Playbooks
Step-by-step workflows for matching, deduplication, supplier onboarding, enrichment, classification, and AI-readiness.
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Showing 48 resources.
Test Claude Commerce Agents on Your Catalog: 20 Failure Cases A practical agent-ready catalog test for 20 shopping and merchant scenarios, with expected entities, facts, outcomes, failures, and fixes. Agentic Commerce & AI Agents English Why Supplier Codes Never Match Your Catalog—and What Actually Fixes It Replace brittle supplier-code mapping tables with confidence-scored record linkage that preserves history and improves as catalogs change. Product Matching & Catalog Quality English The Cold-Start Problem in Supplier Onboarding (and Why It Doesn't Have to Exist) Seed supplier onboarding automation with existing catalogs, contracts, mappings, and history so a new supplier does not mean weeks of manual learning. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English How to Set Confidence Thresholds for AI Agent Actions A confidence score tells an agent how likely a value is correct. It doesn't say what the agent may do with it. Here's how to turn confidence into a permission model. Agentic Commerce & AI Agents Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English PPWR Packaging Data Gap Audit: A SKU-by-SKU Playbook Audit a large catalog SKU by SKU, connect packaging evidence, identify missing PPWR data, and create supplier follow-up and write-back queues. Compliance & Regulations Standards & Classification English How to Deduplicate a Product Catalog Without Merging the Wrong Parts Deduplicating a catalog means deciding which near-identical parts are the same product. Confidence bands, review queues, and why false merges cost more. Product Matching & Catalog Quality English Battery Evidence Gap Audit: A Playbook for Industrial Distributors A field-by-field workflow for finding battery-containing SKUs, matching evidence, and routing missing battery data to supplier follow-up or expert review. Compliance & Regulations English SDS Readiness Playbook for Multi-Supplier Product Catalogs A practical workflow for matching Safety Data Sheets to SKUs, validating document versions, and creating supplier follow-up queues. Compliance & Regulations English ADR and IATA Product Data Readiness Playbook Prepare product, component, battery, packaging, and evidence data before dangerous-goods review. Compliance & Regulations English EU Packaging Data Readiness Playbook (PPWR) Structure primary, secondary, and transport packaging data before PPWR or related packaging review. Compliance & Regulations English Customs Classification Readiness Playbook for Large Catalogs Collect the attributes and evidence needed to support HS, CN, or TARIC classification review. Compliance & Regulations Standards & Classification English Continuous Compliance-Data Monitoring: Keeping Evidence Current as Catalogs Change A workflow for rechecking products, supplier documents, and evidence as catalogs change so gaps resurface instead of going stale. Compliance & Regulations English Is Your Catalog Passport-Ready? The 5-Area Audit Before any DPP software decision, audit five areas: identity, required fields, evidence, freshness, write-back. Here's the operational check, area by area. Compliance & Regulations English Wie Sie Doppelte SKUs im Katalog Vermeiden Ein doppelter Artikel spaltet den Lagerbestand und verfälscht Preise. So lösen Sie bestehende Duplikate sicher auf. Product Matching & Catalog Quality English Come Eliminare gli SKU Duplicati nel Catalogo Un SKU duplicato spacca lo stock e falsa i prezzi. Ecco come risolverli senza creare nuovi problemi — e come evitare che tornino. Standards & Classification English ETIM-Klassifizierung für Elektrogroßhändler: Der Workflow 60.000 Artikel, keine einheitliche Klassifizierung. So klassifizieren Sie einen geerbten Katalog nach ETIM. Standards & Classification English Lieferantendaten: So Bereinigen Sie Sie vor dem ERP-Import Eine Lieferantenliste kommt in einem anderen Format als die letzte. So bereinigen Sie sie, bevor sie ins ERP gelangt. Data Infrastructure (ERP/PIM) English How to audit your item master (a 90-minute workflow) A practical, catalog-team explanation of item master audit, with the governance concepts to borrow from MDM and the heavy program work mid-market distributors can skip. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English Agentic Commerce Readiness Framework for B2B Catalog Teams A practical readiness playbook for making product, price, and availability data usable by AI buying agents. Agentic Commerce & AI Agents English Marketplace Catalog Onboarding Checklist A seven-step checklist for preparing supplier and seller catalogs before they go live on a marketplace or dropship channel. Product Matching & Catalog Quality English Standardize AI-Generated Spare Part Short Descriptions A playbook for generating consistent MRO spare part short descriptions with AI while preserving identifiers, attributes, standards, confidence, and review controls. Product Matching & Catalog Quality English How to Find Functional-Equivalent Products Across Suppliers When a supplier is out of stock or discontinues a line, finding a true equivalent by spec — not just a similar name — is the difference between a fast substitution and a customer complaint. Product Matching & Catalog Quality English How to Extract Safety Data Sheet (SDS) Data for Every SKU Compliance fields trapped in SDS PDFs can't be queried, checked, or synced. Here's how to turn them into structured, traceable attributes. Product Matching & Catalog Quality Compliance & Regulations Standards & Classification English How to Keep Taxonomy and Catalog in Sync as Both Change A taxonomy built once and a catalog that keeps growing drift apart fast. Here's how to keep category structure and product assignment aligned continuously. Product Matching & Catalog Quality Standards & Classification English How to Group Product Variants Into One Family A cable gland in