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What the Catalog screen means

Your Catalog is what the bot actually shows customers in DMs — every product here is checkout-ready the moment you save it. This is a field-by-field walkthrough of product cards, the edit form, plan limits, stock, low stock alerts, and exactly how in-DM search matches (or misses) your products, with real examples.

What each dashboard tab means → What each status badge means →

Your live storefront

Catalog

Every product a customer can pick from when they DM your bot — photo, title, price, quantity, and sizes. There's no separate 'publish' step: the moment you save a product here, it's live in checkout.

Use it for

Building and maintaining the product list your bot shows to customers in DMs — this is the single source of truth for what's for sale.

Check it when

You're launching a new product, restocking, changing a price, or a customer says they can't find something in the bot's menu.

Photo first

Adding a product

You start by dropping in a photo — either via the dashed drop-zone or the 'Add products' button. That opens the edit form immediately in create mode, but nothing is saved to your catalog until you hit Save; the photo alone doesn't create a product.

What you'll see, field by field

Photo requirements

JPG only, up to 1 MB per image. Other formats (PNG, WEBP, HEIC) or larger files are rejected before upload.

If your phone saves photos as HEIC, convert or export as JPG first — the dashboard will reject anything else at the file picker.

When you're at your limit

If you've used every product slot on your plan, the drop-zone and 'Add products' button are replaced with an 'Upgrade plan' button — you can't add a new product until you either remove one or upgrade.

What you see in the grid

The product card

Every saved product shows as a card in the main grid — hover (or tap, on mobile) to reveal Edit and Delete.

What you'll see, field by field

Photo

The product's main image, shown square-cropped. This is exactly what the customer sees in the bot's product menu.

Title & price

Product name and price, shown in your store's currency (₹ for India, $ elsewhere) exactly as the bot will quote it to a customer.

Stock line

Shows '{n} left' if you're tracking quantity, 'unlimited' if you left quantity blank, or 'out of stock' in bold pink once it hits zero.

Example

"12 left" under a ₹899 hoodie means 12 units are trackable and will count down as orders come in.

Size/stock preview

For products with sizes, a small line under the price lists each size with its remaining count (∞ for untracked sizes) — e.g. 'S: 4 · M: 0 · L: 9'.

Sold Out badge

A pink 'Sold Out · Hidden from DMs' tag appears once stock hits zero. The product stays in your catalog and dashboard, but the bot stops offering it to customers until you restock.

Locked badge

A dark 'Locked · Upgrade to show' tag appears on products that exceed your plan's limit (see Plan limits below). The bot won't show these to customers either, even though they're not sold out.

The product form

Editing a product

Tap Edit on any card, or drop a new photo, to open the same form. Every field here maps directly to what the bot says and asks in a customer's DM.

What you'll see, field by field

Product title

Required. Up to 80 characters — this is exactly the name the bot uses when listing or confirming the product to a customer.

Price

Required. A plain number in your store's currency — no need to type the ₹ or $ symbol.

Quantity in stock

Only shown for products with no sizes. Leave it blank for unlimited/untracked stock, or type a number to have the bot count down as orders are placed and auto-mark it Sold Out at zero.

Sizes

Optional, comma-separated (e.g. 'S, M, L, XL'). The moment you add sizes, the single Quantity field is replaced by a per-size stock grid below.

Stock per size

Appears once you've typed sizes. Each size gets its own optional quantity box — blank means that size is untracked/unlimited, a number means the bot counts that size down independently.

Example

S left blank, M set to 6, L set to 0 → the bot offers S freely, offers M until 6 are sold, and won't offer L at all since it's already at zero.

Description

Optional, up to 200 characters. Fabric, fit, sizing notes, shipping info — whatever helps a customer decide without asking a follow-up question.

Pin your top sellers

Bestseller tagging

Pro only

Tag up to 3 products as Bestsellers to pin them first — in your dashboard grid, on your public storefront, and at the front of the product carousel the bot sends customers in DMs.

