36.1 Overview
The Products Categories and Products sections control the catalog displayed inside a public WhatsApp Store.
The catalog-management workflow includes:
Creating Product Categories
Editing Category names
Deleting unused Categories
Creating Store Products
Assigning Products to Categories
Entering Product descriptions
Setting Net and Selling Prices
Uploading multiple Product images
Recording Total Stock
Recording Available Stock
Editing existing Products
Removing individual Product images
Deleting Products
Monitoring inventory
Testing public Product pages
Testing cart quantities
Managing out-of-stock Products
The WhatsApp Store editor provides separate menu destinations for Products Categories and Products. The customer routes provide create, edit, update, and delete operations for Categories and Products, together with a separate operation for removing individual Product media.
36.2 Categories Versus Products
Categories organize the catalog.
Products are the individual items, packages, or offerings visitors browse and order.
Example:
Category:
Financial Education
Products:
Student Workbook
Teacher Training Guide
Moneyality Assessment
Classroom Curriculum Package
A Category does not contain pricing or inventory.
A Product contains the customer-facing information and can be assigned to a Category.
36.3 Categories Versus Store Templates
The selected WhatsApp Store template controls how Categories and Products are visually presented.
The Category and Product records remain part of the Store even when its template is changed.
A template change may affect:
- Category layout
- Product-grid size
- Image cropping
- Product-card design
- Price presentation
- Cart-button placement
- Product Details page
- Mobile navigation
Changing the template does not replace the Category or Product information.
36.4 Store Products Versus VCard Products
WhatsApp Store Products are different from Products created inside a VCard.
VCard Editor → Products:
Products displayed directly in one digital card.
WhatsApp Store → Products:
Products displayed in a separate Store with Categories,
cart quantities, stock fields, and WhatsApp Store Orders.
Creating or editing a Product in one area does not automatically update the other.
Opening Categories and Products
36.5 Opening the Store Editor
To manage the catalog:
- Sign in to the customer dashboard.
- Select WhatsApp Stores.
- Locate the correct Store.
- Select Edit.
- Confirm the Store Name.
- Select either Products Categories or Products.
The Store submenu contains separate entries for both sections.
36.6 Confirm the Correct Store
Before creating or editing catalog information, confirm:
Store Name
Store Logo
Store Alias
WhatsApp Number
This is especially important when the account manages several Stores.
A Product added to the wrong Store may appear publicly under the wrong:
- Business
- Brand
- Location
- WhatsApp account
- Pricing structure
- Inventory
- Shipping policy
Planning the Category Structure
36.7 Create Categories Before Products
A clear operational sequence is:
1. Plan the catalog.
2. Create Categories.
3. Create Products.
4. Assign each Product to the correct Category.
5. Test the public Store.
Creating Categories first makes Product entry faster and reduces incorrect assignments.
36.8 Recommended Category Structure
Use Categories that customers immediately understand.
Good examples:
Books and Workbooks
Digital Courses
Consulting Packages
Clothing
Accessories
Home Décor
Food
Beverages
Travel Packages
Beauty Products
Technology Products
Avoid vague Categories such as:
Items
Other
Category 1
New
Miscellaneous
Products
36.9 Keep Categories Broad Enough
Do not create a separate Category for every Product.
Overly narrow structure:
Red Shirts
Blue Shirts
Green Shirts
Black Shirts
Better structure:
Product names and descriptions can identify the available colors.
36.10 Avoid Categories That Are Too Broad
One Category named Products may make a large Store difficult to browse.
For example:
Books
Training Programs
Assessments
Digital Downloads
Consulting Packages
is easier to understand than placing every item under:
36.11 Category Naming Consistency
Use consistent capitalization.
Recommended:
Digital Courses
Printed Workbooks
Training Packages
Avoid:
digital courses
PRINTED WORKBOOKS
training Packages
Category names are part of the public Store presentation.
36.12 Avoid Duplicate Categories
Before creating a new Category, review the existing list.
Possible duplicates include:
Books
Book
Printed Books
Books and Materials
Combine Categories when they serve the same customer purpose.
Duplicate Categories can divide related Products and make Store navigation confusing.
Creating Product Categories
36.13 Opening Products Categories
To open Category management:
- Open the applicable WhatsApp Store.
- Select Products Categories.
- Review existing Categories.
- Select the Add or New Category action.
The application provides Category store, edit, update, and delete operations for WhatsApp Store Product Categories.
36.14 Entering the Category Name
Enter a concise public Category Name.
Example:
The name should describe the Products assigned to it.
Avoid entering:
- Internal inventory codes
- Private department abbreviations
- Temporary notes
- Employee names that customers do not recognize
- Promotional sentences
36.15 Saving the Category
To save:
- Enter the Category Name.
- Review spelling.
- Confirm the correct Store.
- Select Save.
- Wait for the success response.
- Confirm that the Category appears in the list.
- Open the public Store and confirm its presentation.
The Category may remain empty until Products are assigned.
36.16 Creating Several Categories
Create one Category at a time.
Example Store structure:
Category 1:
Digital Courses
Category 2:
Assessments
Category 3:
Printed Materials
Category 4:
Consulting Packages
After creating all Categories, review the full list for duplicate or overlapping names.
