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In StackCube, a customer is a distinct business entity that places orders with you. Each customer record acts as the hub for everything related to that account — it stores their assigned order channels, their unique portal link, and any custom pricing you have configured for them. Keeping customer records accurate and up to date ensures that incoming orders are routed correctly, AI matching uses the right pricing context, and your team always knows who an order belongs to. This guide walks you through adding your first customer and configuring their full profile.

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Before you begin

Per-customer pricing is available on the Growth plan and above. On the Starter plan, pricing is managed at the item catalog level and applies uniformly across all customers.
Make sure you have completed the initial workspace setup and connected at least one order channel before adding customers. You will assign channels to customers during this process.

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Add a customer

1

Open the Customers section

In your workspace, navigate to Customers in the main sidebar. If this is your first customer, the list will be empty. Click Add Customer to open the customer creation form.
2

Enter customer details

Fill in the core information for this customer:
  • Name — the business name as you want it to appear in the order queue and reports
  • Contact email — the primary contact address for this account
  • Reference ID (optional) — an internal identifier, such as an ERP account number, to link this customer to your external systems
Use the same customer name format consistently across your workspace. The AI uses customer context when matching orders, so a consistent name helps avoid ambiguity when multiple customers have similar product needs.
3

Assign order channels

Select the channels this customer uses to place orders. You can assign one or more of your connected channels to a single customer. Orders arriving on an assigned channel are automatically associated with this customer record in the review queue.
If a customer places orders through both email and the portal, assign both channels to their record. StackCube will consolidate all of their orders into the same view regardless of which channel they used.
4

Configure per-customer pricing (Growth and above)

If your plan supports per-customer pricing, open the Pricing tab on the customer record and define any price overrides for this account. You can set a custom price for individual SKUs that differ from your catalog default.This is useful when you have negotiated contract pricing with specific customers. The AI review queue uses these overrides when matching and validating order line items for this customer.
5

Share the customer portal link

Every customer automatically receives a unique portal link when their record is created. The portal gives your customer a dedicated interface to submit orders directly into your StackCube workspace.To retrieve the portal link:
  1. Open the customer record.
  2. Click the Portal tab.
  3. Copy the unique URL and share it with your customer contact.
Each portal link is unique to that customer. Do not share one customer’s portal link with another — orders submitted through the portal are automatically attributed to the customer the link belongs to.
6

Save the customer record

Click Save to create the customer. They will now appear in your customer list and any orders arriving on their assigned channels will be routed to your review queue under their name.

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Manage existing customers

Edit customer details

Open any customer record and click Edit to update their name, contact information, channel assignments, or pricing configuration at any time.

View order history

On the Growth plan and above, the customer record includes a full order history tab showing every order processed for that account.

Reassign channels

If a customer changes how they place orders, update their channel assignment on the customer record. New orders will route correctly from that point forward.

Deactivate a customer

Deactivating a customer prevents new orders from being associated with their record without deleting their history. Use this when an account goes inactive.

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Frequently asked questions

Channel-to-customer assignment depends on how your intake is structured. For email and chat channels that are shared, StackCube uses sender information and AI context to attribute orders to the correct customer. For portal channels, each customer’s portal link is unique, so attribution is always exact. Talk to the StackCube team during your setup consultation if you have a complex channel-sharing scenario.
Updating per-customer pricing affects new orders from that point forward. Orders that have already been reviewed and approved are not retroactively adjusted. If you need to correct pricing on a processed order, contact support@stackcube.io.
There is no hard limit on the number of customer records in your workspace. Your plan limits apply to order volume per month, not to the number of customers.