Managing Products

Browse and filter products in the admin

Where to find it: Admin → Products

When you'd use this: When you need to find products, review product data, identify items missing images, or triage active versus inactive products across your catalog.

What it does:

The Products list shows your complete product catalog with filtering, search, and export tools. You can view products in a table layout showing key details, or switch to a gallery view that displays product thumbnails for visual merchandising work.

The list includes built-in filters to help you find products quickly:

Status tabs let you view all products, only active products, only inactive products, or products missing images. These filters apply at the server level and update the list to show only matching items.

Category assignment filters show products assigned to B2B categories, B2C categories, specific categories, or products not assigned to specific categories. You can filter by multiple categories at once to narrow your results.

Availability filters show products currently in stock, out of stock, or all products regardless of stock status.

Search looks for products by description or item code. Results update automatically as you type.

Sorting lets you order the list by product description or item code, in ascending or descending order.

Product thumbnails appear next to each item when available. If a product has no image assigned, a placeholder appears instead. If an image fails to load, the platform displays a tinted placeholder rather than a broken image indicator.

You can select individual products or use select-all to choose multiple items at once. When products are selected, a bulk action bar appears with an option to export the selection to CSV. The export includes item codes, descriptions, and status information for the selected products.

The header toolbar includes an Export button that exports the current page of products to CSV, and a Batch image upload button for uploading multiple product images at once.

All filter selections, search terms, sort order, and pagination settings are reflected in the page URL. This means you can bookmark specific views or share links to filtered product lists with your team.

Using it day-to-day:

When you open the Products list, the system displays all products by default in table view. Use the status tabs at the top to quickly jump to active items, inactive items, or products missing images.

Switch between table and gallery view using the view toggle. Your view preference persists across sessions—when you return to the Products list, it opens in whichever view you last used.

Apply filters and search terms to narrow the list. The platform updates results automatically and adds your selections to the URL so you can return to the same filtered view later.

To filter products by category membership, use the category assignment filters. You can show only products assigned to specific categories, or show only products not assigned to specific categories. When you filter by multiple categories using the "in categories" filter, the list shows products assigned to any of the selected categories. The "not in categories" filter shows products that aren't assigned to any of the selected categories. You cannot use both filters at the same time.

Click any product row to open the product detail editor. In table view, an Edit action also appears when you hover over a row.

To export products, either select specific items and use the bulk export action, or use the Export button in the header to download the current page.

Troubleshooting:

• Product thumbnail shows a placeholder instead of the product image — The product either has no image assigned, or the image file failed to load. Check the product detail page to verify whether an image is configured. If an image is assigned but not loading, the image file may be missing or inaccessible.

• Filters or search terms don't persist when I navigate back — The Products list stores all filter state in the URL. If you navigate away and return via browser history or a bookmark, your previous filters should restore automatically. If filters reset, you may have used a link that doesn't include the filter parameters.

• Gallery view doesn't show product images — Gallery view displays the same thumbnails as table view. If products don't have images assigned or if images fail to load, placeholders appear instead. Assign images to products to see them in gallery view.

• Export doesn't include all my products — The header Export button exports only the current page of results. To export multiple pages, either increase the page size setting or use the bulk selection with select-all to export across pages.

• Category filter shows products assigned to only some of my selected categories — When you filter by multiple categories using the "in categories" filter, the list shows products assigned to any of those categories, not all of them. A product only needs to be in one of the selected categories to appear in results.

Manage product categories in the admin

Where to find it: Admin → Categories

When you'd use this: When you need to organize products into browseable groups, create catalog structure for your storefront, or reorganize existing category hierarchies. This applies to both B2B and B2C categories.

What it does:

The Categories section lets you create, edit, and organize the category structure that customers use to browse products on your storefront. You can manage parent-child relationships between categories, control which categories appear active, and see how many products are assigned to each category.

The category list shows all categories in a hierarchical tree view, displaying parent categories with their nested subcategories beneath them. Each category shows its product count and last-modified timestamp, helping you identify which categories contain products and when they were last updated.

You can search and paginate through the category list to locate specific categories in large catalogs. The interface displays key information for each category including name, status, parent category, and sort order.

The platform maintains separate category trees for B2B and B2C scopes. When working with categories, you're managing the category structure for the currently selected scope.

