Products & Orders

Products

Adding a Product

1. In the left sidebar, click Products
2. Click the Add Product button in the top-right corner
3. Fill in the product form (details below)
4. Set the status to Active when you're ready for customers to see it
5. Click Save in the top-right corner

Product Fields

Variants

If your product comes in different sizes, colors, or options, toggle Has Variants in the product form.

Setting up options:

1. Click Add Option — you can add up to 3 option types
2. Choose a preset option type (Color, Size, Material, Style) or type a custom name
3. Add values for each option (e.g., for Size: Small, Medium, Large)
4. Use the quick-add presets to quickly add common values (like standard clothing sizes)
5. Click Generate Variants to automatically create all possible combinations

Each variant has its own fields:

Semantic Search

When you save a product, PalySales automatically creates a vector embedding from the title + description + search terms. This powers natural language search:

• Customers can ask "something warm for winter" and find jackets
• Customers can ask "do you have anything blue?" and find all blue products
• The AI searches by meaning, not just exact word matches

Products with a similarity score above 0.35 are returned. If semantic search doesn't find anything, PalySales falls back to tag search, then fuzzy text search.

Categories

Organize products into categories:

1. In the left sidebar, click Products
2. Click the Categories tab (or go to Settings → Categories)
3. Create categories with a name, optional image, and optional parent category (for hierarchical organization)

Each category can have search terms to help the AI find the right category when customers ask about a type of product.

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Orders

Order Lifecycle

Orders flow through these statuses:

Automatic confirmation: When a payment status changes to Paid and the order is in Pending status, it automatically moves to Confirmed.

How Orders Are Created

Orders come from three sources:

Managing Orders

1. In the left sidebar, click Orders
2. You'll see a table (on desktop) or cards (on mobile) showing all orders
3. Use the filter tabs at the top: All, Pending, Abandoned, Confirmed, Processing, Shipped, Delivered, Cancelled
4. Click an order to view details
5. Use the quick action buttons to change status

Updating Order Status

To update an order's status:

1. Open the order detail page
2. Click the status update button (or select from the dropdown)
3. Optionally add a tracking number (for shipped orders)
4. Choose whether to send a notification to the customer

Notifications: By default, status changes send a WhatsApp message to the customer. You can disable this per status update.

Abandoned Order Recovery

If a customer started checkout but didn't complete payment, the order shows as Abandoned. You can:

1. Filter orders by Abandoned using the tab at the top
2. Click the order to open it
3. Click Send Recovery Link to send the customer a reminder with a link to complete their purchase

Delivery Types

Configure delivery zones in Settings → Storefront → Checkout & Payments. Each zone has a name, fee, minimum order amount, and estimated delivery time.

Payment Methods

Available payment methods depend on your region:

Additionally, your storefront supports:

• Interac e-Transfer — for Canadian customers (manual confirmation)
• Pay on Delivery / Cash on Delivery — toggle in storefront settings
• WhatsApp Order — cart sent to WhatsApp for AI-assisted checkout

Configure accepted methods in Settings → Storefront → Checkout & Payments.