How to prepare an online product catalog and handle orders
Check product selection, catalog currency, prices and tax display before sharing, then move customer requests into the document workflow.
Before sharing, verify products, current prices, currency and tax display. Customers can view products through the link and send an order request. A request is neither a received payment nor a completed sales invoice.
Step-by-Step Implementation
1. Choose products and presentation
Add the products to share and check catalog currency and tax-included display. Prices for products in other currencies may be unavailable without the required rate; preview before sharing.
2. Review the customer's link
Open the link as a customer to check product names, prices and ordering. Confirm the recipient. Check the Plans page for catalog rights and item limits.
3. Review the request before making a sale
Check requested items, quantities, delivery terms and available stock. Confirm details with the customer before using the order/invoice workflow; do not record the request as payment received.
Practical scenario
Example: a request containing three items
A customer selects two cups and one coffee pack. When the request arrives, check products and quantities, then confirm prices and delivery. Record invoicing and payment in their respective stages. Receiving a request through the link does not mean money reached your bank account.
Common Pitfalls & How to Avoid Them
See your business in real app screens
Related guides
Showcase your products with a single link and collect orders
Customers view up-to-date items and prices without creating accounts. They build their cart and submit orders directly to WhatsApp or your dashboard.