Using it day-to-day:

Navigate to the Categories section from the admin navigation. The list displays your category tree with all parent and child relationships visible.

To create a new category, use the create option and fill in the category details including name, URL slug, parent category, and status. The category appears in the list once saved.

To edit an existing category, open it from the list and modify its fields. You can change the category name, adjust its position in the hierarchy by assigning a different parent, update its sort order, or activate and deactivate categories.

The platform shows the number of products directly assigned to each category, helping you identify empty categories or confirm that products are correctly organized.

When you modify a category's parent or position in the hierarchy, the platform recalculates the category tree structure. Changes you make in the admin reflect on the storefront category pages after the system processes the update.

To delete a category, select the delete option and confirm the action. Deleting a category removes it from the category tree. Verify how deletion affects assigned products based on your catalog configuration.

Troubleshooting:

• Category doesn't appear on the storefront — Check that the category is marked as active and that it has products assigned. Inactive categories don't display to customers. If the category is active but still not visible, verify that the catalog structure has been reindexed.

• Product count shows zero but I know products are assigned — The product count reflects products directly assigned to this specific category. Products assigned to child categories appear in those subcategories' counts, not the parent. Navigate to the category's product assignment view to see the complete list of assigned items.

• Changes to category name or hierarchy don't appear immediately — Category modifications may require cache clearing or reindexing before they display on the storefront. The admin view shows updated information immediately, but customer-facing pages may take a few minutes to reflect changes.

• Cannot delete a category — Categories with assigned products or active subcategories may be restricted from deletion. Remove product assignments and child categories first, or deactivate the category instead of deleting it.

Assign products to categories

Where to find it: Admin → Categories → select a category → Assigned Items, or Admin → Products with category filters applied

When you'd use this: When you need to add products to categories so they appear in the right places on your storefront, or remove products from categories they shouldn't be in. This controls where products display in your catalog structure and affects product URLs.

What it does:

Product assignment connects products to categories so customers can find them when browsing your storefront. You can assign products to categories from either the category management interface or the product list with category filters applied.

When viewing a category's assigned products, you see all products currently in that category. You can search within the category's products to quickly find specific items—the search looks through item codes, formatted codes, and product descriptions across all products in the category, not just the ones on the current page.

When you need to add products to a category, you can filter the main product list to show only products not assigned to that category. This gives you a searchable, paginated list of products available to add, making it easy to find and assign the right items even in large catalogs.

The platform maintains separate category assignments for B2B and B2C scopes. When you filter products by category or view a category's assigned products, you're working within the currently selected scope.

Using it day-to-day:

To see which products are in a category, navigate to that category and open the Assigned Items section. The list displays all products currently assigned, with their position and primary category status. Use the search field to find specific products within the category—results update as you type and search across the full membership list, not just the current page.

To add products to a category, go to the Products list and filter by "not in categories," selecting the category you want to add products to. This shows only products that aren't already in that category. Search and filter this list to find the products you need, then use the bulk assignment action to add them to the category.

To remove products from a category, view the category's assigned products list, select the items you want to remove, and use the bulk removal action.

When you assign a product to a category, the platform generates a URL path for that product based on the category structure. If you assign a product to multiple categories, each assignment creates a different URL path, and the platform determines which one is canonical based on your primary category settings.

Troubleshooting:

• Search within a category returns no results but I know the product is assigned — The search looks for matches in item codes, formatted codes, and descriptions. Verify you're searching for text that appears in one of those fields. If the product is assigned but doesn't match your search term, try a different keyword or browse through the list.

• Cannot see products to add to a category — Verify you're using the "not in categories" filter on the main Products list, and that you've selected the correct scope (B2B or B2C). If the filter shows no results, all active products may already be assigned to that category.

• Product appears in category assignment list but not on storefront — Check that both the product and the category are marked as active. Inactive products or categories don't display to customers even if the assignment exists. Also verify that the catalog has been reindexed if you recently made changes.

• Adding products to a category is slow — For large catalogs, use the search and filter tools to narrow down the "not in categories" list before selecting products. The platform pages through unassigned products efficiently, but selecting and assigning many items at once may take time to process.