What you'll see, field by field

Tagging a product

Open Edit on a saved product and toggle Bestseller on. Capped at 3 across your whole catalog — tag a 4th and the toggle disables until you untag one first.

Where it shows

Bestseller products get a small ⭐ Bestseller badge on their card, and are pinned ahead of new arrivals and everything else, everywhere they appear.

Power DM filtering

Category, Gender & Color

Category: Creator and above · Gender & Color: Starter and above

Three optional fields that don't show up to customers as labels — they just power how precisely the bot can filter your catalog when a customer types or taps to browse.

What you'll see, field by field

Category

Free text, e.g. 'Tops', 'Bottoms', 'Accessories'. Powers the CATEGORIES command, letting a customer browse by category instead of scrolling your whole catalog.

Gender & Color

A Gender dropdown (Men / Women / Unisex / Kids) plus free-text Color. Both combine with keyword search — e.g. 'men black jeans' filters by gender and color at once.

No shipping, instant delivery

Digital products

Switch a product from Physical to Digital in the edit form to sell things like e-books, templates, or course access instead of a physical item.

What you'll see, field by field

Delivery link

Required once a product is set to Digital. Sent to the buyer automatically right after payment, both as an Instagram DM and by email.

What disappears

Digital products hide Sizes, Weight, Package size, and the Buy link field entirely — none of those apply once there's nothing to ship.

A Preview / sample link still works on Digital products — handy for a sample chapter or course trailer before someone buys.

Powers shipping rate calculation

Weight & package size

Optional fields, physical products only — used to calculate accurate shipping rates through your connected courier. You don't have to fill these in for a product to sell; they only affect how shipping cost is calculated.

What you'll see, field by field

Weight (grams)

Optional. Used together with package size to estimate shipping cost — leave it blank if you're not sure yet.

Package size (L × W × H, cm)

Optional, in centimetres. Any side left blank defaults to 10cm for that dimension — so leaving all three blank means shipping is calculated as if the package were 10×10×10cm.

Example

Leave Length and Width blank but set Height to 20 → shipping is calculated as a 10×10×20cm package.

Export & bulk upload

Bulk tools

Pro only

Two toolbar buttons at the top of the Catalog page for handling many products at once, instead of one at a time.

What you'll see, field by field

Export CSV

Downloads your entire catalog as a CSV file — useful for backups or bulk edits outside the dashboard.

Bulk upload photos

Upload up to 50 JPG photos at once. Each becomes a new draft product titled 'Untitled product — tap Edit to finish', with no price set yet — you still need to open each one and fill in the details before it goes live.

Title + Description decide everything

Writing listings that get found

Since search only ever looks at your Title and Description, how you write them directly decides what a customer can find by typing.

Weak listing

"Nice Top"

"Good quality, comfy, everyone loves it."

Found by a "red kurti" search? No.

Strong listing

"Red Cotton Kurti — Straight Fit"

"Breathable cotton kurti (kurta) in red, straight fit, daily wear."

Found by a "red kurti" search? Yes.

What you'll see, field by field

Say it the way a customer would type it

Work the exact words a customer is likely to search — product type, color, material, style — into the Title and/or Description. A beautifully-written but vague description can be invisible to search.

Example

Title "Red Cotton Kurti — Straight Fit" gets found by searches for "red", "cotton", and "kurti". Title "Ethnic Wear #4" gets found by none of them.

Cover alternate names, even ones you wouldn't use

Search only matches literal words — it doesn't know synonyms. If a style commonly goes by more than one name, mention both.

Example

Some customers will type "kurta" where you'd say "kurti" — mention both if there's any ambiguity. Same for "hoodie" vs "sweatshirt".

Keep it readable — customers read this too

Your Description shows up in the bot's replies exactly as written. Stuffing it with every possible keyword makes it worse to read without matching any better beyond covering each relevant word once.

