Prestashop 1.3 User Guide

PrestaShop version 1.3 UserGuide – OCTOBER 2010

PrestaShop is here to guide you toward the success of your project.

More than 850 additional modules and templates are available on addons.prestashop.com, discover the benefits of using them at the end of this guide.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

SUMMARY

1. SUMMARY 3

2. Training 8

3. Installing PrestaShop 9

4. Back Office connection page 17

5. Discovering and Configuring the PrestaShop Back Office 17

6. Managing Your Catalog 19

Create a Category 20

Managing and Adding Products in the Catalog 21

Fill out the general product information 22

Create a Pack of Products 23

Create a Downloadable Product 23

Setting the Price of a Product 24

Product Availability 25

Managing Product Availability 1 25

Default Category and Catalog Display 25

Listing Your Product 26

Adding a Product Description 27

Configuring the Product Image 28

Configure Product Attributes 29

Features 35

Create a feature 36

Create a value 36

Assign a value and feature to a product 37

Enter a Customized Value 37

Customization 37

Quantity Discounts 39

Attachements 40

A Look Inside the Catalog 42

Tracking 42

Image Mapping 43

Create an image map 43

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Setting up an Image Map 44

Tags 46

First solution—Create a Tag 46

Second Solution--Creating and managing Tags. 46

Results 48

7. Managing Customers 49

Groups 51

Searching for a customer 52

Consult a Customer’s Information. 53

Shopping Carts 54

Configuring Manufacturers 55

Creating or editing a manufacturer 1 56

Managing Orders 57

List of Orders 57

Consult Order Details 57

Send a message to your customer. 59

Invoices 59

Printing Invoices 60

Delivery Slips 61

Order Statuses 61

Merchandise Returns 63

Create a Credit Slip 64

Messaging Customers 66

Prewritten messages 68

8. Managing Payment Methods 70

Payment Modules 70

Bank Wire Module 71

Paying by Cheque 73

Indicate to whom your customer makes the cheque payable and the address, then save. 73

Partner Payment Modules 73

PayPal 74

Hipay 75

Moneybookers 77

Payment Module Restrictions on Currencies 78

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Payment Module Restrictions on Groups 79

Payment Module Restrictions on Countries 79

Currencies 80

9. Taxes 82

Vouchers 83

10. Managing Shipping 87

Create a Carrier 88

11. States 91

Setting up the States 91

12. Country 93

Zones 94

Price Ranges 94

Weight Ranges 95

13. Statistics 96

Referrers 101

14. Managing Modules 103

Modules 103

Advertisement 104

Stats Engines 104

Products 104

Cross-Selling Module 105

RSS Products Feed 105

Product Comments 105

Product’s Criterions 106

Product Tooltips 106

Send to a Friend module 107

Tools 107

Birthday Present 108

Canonical URL 108

Dejala.fr 108

Home Text Editor 109

Customer Follow-Up 110

Google Sitemap 110

Featured Products on your Homepage 111

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Customer Loyalty and Rewards 112

