🎮 How to fill out your product catalog? A guide to using the CRM

After creating a store in ShopsBuilder, you need to fill it with products using the CRM. What is CRM? It's your store's control panel.

What is CRM?

CRM (Customer Relationship Management) on TGShops is a simple control panel organized as a table with columns and rows. You will enter products and their details in this table. We recommend using a computer for this – it's much easier.

How to access CRM?

1. Get an Invitation:

 When you register a store, you'll receive an email invitation with a link to register on NocoDB, the platform where our CRM is hosted.

 Note: You get this invitation only when creating your first store. If you've already created a store with this email, the new store will appear in your current account after deploying.

2. Register:

Follow the link in the email and register. If you have trouble, try entering your email and resetting your password through "Forgot Password."

3. Access the Control Panel:

Congratulations! You’re in your control panel. On the left, you'll see tabs for "Categories," "Products," "Order Statuses," and "Bot Messages." We’ve pre-filled the CRM with example products – you can delete or edit these as needed.

How to add categories?

Go to the "Categories" tab. You'll see default categories from templates – you can delete or modify these to match your products.

To add a new category:

 1. Click the "+" sign at the bottom of the table.

 2. Enter a name and upload an image for the category.

What is a parent category?

A parent category is a main, broader category that includes more specific subcategories. For example:

1. Parent Category: Clothes

• Category: T-Shirts
• Category: Jackets

"Clothes" is the parent category, and "T-Shirts" and "Jackets" are subcategories. This structure helps customers find products easily and simplifies store management.

If you need to group your categories this way, use the "Parent Category" field for broader categories. This field is optional.

How to create a parent category?

To add a parent category, first create it as a regular category. Then, assign it to the necessary subcategories in the "Set Parent Category" column.

How to add products?

1. Go to the "Products" tab.

2. Click the "+" sign at the bottom of the table.

3. Enter a name, upload an image, and add the necessary product details.

You can also use the "Add Product" form

If you need to change or add columns for more product details, contact @ShopDevTeam.

What are the required product details?

• Name
• Image
• Price
• Currency
• Available quantity — must be greater than 0!

Other details are optional, but the more information you provide, the easier it will be for customers to decide to buy.

How to link a product to a category?

1. Open the "Products" tab.

2. If your product isn’t linked to any category, the "Category" column will say "No record linked" – click on this.

3. Click "Link record" and add the required category. Done!

What images are best for product cards?  

• For product cards, it’s best to use square images in .webp format
• For category covers and shop covers — use rectangular images in .webp format

Why isn’t the category or product displaying?

After adding a new category or product in the CRM, it might take up to one minute for it to appear in your store. Please wait a bit for the changes to update.

Other possible reasons:

• The product name is missing
• Product images are not added
• The available quantity is not set
• Price and currency are not specified
• The category is set as its own "parent category." If this happens, the category and its products won’t show up in the store.

What are order statuses?

In the "Order Statuses" tab, you’ll find a list of standard statuses to assign to orders. The bot will send updates to your customers so they know the payment status and order progress. You can customize these statuses and their messages as needed.

What are bot messages for?

If your store has a bot, you can set commands for it and define the bot’s responses to these commands. For example, when a customer sends /start, they’ll receive a welcome message from your store. Describe what you sell and highlight any unique features of your store.

We’ve picked some helpful resources for you:

🧐 TGShops Platform FAQ