--- title: "Mixed cases and missing conversions in household Genie jobs" description: "A household order Genie halts on a missing pack factor or an undocumented mixed case, asks the data owner for the exact fact, and resumes without guessing." canonical: https://www.stacksync.com/blog/missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents last_modified: 2026-09-21 --- # Missing Conversions and Mixed Pack Sizes: Exceptions for Household Order Agents > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md When two mixed cases lack item-level contents or a pack factor is absent, the Genie holds the comparison and asks the right owner instead of picking a number that balances. Author Ignacio Malpartida · GTM Engineer Published September 21, 2026 Read time 5 min read APP TIPS ## The operating decision Household order agents should stop when pack conversions are missing, mixed cases lack item detail, or a product’s effective definition is unclear. Preserve verified evidence and request the exact missing relationship. A model should not infer physical quantities from marketing language or use another customer’s case configuration as a default. Explore the complete [household consumables integration and automation hub](https://www.stacksync.com/industry/cpg/household-consumables) for the systems and processes around this guide. ![Summary card: Mixed cases and missing conversions in household Genie jobs](https://www.stacksync.com/images/blog-highlights/icp-missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents.webp) ## What this looks like in household consumables A customer orders two mixed cases of cleaning refills. One warehouse document lists total containers, while another lists cases with no composition. The agent cannot determine whether the shipment matched the order until operations supplies the approved item-level contents of those mixed cases. ## Records, ownership, and update rules | Record | Owner | Operating rule | | --- | --- | --- | | Conversion gap | Product-data owner | Identify the missing unit relationship and the exact product or customer scope. | | Mixed-pack evidence | Warehouse | Provide the actual item and quantity composition of the shipped pack. | | Resolution request | Case coordinator | Ask the owner for the authoritative factor or contents record. | | Resumed calculation | Reviewer | Approve the updated evidence and preserve the earlier blocked result. | ![Record ownership diagram: Conversion gap, Mixed-pack evidence, Resolution request](https://www.stacksync.com/images/blog-diagrams/icp-missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents.webp) *Define the record owner and the rule before enabling updates.* ## Work through the process 1. 01 Detect unsafe assumptions Flag absent factors, conflicting effective dates, and mixed packs treated as uniform units. Separate these data gaps from arithmetic errors so the agent asks the right owner for help. 2. 02 Preserve candidate interpretations List plausible mappings as unresolved candidates with their source context. Do not select the one that makes totals balance; balancing is not evidence that the physical goods match. 3. 03 Request the smallest missing fact Ask for the effective case definition or item-level packing record that resolves the comparison. Include the order and shipment references so operations can answer without reconstructing the entire case. 4. 04 Resume transparently After approval, recalculate the affected figures and show the changed result. Keep any other unresolved line open instead of treating one corrected conversion as closure of the whole dispute. 5. 05 Hand the Genie two case sizes and confirm it picks neither Set up a product whose records carry two customer-specific case definitions, six pouches for one distributor and twelve for another, and remove the test customer's mapping. Run the Genie against a shipment for that customer. The blocked result should name the customer and product it lacks a factor for, list both existing definitions as candidates, and leave the quantity comparison empty. Then record the approved mapping and rerun. The resumed case should show the new factor, its source, and who approved it, next to the earlier blocked state. A shortage figure computed before the mapping existed, or a candidate chosen because it balances, stops the rollout. ![5-step operating sequence: Mixed cases and missing conversions in household Genie jobs](https://www.stacksync.com/images/blog-diagrams-mermaid/icp-missing-conversions-and-mixed-pack-sizes-exceptions-for-household-order-agents.webp) *Follow the operating sequence; unresolved exceptions return to a responsible reviewer.