Mail alerts 113

Newsletter 114

Customer Referral Program 116

ReversoForm 118

SMS TM4b 119

Watermark 120

Blocks 122

Block Advertising 122

Top Sellers 122

Cart Block 122

Ordering Process 122

Categories Block 124

Currency Block 124

Language Block 124

Link Block 125

Manufactures Block 126

My Account Block 126

New Products Block 126

Newsletter Block 127

RSS Feed Block 127

Quick search block 127

Promotions block 127

Tags Block 127

Footer links block 127

Viewed Products Block 128

Module Position 128

15. Preferences 130

General 130

Contact 133

Appearance 134

Product Configuration 135

Email 137

Images 139

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Database 141

PDF Settings 141

Location 142

Search 143

16. Tools 145

Languages 145

Translations 146

Tabs 149

Aliases 152

Import 153

Database (DB) Backup 155

CMS- Creating a Text Page 156

17. Employees 158

Create an Employee Profile 158

Contacts 160

Languages 162

Tabs 163

Quick Access 163

ISO Codes 164

18. PrestaShop guides you… … to the success of your project 165

19. PrestaShop Addons : the official PrestaShop Market 166

Payments & Gateways 167

Smart Shopping 167

Shipping & Logistics 167

Administration 167

Front Office Features 167

Quick/Bulk Update 168

Export 168

Slideshows 168

SEO 168

Social networks 168

Search & filters 169

Themes 169

20. Download Links 170

PrestaShop version 1.3 UserGuide – OCTOBER 2010

PrestaShop, Your E-Commerce

Solution

PrestaShop, an e-commerce solution used by more than 40,000 stores, allows you to simply and effectively create a retail website.

PrestaShop offers a very powerful Back Office system that permits you to manage your store (catalog, purchase history, shipping rates, customers, items in shopping carts…) in real time. Your customers will profit from a user-friendly store styled and customized by you.

PrestaShop presents a comprehensive, intuitive user administration panel, and gives you more than 200 standard functions that can be adapted or personalized in order to respond to all of your needs.

This user guide will help you familiarize yourself with all of PrestaShop’s features. You will also be able to efficiently manage your PrestaShop boutique.

You can post all of your questions directly on our forum,

http://www.prestashop.com/forums/

Training

This PrestaShop guide is intended to be a practical companion to the PrestaShop software. If you would like to learn even more, PrestaShop offers three different training sessions. They are available for anyone who wishes to perfect and to master the PrestaShop software. We offer three various courses, contingent on you needs and expertise:

 Basic User Course to master everyday uses of PrestaShop and to familiarize yourself with all of

the features of the software. It is aimed at retailers who manage their online shops with PrestaShop. Length of Training : Half a day.

 Development Course to gain a perfect understanding of PrestaShop’s software architecture

and to autonomously execute specific features. Length of Training : 2 days

 Integration Course to master the layout of a PrestaShop online store and to learn the nuances

of integrating a draft. Length of Training : 2 days

If you would like to receive further information and the requirements of participation, please address your training questions to: alexandra@prestashop.com

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Installing PrestaShop

The first step in using the e-commerce solution PrestaShop is to install it onto your hosting server. You must download the latest version of the online retailer software at

http://www.prestashop.com/en/downloads.

Downloading the software

Page of PrestaShop download

Once the download has ended you can obtain a record of it in a zipped file. You can un-zip it with the help of file-extraction software. If you don’t have one, we suggest that you use software such as Winrar, Winzip, or moreover the free software 7zip (http://www.7-zip.org).

Once you have extracted the contents, you are going to need to place it on your store’s host server. In order to do this, you must possess a web server or request one directly through PrestaShop.

Provide yourself with FTP software to which you will transfer all of your PrestaShop file. For example, you can use Filezilla, which is free, Open Source software: http://www.filezilla.com . Start up your FTP program and connect to your server in order to begin transferring the PrestaShop file. Drag the file, following the example in the screenshot below.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Pres taSh op upload onto the server

Creating a database

In order to store all of your store’s information, PrestaShop uses a MySQL database. The steps involved in creating the database depend upon your server. Let’s take for example PhpMyadmin, one of the most widespread database management tools. On the program’s homepage, you will find a field marked “Create a Database.” Create a name for your database (For example, “prestashop”) and type it into the field. Once you have chosen a name, click on “Create” to validate it. A message should follow indicating “The database ‘prestashop’ has been created.” See the screen shot below.

Creation of database

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Installation Now that the database has been created, you can start to install your PrestaShop online store. In the

navigation bar, type your domain name URL or server address and add “/install” directly after, such

as, for example, myboutique.com/install. You will be immediately directed to the auto-installer.

First step of installation

Select your language and click on the button “next.”

The “System and Permissions” page will appear. This page indicates whether your server’s

configuration is operating properly. If this is the case, all of the points should appear with the icon to the left of them.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Verification of System settings

The appearance of red icons instead of green ones can arise as a result of various problems. For everything under the category “PHP Settings,” a red icon indicates a problem coming from an incompatibility or from a bad server configuration. Alert your web host of this problem so that they can help you correct it.

