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Getting Started

The vendor area in Mathership helps suppliers manage customers, product catalogs, incoming orders, delivery routes, and basic reports. Use the vendor section when you want to receive orders from restaurants or other customer companies and keep your catalog and customer relationships up to date.

What vendors can do

Manage customers

Customer management helps vendors create, connect, and maintain customer relationships. You can use it to:
  • Add new customers
  • Link existing customer accounts
  • Invite customers
  • Manage pending invitations
  • View customer details
  • Store customer numbers
  • Manage customer delivery locations
  • Control customer access where needed
Customer relationships are important because orders, product access, customer numbers, and delivery locations are connected to them.

Manage products

Product management helps vendors build and maintain the catalog that customers can order from. You can use it to:
  • Add products manually
  • Edit product names, numbers, packaging, stock, prices, and descriptions
  • Delete products that should no longer be offered
  • Upload products from files
  • Run bulk product uploads
  • Mark products as available or not available
  • Manage product images
  • Define packaging levels
  • Use AI packaging to create packaging levels from packaging text
A clean product catalog helps customers find the right items and place orders more reliably.

Manage orders

The orders section helps vendors receive, review, and process customer orders. You can use it to:
  • View the order list
  • Open order details
  • Review customer, delivery location, message, and ordered items
  • Update order statuses
  • Check recent open orders
  • Use order exports
  • Receive email notifications
  • Work with CSV or PDF order attachments
Orders are linked to the vendor company, customer relationship, delivery location, and ordered products.

Manage routes

Routes help vendors assign customers to delivery or service routes. You can use route assignment to organize customer delivery planning and keep customer routing information connected to vendor operations.

Review reports

Vendor reports give a quick overview of activity. You can use reports to review:
  • Weekly order activity
  • Top ordered products
  • Recent customers
Reports help vendors understand customer activity, product demand, and recent account growth.

Typical vendor workflow

  1. Create or open your vendor company
  2. Add or invite customers
  3. Set customer numbers where needed
  4. Add delivery locations for customer relationships
  5. Create or upload products
  6. Review product availability, images, and packaging
  7. Receive customer orders
  8. Open order details and process the order
  9. Update order statuses
  10. Review reports for weekly activity, top products, and recent customers

Access and permissions

Vendor features are available to vendor users. A vendor can only manage data that belongs to their own vendor company.
Vendors cannot manage products, customers, orders, routes, or reports for another vendor company.

Main vendor sections

SectionPurpose
Customer ManagementManage customer relationships, invitations, customer numbers, and delivery locations
Product ManagementManage catalog products, uploads, availability, images, and packaging
OrdersReview and process customer orders
RoutesAssign customers to vendor routes
ReportsReview weekly orders, top products, and recent customers

Why vendor setup matters

Clean customer relationships

Customer relationships make sure orders and product access are connected to the right companies.

Reliable product catalog

Customers can only order correctly if product names, numbers, packaging, prices, and availability are maintained.

Faster order processing

Order lists, details, statuses, and notifications help vendors process incoming orders more efficiently.

Better operational planning

Routes and reports help vendors plan deliveries, review activity, and understand customer demand.

Best practices

Add customer numbers early

Customer numbers help identify customers in orders, exports, attachments, and communication.

Keep product data consistent

Use clear product names, stable product numbers, and accurate packaging descriptions.

Use availability before deleting

If a product may return later, mark it as not available instead of deleting it.

Review orders regularly

Check open orders and new incoming orders so customer requests are not missed.

Keep statuses updated

Order statuses help your team understand which orders still need attention.

Review reports weekly

Reports help you see which customers are active and which products are ordered most often.

Customer Management

Add customers, invite customers, manage customer numbers, and view delivery locations.

Product Management

Add, edit, upload, and maintain products.

Orders

View, process, export, and update customer orders.

Routes

Assign customers to vendor routes.

Reports

Review weekly orders, top products, and recent customers.

Account and Security

Manage login, password reset, email verification, and invitations.
Last modified on May 6, 2026