> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Products, Categories, Vendors, and Coupons

> Learn how to structure product categories, manage vendors, create products with variants and add-ons, and configure discount coupons in ChatbotX Ecommerce.

The catalog management system in ChatbotX Ecommerce lets you organize your entire storefront from categories and brand vendors down to individual product variants, add-on items, and promotional coupons. Setting up your categories and vendors first streamlines product creation and keeps your catalog structured.

> [card] Categories and Vendors
>
> Group merchandise into categories, subcategories, and brand vendors with dedicated deep links for each collection.

> [card] Variants and Add-ons
>
> Configure multiple size or color options with independent pricing and attach recommended add-on items.

> [card] Automated Inventory Tracking
>
> Track stock quantities by SKU, automatically deducting inventory on new orders and restocking when orders are cancelled.

> [card] Promotional Coupons
>
> Issue percentage, fixed-amount, or free-delivery discount codes with optional auto-apply rules at checkout.

## Managing Product Categories

The **Categories** tab lets you organize the navigation structure of your Webview storefront so shoppers can filter products quickly.

![Ecommerce Categories List](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_categories_list.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=ff995f41b05cf094782d1caaa768a32a)

The categories table includes the following elements:

| Element | Function |
| - | - |
| **Search...** | Search categories by name. |
| **Name** | Category title displayed alongside its thumbnail image. |
| **Subcategories** | Number of child subcategories nested under the category. |
| **Visible** | Toggle to show or hide the category on the customer-facing storefront. |
| **Actions (...)** | Opens the management menu for the selected category. |
| **+ Add** | Creates a new product category. |

Click the three-dot **Actions** icon on any category row to access:

* **Edit**: Update the category name, cover image, or display rank.
* **Subcategories**: Open and manage child subcategories under this category.
* **Get ID**: Copy the category's unique identifier for API or filtering use.
* **Preview**: Open a browser preview filtered to this category.
* **Get link**: Copy the personalized category link containing `{{shop_token}}` to attach to buttons in your flows.
* **Delete**: Remove the category from your store.

### Creating and Editing a Category

Click **+ Add** (or select **Edit** from the actions menu) to open the category configuration modal:

![Ecommerce Category Edit Modal](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_category_edit_modal.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=3738a2e1ddf3a6c8dba3592491fb8a64)

* **Name**: Enter the category name shown to shoppers.
* **Image**: Upload a cover image from your computer or paste a direct image URL.
* **Rank (optional)**: Set the display priority on the storefront menu. Lower numbers appear first.

Click **Save** to store your changes.

## Managing Vendors and Brands

The **Vendors** tab lets you group products by brand, manufacturer, or supplier partner. This is ideal for multi-brand boutiques, marketplaces, or multi-branch stores.

![Ecommerce Vendors List](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_vendors_list.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=9cc2edcddb82cf4fdb62a7d5ccf2dfdc)

The vendors table displays the vendor `Name`, `Total Products` linked to that vendor, an `Active` status toggle, `Created At` timestamp, and the `Actions` menu.

From the **Actions (...)** menu of any vendor, you can select **Edit** to update details, **Preview** to inspect the vendor page, **Get link** to copy a personalized link containing `{{shop_token}}` that opens only that vendor's products, or **Delete** to remove the vendor.

### Adding and Configuring a Vendor

Click **+ Add** at the top right of the **Vendors** tab to open the vendor editor:

![Ecommerce Vendor Edit Modal](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_vendor_edit_modal.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=8e4f05da91c67a467a68d9c61cc1c4c6)

| Field | Function |
| - | - |
| **Name** | Brand or supplier name displayed on product pages. |
| **Short Description (optional)** | Brief overview of the brand or supplier. |
| **Phone (optional)** | Contact phone number for the vendor or branch. |
| **Store address (optional)** | Physical warehouse or store address for this vendor. |
| **Image (optional)** | Upload the brand logo or cover image. |
| **Discount (0 - 100%)** | Apply a storewide percentage discount across all products under this vendor. |
| **Minimum order value (optional)** | Set a specific minimum order subtotal required for this vendor's products. |
| **Open hours (optional)** | Assign a dedicated operating hours schedule for this vendor. |
| **Rank (optional)** | Set the display ordering priority for the vendor. |
| **Category / Subcategory** | Assign the vendor to a primary category and subcategory. |

## Managing Products

The **Products** tab is the central hub for managing all items sold in your store.

![Ecommerce Products List](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_products_list.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=81f196cf788fb54eae6b3eb03e49bf51)

The Products workspace includes:

* **Left Categories Sidebar**: Shows total product counts alongside individual category filters. Click any category to filter the product table immediately.
* **Search Input**: Type a product name to filter items in real time.
* **Top Action Buttons**:
  * **+ Create**: Opens the form to add a new product.
  * **Import**: Bulk import products from a data file.
  * **Sync Meta Catalog**: Opens the modal for two-way synchronization with Meta Commerce Manager.
* **Product Table**: Lists each item's thumbnail, `Name`, `Price`, stock `Quantity`, `SKU`, `Category`, `Active` visibility toggle, and `Actions` menu.