For all red icons that appear under the category “Write Permissions,” return to your FTP software,

right-click on any files that appear to be invalid and click on “Properties.” Apply Recursion. (Examples of File Permissions: 777, 755, 705, etc). See screen shot below.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Adjusting File Permissions

Once this has been done, click on « Refresh these settings » in the PrestaShop auto-installer. When all

of the elements are validated, click on “next;” you will arrive at the system configuration page. See

the page below.

Database Configuration

The Database Configuration page asks you to fill out several fields, provided by your web host. Enter

the name of the database that you created earlier into the field marked “Database Server Name.” Then click on “Verify Now!” to verify that the settings which you have entered are correct. If this is the case, the message “The database has been found!” will appear. If this is not the case, this

signifies a problem with the information that you have entered. Verify this information with your web host and repeat the operation. Click on “next.” You have thus arrived at the Shop Configuration page. See the image below.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

General Information

Fill out all of the information concerning you and your account. Select your store’s logo by clicking on “Browse” then searching for it on your computer. You can then modify it directly in your store’s Back

Office after the installation.

Just to give you an idea, the logo will appear:

 On all of your store’s pages  In your Back Office  In all of the emails sent to your customers  In all of your contract documents (bills, return authorizations…)

If you wish to keep track of information that you have entered, click on the button “Receive notifications by email” (Recommended). Then click on “next” to finish installing your store.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Completing the Installation

Installation Complete

You should now see a page summarizing the information you entered.

At the bottom of the page are several templates and modules that allow you to personalize your store as you like.

The templates help personalize the graphic aspect of your store, while the modules allow you to add new features. You can consult them directly by going to http://addons.prestashop.com

Now that your store has been installed, click on “Discover my store” to access your shop-front.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Deleting the “Install” Folder/ Renaming the “Admin” Folder

Store-front software for the PrestaShop online store

To finalize the installation, use your FTP program to delete the “install” folder. In addition, you

should rename the “admin” folder. It is imperative that you block your store’s control panel from any intruders. In order to protect your store, right-click on the “admin” folder and select “Rename.” Choose a new name. However, having the name “admin” allows access to your Back Office, since this

is the original address given to the Back Office. Therefore keep the word admin in your new folder name. Important: Memorize this name for it will be necessary to know it in order to access the Back Office. See the photo below. For example: www.mystore.com/admin becomes

www.mystore.com/admin-durang or www.mystore.com/adminprestashop

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Renaming the Admin Folder

Completing the Installation/ Connecting to Back Office

Back Office connection page

Once the file has been renamed, type your store’s URL directly into your navigation bar. For example,

http://www.mystore.com/adminprestashop

You will see the login page for your store’s control panel. See the screen shot to the left. Enter the email address and password that you registered with when you installed Prestashop. Click “Connect,”

and you are taken to the Back Office welcome page, or your store control panel. From this step forward you can begin to configure your store and offer products to your customers.

Discovering and Configuring the

PrestaShop Back Office

The PrestaShop Back Office welcome page is made up of three different areas.

Navigation: Groups together all of the tabs indicating the different sections of your store.

The Dashboard: Displays all of your store’s important information such as the number of orders, sales

completed, etc.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

PrestaShop Live Feed: Information PrestaShop software updates or other news. We advise you to

NAVIGATION

BOARD

PrestaShop NEWS

check this section regularly in order to keep your store up-to-date with PrestaShop’s new features. Back Office Welcome Page

Now take your first look at your Back Office, or the « Control Panel. » Tabs situated at the top of the window help you navigate within Back Office.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Managing Your Catalog

The « Catalog » section is accessible by clicking on the tab with the same name. This is where you

manage all of your products throughout your PrestaShop e-commerce solution.

