review

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Nominal balance ordering

1. Open a product list with nominal balances
2. Review target quantities
3. Compare the target with what you need now
4. Add required quantities to the cart
5. Continue to order review

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Organize a custom list

1. Open the product list
2. Turn on edit mode where available
3. Drag products into the desired order
4. Remove products no longer needed
5. Use the updated list for future orders

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Event preparation

1. Create or select an event list
2. Add required products
3. Reorder products in a useful sequence
4. Use the list when the event is confirmed
5. Update the list for similar future events

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Best practices

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Common problems

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Related pages