36.17 Empty Categories
An empty Category contains no assigned Products.
Depending on the template, an empty Category may:
- Appear without Products
- Display an empty result
- Remain hidden
- Produce a no-products message
Do not distribute the Store with unnecessary empty Categories.
Editing Categories
36.18 Opening Category Edit
To rename a Category:
- Open Products Categories.
- Locate the Category.
- Select Edit.
- Change the Category Name.
- Select Save or Update.
- Confirm the new name in the list.
- Test the public Store.
The customer routes include a dedicated Category edit destination and update operation.
36.19 Renaming a Category
Renaming the Category should preserve the Category record and its assigned Products.
Example:
Old Name:
Training
New Name:
Professional Training Programs
After renaming:
- Open the Category publicly.
- Confirm that its Products still appear.
- Review navigation links.
- Review mobile layout.
- Confirm that the new name is not too long.
36.20 Category Name Length and Layout
Long Category names can affect:
- Menu width
- Category cards
- Mobile wrapping
- Store navigation
- Product filtering
- Visual alignment
Use the clearest concise wording.
Instead of:
All of Our Available Business Technology Consulting Service Packages
use:
36.21 Moving Products Between Categories
To move a Product:
- Open Products.
- Locate the Product.
- Select Edit.
- Change its assigned Category.
- Save the Product.
- Open both the old and new Categories publicly.
- Confirm that the Product appears only where intended.
A Product’s Category is managed through the Product record rather than by dragging the Product between Category lists.
Deleting Categories
36.22 Review Products Before Deletion
Before deleting a Category:
- Open the public Category.
- Identify all assigned Products.
- Decide whether each Product should be moved or deleted.
- Edit the Products that must remain.
- Assign them to another Category.
- Confirm that the old Category is empty.
- Delete the Category.
This reduces the risk of leaving Products without a usable public Category.
36.23 Deleting an Unused Category
To delete:
- Open Products Categories.
- Locate the Category.
- Confirm its name.
- Select Delete.
- Approve the confirmation.
- Refresh the list.
- Test the public Store.
The system provides a dedicated Category deletion operation.
36.24 Category Deletion and Existing Products
Do not assume that deleting a Category will automatically move its Products elsewhere.
Possible outcomes can depend on the Product relationship and application validation.
Move required Products before deletion.
Do not delete a Category merely to reorganize the Store without first reviewing the Products assigned to it.
36.25 No Visible Category Restore
The customer Category interface does not provide an ordinary restore or recycle-bin operation.
Before deleting, record the Category Name and its assigned Products when the information may be needed later.
Planning Store Products
36.26 Information to Prepare
Before creating a Product, prepare:
Product Name
Product Category
Product Description
Net Price
Selling Price
Total Stock
Available Stock
Product Images
Fulfillment information
Shipping information
Use approved and current information.
36.27 Physical, Digital, and Service-Like Products
A WhatsApp Store Product can represent different types of offerings.
Physical Product
Examples:
Book
Clothing
Accessory
Food item
Beauty product
Equipment
Digital Product
Examples:
Downloadable guide
Digital workbook
Training file
Assessment report
Service-Like Package
Examples:
Consultation package
Training package
Travel package
Business assessment
The Store’s cart and stock fields are most naturally suited to countable items. Review how service-like Products should be represented operationally.
36.28 One Product Record per Distinct Offering
Create a separate Product when the customer-facing offer is materially different.
Example:
30-Minute Consultation
60-Minute Consultation
90-Minute Consultation
Separate Products may be clearer than one Product with unrecorded customer variations.
36.29 Product Variations
The visible Product workflow does not provide a full variation-management system for combinations such as:
Size
Color
Material
Flavor
Style
Custom engraving
Where variations are essential, use clear Product naming or separate Product records.
Example:
AIUNIFY Shirt — Black — Medium
AIUNIFY Shirt — Black — Large
AIUNIFY Shirt — Blue — Medium
This approach increases catalog size, so organize the Products carefully.
36.30 Product Codes and SKUs
The primary visible Product fields do not provide a dedicated SKU-management workflow.
When the business uses inventory codes, maintain them in an approved external inventory system.
A short code can be added to the Product Name or Description only when customers need to see it.
Example:
Professional Workbook — WB-101
Do not expose confidential warehouse or supplier information.
Creating a Product
36.31 Opening Products
To create a Product:
- Open WhatsApp Stores.
- Edit the correct Store.
- Select Products.
- Review the existing Product list.
- Select the Add or New Product action.
The application includes separate customer views for creating, editing, and showing WhatsApp Store Products.
36.32 Product Creation Fields
The Product editor is designed around information such as:
Product Name
Product Category
Description
Net Price
Selling Price
Total Stock
Available Stock
Product Images
Complete the fields using current and approved Product information.
Product Name
36.33 Entering the Product Name
Use a clear customer-facing name.
Good:
Moneyality Student Assessment
Weak:
The Product Name may appear in:
- Product cards
- Product Details
- Shopping cart
- Order Summary
- WhatsApp order information
- Dashboard orders
- Invoices
36.34 Product Naming Consistency
Use one consistent naming format.
