StackCubeDocs
Documentation

Excel and PDF purchase orders#

Upload the Excel or PDF forms your customers already use. Review the extracted items and quantities in Order management.

StackCube file order review
Review the customer, items, quantities, and status extracted from an uploaded file.

Files you can upload#

  • Buyer Excel order forms
  • Distributor spreadsheets
  • PDF purchase orders
  • Scanned order sheets with clear text
  • Mixed email body and attachment orders

First test#

  1. Collect common file examples from major customers.
  2. Confirm which columns or fields matter for order review.
  3. Map customer item names to your item catalog.
  4. Upload test files and review extraction results.
  5. Add aliases for repeated unmatched lines.

What to check in the order#

Check the customer, item, quantity, unit, price, delivery date, and notes. If the form includes instructions in a header or comment, compare the order with the source file.

When to standardize forms#

Ask a customer to change their form only when the same extraction problem keeps happening.