CBX Admin Guide
- Version
- 4.0 preview
- Updated
Audience: store owners, shop managers and back-office staff · Scope: setting up and running a CBX store day to day · Last reviewed: 2026-07-21
TL;DR — Plain-language, step-by-step help for building and running your CBX store: creating configurable products, pricing them, adding conditional logic, setting up commerce (customers, taxes, shipping, payment), and processing orders. No developer detail — screens, buttons, fields and outcomes only. Pick a system below, then a task.
What CBX is (the big picture)
CBX turns your website into a store for configurable products — products your customers compose step by step (size, material, color, extras …) with a live price and, if you want, a live 2D or 3D preview. Around that configurator sits a complete e-commerce flow: cart, checkout, quotations, invoices, order processing and transactional emails.
Everything you manage lives in one place — the CBX menu of your site's admin area. The work splits naturally into three phases, and this guide is organised the same way:
- Build — create products, their configuration steps, questions and answers; add rules and pricing; wire up the visual preview.
- Set up commerce — decide who your customers are (groups, B2B/B2C), what they pay (currencies, taxes, discounts) and how orders reach them (shipping, payment).
- Operate — process orders, send the right emails, manage customers, moderate reviews and keep an eye on the dashboard.
Which platform are you on?
CBX runs inside Joomla, WordPress or Magento 2. The CBX screens are the same everywhere, and on Joomla and WordPress this whole guide applies as written.
On Magento 2, read CBX on Magento 2 first. There, Magento itself is the shop — cart, checkout, orders, customers, emails, taxes, shipping and payment — and CBX provides the configurator. Phases 2 and 3 above happen in Magento, and that page tells you exactly which systems of this guide apply to you.
On Joomla and WordPress, CBX is the whole shop and every system below applies. One article each covers where the menu lives and how your storefront pages get built: CBX on Joomla · CBX on WordPress.
Systems
- Getting started — log in, find the CBX menu, learn the shared list & edit screens, run the first-run wizard, and read the dashboard. Read this first.
- Products & configurator — the heart of CBX: how a configurable product fits together (Product → Pages → Questions → Answers), and how to build one — including images, the visual preview, detail panes and product lists.
- Rules — conditional logic — make the configurator dynamic: show, hide or grey out questions and answers depending on what the customer picks.
- Pricing & calculations — where prices come from, and the three ways to compute them: visual formulas, code expressions and lookup matrices.
- Customers, taxes, shipping & payment — customer groups (B2B/B2C, volume discounts), currencies, place-based taxes, shipping methods and payment methods.
- Orders & daily operations — the order lifecycle, invoices and manufacturing slips, status-triggered emails, customer records and review moderation.
- AI product assistant — the chat advisor on your configurator pages: what it is, setting it up, reading the conversation journal, and working the wishlist of what visitors asked for and it could not do.
- Store settings — the global Settings screen, your store information (used on invoices and emails), the customer-fields matrix and languages.
- CBX on Magento 2 — for Magento-hosted stores: who does what, why your CBX menu is shorter, which systems above apply, and how to connect CBX to a Magento catalog product.
Status
The guide is under construction — systems are published as they are written. Current state:
| System | State |
|---|---|
| Getting started | ✅ written |
| Products & configurator | ✅ written, incl. detail panes, copy/retire and storefront editing |
| Rules — conditional logic | ✅ written, incl. recipes |
| Pricing & calculations | ✅ written, incl. matrix and code deep-dives, recurring pricing and weight |
| Customers, taxes, shipping & payment | ✅ written |
| Orders & daily operations | ✅ written, incl. the quotation and saved-cart flows |
| AI product assistant | ✅ written, incl. the journal, the insights report and the wishlist |
| Store settings | ✅ written, incl. a tour of all 15 Settings sections |
| CBX on Magento 2 | ✅ written |
Where a system's landing page still lists a Planned topic, it means "not written yet", never "nothing to say" — so you can see what's coming.
What's new
Been running a store for a while and want to know what has changed? Latest features → the admin covers the backend — dark mode, the on-screen help, the API-token, product-transfer and payment screens, and the assistant's journal — and Latest features is the whole what's-new track, one article per surface.
Writing or updating articles? Follow the authoring standard in
docs/admin-guide/_authoring-standard.md— task-titled articles, plain language, verified screen labels, screenshots co-located in each system'simg/folder.