### Product Information, Pricing, and Images

Click **+ Create** (or **Edit** on an existing product) to open the product editor. The upper section defines descriptions, pricing, and media:

![Ecommerce Product General Pricing](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_product_general_pricing.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=f545220f944db4a6139bd5f4ef7ca53d)

* **Name**: Full product title displayed on chat cards and the Webview store.
* **Short Description (optional)**: Brief summary shown directly below the product title.
* **Long Description (optional)**: Detailed product specifications, materials, care instructions, or sizing guides (up to 840 characters).
* **Pricing**:
  * **Price**: Base retail price of the product.
  * **Taxes (0 - 100%)**: Optional tax percentage applied to the item.
  * **Discount (0 - 100%)**: Direct percentage discount on the product. The storefront displays the original price crossed out alongside the discounted price.
  * **Currency (optional)**: Custom currency override if different from the default store currency.
  * **Product URL (optional)**: External webpage URL used when the store's Checkout mode is set to redirect buyers to an external product page.
* **Images**: Upload product photos from your device or insert direct image URLs.

### Inventory Tracking and Product Variants

Scroll down to **Inventory** and **Variants** to manage stock levels and configurable options:

![Ecommerce Product Inventory Variants](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_product_inventory_variants.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=3284810ca315d3c6b799bf2507c4c27f)

Under **Inventory**:

* **SKU (optional)**: Unique stock keeping unit identifier, also used as the retailer ID when syncing with Meta Catalog.
* **Inventory policy**:
  * **Don't track inventory**: Suitable for digital goods, services, or made-to-order items.
  * **Track inventory**: Enter the available stock quantity. ChatbotX automatically deducts stock when orders are placed.

Under **Variants**:

* Click **+ Add** next to **Variants** to create option groups such as Size, Color, or Material.
* For each variant option, you can define a specific price, toggle availability, and nest sub-variants if needed.

### Add-ons, Tags, and Display Options

The bottom section of the product editor controls cross-sells, searchability, and direct links:

![Ecommerce Product Addons Options](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_product_addons_options.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=ab1b022c84478878ce2cec2078e71aa9)

| Field | Function |
| - | - |
| **Add-ons** | Click **+ Add** to attach complementary products or optional extras that customers can select alongside the main item. |
| **Tags** | Add search keywords to help customers find this item when searching by message in chat. |
| **Vendor** | Link the product to a brand or vendor. |
| **Rank** | Control the display order of the product within its category. |
| **Category / Subcategory** | Assign the product to a category and subcategory. |
| **This product is searchable inside the bot** | Allow contacts to discover this item when searching via chat messages. |
| **Allow the user to request a special request (attach notes)** | Display a note input field on the product page so buyers can include custom instructions. |
| **Use this product only as an addon for others products** | Hide the item from standalone catalog browsing and only offer it as an add-on attached to other products. |
| **Public URL** | Direct Webview URL containing `{{shop_token}}` that opens this specific product page. Copy this URL to attach to **Open Website** buttons in flows. |

Click **Save** to publish the product.

## Managing Discount Coupons

The **Coupons** tab lets you create promotional discount codes or automatic cart discounts to boost conversion rates.

![Ecommerce Coupons List](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_coupons_list.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=0394f9aa633481876fc15235e77b5646)

The coupons table displays:

* **Name**: The coupon code (badged with `Auto` if configured to apply automatically to carts).
* **Discount**: The discount value (percentage off, fixed amount off, or `Free delivery`).
* **Used**: Number of times the coupon has been redeemed out of its total usage limit.
* **End**: Expiration date and time.
* **Active**: Toggle to enable or pause the coupon immediately.
* **Actions**: Menu to edit or delete the coupon.

### Creating a Coupon and Discount Scope

Click **+ Add** at the top right of the **Coupons** tab to configure a new discount:

![Ecommerce Coupon Add Options](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_coupon_add_options.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=3a5b095fc173a0f4496da93c2c6a4f30)

* **Discount code**:
  * **Code**: Enter a custom promo code or click **Generate** to create a random code.
  * **Automatically apply this coupon to carts**: Enable this checkbox to apply the discount automatically whenever a cart meets the coupon's conditions, without requiring the shopper to type a code.
* **Options**:
  * **Discount type**: Select **Percentage**, **Fixed amount**, or **Free delivery**.
  * **Discount value**: Enter the percentage or monetary amount to deduct.
* **Applies to**:
  * **Entire order**: Applies the discount to the entire cart.
  * **Specific category**: Restricts the discount to items in a chosen category.
  * **Specific products**: Restricts the discount to selected products.

### Minimum Requirements, Usage Limits, and Active Dates

Scroll to the lower half of the coupon form to configure eligibility rules and validity dates:

![Ecommerce Coupon Requirements Dates](https://mintcdn.com/chatbotx/4-2V2Q5Oj9gz9vtE/images/ecommerce_coupon_requirements_dates.png?fit=max\&auto=format\&n=4-2V2Q5Oj9gz9vtE\&q=85\&s=078490e2c36cfb0a764ad706a8bc93fc)

| Section | Available Options |
| - | - |
| **Minimum requirement** | Choose **None**, require a **Minimum purchase amount**, or require a **Minimum quantity of items** in the cart. |
| **Usage limits** | Limit the total number of times the discount can be redeemed across the store, and/or restrict redemption to one use per customer. |
| **Customer eligibility** | Offer the coupon to **Everyone** or restrict it to **Specific customers** matching contact filter conditions. |
| **Active dates** | Set the **Start date**, **End date**, and toggle **Active** to make the coupon live. |

Click **Save** to activate your coupon.


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