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Setting Up Your Catalog for Success for AI Assist Purchase Orders

Tips to get the best results

Natalie avatar
Written by Natalie
Updated yesterday

Before diving into the powerful new AI Purchase Order Assist Tool, it’s essential to ensure your product catalog is organized and accurate.

This tool relies on the information in your catalog—such as product details and vendor associations—to generate smart, efficient purchase order matches.

Keep reading for tips on how to review and refine your catalog. When you help the AI tool perform at its best, it will save you time and make your purchasing process smoother and more reliable.

We're slowly rolling out AI Assist Purchase Orders

Questions? Schedule a call with one of our experts, or click the green chat bubble in the bottom corner to connect with our Customer Care team - we're here to help!


1.) Make Sure Each Product in Your Catalog Includes:

  • Vendor

  • Vendor SKU

  • Barcode

  • SKU

Pro Tip:

This data is critical for matching products based on your PO Import. Quickly update multiple items at once using the Edit Variants spreadsheet.

2.) Keep Naming Conventions Consistent

  • Avoid typos, abbreviations or inconsistent naming across your catalog.

  • Uniform product names help the AI tool correctly identify items.

  • For example, using "T-Shirt - Black - Large" in one place and "Blk Tee L" in another can cause confusion or missed matches.

Pro Tip:

Establish a standard naming format for your team and apply it consistently.

3.) Ensure Vendor Names Match Your Invoice

  • To ensure that purchase orders are routed correctly, make sure vendor names in your catalog match what appears on their invoices.

  • If you work with multiple locations or branches of a vendor, use clear naming (e.g., "Acme Supplies – East") to distinguish them.

4.) Regularly audit your product catalog

  • Clean data is key to smart automation. Set a schedule to periodically review your catalog for:

    • Duplicate listings

    • Outdated or inactive SKUs

    • Mismatched variants

    • Missing vendor info

  • Eliminating these issues ensures the AI Assist Tool works with the most reliable and current data, resulting in more accurate product matches.


    By taking the time to properly set up and maintain your catalog, you’re laying the foundation for the AI Purchase Order Assist Tool to deliver real value—helping you reorder confidently, avoid shortages, and save hours of manual work.

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