Control product URLs and canonical paths through category assignment

Where to find it: Admin → Categories → select a category → Assigned Items, or Admin → Products → select a product → category assignment section

When you'd use this: When you need to control where products appear on your storefront and which URL path customers use to reach each product. This affects both how products display in category navigation and how search engines index your product pages.

What it does:

When you assign a product to one or more categories, the platform generates URL paths for that product based on the category structure. Each category assignment creates a unique URL path combining the category path with the product's URL identifier.

The platform marks one URL path as the canonical path—the primary, authoritative URL for the product. Search engines use this canonical path when indexing your products, and internal links default to the canonical path when available.

How canonical paths are determined:

If a product is assigned to multiple categories, the platform selects the canonical path using these rules in order:

1. Explicit primary category — If you set one category as the product's primary category, the platform uses that category path as canonical.

2. Single category assignment — If the product is assigned to exactly one category, that category path becomes the canonical URL automatically, even if you haven't explicitly marked it as primary.

3. First assigned category — If the product is in multiple categories with no explicit primary set, the platform uses the first assigned category as the canonical path.

Category-dependent versus category-independent URLs:

Most products use category-dependent URLs, where the product's path includes the category structure (for example, electronics/smartphones/product-name). These products have different URL paths for each category they're assigned to.

Some products use category-independent URLs that don't include category paths, such as products with custom route-based URLs. These products have exactly one URL regardless of how many categories they're in, and that URL is always canonical.

Using it day-to-day:

Assign products to categories through either the category management interface or the product editor. The platform generates URL paths automatically based on your category structure and the product's URL identifier.

If a product should appear in multiple categories but you want to control which URL path is canonical, set the primary category explicitly for that product. The primary category determines the canonical URL path.

When you assign a product to its first category, the platform marks that path as canonical immediately. If you later add more categories without changing the primary category setting, the first category remains canonical and additional categories create alternate URL paths.

For products with category-independent URLs (custom routes or configuration that bypasses category paths), the platform marks those URLs as canonical automatically since the product has only one possible URL.

Troubleshooting:

• Product is reachable at multiple URLs but has no canonical URL set — This should resolve automatically. Products assigned to one or more categories receive a canonical URL based on either the explicit primary category or the first assigned category. If the canonical path isn't set, try reassigning the product to its categories or verify that the product has an active category assignment.

• Canonical URL doesn't match my primary category setting — Changes to primary category settings may require cache clearing or reindexing to take effect. The admin view should reflect your primary category selection immediately, but the canonical URL on customer-facing pages may take a few minutes to update.

• Product appears in multiple categories with the wrong canonical path — Set the correct category as the product's primary category. The primary category setting overrides the default first-category rule and controls which path becomes canonical.

• Adding a second category changed the product's canonical URL — When you add categories to a product that already has a canonical path, existing canonical URLs remain unchanged. If the canonical URL changed unexpectedly, verify the primary category setting and check that the original category assignment is still active.

Sort products within a category using custom ordering

Where to find it: Admin → Categories → select a category → Assigned Items

When you'd use this: When you want products and subcategories to display in a specific business-driven order rather than alphabetically—for example, showing featured products first, organizing by seasonality, or prioritizing high-margin items.

What it does:

Custom product ordering lets you manually arrange the sequence in which products appear on category pages in the storefront. You configure the order in the admin category management interface by arranging products in the Assigned Items list, and that order displays on the front-end category page.

Your custom product sort order applies to both regular products and subcategory items within a parent category. When you arrange products in a specific sequence, that order displays consistently across the category, including items that belong to nested subcategories.

The platform processes up to 10,000 products per category using your custom sort order. Products beyond this limit fall back to alphabetical sorting by product description.

When you browse a parent category that contains subcategories, the platform calculates each product's position based on the full category tree. Products inherit their position from where they're directly assigned in the category structure, and their final display order accounts for all products in nested subcategories. For example, if you browse a parent category and its subcategories contain products with lower position numbers, those products from subcategories appear first in the list, pushing parent-level products further down.

The system stores category position information directly with each product, allowing fast retrieval when customers browse category pages. This eliminates delays when loading categories with large product counts.

Using it day-to-day:

In the admin, navigate to the category you want to configure. Open the Assigned Items section to see all products assigned to that category. Drag and drop products to arrange them in your desired order, or use the position controls to set specific sequence numbers.