Example:
Moneyality Student Workbook
Moneyality Teacher Guide
Moneyality DNA Assessment
Moneyality Training Package
Avoid inconsistent names such as:
Moneyality Student Workbook
Teacher guide - Moneyality
ASSESSMENT PRODUCT
Training pkg
36.35 Avoid Promotional Claims in the Name
The Product Name should identify the offering.
Place detailed claims in the Description.
Instead of:
The Greatest and Most Powerful Financial Assessment Ever Created
use:
Moneyality DNA Assessment
Unsupported claims can create customer confusion and policy concerns.
Assigning a Category
36.36 Selecting the Product Category
Choose the Category that best matches the Product.
Example:
Product:
Moneyality DNA Assessment
Category:
Assessments
Confirm that the Category belongs to the same Store.
36.37 Product Missing a Category
A Product without an appropriate Category may be difficult for customers to locate.
When a Category is missing:
- Save or close the Product form as appropriate.
- Open Products Categories.
- Create the Category.
- Return to Products.
- Create or edit the Product.
- Assign the Category.
36.38 Do Not Assign by Price Alone
Categories should describe what the Product is, not only its cost.
Weak:
Better:
Books
Courses
Assessments
Consulting Packages
Price filters can be used where the selected Store template provides them.
Product Description
36.39 Writing the Description
The Description should explain:
- What the Product is
- Who it is for
- What is included
- Important specifications
- Delivery format
- Important limitations
- Preparation or usage requirements
Example:
The Moneyality DNA Assessment is an online financial-behavior assessment designed to help participants understand their financial decision patterns. The purchase includes assessment access and a personalized results report.
36.40 Description for Physical Products
Include relevant information such as:
Dimensions
Material
Color
Package contents
Care instructions
Compatibility
Weight
Assembly requirements
Do not claim that an item includes accessories that are sold separately.
36.41 Description for Digital Products
Explain:
- File or access format
- Delivery method
- Access period
- Device requirements
- Download limitations
- Personal-use or commercial-use terms
- Refund restrictions where applicable
Do not publish private download links inside the public Description.
36.42 Description for Service Packages
Explain:
- Scope
- Deliverables
- Duration
- Number of sessions
- Customer responsibilities
- Exclusions
- Next steps after ordering
A Store Order should not be treated as a scheduled Appointment unless the customer also completes the applicable scheduling process.
36.43 Avoid Sensitive Information
Do not place in the Description:
Passwords
Private API keys
Supplier credentials
Internal costs
Private customer information
Unreleased documents
Payment-provider secrets
The Description is public.
36.44 Proofread the Description
Before saving, review:
- Spelling
- Grammar
- Pricing references
- Delivery promises
- Product measurements
- Dates
- Links
- Refund language
A Product Description must remain consistent with the Store’s policies.
Net Price and Selling Price
36.45 Understanding Net Price
Net Price can be used as the Product’s base, original, or internal comparison amount according to the Store’s design and business process.
The exact public presentation can vary by template.
Do not assume every customer understands the meaning of Net Price.
36.46 Understanding Selling Price
Selling Price is the amount presented for purchasing the Product.
Example:
Net Price:
100
Selling Price:
80
A Store template may present this as a discounted offer.
Confirm the public display before publishing.
36.47 Entering Prices
Enter numerical values only where the form expects numbers.
Correct:
Avoid:
$80
80 USD
Eighty dollars
80 plus shipping
The Store or account configuration controls the currency presentation.
36.48 Selling Price Should Not Exceed the Intended Charge
Review the Selling Price in:
Product card
Product Details
Shopping cart
Order Summary
Dashboard order
Invoice
Correct any discrepancy before accepting public orders.
36.49 Net Price and Discounts
Do not use an inflated Net Price to create a misleading discount.
Example:
Actual normal price:
$50
Misleading Net Price:
$200
Selling Price:
$50
Pricing should reflect actual business practices and applicable requirements.
36.50 No Automatic Promotion Schedule
Do not assume that a lower Selling Price will automatically expire on a specific date.
When a promotion ends:
- Open the Product.
- Update the Selling Price.
- Review the Net Price.
- Save.
- Remove outdated Store Announcements.
- Test the public Store.
36.51 Prices and Existing Orders
Changing a Product’s current price affects future Store presentation.
Existing orders should be handled according to the amount recorded when the customer submitted the order.
Do not silently change a customer’s historical order because the Product price was later edited.
Product Images
36.52 Purpose of Product Images
Images help customers identify and evaluate the Product.
Use images that accurately represent:
- Product appearance
- Package contents
- Product use
- Size or scale
- Available style
- Digital deliverable preview
Do not use an image of a different Product.
36.53 Uploading Images
To add Product images:
- Locate the Product Images control.
- Select or drag the approved files where supported.
- Wait for each upload to complete.
- Review the image previews.
- Remove incorrect files.
- Save the Product.
- Open Product Details publicly.
The application provides Product media handling and a separate customer operation for deleting individual Product media.
36.54 Main Product Image
The first or primary image may be used for:
- Product cards
- Featured Product areas
- Search results
- Product Details header
- Recommended Products
- Shopping cart
Upload the strongest and clearest image first where the interface uses upload order.
36.55 Additional Images
Additional images can show:
Front
Back
Side
Packaging
Included items
Product in use
Close-up details
Alternative angles
Avoid uploading several nearly identical images.