* ## Handle the exceptions explicitly ### Two customer-specific case sizes exist Require the correct customer and effective mapping rather than choosing a global default. ### Pack changed after the sale Use the purchased definition unless an approved substitution or repack changes the evidence. ### Owner supplies an estimate Label it as unconfirmed and keep the financial conclusion pending. ## What to verify before expanding - An absent conversion cannot yield an approved quantity conclusion. - A resumed case records the exact new evidence used in the calculation. - Two customer-specific case sizes remain separate; resolving one cannot install a global conversion for every customer. - An estimated factor stays unconfirmed and cannot close the quantity comparison or support a final financial conclusion. ## Connect this process to the rest of your operation [Explore Stacksync AI agents (Genies)](https://www.stacksync.com/ai-agents#genies-job-icp-household-consumables) and scope the records and actions against your actual systems. [Book a demo](https://www.stacksync.com/book-a-demo) with a real conversion gap example and the exception your team handles most often, for example two customer-specific case sizes exist. - [AI Agents for Household Product Quantity Disputes](https://www.stacksync.com/use-case/ai-agents-for-household-product-quantity-disputes) - [AI Agents for Household Brands: Investigate Refill and Case-Quantity Disputes](https://www.stacksync.com/blog/ai-agents-for-household-brands-investigate-refill-and-case-quantity-disputes) - [Household Products EDI: Connect Distributor Purchase Orders to Case-Level Shipments](https://www.stacksync.com/blog/household-products-edi-connect-distributor-purchase-orders-to-case-level-shipments) - [Shopify–NetSuite Sync for Household Brands: Map Refills, Concentrates, and Multipacks](https://www.stacksync.com/blog/shopify-netsuite-sync-for-household-brands-map-refills-concentrates-and-multipacks) - [Beat Shopify API Rate Limits with Stacksync Real‑Time Sync](https://www.stacksync.com/blog/beat-shopify-api-rate-limits-stacksync-realtime-sync) - [Common EDI Errors in Supply Chain Integrations and How to Fix Them](https://www.stacksync.com/blog/common-edi-errors-supply-chain) The shared architecture guide covers record matching, ownership, and recovery across systems. ## Technical references - [Stacksync Workflows quick start](https://docs.stacksync.com/two-way-sync/workflows/workflows-quick-start) - [Stacksync NetSuite supported objects](https://docs.stacksync.com/two-way-sync/connectors/netsuite) FAQ ## Frequently asked questions Can a matching invoice total resolve a pack mismatch? No. Money and physical quantities can agree or disagree independently. The item and unit relationships must still be established from approved operational evidence. An invoice that balances only proves the price per sellable unit was applied; it says nothing about how many pouches sat in each case. The Genie reports the balanced total as one fact among several, never as a reason to close. Could the agent take the pack factor from NetSuite unit-of-measure data? Only when that unit-of-measure record is the one product operations has approved for this customer and effective date, and only if the job is configured to read it. A global units-per-case field on the item is a default, not a customer mapping, so the agent treats it as a candidate whenever a customer-specific definition might exist. Reading NetSuite is permitted; writing a new factor back to the item is outside the job. After the owner confirms a factor, what survives from the blocked case? Everything. The blocked state stays as the first version of the case with its timestamp, the question that was sent, and who answered it. The recalculated figures are appended as a second version that names the new factor and its approver, so a reviewer can see what changed and why. A reviewer signs off on the second version before any downstream team treats it as the answer. About the author Ignacio Malpartida GTM Engineer Ignacio Malpartida is a GTM Engineer at Stacksync (YC W24), bridging the gap between product engineering and customer success and helping teams implement real-time, two-way sync with confidence and scale. [All posts by Ignacio Malpartida](https://www.stacksync.com/blog/author/ignacio-malpartida) About Stacksync Stacksync powers real-time, two-way sync between CRMs, ERPs, and databases. Engineers sync data at scale and automate workflows, not dirty API plumbing. Stacksync ## Explore these integrations and topics - [connector NetSuite integrations](https://www.stacksync.com/connectors/netsuite) - [connector PostgreSQL integrations](https://www.stacksync.com/connectors/postgresql) - [connector Gmail integrations](https://www.stacksync.com/connectors/gmail) - [platform AI agent operations](https://www.stacksync.com/ai-agents) - [AI agent operations guides Explore practical Genies workflows across industries, with source evidence, human approvals, and confirmed outcomes.](https://www.stacksync.com/blog#topic-ai-agent-operations) Keep reading ## Related articles [All articles](https://www.stacksync.com/blog) [App tips AI Agents for Household Brands: Investigate Refill and Case-Quantity Disputes 5 min read read](https://www.stacksync.com/blog/ai-agents-for-household-brands-investigate-refill-and-case-quantity-disputes) [App tips Household Product Replenishment Workflows: Prevent Duplicate Wholesale Orders 5 min read read](https://www.stacksync.com/blog/household-product-replenishment-workflows-prevent-duplicate-wholesale-orders) [App tips Household Product Return Workflows: Route Damaged and Unsellable Goods for Review 5 min read read](https://www.stacksync.com/blog/household-product-return-workflows-route-damaged-and-unsellable-goods-for-review) ## You just read how it should work. See it run on your own data. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)