Your configured product order automatically applies when customers view category pages on the storefront. The front-end category listing reflects the manual product order you set in the admin.

If you have a large catalog and notice some products sorting alphabetically at the end of the list, those items fall outside the 10,000 product sort limit. Consider splitting large categories into smaller subcategories to maintain full control over product ordering.

When customers browse categories, the platform automatically determines the correct sort order based on which level of the category tree they're viewing. The same product may appear in different positions depending on whether customers are viewing a parent category or a more specific subcategory.

Troubleshooting:

• Front-end category page doesn't match the admin product order — The storefront category listing should reflect the manual order configured in the admin Assigned Items list. If the order differs, verify that the category has been reindexed

Display product availability and delivery dates based on order lead time

Where to find it: Order lead time settings are managed through your user settings and customer custom fields. Product-level lead time is configured through product custom fields. When enabled, a date picker appears in the storefront header for customers to select their desired delivery date.

When you'd use this: When you need to show customers product availability and next available dates based on when they need items delivered. This helps customers plan orders around lead times and see which products are available for their target delivery date.

What it does:

When you enable product lead time settings, customers can select a delivery date from the storefront. The platform then displays availability information for each product based on that date, including whether the item is available and the next availability date if it's currently unavailable.

The system uses product-level custom fields to determine lead time requirements for individual items. Each product can have its own lead time configuration that works together with customer-level lead time settings to calculate accurate delivery dates.

The delivery date selection respects your configured business rules, including available weekdays, date ranges, and unavailable periods. If a customer's previously selected date is no longer valid (for example, if it's in the past), the system automatically updates to the next valid date.

When customers change their delivery date, the platform checks items in their cart against the new date. If any cart items are unavailable for the selected delivery date, customers receive a notification listing the affected products before the date change is confirmed. Items that cannot meet the new delivery date may be removed from the cart.

Products that cannot be delivered by the customer's selected date display a "Next Available Delivery Date" indicator instead of an "Add to Cart" button. This appears on both category pages and product detail pages, helping customers understand when the item will become available.

The platform includes availability information in both product search results and product detail pages. When customers search for products or browse categories with a delivery date selected, availability information updates automatically to reflect that date.

Using it day-to-day:

Once configured, the delivery date selector appears automatically in the storefront header for customers with product lead time enabled. Customers select their desired delivery date, and product pages and category listings update to show availability information for that date.

Product availability displays on both individual product detail pages and category browse pages, using the currently selected delivery date to calculate stock and lead time information.

The system maintains the selected delivery date throughout the customer's session. When they return, their previous selection carries forward if it's still valid, or updates to the nearest valid date if needed.

When a product cannot meet the selected delivery date, the platform automatically displays the next date when the product will be available instead of showing the standard add-to-cart controls. This prevents customers from adding unavailable items to their cart.

Troubleshooting:

• Date picker shows an updated date instead of the customer's previous selection — The previously selected date may have become invalid (moved into the past or conflicts with unavailable periods). The system automatically selects the next valid date based on your configured rules.

• Cart items show as unavailable when changing delivery dates — One or more products in the cart cannot fulfill the new delivery date due to lead time constraints. The notification lists specific items that are affected. Customers can choose to continue with the new date (which may require removing unavailable items) or keep their current delivery date.

• Delivery date picker doesn't appear — Verify that product lead time is

Group related product variants together

Where to find it: Item Group and Item Group Attribute custom fields in your product catalog.

When you'd use this: When you have multiple variations of the same product—for example, the same item in different sizes, colors, or configurations—and you want to present them together so customers can select the variant they need.

What it does:

Item Group and Item Group Attribute custom fields allow you to define relationships between product variants. The Item Group field identifies which products belong together as a group, while the Item Group Attribute field specifies what makes each variant unique within that group.

When you configure these fields on your products, the platform can use this information to connect related variants and present them as a unified set of options rather than separate, unrelated products.

Product variants maintain proper availability status even when individual variant codes change or differ from your ERP system. The platform validates variant relationships against your ERP data to ensure products remain visible when they should be available, and prevents incorrect deactivation when variant codes are updated or mismatched.