36.56 Image Quality
Use images that are:
- In focus
- Properly lit
- Accurately colored
- Large enough to view
- Properly cropped
- Free of unrelated background items
- Authorized for commercial use
Avoid files that are extremely large because they can slow the Store.
36.57 Image Aspect Ratios
Templates may crop the same image differently.
Test:
- Product card
- Product Details page
- Mobile layout
- Desktop layout
- Cart image
Keep important Product content near the center of the image.
36.58 Transparent Product Images
Transparent images can work well for products photographed against plain backgrounds.
Confirm that the Product remains visible against:
- White backgrounds
- Dark backgrounds
- Colored Store templates
36.59 Removing an Individual Image
To remove one image without deleting the Product:
- Open Products.
- Edit the Product.
- Locate the unwanted image.
- Select its delete or remove action.
- Confirm the removal.
- Save the Product where required.
- Refresh Product Details.
The customer routes provide a separate Product media deletion operation.
36.60 Replacing an Image
To replace an outdated image:
- Upload the new image.
- Save the Product.
- Confirm that the new image displays.
- Remove the old image.
- Retest the public page.
Uploading the replacement before deleting the original helps prevent a Product from temporarily having no image.
Total Stock and Available Stock
36.61 Understanding Total Stock
Total Stock records the overall quantity associated with the Product’s inventory setup.
Example:
This may represent the original or currently recorded inventory amount.
Use a quantity the business can support.
36.62 Understanding Available Stock
Available Stock records the quantity currently available for customer ordering.
Example:
Total Stock:
100
Available Stock:
42
Available Stock should reflect what can actually be sold.
36.63 Total Stock Versus Available Stock
The two values may differ because inventory can be:
- Already sold
- Reserved
- Damaged
- Returned
- Held for another sales channel
- Awaiting inspection
- Used for demonstrations
- Assigned to pending orders
Example:
Total Stock:
50
Reserved for existing orders:
8
Damaged:
2
Available Stock:
40
36.64 Initial Inventory Entry
When entering a newly received Product:
Total Stock:
25
Available Stock:
25
may be appropriate when all units are ready for sale.
When only part of the inventory is available:
Total Stock:
25
Available Stock:
20
can reflect the amount currently offered publicly.
36.65 Available Stock Should Not Exceed Total Stock
Avoid configurations such as:
Total Stock:
20
Available Stock:
35
Review and correct the numbers before saving.
Even when the form accepts the values, the inventory record would be operationally inconsistent.
36.66 Zero Available Stock
When the Product should not be ordered:
The public Store can display an out-of-stock condition or prevent the customer from ordering beyond availability.
Test the selected template after setting the quantity to zero.
36.67 Out-of-Stock Products
When a Product is unavailable, decide whether it should:
- Remain visible as out of stock
- Be removed from the public catalog
- Be replaced by another Product
- Display a restock notice
- Direct customers to contact the business
The exact visible behavior depends on the Store template and Product workflow.
36.68 Stock Is Not the Same as Order Status
A Product can have Available Stock while a customer order remains:
Pending
Dispatched
Delivered
Cancelled
Inventory management and order-status management are separate responsibilities.
Inventory Adjustments
36.69 Receiving New Inventory
When additional units arrive:
- Count the physical inventory.
- Review outstanding orders.
- Open the Product.
- Update Total Stock.
- Update Available Stock.
- Save.
- Test the public Store.
- Record the adjustment externally.
Example:
Previous Total Stock:
50
New shipment:
25
New Total Stock:
75
Available Stock depends on current reservations and sales.
36.70 Recording Offline Sales
When Products are sold outside the WhatsApp Store:
- Record the offline sale.
- Determine the remaining physical stock.
- Open the Store Product.
- Reduce Available Stock.
- Update Total Stock according to the organization’s inventory method.
- Save.
- Confirm public availability.
The Store cannot automatically know about every cash, telephone, retail, or external-platform sale.
36.71 Damaged or Missing Inventory
When items become unsellable:
- Record the reason.
- Count usable inventory.
- Reduce Available Stock.
- Adjust Total Stock according to policy.
- Save.
- Confirm the Store no longer offers unavailable units.
Do not continue accepting orders for damaged inventory.
36.72 Returned Products
For a returned physical Product:
- Confirm that the return was received.
- Inspect the Product.
- Determine whether it can be resold.
- Increase Available Stock only when approved.
- Record the inventory adjustment.
- Complete any applicable refund process.
A returned Product should not automatically return to available inventory without inspection.
36.73 Cancelled Orders
When an order is cancelled:
- Review whether stock was reserved or deducted.
- Confirm that the Product was not shipped.
- Restore availability where appropriate.
- Update the Product record.
- Reconcile the physical stock.
- Record the cancellation.
Do not assume that changing an order to Cancelled automatically performs every required stock adjustment.
36.74 Pending Orders and Reserved Stock
A Pending order may represent stock that should not be offered to another customer.
Establish a business rule for:
- How long stock is reserved
- Whether payment is required
- When a Pending order expires
- When the quantity returns to availability
- Who approves the release
The visible Product editor does not provide a separate reserved-stock field.