One accurate sentence with the right words beats a comma-separated keyword dump, for search and for the customer reading it.

Sizes go in the Sizes field — always

The most common way size search silently breaks: sizes typed only into the Description, never added to the actual Sizes/Stock fields. A human reads the sentence fine; the bot can't search it as a size at all.

Same rules, different room

Search limits by plan

Matching itself works identically on every plan — same tokenizing, same price parsing. What changes by plan is how many things (keyword words + a size) the bot will combine from a single message.

Free

1 filter at a time

Starter

2 filters at once

Growth

3 filters at once

Pro

4 filters at once

Price ranges ("under 500") are never limited by this — they always apply fully, on every plan. This limit only covers keyword words (like "red", "kurti") plus a size, combined into one search.

Same search, by plan

A customer types "red kurti size M":

  • Free (1): size M applied, "red" and "kurti" both dropped — matches any product in size M.
  • Starter (2): size M + "red" applied, "kurti" dropped.
  • Growth (3): size M + "red" + "kurti" — the full search applied.
  • Pro (4): same as Growth here, with headroom for an even longer search.

Keyword words are taken in the order the customer typed them, so the earlier words in a search matter more on lower plans.

On Free specifically, this rarely matters in practice — with a 5-product cap, most customers just see your whole catalog directly rather than needing to search at all. Search becomes genuinely useful as your catalog grows past what's easy to browse.

How counts actually work

Stock & sold out behaviour

Stock tracking is entirely optional, per product and per size — you choose whether CheckoutDM manages it for you or you manage it yourself outside the platform.

What you'll see, field by field

Blank = unlimited

Leaving quantity (or a size's stock) blank tells the bot never to worry about running out — it will keep offering that item indefinitely, no matter how many orders come in.

A number = tracked

Typing any number, including 0, switches that product or size into tracked mode. The count automatically drops by the ordered quantity every time a customer completes checkout, and the item is auto-hidden from the bot once it reaches zero.

Restocking

To bring a sold-out item back, just edit it and type a new quantity greater than zero — it becomes available to customers again immediately, no separate 'republish' step.

Growth & Pro only

Low stock alerts

Growth & Pro only

A per-product (or per-size) threshold that gets you a dashboard notification before you actually run out, instead of finding out only when a product goes Sold Out.

What you'll see, field by field

Setting a threshold

In the edit form, 'Low stock alert at' (or the per-size version, when the product has sizes) lets you type the count at which you want to be warned. Leave it blank for no alert.

Example

Setting the alert at 5 for a product with 20 in stock means you're notified the moment it drops to 5 or fewer — you still have runway to reorder before it hits zero.

Plan requirement

This field only appears for Growth and Pro merchants. On Free or Starter, stock still counts down and still auto-hides at zero — you just won't get an early warning notification before that happens.

How many products you can list

Plan limits

Free

5 products

Creator

150 products

Starter

500 products

Growth

1,000 products

Pro

10,000 products

The usage bar at the top of Catalog always shows your live used / limit count. Once you're at your cap, adding new products is blocked until you remove one or upgrade — the button changes to Upgrade plan automatically.

If you downgrade while carrying more products than your new plan allows, nothing is deleted — but your newest products beyond the new limit switch to Locked and stop showing to customers until you upgrade again or remove enough products to fit.

Permanent, with a confirm step

Deleting a product

Tap Delete on a card and confirm — this removes the product from your catalog and from any active DM checkout link immediately.

What you'll see, field by field

This can't be undone

There's no archive or trash — once you confirm, the product is gone from your catalog for good. If a customer is mid-checkout with that product when you delete it, the bot will let them know it's no longer available.

Frees up a plan slot

Deleting a product immediately frees up one slot against your plan limit, so you can add a new one right away even if you were previously at your cap.

Still stuck?

If something on your Catalog screen still doesn't make sense after reading this, reach out and we'll add it here for the next person too.

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