five sizes shouldn't be five unrelated catalog entries. Here's how to structure variants so search, filtering, and inventory all make sense. Product Matching & Catalog Quality English How to Merge Overlapping Taxonomies After an Acquisition Two companies, two category trees, two ways of describing the same products. Here's how to merge them into one standard without a manual remapping project. Product Matching & Catalog Quality Standards & Classification English How to Validate SKUs Before They Enter Your Catalog A malformed or conflicting SKU is cheap to catch at the door and expensive to unwind later. Here's the validation workflow to run before, not after, import. Product Matching & Catalog Quality Standards & Classification English How to Deduplicate a Product Catalog Step-by-step playbook to find, score, and merge duplicate SKUs into clean canonical records without losing supplier history or breaking audit trails. Product Matching & Catalog Quality English Match Supplier Catalog to Inventory: A Step-by-Step Playbook Match a supplier catalog to inventory end to end: normalize, block, score, review, and write clean links back into your PIM or ERP. Product Matching & Catalog Quality English Build a Golden Product Record: Step-by-Step Playbook Build a golden product record: cluster duplicates, apply survivorship rules, preserve provenance, and write clean data back to PIM/ERP. Product Matching & Catalog Quality English Auto-Merge Confidence Threshold: How to Set and Tune It Calibrate an auto-merge confidence threshold that deduplicates safely: set banded cutoffs, route uncertainty to a review queue, and keep every merge reversible. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English Find Alternative Suppliers in Your Catalog: A Step-by-Step Playbook Cross-reference SKUs and MPNs to find alternative suppliers in your catalog, surface lower landed cost, and keep fit-form-function intact. Product Matching & Catalog Quality English PIM Migration Deduplication: Migrate Catalogs Without Duplicates Match, merge, and load catalogs into a new PIM without creating duplicate or orphaned product records. A step-by-step deduplication playbook. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English Onboard a New Supplier Range in 24 Hours Map, match, enrich, and publish a new supplier catalog in a single day. Step-by-step playbook for distributors to go live fast without creating duplicates. Product Matching & Catalog Quality English Map Supplier Attributes to Your Schema: A Step-by-Step Playbook How to map supplier attributes to your internal schema with a repeatable workflow that survives new vendors and feed changes. Product Matching & Catalog Quality English Extract Product Specs From PDFs With Full Traceability How to extract product specs from PDF datasheets into structured attributes while keeping a source link for every value — auditable and PIM-ready. Product Matching & Catalog Quality English Supplier Data Scorecard: How to Build and Run One Grade every incoming supplier feed on completeness, identifier validity, and format consistency. Set triage bands and stop bad data before it reaches your catalog. Product Matching & Catalog Quality English Catalog Data Drift: How to Detect and Fix It A practical playbook to detect and fix catalog data drift: baseline checks, diffing feeds, and write-back so product records stay accurate over time. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English Validate AI Product Data Before Publishing A practical playbook to validate AI product data: check provenance, score confidence, gate edge cases for review, and write clean records back to your PIM. Product Matching & Catalog Quality English Make Your Catalog AI-Search Ready: A GEO Playbook Step-by-step playbook to make your catalog AI-search ready: fix attributes, add Schema markup, and get your SKUs cited by ChatGPT and Gemini. AI Search & Visibility (GEO) Product Matching & Catalog Quality English Product Schema Markup at Scale: A Catalog Team Playbook Generate, validate, and maintain Schema.org Product JSON-LD across thousands of SKUs without letting drift kill your rich results. Product Matching & Catalog Quality English Fix Google Merchant Feed Errors: A Step-by-Step Validation Playbook Fix Google Merchant feed errors before they suspend your account. Validate, diagnose, and clean a Merchant Center feed end to end. Product Matching & Catalog Quality English ETIM Classification Workflow for Distributors A repeatable ETIM classification workflow: scope classes, map attributes, classify, validate, and publish clean BMEcat exports the first time. Standards & Classification English Validate ETIM XML Export: A Step-by-Step Playbook Stop ETIM XML files bouncing back. Validate structure, version, feature codes, and units before every export with this step-by-step playbook. Product Matching & Catalog Quality Standards & Classification English Validate ECLASS in BMEcat: A Step-by-Step Playbook Step-by-step playbook to validate ECLASS in BMEcat: check IRDIs, class codes, units, and feature values before a catalog upload is rejected. Product Matching & Catalog Quality Standards & Classification English Validate IES and LDT Photometric Files Before PIM Upload A practical workflow for checking IES and EULUMDAT/LDT photometric files before attaching them to luminaire records in a PIM or ERP. Data Infrastructure (ERP/PIM) Product Matching & Catalog Quality English How to Identify an IEC 60309 Plug From Markings Read the amperage, color, pole count, and IP rating stamped on any IEC 60309 plug and turn those markings into clean, filterable catalog attributes. Product Matching & Catalog Quality Standards & Classification English Identify Thread Diameter and Pitch: A Catalog Enrichment Playbook Turn raw fastener measurements into confident thread designations and clean catalog records. Step-by-step playbook for distributors enriching SKUs. Product Matching & Catalog Quality Standards & Classification English
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