36.75 Automatic Stock Adjustment
Do not rely on automatic inventory reduction until the complete installed workflow has been tested.
A controlled test should determine whether:
- Cart additions affect stock
- Order submission affects stock
- Payment affects stock
- Cancellation restores stock
- Deletion restores stock
- Multiple quantities are deducted correctly
Maintain external inventory verification until the behavior is confirmed.
Product Quantity and Public Cart Behavior
36.76 Customer Quantity Selection
The WhatsApp Store cart supports Product quantities.
Example:
Product:
Student Workbook
Quantity:
3
The customer should not be able to complete a valid order for more units than the Product’s available quantity.
36.77 Quantity and Line Total
A Product line total is generally based on:
Example:
Selling Price:
25
Quantity:
4
Line Total:
100
Test the cart after every major Product price change.
36.78 Quantity Changes
Customers may increase or reduce a Product’s quantity in the cart.
Test that:
- The quantity updates.
- The line total updates.
- The Grand Total updates.
- The available-stock warning works.
- Removing the Product works.
- Another Product can be added.
36.79 Requested Quantity Exceeds Stock
When the requested quantity exceeds availability, the public Store can display an out-of-stock or unavailable-quantity warning.
The customer may need to:
- Reduce the quantity.
- Remove the Product.
- Contact the Store.
- Wait for restocking.
Do not increase Available Stock merely to bypass the warning unless the inventory has been verified.
36.80 Cart Stock Can Become Outdated
A customer may add a Product to the cart while another customer completes an order.
The Product may become unavailable before the first customer submits.
The Store should recheck availability during ordering where programmed, but the business should still verify inventory before confirming fulfillment.
Saving a Product
36.81 Product Review Before Save
Confirm:
Correct Store
Correct Product Name
Correct Category
Accurate Description
Accurate Net Price
Accurate Selling Price
Correct Total Stock
Correct Available Stock
Approved Images
Also confirm that the Description and prices agree with the Store policies.
36.82 Saving
Select Save.
After saving:
- Confirm the success message.
- Confirm that the Product appears in the Products list.
- Open its public Category.
- Open Product Details.
- Add it to the cart.
- Confirm its price and stock behavior.
The customer routes include a dedicated Product creation operation.
36.83 Product Does Not Appear
Confirm that:
- The Product saved successfully.
- The correct Store is open.
- The Product has a Category.
- The public Store is active.
- The correct Category is being viewed.
- Filters are not hiding it.
- The selected template displays Products.
- The public page was refreshed.
Viewing Product Details in the Dashboard
36.84 Product Show View
The Store Product feature includes a dedicated Product show view in addition to create and edit screens.
Use it to review the Product’s saved information before editing or deleting it.
The details can help confirm:
- Product identity
- Category
- Prices
- Description
- Images
- Stock information
36.85 Dashboard View Versus Public View
The dashboard Product details are intended for management.
The public Product Details page shows the customer-facing presentation.
Always review both.
A field may be saved correctly but display differently because of:
- Template layout
- Image cropping
- Long text
- Font selection
- Currency formatting
- Mobile screen size
Editing Products
36.86 Opening Product Edit
To edit:
- Open the Store.
- Select Products.
- Locate the Product.
- Select Edit.
- Make the required changes.
- Select Save or Update.
- Test the public Product.
The customer routes provide a Product edit destination and Product update operation.
36.87 Editing the Product Name
Changing the Product Name affects future public presentation.
Review:
- Product card
- Product Details
- Cart
- New orders
- Search behavior
- External marketing links
Existing order records should remain interpreted according to the information saved with the order.
36.88 Editing the Description
After changing the Description:
- Check desktop presentation.
- Check mobile presentation.
- Confirm that old pricing references were removed.
- Confirm that delivery terms remain accurate.
- Confirm that policy links are still appropriate.
36.89 Editing Prices
After a price change:
- Save.
- Open the public Product.
- Add it to a new cart.
- Confirm the line total.
- Confirm the Grand Total.
- Submit a controlled test where necessary.
- Review Store Announcements for outdated promotions.
Do not use an old browser cart to confirm a new price without refreshing or recreating the cart.
36.90 Editing Inventory
Before changing inventory:
- Count physical stock.
- Review Pending orders.
- Review Dispatched orders.
- Review cancelled orders.
- Review offline sales.
- Determine the true available quantity.
- Update and save.
Do not estimate inventory merely from the number of public orders.
36.91 Editing Product Images
When replacing images:
- Upload the new image.
- Save.
- Review it publicly.
- Remove outdated images.
- Test the primary image.
Do not remove all images unless the Store is intentionally designed to show Products without images.
Deleting Products
36.92 When Product Deletion Is Appropriate
Delete a Product when it:
- Was created accidentally
- Is a duplicate
- Will never be sold again
- Belongs to the wrong Store and should not remain
- Contains information that should not be public
- Has been replaced permanently
Consider leaving it unavailable or setting stock to zero when the Product may return.
36.93 Review Orders Before Deletion
Before deleting:
- Open WhatsApp Product Orders.
- Search for active orders containing the Product.
- Review Pending orders.
- Review payment and fulfillment.
- Complete or cancel outstanding activity.
- Preserve required records.