Managing the Product Categories

The first page under the “Catalog” tab looks like this:

Catalog Page

In the “Categories” section, via the “Add a new subcategory” function, you can create different product classifications. This arranges your articles, and helps your customers easily find what they are looking for. All of the categories are subcategories of the welcome page.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Create a Category

To create a category, fill out this form:

Creating a category

First of all, give your category a name, then determine if it is “displayed,” or in other words, if it will

be accessible to your customers or not. For example, you may want to postpone showing a new category to your customers because you have not quite completed it. If you are creating a subcategory belonging to a category other than the welcome page, choose the category under which it will appear in the drop-down menu “Parent Category.” Click on “Browse” to upload an image from your computer, in order to illustrate your category.

Search Engine Optimization (SEO) Fields

This information will help you optimize the visibility of your catalog on search engines.

 “Meta title” is the title that will appear on the search engines when a request is made by a

customer

 “Meta description” is a presentation of your site in just a few lines, intended to capture a

customer’s interest. It will appear in search results.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

 “Meta Keywords” are keywords that you must define in order to have your site referenced by

Meta Title

Meta Description

URL

search engines. You can enter several of them, separated by commas, as well as expressions, which must be indicated in quotation marks.

 The “Friendly URL” allows you to rewrite the addresses of your categories as you wish. For

example, instead of having an address such as

http://www.mystore.prestashop.com/category.php?id_category=3 , you can have: http://www.mystore.prestashop.com/123-name-of-the-category . In this case, all you would

need to do is indicate in the field marked “Friendly URL” the words that you wish to see appear instead of “name-of-the-category,” separated by dashes.

 “Groups access” restricts select categories and products from certain shoppers. To see these

categories, your shoppers must belong to a user group. Check out the group functions in the Customers tab for more information.

Once you have finished configuring your categories you can save them while staying on the same

page by clicking on the button “Save” or saving and coming back to the previous category by clicking on “Save and Back to Parent Category.”

Note: Each of the fields has a flag located to its right, indicating that it can be configured in several languages. For more information on this feature, please see the language management feature.

Managing and Adding Products in the Catalog

At the bottom of the catalog page, under “Products in this category,” you can manage the products in your store. See the screen shot below. Once you have created your category, you will be able to add products by clicking on “Add a new product.” A form with several tabs will appear. We will explain it step by step.

We begin with the first tab in the form, which allows you to fill out the general information about your products.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Products in this category

Fill out the general product information

Product Creation 1

The first thing to complete is the product information. This is the name that will appear in the search results. Next to the field you will find a flag, which allows you to choose the language into which you wish to edit or create the name.

If you don’t want this product to be immediately available or visible to your customers, check the box that says “Disable.”

The field “Manufacturer” allows you to enter the name of the manufacturer of the product. This is an

optional field.

Click “create” next to the Manufacturer field to add a new manufacturer, or select from the dropdown menu which one to associate with this product.

You can add information to better manage your item listing in the fields “Reference,” “EAN13,” “supplier reference,” or “Location.”

Finally, add the weight in order to calculate the shipping cost of your customer’s orders.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Create a Pack of Products

You wish to sell a pack of products composed of several items. Example: a computer start-up pack, composed of a CPU, a monitor, and a printer.

You can in this case create a pack and add other products from your catalog to this pack. To do this, check “Pack.” Several options will appear, including a drop-down menu to choose which product to add to the pack. Select it, choose the quantity, and click on the green button to validate your choice. You can add as many products as you would like to the pack.

Tip: Packs allow the site administrator to simplify preparing orders. They also allow customers to take advantage of special prices and offers.

Creating a Pack 1

Create a Downloadable Product

Check the box “Is this a downloadable product?” if you sell downloadable goods, such as mp3s or PDF documents.

 Choose the file that you’re making available to your customers by clicking “Upload a File,” then find

and select it on your computer.

 Filename. Choose a name for your file.  Number of downloads. Indicate how many times this file can be downloaded after a customer

purchases it.

 Expiration Date. Indicate the date after which the file will no longer be available for sale. When

filling out this file, remember to write in the date as YYYY-MM-DD.

