What per-customer pricing rules do
Individual price lists
Each customer in your account can have their own price list, reflecting negotiated rates, volume tiers, or contract pricing that differs from your standard catalog.
Automatic AI matching
When an order candidate is created from an incoming message or file, the AI checks each line’s submitted price against the rule for that customer — no manual lookup required.
Discrepancy flagging
Lines where the submitted price does not match the configured rule are flagged in the review queue, giving your team a clear signal to investigate before approving.
Customer portal visibility
Customers accessing their order portal only ever see their own prices. No customer can view another customer’s pricing rules or order history.
Setting up pricing rules
Navigate to the customer record
Open the customer you want to configure pricing for. Each customer has a dedicated settings area within StackCube where you manage their details, contacts, and pricing rules.
Add a price rule for each SKU
For each SKU the customer orders, set the agreed unit price. You can add rules one at a time or import a price list in bulk using a CSV upload. Rules are applied at the SKU level, so the AI can match against them precisely.
Set effective dates if needed
If a price is only valid for a specific period — for example, a promotional rate or a contract renewal window — you can set start and end dates on a rule. StackCube will apply the correct rule based on the order date.
Save and activate the rules
Once your rules are saved, they take effect immediately for all new incoming orders from that customer. Existing candidates already in the review queue are not retroactively re-evaluated.
How AI pricing matching reduces errors
Without per-customer pricing rules, a team member reviewing an order has to look up the correct price externally — in a contract document, a spreadsheet, or their memory — and compare it manually to what the customer submitted. That process is slow and error-prone, especially across dozens of customers with different rates. With StackCube’s pricing rules in place, the AI does that lookup automatically for every single line of every incoming order. Your team only needs to act when something doesn’t match. The comparison becomes the exception, not the routine.Customer portal and pricing visibility
When your customers log in to the StackCube order portal to submit orders or check order status, they see only their own pricing. The portal is scoped to each customer’s account — no customer can view the rates, order history, or details that belong to another customer. This isolation applies to pricing rules, order candidates, and approved order records alike.
Frequently asked questions
What happens if a customer submits an order for an SKU with no pricing rule?
What happens if a customer submits an order for an SKU with no pricing rule?
If there is no pricing rule configured for a given SKU and customer combination, the candidate line is flagged in the review queue for manual price verification. The absence of a rule never causes an order to be silently approved at the wrong price — it always surfaces for human review.
Can one customer have multiple price lists?
Can one customer have multiple price lists?
Each customer has a single active price list at any time, but individual SKU rules within that list can carry different effective dates. Use date-scoped rules to manage promotional rates, contract tiers, or seasonal pricing without needing to maintain separate lists manually.
Can I export a customer's pricing rules?
Can I export a customer's pricing rules?
Yes. From the customer’s pricing settings, you can export their current rules as a CSV file. This is useful for sharing with the customer for confirmation, reconciling against a contract, or importing into another tool.