- Then consider deletion.
Deleting a Product while active orders remain can make fulfillment and historical review more difficult.
36.94 Deleting a Product
To delete:
- Open Products.
- Locate the Product.
- Confirm the Product Name.
- Select Delete.
- Read the confirmation.
- Approve deletion.
- Refresh the Product list.
- Test the public Store.
The system provides a dedicated WhatsApp Store Product deletion operation.
36.95 No Visible Product Restore
The customer Product interface does not provide an ordinary restore action.
Before deleting, retain authorized information when the Product may need to be recreated:
Product Name
Category
Description
Prices
Stock
Images
36.96 Product Deletion Does Not Remove External Records
Deleting a Product does not automatically remove:
- Customer WhatsApp conversations
- Previously generated invoices
- Accounting records
- Downloaded images
- Social-media posts
- Printed advertisements
- External inventory records
Update those systems separately.
Product Search, Filtering, and Categories
36.97 Public Category Filtering
Public Store templates contain routes that open Products filtered by a selected Category, as well as routes that display the broader Product collection.
This means Category assignment directly affects public browsing.
36.98 Testing Category Links
For every Category:
- Open the public Store.
- Select the Category.
- Confirm that the correct Products appear.
- Confirm that unrelated Products do not appear.
- Open each Product.
- Return to the Category.
- Test on mobile.
36.99 All Products View
The Store templates also provide an all-Products destination.
Review it to confirm:
- Every intended Product is visible.
- Duplicate Products do not appear.
- Product images are consistent.
- Prices are readable.
- Out-of-stock Products are handled clearly.
- Search and sorting work where displayed.
36.100 Search
Where the template provides Product search, test:
- Full Product Name
- Partial Product Name
- Category-related term
- Uppercase and lowercase entry
- No-result search
- Clearing the search
Do not depend on hidden internal codes that customers do not know.
36.101 Price Filtering and Sorting
Some Store templates can provide:
Price filters
Low-to-high sorting
High-to-low sorting
Test these functions after changing Net or Selling Prices.
Sorting should be evaluated using the public Selling Price presented to customers.
Recommended and Featured Products
36.102 Product Recommendations
Some templates may display related, recommended, recent, or featured Product areas.
Review whether the displayed Products are appropriate.
A recommendation may be influenced by:
- Category
- Store template
- Product availability
- Product selection logic
Do not assume that the Store owner can manually arrange every recommendation unless a visible control is provided.
36.103 Out-of-Stock Recommendations
Check that Products shown in promotional or recommended areas are still available.
A Product may remain visually present even when Available Stock reaches zero.
Review Store presentation regularly during active campaigns.
Inventory Operations
36.104 Daily Inventory Review
During active selling periods:
- Review new orders.
- Review Product quantities.
- Verify physical stock.
- Update Available Stock.
- Identify low-stock Products.
- Review cancelled orders.
- Correct discrepancies.
- Confirm public availability.
36.105 Low-Stock Threshold
The visible Product workflow does not provide a separate low-stock threshold or automatic low-stock alert field.
Maintain an external rule.
Example:
Product:
Student Workbook
Low-stock threshold:
10 units
Current Available Stock:
8 units
Action:
Reorder inventory
36.106 Inventory Reconciliation
Regularly compare:
Physical Inventory
Store Total Stock
Store Available Stock
Pending Order Quantities
Dispatched Order Quantities
Offline Sales
Returns
Damaged Products
Investigate differences promptly.
36.107 Example Reconciliation
Total physical units:
100
Delivered or sold:
45
Reserved for Pending orders:
10
Damaged:
5
Available:
40
The Store should not display more than the 40 units available for new orders.
36.108 Multi-Channel Inventory
When the same Product is sold through:
- WhatsApp Store
- Physical location
- Telephone orders
- VCard Products
- Another website
- Marketplace
- Social media
all sales channels can affect the same physical inventory.
Update the Store whenever another channel reduces availability.
36.109 Inventory Ownership
Assign one person or team to approve stock changes.
Without clear responsibility, staff may:
- Enter conflicting quantities
- Restore cancelled stock twice
- Forget offline sales
- Fulfill duplicate orders
- Oversell the Product
36.110 Inventory Change Log
Maintain an external inventory log containing:
Date
Product
Previous quantity
New quantity
Adjustment reason
Order reference
Employee
Example:
July 24
Student Workbook
Previous Available Stock: 40
New Available Stock: 35
Reason: Offline sale of 5
Updated by: Store Manager
Price and Inventory Examples
36.111 Standard Physical Product
Product Name:
Moneyality Student Workbook
Category:
Printed Materials
Net Price:
35
Selling Price:
30
Total Stock:
100
Available Stock:
85
36.112 Digital Product
Product Name:
Financial Education Digital Guide
Category:
Digital Products
Net Price:
50
Selling Price:
40
Total Stock:
9999
Available Stock:
9999
Use a large quantity only when that accurately represents the intended unlimited or high-capacity digital fulfillment process.
The system does not provide a separate unlimited-stock switch in the visible Product fields.
36.113 Consultation Package
Product Name:
Business Technology Assessment
Category:
Consulting Packages
Net Price:
250
Selling Price:
200
Total Stock:
10
Available Stock:
6
For service-like Products, stock can represent available fulfillment capacity.
