> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartwpplugins.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The admin interface

> Every screen CartPresets adds, and what each control does

export const Media = ({kind = 'Screenshot', children}) => <div style={{
  display: 'flex',
  flexDirection: 'column',
  alignItems: 'center',
  justifyContent: 'center',
  gap: '0.5rem',
  textAlign: 'center',
  padding: '2.75rem 1.5rem',
  margin: '1.5rem 0',
  border: '1.5px dashed #b4c0d4',
  borderRadius: '0.75rem',
  background: 'rgba(148, 163, 184, 0.07)'
}}>
    <span style={{
  fontSize: '1.5rem',
  lineHeight: 1
}}>
      {kind === 'Video' ? '▶️' : '🖼️'}
    </span>
    <span style={{
  fontSize: '0.75rem',
  fontWeight: 700,
  letterSpacing: '0.08em',
  textTransform: 'uppercase',
  color: '#64748b'
}}>
      {kind} pending
    </span>
    <span style={{
  fontSize: '0.875rem',
  color: '#64748b',
  maxWidth: '34rem'
}}>
      {children}
    </span>
  </div>;

export const Pro = () => <span style={{
  display: 'inline-flex',
  alignItems: 'center',
  verticalAlign: 'middle',
  fontSize: '0.68em',
  fontWeight: 700,
  letterSpacing: '0.07em',
  lineHeight: 1,
  padding: '0.32em 0.55em',
  borderRadius: '0.3em',
  background: '#f5b301',
  color: '#2b2000',
  marginLeft: '0.4em',
  textTransform: 'uppercase'
}}>
    Pro
  </span>;

CartPresets adds a top-level **Cart Presets** menu in wp-admin, plus one entry under **Products** and, on Pro, one report under **Analytics**.

| Menu entry                      | What it is                                    |
| ------------------------------- | --------------------------------------------- |
| Cart Presets → All Presets      | The listing                                   |
| Cart Presets → Add New Preset   | The editor, empty                             |
| Cart Presets → Settings         | Store-wide settings                           |
| Cart Presets → License<Pro />   | Licence key, status, updates                  |
| Cart Presets → Upgrade to Pro   | Free builds only — what Pro adds              |
| Products → Cart Presets         | The same listing, where you would look for it |
| Analytics → Cart Presets<Pro /> | The Presets report                            |

<Media>The wp-admin sidebar with the Cart Presets menu expanded</Media>

## The listing

<Media>The All Presets screen in table view, showing the search, filter, status tabs and layout toggle</Media>

### Finding a preset

**Search** matches preset names and the names of products inside them — so searching "hoodie" finds every preset containing a hoodie, not just presets called hoodie.

**Status tabs** across the top count and filter by derived status. The count beside each is live.

**Filter** opens a query builder. Each row is a field, an operator and a value, and rows combine with AND:

| Field         | Type   | Operators                                   |
| ------------- | ------ | ------------------------------------------- |
| Product name  | text   | is, contains, does not contain, starts with |
| Coupon        | text   | is, contains, does not contain, starts with |
| Price         | number | is, greater than, less than                 |
| Order value   | number | is, greater than, less than                 |
| Orders        | number | is, greater than, less than                 |
| Stock problem | yes/no | is                                          |

<Tip>
  **Order value** means revenue, not a count of orders. The count is the separate **Orders** field.
</Tip>

**Layout toggle** switches between cards and a table. Which one you are in is part of the URL, so a link to a filtered table arrives as a filtered table.

### The columns

| Column         | Shows                                                        |
| -------------- | ------------------------------------------------------------ |
| Preset         | Name, overlapping product chips, and the item and unit count |
| Status         | Active, Scheduled or Inactive — derived, not stored          |
| Price          | What a customer pays, computed from live product prices      |
| Revenue<Pro /> | Net revenue recorded against this preset                     |
| Date           | Publish date and state                                       |
| Link           | The preset URL, with a copy button                           |
| Actions        | Edit, and the row menu                                       |

On the free build the Revenue column is still drawn, with a crown in place of the figure. Clicking it explains what Pro would show there.

### The row menu

| Action                | Notes                                                           |
| --------------------- | --------------------------------------------------------------- |
| Edit preset           | Opens the editor                                                |
| Copy link             | The preset URL, to the clipboard                                |
| Duplicate             | Copies everything and opens the copy, inactive                  |
| Clear end date<Pro /> | Only shown when there is one. Puts an ended preset back on sale |
| Export as JSON<Pro /> | Downloads this one preset                                       |
| Activate / Deactivate | Flips the status                                                |
| Delete preset         | Asks first, and cannot be undone                                |

### Bulk actions

Tick the checkbox on any row — or **Select all on this page** — to act on several at once. Bulk delete asks for confirmation and names how many rows it will remove.

## The editor

<Media>The full preset editor, main column and sidebar visible</Media>

The editor is one page, a main column and a sidebar that both update as you type.

### Main column

| Card                         | What it holds                                            |
| ---------------------------- | -------------------------------------------------------- |
| Preset details               | Title, slug, publish date<Pro />, internal description   |
| Items                        | Every item in the preset, each expandable                |
| Additional discount          | The preset-wide discount                                 |
| After the items are added    | Where this preset sends the customer                     |
| Availability<Pro />          | End date, purchase limits, and what happens when it ends |
| Who can use this link<Pro /> | Sign-in requirement, roles, rejection message            |

### Sidebar

**Pricing summary** recalculates on every keystroke: regular value, item discounts, the additional discount, average per unit, and the preset total. Every figure is what the customer's cart will hold.

**Health checks** asks about a dozen questions of the draft. A `fail` blocks the save; a `warn` does not. Clicking a check scrolls to the control it is about and highlights it. See [Health checks](/cartpresets/building/health-checks).

**Preset link** shows the live URL with a copy button, and says so if the preset has not been saved yet.

### The save bar

Pinned to the bottom, and it always says which of three states you are in: **All changes saved**, **Unsaved changes**, or the number of blocking problems. **Discard** reverts to the last save.

<Note>
  Leaving with unsaved changes asks first — whether you click a link inside the panel or one in wp-admin's own sidebar.
</Note>

## Settings

<Media>The Settings screen, carrier product card and cart behaviour section</Media>

Five sections, one save bar:

| Section                 | Covers                                                                                                                                                         |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| The carrier product     | The hidden product custom items ride on                                                                                                                        |
| Cart behavior           | What a link does to the cart it finds, what happens when an item cannot be added, which order statuses consume a purchase-limit slot, and where customers land |
| Cart notices and labels | All nineteen customer-facing strings                                                                                                                           |
| Links & fallbacks       | URL parameter, permalink base, the not-found fallback, UTM handling                                                                                            |
| Data control            | The three uninstall opt-ins                                                                                                                                    |

The sidebar carries a **System status** card — plugin version, WordPress, WooCommerce, PHP, permalink structure, preset base, and tier — with a **Copy system report** button. That report is read from your own install and sent nowhere; it is there so you can paste it into a support thread.

Full detail: [Settings reference](/cartpresets/settings/reference).

## Where a preset shows up elsewhere

* **The cart and checkout** — each line carries a **Part of preset** label with the preset name. Both labels are editable.
* **The order** — the same label, plus hidden meta a developer can read. See [Order line item meta](/cartpresets/developers/order-meta).
* **Order emails** — the order label, with the preset name as it was when the order was placed.