# CBX Admin Guide > Task-oriented, plain-language documentation for the people who set up and run a CBX store. Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/admin-guide/. Last updated 2026-08-25. --- > **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: 1. **Build** — create products, their configuration steps, questions and answers; add rules and pricing; wire up the visual preview. 2. **Set up commerce** — decide who your customers are (groups, B2B/B2C), what they pay (currencies, taxes, discounts) and how orders reach them (shipping, payment). 3. **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](https://docs.configbox.at/docs/admin-guide/magento2/) 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](https://docs.configbox.at/docs/admin-guide/getting-started/platform/cbx-on-joomla) · [CBX on WordPress](https://docs.configbox.at/docs/admin-guide/getting-started/platform/cbx-on-wordpress). ## Systems - **[Getting started](https://docs.configbox.at/docs/admin-guide/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](https://docs.configbox.at/docs/admin-guide/products/)** — 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](https://docs.configbox.at/docs/admin-guide/rules/)** — make the configurator dynamic: show, hide or grey out questions and answers depending on what the customer picks. - **[Pricing & calculations](https://docs.configbox.at/docs/admin-guide/pricing/)** — where prices come from, and the three ways to compute them: visual formulas, code expressions and lookup matrices. - **[Customers, taxes, shipping & payment](https://docs.configbox.at/docs/admin-guide/commerce/)** — customer groups (B2B/B2C, volume discounts), currencies, place-based taxes, shipping methods and payment methods. - **[Orders & daily operations](https://docs.configbox.at/docs/admin-guide/orders/)** — the order lifecycle, invoices and manufacturing slips, status-triggered emails, customer records and review moderation. - **[AI product assistant](https://docs.configbox.at/docs/admin-guide/ai-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](https://docs.configbox.at/docs/admin-guide/settings/)** — the global Settings screen, your store information (used on invoices and emails), the customer-fields matrix and languages. - **[CBX on Magento 2](https://docs.configbox.at/docs/admin-guide/magento2/)** — 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](https://docs.configbox.at/docs/features/latest/admin-experience)** 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](https://docs.configbox.at/docs/features/latest/) 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's `img/` folder.