Review the quantity regularly.
36.114 Limited Promotional Product
Product Name:
Event Workbook Bundle
Category:
Special Offers
Net Price:
100
Selling Price:
75
Total Stock:
25
Available Stock:
25
When the promotion ends, update or remove:
- Selling Price
- Net Price comparison
- Product Description
- Store Announcement
- Category assignment
Duplicated and Similar Products
36.115 Duplicate Product Risk
Duplicate Products can occur when:
- Save is selected repeatedly
- Staff create the same item
- Similar Products use unclear names
- A Product is recreated instead of edited
- Several Stores are confused
Review the Product list before creating a new record.
36.116 Handling Duplicates
- Compare Product Names.
- Compare Categories.
- Compare descriptions.
- Compare prices.
- Compare images.
- Review active orders.
- Identify the correct Product.
- Delete only the unnecessary duplicate.
Do not delete the Product referenced by an active order without reviewing its impact.
36.117 Similar Products
Differentiate similar Products clearly.
Example:
Student Workbook — Printed
Student Workbook — Digital PDF
Student Workbook — Classroom Pack of 25
Do not use three records all named:
Catalog Maintenance
36.118 Weekly Product Review
Review:
- Product availability
- Prices
- Images
- Descriptions
- Category assignments
- Out-of-stock Products
- Customer questions
- Cart behavior
- Order accuracy
36.119 Monthly Category Review
Review:
- Duplicate Categories
- Empty Categories
- Overly broad Categories
- Unclear Category names
- Products assigned incorrectly
- Seasonal Categories
- Categories with only discontinued Products
36.120 Seasonal Products
When a seasonal Product is no longer available:
- Set availability appropriately.
- Remove or update the Product.
- Remove outdated Category links.
- Remove Store Announcements.
- Review active orders.
- Preserve required records.
Do not leave holiday shipping promises active after the deadline.
36.121 Discontinued Products
For a discontinued Product:
- Complete active orders.
- Set Available Stock to zero where appropriate.
- Decide whether the Product should remain visible.
- Remove it from promotions.
- Delete it only after reviewing historical needs.
Privacy, Safety, and Product Accuracy
36.122 Accurate Product Information
Product information should match what the customer will receive.
Do not publish misleading:
- Images
- Dimensions
- Materials
- Quantities
- Prices
- Availability
- Delivery dates
- Included items
- Results or performance claims
36.123 Regulated or Restricted Products
The Store owner is responsible for determining whether Products can lawfully and appropriately be sold.
Before listing a restricted Product, review:
- Age requirements
- Licensing
- Shipping restrictions
- Payment-provider restrictions
- Geographic limitations
- Required warnings
- Applicable laws
Do not rely on the Product editor to perform every compliance check.
36.124 Customer Information in Descriptions or Images
Do not place customer names, addresses, order records, or private photographs in a public Product listing without proper authorization.
Remove metadata from Product images where necessary.
Troubleshooting Categories
36.125 Products Categories Does Not Open
Confirm that:
- The correct Store is open.
- The Store still exists.
- The login session is active.
- The account is authorized.
- The editor loaded completely.
- The Products Categories menu was selected.
Refresh the Store editor and try again.
36.126 Category Will Not Save
Review:
- Category Name
- Required fields
- Duplicate names
- Login session
- Validation messages
- Correct Store
Use a concise Category Name and submit once.
36.127 Category Does Not Appear Publicly
Confirm that:
- The Category was saved.
- At least one Product is assigned.
- The Product is available.
- The Store is active.
- The correct template is open.
- The public page was refreshed.
- The correct Store URL is being tested.
36.128 Category Shows No Products
Confirm that:
- Products exist.
- Products are assigned to that Category.
- The Product was saved.
- Available Stock is configured.
- Public filters are not hiding the Product.
- The correct Category link was selected.
36.129 Category Cannot Be Deleted
Possible causes include:
- Products remain assigned.
- The Category no longer exists.
- The account session expired.
- The Store relationship is incorrect.
- The deletion confirmation was not completed.
Move or remove assigned Products before retrying.
36.130 Product Appears in the Wrong Category
Edit the Product and review its Category selection.
Save, refresh the public Store, and open both Categories.
Troubleshooting Products
36.131 New Product Button Is Missing
Confirm that:
- Products is open.
- The Store editor loaded completely.
- The correct account is signed in.
- The session is active.
- The Add button is not inside an overflow area.
- The browser window is wide enough.
36.132 Product Will Not Save
Review:
Product Name
Category
Description
Prices
Stock
Images
Validation messages
Also confirm that image uploads finished before selecting Save.
36.133 Product Does Not Appear Publicly
Confirm:
- Product saved successfully.
- Correct Category is assigned.
- Correct Store is active.
- Available Stock is not incorrectly set.
- Public page was refreshed.
- Search or price filters are cleared.
- Correct Store alias is being used.
36.134 Product Name Is Cut Off
The Product Name may be too long for the selected template.
Shorten it while preserving clarity.
Move additional details into the Description.
36.135 Description Formatting Is Incorrect
Review:
- Excessive line breaks
- Copied formatting
- Unsupported HTML
- Long unbroken text
- Custom fonts
- Custom CSS
- Mobile layout
Use clean plain text through the normal editor controls.
