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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Settings

Use Settings to manage the basic information and preferences that affect ordering, delivery, suppliers, and company-specific operations. Settings are company-specific where relevant. If you manage more than one company or location, always make sure the correct company is selected before changing delivery locations, vendor contacts, or order preferences.

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Settings Sections

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Account

Manage your personal user account. Use this section to:

• Update your profile details
• Change your password
• Manage your contact information
• Select your preferred language

Your account is used for login, authentication, email verification, password reset, and language-based communication.

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Company Profile

Manage the business information of the selected company. Use this section to update:

• Business name
• Phone number
• Street and house number
• Postal code and city
• Website
• Notification email address

The notification email address is important because system messages and order-related notifications may be sent there.

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Delivery Locations

Manage the places where orders can be delivered. Use this section to:

• Add delivery locations
• Edit delivery location details
• Delete delivery locations
• Store customer numbers for delivery-related workflows
• Assign delivery locations to storage units where inventory is used

Delivery locations are required when placing an order.

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Companies

Manage multiple companies or restaurant locations under one account. Use this section to:

• View all companies linked to your user account
• Add another company
• Switch between companies
• Keep orders, delivery locations, suppliers, inventory, and settings separated by company

Each company has its own data. Orders, storage units, inventory, delivery locations, and vendor contacts are handled separately.

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Vendor Contacts

Manage suppliers that are used for direct customer orders. Use this section to:

• Add vendor contacts
• Edit vendor name or email address
• Deactivate vendor contacts
• Reuse recent vendor contacts when placing orders

Vendor contacts are used when placing orders without a connected vendor catalog.

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Vendor Connections

Manage supplier relationships and invitations. Use this section to:

• View pending vendor invitations
• Accept vendor invitations
• Reject vendor invitations
• Work with connected vendors
• Access vendor products once a relationship exists

Connected vendors can provide product catalogs and receive structured orders.

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Order Preferences

Configure how orders are sent and exported. Use this section to:

• Choose the order attachment format
• Use PDF for readable order documents
• Use CSV for structured order data
• Manage draft, scheduled, and sent orders through the order workflow

Orders can be created as:

• Send now: the order is sent immediately
• Draft: the order is saved but not sent
• Scheduled: the order is sent at a future time

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Inventory Settings

If inventory features are enabled, settings also affect stock and reporting workflows. Use this area to manage:

• Storage units
• Ingredients
• Product-to-ingredient mappings
• Packaging levels
• Recipes and sub-recipes
• POS mappings
• Inventory alerts
• Reorder rules

These settings are used for receiving orders into stock, posting waste, transferring inventory, creating stock counts, and calculating reports.

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Accessing Settings

To access settings:

1. Click Settings in the main navigation
2. Select the area you want to manage
3. Check that the correct company is selected before making company-specific changes

Common settings areas include:

• Account
• Company Profile
• Delivery Locations
• Companies
• Vendor Contacts
• Order Preferences
• Inventory Settings

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Why Settings Matter

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Accurate Orders

Settings define where orders are delivered, which suppliers are available, and how order documents are created.

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Clean Company Separation

If you manage multiple companies or locations, each company keeps its own:

• Delivery locations
• Vendor contacts
• Vendor relationships
• Orders
• Inventory
• Reports

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Reliable Notifications

Keeping the notification email address current helps ensure that important order and account messages arrive correctly.

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Inventory Accuracy

Storage units, ingredient mappings, recipes, and alert settings help keep stock movements traceable and reports reliable.

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Common Tasks

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Notes

• You must be logged in to access settings.
• Some settings are only available to customer accounts.
• Some settings are only available to vendor accounts.
• Company-specific settings only apply to the selected company.
• Deleted delivery locations, lists, alerts, and other records are usually soft-deleted, so they are hidden instead of permanently removed immediately.

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Related pages