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Guided Wizard

The Guided Wizard is designed to make building product tables effortless, whether you're a first-time user or an experienced administrator.

Entry Points

Welcome Wizard

When you first install and activate ProductBay, the Welcome Wizard automatically launches to guide you through creating your very first table. This ensures you can get a table live on your site in under a minute.

Floating Action Button

A Floating Action Button (FAB) is available at the bottom-right corner of the admin panel. Click this button at any time to quickly launch the wizard and start a new build.

ProductBay Floating Wizard Button

Wizard Steps

The wizard consists of 5 focused steps:

ProductBay Wizard Steps

  1. Setup — Name your table and choose a product source
  2. Columns — Select and arrange the columns to display
  3. Display — Customize the visual design
  4. Options — Configure behavior and features
  5. Finish — Review and publish

You can navigate between steps freely, changes are preserved as you move back and forth.

Step 1: Setup

Table Name

Give your table a descriptive name. This is for your reference only — it's not shown on the frontend.

Wizard - Set Table Name

Product Source

Choose where your products come from:

SourceDescription
All ProductsDisplays all published products in your WooCommerce store
On SaleOnly products currently on sale
By CategorySelect one or more product categories
Specific ProductsHand-pick products by searching name, ID, or SKU

Source: Category

Source: Category

  1. Select 'By Category' as source
  2. Open/Close category list
  3. Select/deselect catrgories
  4. Search category
  5. If needed, reload categories
  6. Clear all selected categories

Source: Specific Products

Source: Specific Products

  1. Select 'Specific Products' as source
  2. Search products by name, id or sku
  3. Select desired product(s)
  4. See selected product(s), you can also remove any selected product from here.
  5. Remove all selected product

TIP

For each source type, you'll see live statistics showing how many products and categories match your selection.

Default Sort Order

Configure how products are initially sorted:

  • Name (A-Z or Z-A)
  • Price (Low to High or High to Low)
  • Date (Newest or Oldest first)
  • Popularity

Step 2: Columns

Available Column Types

ColumnDescription
ImageProduct thumbnail image
NameProduct title (linked to product page)
PriceCurrent price (including sale prices)
SKUStock Keeping Unit identifier
SummaryProduct short description
Stock v1.2.0+Stock status indicator
Date v1.2.0+Product published date
Taxonomy v1.2.0+Terms from any registered taxonomy
Rating v1.2.0+Average customer review rating
Custom Field PRO v1.2.0+Any product meta field or ACF data
Combined PRO v1.2.0+Merge multiple data points into one cell

Drag-and-Drop Reordering

Drag columns to change their display order. The live preview updates instantly.

Responsive Visibility

For each column, you can configure visibility across seven modes — from "All devices" (default) to device-specific options like "Desktop only", "Hide on mobile", or "Hidden". See Column Editor — Responsive Visibility for the full list.

This lets you create streamlined mobile layouts by hiding less essential columns.

Step 3: Display

The Display step gives you full control over the visual appearance of your table. See Design Customization for detailed documentation.

Key areas:

  • Header styling (background, text color, font weight, text transform)
  • Body styling (background, text, alternating rows toggle)
  • Button styling (colors, hover colors)
  • Layout (border style, border radius toggle, cell padding)
  • Hover effects (row hover toggle with custom colors)

Step 4: Options

Table Controls

  • Search — Enable the AJAX search bar
  • Pagination — Enable paginated results
  • Image Lightbox — Enable full-size image popup on click

Pagination Settings

  • Products per page — Set how many products display per page (default: 10)
  • Pagination Style — Choose between Standard (numbers), Load More button PRO, or Infinite Scroll PRO

Taxonomy & Type Filters

  • Enable Categories Filter — Show a category dropdown filter
  • Enable Product Type Filter — Show a product type dropdown (Simple, Variable, etc.)

Cart Functionality

  • Enable Add to Cart — Show add-to-cart buttons
  • AJAX Add to Cart — Add to cart without page reload
  • Show Quantity Selector — Display quantity input fields
  • Variation Badges — Show badges indicating which variations were added
  • Show Clear All Button — Display a button to clear all selected products
  • Selected Items View Panel — Show a floating summary of selected items

Variable & Grouped Products

  • Variable Product Mode — Choose display mode: Inline Dropdown (Free), Popup Modal PRO, Nested Rows PRO, or Separate Rows PRO
  • Grouped Product Mode — Choose display mode: Inline Dropdown (Free), Popup Modal PRO, Nested Rows PRO, or Separate Rows PRO
  • Show Options Count — Display "X options available" subtitle on parent products
  • Expand Nested Rows PRO — Start nested rows expanded by default (only when Nested mode is selected)

Step 5: Finish

The final step provides:

  • A summary of your table configuration
  • The option to set the table status (Published or Private)
  • A Publish / Update button

After publishing, a confetti animation celebrates your success! 🎉 You'll also see the shortcode to copy and embed.

Editing an Existing Table

To edit a table, click Edit from the Table Dashboard. The wizard opens with all your existing settings loaded, and you can modify any step.

Released under the GPL-2.0+ License.