36.136 Wrong Price Appears
Review:
- Net Price
- Selling Price
- Store currency
- Old cart data
- Browser cache
- Order Summary
- Correct Product record
Create a new cart after saving the correction.
36.137 Price Appears Without the Expected Currency
Review the Store or account’s currency configuration.
The Product editor’s numerical price fields do not replace the Store’s currency presentation.
Do not add the currency symbol directly into a numerical field.
36.138 Image Does Not Upload
Confirm that:
- The file is a supported web image.
- The file is not corrupted.
- The file size is reasonable.
- The upload completed.
- The browser session is active.
- The filename does not contain problematic characters.
- The internet connection is stable.
Try exporting the image again as JPG or PNG.
36.139 Image Appears Cropped
The selected template may use a fixed image container.
Try:
- Re-cropping the original
- Centering the Product
- Adding balanced space around it
- Using a different aspect ratio
- Testing another template
36.140 Removed Image Still Appears
After deleting the Product image:
- Confirm the removal succeeded.
- Save the Product.
- Refresh the public page.
- Open a private browser window.
- Confirm that another duplicate image was not uploaded.
- Clear cached content where appropriate.
Troubleshooting Inventory
36.141 Product Shows Out of Stock
Review:
Available Stock
Requested Quantity
Pending Orders
Physical Inventory
Offline Sales
Increase Available Stock only after verifying that units can be sold.
36.142 Customer Can Request Too Many Units
Perform a controlled cart test.
Confirm:
- Product Available Stock
- Quantity controls
- Out-of-stock message
- Order submission behavior
- Saved order quantity
Until the workflow is verified, review every order against physical inventory.
36.143 Available Stock Is Incorrect After an Order
Do not guess.
Review:
- Original Available Stock.
- Order quantity.
- Order status.
- Payment result.
- Cancelled or duplicate orders.
- Physical inventory.
- Offline activity.
- Installed automatic stock behavior.
Correct the number and document the adjustment.
36.144 Cancelled Order Did Not Restore Stock
The order-status workflow may not automatically perform the expected inventory restoration.
Review the Product and manually reconcile availability where required.
Record the cancellation and inventory adjustment.
36.145 Deleted Order Did Not Restore Stock
Deleting an order should not be assumed to restore inventory.
Review:
- Deleted order quantity
- Product Available Stock
- Physical stock
- Other active orders
Make an approved correction when necessary.
36.146 Available Stock Exceeds Total Stock
Open the Product and correct the values.
Then review whether:
- A recent shipment was entered incorrectly
- Total Stock was reduced accidentally
- Cancelled stock was added twice
- Multiple staff edited the Product
- An external inventory adjustment was missed
36.147 Physical Stock Does Not Match the Store
Perform a complete reconciliation.
Do not continue accepting orders until the true Available Stock is known.
Possible causes include:
- Offline sales
- Unrecorded damage
- Duplicate fulfillment
- Returns
- Incorrect starting inventory
- Pending reservations
- Manual data-entry error
36.148 Product Deletion Fails
Confirm that:
- The correct Product was selected.
- The Product still exists.
- The session is active.
- The deletion was confirmed.
- Active relationships or orders are not preventing removal.
- The correct Store is open.
Set Available Stock to zero and stop public promotion while the issue is being reviewed.
Catalog and Inventory Checklist
36.149 Final Checklist
Before relying on the Store catalog, confirm that:
- The correct WhatsApp Store is being edited.
- Categories were planned before Product entry.
- Category names are clear.
- Duplicate Categories were removed.
- Empty Categories were reviewed.
- Every Product has the correct Category.
- Product Names are clear and consistent.
- Product Descriptions are accurate.
- Physical Product specifications are complete.
- Digital delivery information is clear.
- Service-package scope is clear.
- Net Prices are accurate.
- Selling Prices are accurate.
- Discounts are not misleading.
- The correct currency appears publicly.
- Product images are approved.
- Product images display correctly on mobile.
- Product images display correctly on desktop.
- Incorrect media was removed.
- Total Stock is accurate.
- Available Stock is accurate.
- Available Stock does not exceed Total Stock.
- Out-of-stock behavior was tested.
- Cart quantity controls were tested.
- Line totals were tested.
- Grand Total was tested.
- Pending orders are considered during inventory review.
- Cancelled orders are reconciled.
- Offline sales are recorded.
- Returned and damaged Products are handled correctly.
- Product search works where displayed.
- Category filtering works.
- Price sorting works where displayed.
- All Products view was reviewed.
- Existing orders are reviewed before Product deletion.
- Existing Products are moved before Category deletion.
- Inventory responsibility is assigned.
- An external inventory change log is maintained.
- Public Products agree with Store policies.
- The complete catalog was tested through a private browser.
- A controlled Store Order was completed successfully.
Chapter Completion
At the end of this chapter, the user should understand how to plan and create Product Categories, create and edit WhatsApp Store Products, assign Categories, write descriptions, manage Net and Selling Prices, upload and remove Product images, record Total and Available Stock, reconcile inventory, test quantities and out-of-stock behavior, and safely delete Categories or Products.