When the platform receives availability information from your ERP system for a product with a variant code, it checks whether that specific variant code exists in your ERP's variant data. If the variant code sent doesn't match any known variant for that product in your ERP, the platform recognizes this as a data synchronization issue rather than a genuine product block, and preserves the product's availability status. This prevents products from disappearing from your catalog due to stale or mismatched variant codes during ERP synchronization.

Using it day-to-day:

Set the Item Group field to the same value across all products that represent variants of the same item. For example, if you sell a widget in small, medium, and large sizes, all three products would share the same Item Group value.

Use the Item Group Attribute field to identify what differentiates each variant. In the widget example, one product might have "Small" as its attribute, another "Medium", and the third "Large".

The specific values you use for grouping depend on how your product catalog is structured and what makes sense for your business. Coordinate these values across all variants to ensure they're recognized as related items.

When variant codes are updated in your ERP system, the platform automatically reconciles these changes to maintain proper product visibility. Products won't incorrectly disappear from your catalog due to variant code mismatches during synchronization.

Troubleshooting:

• Related products aren't appearing together — Verify that all variants have the exact same Item Group value. Even small differences in spelling, spacing, or capitalization will prevent the platform from recognizing products as part of the same group.

• Item Group fields aren't available in the product catalog — These custom fields need to be configured for your store. Contact your administrator to ensure the Item Group and Item Group Attribute fields are set up in your product custom field configuration.

• Product variant disappeared from catalog after ERP sync — This may occur if the variant code changed in your ERP system. The platform validates variant codes during synchronization to prevent incorrect deactivation. Check your ERP variant data to confirm the variant code matches what's configured for the product. If the variant code has legitimately changed, update the product configuration accordingly. If the product is genuinely blocked in your ERP for that specific variant code, it will be marked inactive as expected.

• Product shows as blocked but is available in the ERP — The variant code configured for the product in your catalog may not match the current variant codes in your ERP system. Verify that the variant code assigned to the product exists in your ERP's variant data. Update

Require products to be ordered in specific quantity multiples

Where to find it: Set the Order Multiple field on individual products in your product catalog. This setting applies automatically on product detail pages and the cart page.

When you'd use this: When products must be ordered in fixed quantity increments—for example, items sold by the case, box, or pack where partial quantities aren't available. This is common when your ordering unit remains as "each" but the product is packaged in multiples.

What it does:

When you set an order multiple value for a product, customers can only order that product in quantities that match your specified multiple. For example, if a product has an order multiple of 4, customers can order 4, 8, 12, or any quantity divisible by 4, but not 3, 5, or 9.

The platform automatically adjusts quantity inputs to the next valid multiple. If a customer enters a quantity that doesn't match the multiple, the system rounds up to the nearest valid quantity. For instance, if the order multiple is 4 and a customer enters 5, the quantity automatically increases to 8.

Quantity validation applies wherever customers can enter or modify quantities, including product detail pages and the shopping cart.

Using it day-to-day:

Once you configure an order multiple for a product, quantity input fields automatically enforce the multiple requirement. When a customer first views the product, the quantity field displays the lowest valid multiple as the default quantity.

If a customer manually enters a quantity that doesn't match the multiple, the input field recalculates to the next highest valid quantity as soon as they move to the next field or attempt to add the item to their cart.

Products without an order multiple set (or with the value set to empty or 0) have no quantity restrictions and accept any positive quantity value.

Troubleshooting:

• Quantity keeps changing to a higher number than entered — The product has an order multiple configured, and the quantity you entered isn't divisible by that multiple. The system rounds up to ensure you're ordering in valid increments. Check the product details or contact your administrator to confirm the required order multiple.

• Cannot order the exact quantity needed — The product's order multiple may not align with your requirements. You'll need to order the next highest valid quantity or contact your store administrator to discuss adjusting the order multiple for this product.

Set minimum and maximum order quantities for products

Where to find it: Minimum Order Quantity and Maximum Order Quantity custom fields in your product catalog.

When you'd use this: When you need to enforce quantity limits on products—for example, requiring a minimum purchase quantity to meet case pack requirements, or limiting maximum quantities to manage inventory allocation or prevent overselling.

What it does:

Minimum and maximum order quantity settings control how many units of a product customers can add to their cart in a single order. When you configure these limits, the platform enforces them throughout the ordering process.

