Get started with StackCube#
The Start page lists five tasks. The sample is optional. Connect a channel, confirm one real order, then add the items and customers you need.
1. Try a sample order#
Choose email, KakaoTalk, or the order portal. Follow the prompt, then open Order management to see the organized sample order.
Check only these points during the sample:
- The source message and attachments stay with the order.
- Customer, item, and quantity fields are easy to find.
- You know where to edit and approve the order.
You can skip the sample and continue to the next task.
2. Connect an order channel#
Start with one channel your customers already use. Do not connect every channel at once.
| How orders arrive today | Start with |
|---|---|
| Customers can send to a new email address | Share the StackCube receiving address |
| You need to keep a Naver Mail address | Connect the mailbox over IMAP |
| You need to keep a Gmail address | Set up Gmail forwarding |
| Customers can order without asking a salesperson | Share the chatbot order link |
| Orders come through an existing KakaoTalk room | Invite the StackCube account to the room |
| Orders arrive on a work Android phone | Install the StackCube app |
See Email orders, KakaoTalk orders, or SMS orders for the exact steps.
3. Confirm the first real order#
Send a new test order after the channel setup is complete. Older messages may not be imported.
- Send an email or message the same way a customer would.
- Open Channels → Intake history and find the source.
- Open Order management and search for the created order.
- Compare the customer, items, quantities, and attachments with the source.
If the channel cannot be finished yet, use Order management → Add manually to submit a real message or order file first.
4. Add the items needed for the first order#
Start with items that did not match in the first order. You do not need a complete catalog before receiving an order.
The minimum useful fields are:
- Item code or SKU
- Item name
- Unit and specification
- Default sales price
- Names or aliases customers actually use
Add a few items directly, upload a CSV or XLSX file for a larger catalog, or sync items from your ERP. See Item catalog for instructions.
5. Add customers when needed#
Email, existing KakaoTalk rooms, and SMS can receive an order before the customer is registered. The order appears with no assigned customer, so you can review it first and then select an existing customer or create a new one.
For repeat customers, add:
- Customer code and company name
- Contact email and mobile number
- Price tier and ERP customer code when needed
- Portal login ID and initial password when using the order portal
Add a few customers directly or upload a CSV or XLSX file for a larger list. The KakaoTalk chatbot asks first-time users for a registered customer ID, business registration number, or customer code, so register those customers before sharing the chatbot link. The order portal also requires a customer account.
See Customers for instructions.
Before opening the channel to more customers#
The basic setup is complete when:
- The source appears in Intake history.
- An order appears in Order management.
- A reviewer can confirm the items and quantities.
- An unknown customer can be assigned to an existing customer or added as a new one.
- The order can be approved or held for correction.
Review Before receiving customer orders before sharing the channel with more customers.