 Number of Days. Once your customer has bought the file from your store, you can limit the number

of days he has until he can download his file. You must fill out this field in order to save your product.

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Setting the Price of a Product

Set the price that will appear in your store by following the instructions below.

Setting a Product price 1

 The field “Pre-tax wholesale price” lets you instantly know your wholesale, factory price, and

thus compare it to your selling price in order to easily calculate your profit.

 In the field “Pre-tax retail price,” enter the price of your product before taxes.  In the field Tax, enter the tax applicable to the product. Choose between the different rates.

To set the tax rates, check out the Taxes section on page 86.

 The field “Retail Price with tax” will calculate the price of the product with taxes included.  The “Eco-Tax” is how much of your price is allocated to recycling your product. It must be

noted with household appliances or other technologies.

 The field “Reduction amount” allows you to apply a discount by percentage or by a fixed

value. If this is a limited-time special, make sure to enter the dates during which it is valid, in the “year-month-day” format.

 To show that your product is on sale, check the box labeled “Display “on sale” icon on

product page and test on product listing.” A logo will appear under the product’s file. You

can modify this logo by changing the following file: themes/prestashop/img/onsale_fr.gif

The Final retail price, including the discount taken, will appear.

Note: You can fill out the field “retail price with tax” and choose the rate of tax to apply, and the field

will automatically calculate the pre-tax retail price. The opposite operation is also available.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Product Availability

Managing Product Availability 1

 The field marked Quantity corresponds to the number of products available. If at this point

you have already organized your products attributes and variations (i.e. colors, sizes, etc.), this field will represent all of the quantities of these variations.

 The field “Displayed Text When in-Stock” allows you to write a message for your visitors to

see when your product is in stock. It reassures them that your shop can immediately send them the product by showing, for example, the words “Item Available.”

In case you are out of stock, you have two options:

 Accept orders and postpone their shipment. To choose this option select “Allow orders.”  Deny orders. With this option no orders for this product will be accepted.

You can also configure the general settings applied to all of your products. The default option is to deny orders, but this can be modified under the “Preferences” or “Products” tabs, discussed further in the Product Configuration section.

Default Category and Catalog Display

The default category will be used when an article is filed under several categories. This serves mainly to clarify which category to use in case your customer arrives at your site from a search engine. The

name of the category will appear in the product’s URL. Example: A telephone can appear under the category of ‘brand’ (Apple, Samsung, Nokia, etc.) and also under the category of ‘characteristic’

(Smartphone, flip-phone, etc.).

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Listing Your Product

To improve your product listing, as well as increase your store’s visibility, we suggest that you carefully

fill out the various SEO fields : meta titles, meta descriptions, and keywords and friendly URLs.

To access this information click on the sentence below:

The following fields are shown:

Optimal Reference Fields 1

These fields allow you to directly optimize your catalog’s visibility on search engines.

 “Meta title” is the title that will appear on the search engines when a request is made by a

customer

 “Meta description” is a presentation of your site in just a few lines, intended to capture a

customer’s interest. It will appear in search results.

 “Meta Keywords” are keywords that you must define in order to have your site referenced by

search engines. You can enter several of them, separated by commas, as well as expressions, which must be indicated in quotation marks.

 The “Friendly URL” allows you to rewrite the addresses of your categories as you wish. For

example, instead of having an address such as

http://www.mystore.prestashop.com/category.php?id_category=3, you can have: http://www.mystore.prestashop.com/123-name-of-the-category . In this case, all you would

need to do is indicate in the field marked “Friendly URL” the words that you wish to see appear instead of “name-of-the-category,” separated by dashes.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Adding a Product Description

Filling out the product description 1

There are two boxes dedicated to filling out a description. The first box allows you to write a short description that will appear in search engines. This brief is limited to 400 characters. In the second box, you can write a full description of your product, which will appear directly on your online store. The text editor offers a wide range of options for creating visually attractive descriptions (font, size, text color, etc.).