The Minimum Order Quantity sets the lowest quantity a customer can order. If a customer attempts to add fewer items than the minimum, the system prevents the action or adjusts the quantity to meet the minimum requirement.

The Maximum Order Quantity sets the highest quantity a customer can order. If a customer attempts to add more items than the maximum, the system prevents them from exceeding the limit.

These quantity restrictions apply specifically to regular orders. Open quotes use separate quantity controls (Minimum Quote Quantity and Maximum Quote Quantity), allowing you to set different limits for quoted versus direct orders.

Using it day-to-day:

Once you configure minimum or maximum order quantities for a product, the platform automatically enforces these limits when customers add items to their cart or modify quantities.

When a minimum order quantity is set, customers must order at least that amount. The product detail page may display the minimum quantity as the default when customers first view the item.

When a maximum order quantity is set, customers cannot exceed that amount in a single order. If they attempt to add more than the maximum, they'll receive a message indicating the quantity limit.

These restrictions apply to new orders but do not affect open quotes, which use their own quantity limit settings.

Troubleshooting:

• Cannot add product to cart below a certain quantity — The product has a minimum order quantity configured. You must order at least that amount. Check the product details to see the required minimum quantity.

• Cannot add more than a certain quantity to cart — The product has a maximum order quantity configured. You can only order up to that limit in a single order. If you need more, contact your store administrator to discuss options.

• Quantity limits apply to orders but not to open quotes — Order quantity limits and quote quantity limits use separate settings. If you need quantity restrictions on open quotes, verify that the Minimum Quote Quantity and Maximum Quote Quantity fields are configured for the product.

Set minimum and maximum quantities for quotes

Where to find it: Minimum Quote Quantity and Maximum Quote Quantity custom fields in your product catalog.

When you'd use this: When you need to enforce different quantity limits on quoted products than you apply to regular orders—for example, allowing higher maximum quantities on quotes while restricting direct orders, or requiring different minimum quantities for quoted versus non-quoted purchases.

What it does:

Minimum and maximum quote quantity settings control how many units of a product can be included in quotes and purchased from open quotes. These limits work independently from order quantity limits, allowing you to set separate rules for quoted products.

The Minimum Quote Quantity sets the lowest quantity that can be included when creating a quote or ordering from an open quote. The Maximum Quote Quantity sets the highest quantity allowed.

When you configure both order quantity limits and quote quantity limits for the same product, the platform applies the appropriate limits based on the context. Regular orders use the Minimum Order Quantity and Maximum Order Quantity settings, while quotes and open quote purchases use the Minimum Quote Quantity and Maximum Quote Quantity settings.

This separation allows you to maintain strict quantity controls on direct orders while providing flexibility for quoted pricing and negotiated quantities. For example, you can restrict standard orders to 500 units maximum while allowing open quotes to fulfill larger quantities that were previously quoted to customers.

Using it day-to-day:

Once you configure minimum or maximum quote quantities for a product, the platform automatically enforces these limits when creating quotes or when customers purchase from open quotes.

If you've previously configured order quantity limits and want the same restrictions to apply to quotes, you'll need to set the quote quantity fields separately. The platform does not automatically apply order limits to quotes.

When migrating or setting up products with existing order quantity limits, the platform can automatically create matching quote quantity settings to maintain consistent behavior across both orders and quotes.

Troubleshooting:

• Quantity limits from orders are applying to quotes — Order quantity limits and quote quantity limits use separate custom fields. If you want different limits for quotes, configure the Minimum Quote Quantity and Maximum Quote Quantity fields independently from the order quantity fields.

• Open quotes don't enforce quantity limits — Verify that the Minimum Quote Quantity and Maximum Quote Quantity custom fields are configured and enabled for the product. These fields control quote-specific quantity limits separately from order limits.

• Need same quantity limits for both orders and quotes — You must configure both the order quantity fields (Minimum Order Quantity and Maximum Order Quantity) and the quote quantity fields (Minimum Quote Quantity and Maximum Quote Quantity) with the same values. The platform does not automatically sync these settings.

• Open quote allows quantities higher than the order maximum — This is expected behavior when quote quantity limits differ from order quantity limits. The Maximum Quote Quantity field controls limits on open quotes independently from the Maximum Order Quantity field used for regular orders. This allows you to honor previously quoted quantities that may exceed standard order limits.