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Order channels#

StackCube supports multiple order channels because B2B customers rarely move to one process all at once. The goal is to capture orders where they already happen and review them in one place.

StackCube demo order channel settings
Demo channel settings for email, portal, KakaoTalk, SMS, and the shared intake history.

Supported channels#

ChannelBest for
Email ordersPurchase orders in message body, PDF, or Excel attachment
KakaoTalk ordersFast repeat orders and informal buyer messages
SMSShort urgent orders from field teams or stores
Excel and PDF uploadExisting customer order forms
Private order portalRepeat buyers with stable catalogs and prices

Rollout order#

Start with the channel causing the most manual re-entry but the least customer change. For many teams that is email forwarding or upload.

Add customer-facing channels later, after the catalog and pricing rules are reliable.

Review queue behavior#

All channels feed the same review queue. A reviewer sees the extracted customer, line items, quantities, price checks, delivery notes, and source evidence.

StackCube channel intake history
The intake history keeps channel, sender, source text, event status, and generated order links together.

The channel determines how the order enters StackCube. It should not change how the team approves orders.

Channel Settings and Intake History#

The Channels page manages email aliases, existing mailbox integration, portal URLs, KakaoTalk skills, SMS webhooks, and shared intake history. Before turning a channel on for customers, send a test event and confirm the original content appears in intake history.

See channel settings and intake history for detailed setup.

Choosing the first channel#