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Your item catalog is the foundation of StackCube’s AI order matching. Every time an order arrives — whether through email, chat, a spreadsheet upload, or the customer portal — the AI cross-references each line item against the products registered in your catalog to identify what was ordered, at what price, and in what configuration. A complete, well-structured catalog means fewer unmatched lines, less manual intervention from your team, and faster order approvals. This guide covers how to add items, configure options, set pricing, and keep your catalog in the best shape for the AI to work with.

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How the AI uses your catalog

When an order arrives, StackCube’s AI reads each line and attempts to match it to a registered item in your catalog. The match uses the item’s name, SKU, and any configured options to identify the most likely product. If the AI finds a confident match, the line item is pre-filled in the review queue for your team to confirm. If the confidence is low, the line is flagged for manual review.
Use the same names and abbreviations in your catalog that your customers naturally use when they place orders. If your customers call a product “Widget A-3” in their emails, register it as “Widget A-3” in the catalog rather than using an internal description like “Standard Widget, Type A, Variant 3.” Consistent naming is the single most effective way to improve AI match accuracy.
The more complete and consistently named your catalog is, the higher your AI match rate will be — which directly reduces the time your team spends on manual corrections.

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Add an item

1

Open the item catalog

Navigate to Catalog in the main workspace sidebar. Click Add Item to open the item creation form.
2

Enter the SKU and item name

Every item requires a SKU and a Name:
  • SKU — your unique product identifier, exactly as it appears in your internal systems or as customers reference it in orders
  • Name — a human-readable product name; this is the primary field the AI uses for matching
SKU:  WGT-A3-BLU
Name: Widget A-3 Blue
SKUs are case-sensitive. If customers sometimes submit orders in all caps and sometimes in mixed case, consider using a consistent casing convention across your catalog and training your customers to match it.
3

Add item options

If a product comes in multiple configurations — such as size, color, or unit of measure — add these as Options. Each option you define becomes a selectable attribute on the item in the review queue.For example, a product available in three sizes would have an option named “Size” with values Small, Medium, and Large. When an order arrives referencing a size, the AI uses the option values to refine its match.
Options are optional. If a product has no meaningful variants, you can leave this section blank and the AI will match on SKU and name alone.
4

Set the default price

Enter the default price for this item. This is the price that applies to any customer who does not have a custom pricing override configured on their customer record.
Default price: 24.99
5

Configure per-customer pricing (Growth and above)

If you need to charge different prices for specific customers, open the Customer Pricing section of the item form. Select a customer from your workspace and enter the price that applies to their account.You can add overrides for as many customers as needed. The AI will automatically apply the correct price when it matches an order line to a customer record that has a pricing override.
You can also configure per-customer pricing from the customer record itself. Both routes update the same underlying configuration — use whichever is more convenient for your workflow.
6

Save the item

Click Save to add the item to your catalog. It is immediately available for AI matching on all new incoming orders.

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Bulk import your catalog

If you have an existing product list, you can import items in bulk instead of adding them one by one.
1

Download the import template

In the Catalog section, click Import and download the CSV template. The template includes columns for SKU, name, default price, and options.
2

Populate the template

Fill in your product data in the CSV. Each row represents one item. For items with multiple options, follow the format specified in the template header.
sku,name,default_price,option_name,option_values
WGT-A3-BLU,Widget A-3 Blue,24.99,Size,"Small,Medium,Large"
WGT-B1-RED,Widget B-1 Red,19.99,,
3

Upload and review

Upload your completed CSV. StackCube will validate the file and show you a preview of the items to be imported. Review any validation errors before confirming the import.
Importing a catalog does not delete existing items. If an imported SKU already exists in your catalog, the import will update that item’s details. Review the preview carefully to avoid unintended price changes.

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Maintain your catalog over time

Edit existing items

Open any item in the catalog to update its name, SKU, price, or options. Changes take effect immediately for all new incoming orders.

Deactivate discontinued items

Deactivate items you no longer sell rather than deleting them. Deactivated items are excluded from AI matching but remain visible in historical orders.

Monitor match rates

Check your review queue regularly for unmatched or low-confidence lines. A pattern of mismatches often points to a naming inconsistency in the catalog that is easy to fix.

Add items as you grow

Add new SKUs to the catalog before announcing them to customers. The AI can only match items it knows about — a new product not yet in the catalog will always result in an unmatched line.

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Frequently asked questions

Unmatched lines appear in the review queue flagged for manual review. Your team can manually select the correct item from the catalog to complete the order. If you see the same unmatched line repeatedly, it is a signal to add or rename a catalog item to match how your customer describes that product.
All catalog items are available workspace-wide, but you can configure per-customer pricing on individual items. If a customer orders products under names that differ significantly from your catalog, consider adding those as alternate names or adjusting the item name to reflect common usage.
There is no item limit in the catalog. Add as many SKUs as your product range requires. Order volume limits (per your plan) apply to orders processed, not to the size of the catalog.