 In the “tags” field, define some terms and keywords that will help your customers easily find

what they are looking for.

 The “accessories” field gives you the option of choosing relevant products to associate with

this product. To suggest a product to your customers, type in the first letters of the product in question, select it, and then click on the green button to the right of the field.

Once you have filled out all this information, save your work by clicking on “Save,” after which you will be sent to your catalog’s home page, or by clicking on “Save and Stay” to continue working on your product’s presentation. When you have saved your work with “save and stay,” some new options will be displayed, such as the tabs “3.Combinations,” “4.Features,” “5.Customization,” “6.Discounts,” “7.Attachments.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Configuring the Product Image

Tab 2, Images, is for including photos on your product page.

Product Images 1

 To add one or more images to your product, click the “Browse” button, then select a photo

from your computer to upload.

 Write a file name in the “Caption” field once you have uploaded the image. This is the name

that search engines will use to reference your product. You must thus give it a name that corresponds to the product description. This way, your product will appear with ease in search engine results.

 Check the box that says “Cover” if you want this uploaded image to be used as the default

image, and appear automatically on the product page of your shop.

Finally, to compress your images and turn them into thumbnails, you can choose between “Automatic” or “Manual” in the drop-down menu next to “Thumbnail resize method.” We recommend that you leave it as automatic.

Once you have uploaded several images, you can choose to modify the image order by clicking on the

arrows in the “position” column, and define a different cover image by clicking on the icons under the column “cover image” (see insert 1 in the screenshot).

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Configure Product Attributes

You can add multiple attributes to your products. An attribute is a product variation. For example the same product can have a different color or a different size. In PrestaShop we call that a color or size attribute.

To access this feature you must click on the “Attributes and Groups” tab under Catalog.

Managing attributes and varities

To add a group of attributes, or in other words to add a group of variation possibilities (colors,

capacity, material, etc.), click on “Add attributes group,” fill out the form that appears, and save.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Add for example: height.

To add a choice to the group of attributes that you just created, you must create a specific variation. Select the attribute group, then click on “Add attribute” and fill out the form that appears.

Add for example: 100 cm.

Fill out the value for your variation, then select the group from the drop-down menu into which it will belong.

To have a better understanding of this notion, a group of attributes can be a color or a capacity whereas the attributes themselves can be the color green, yellow, or brown, or a capacity of 4 pounds, 8 pounds, or 16 pounds.

For example, “size” is a group of attributes, and “6, 7, 8, 9, 10” are this attributes in this group.

You can see in the screenshot below how to edit an attribute: choose the attribute that you want to modify, and a form appears.

List of attributes in the group ‘color

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Choose the HTML color, or upload a photo from your computer (if you’re displaying textures instead

of colors, for example). The HTML colors will then be replaced by the photo of the texture.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Adding Product Combinations—Method 1

Adding different variations to your product takes a few steps. Before proceeding, you must have already created the necessary groups of attributes and the attributes themselves. Once this is done,

click on tab number 3, “Combinations,” and the following form will appear:

Adding product varieties 1

 From the drop-down menu, choose a group of attributes, such as “Colors,” for example  Choose the attribute that you would like to include, for example, “blue”  Click on “Add”, and it will appear in the frame.  If the attribute has an impact on the product’s price, go to the drop-down menu and choose

“Increase” or “Reduction” and indicate the change in price.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Impact of variation (Price, Weight)

 If the attribute impacts the weight, the process is identical  Next, fill out the different fields such as reference, quantity, etc  Upload a new image or choose a previously uploaded photo from the drop-down menu  If you would like to make this the default combination (attribute + product), check the box

labeled “make the default combination for this product.”

 Finally, click on “Add this Combination” to save it. It will appear in the list, like below:

The blue line indicated the default combination. A default combination must be designated for every product.

Product Variation List

Note: In this example, an attribute has been associated : color. If you wish to add several attributes, you just need to add one attribute and then a second attribute. When you click “Add” the two attributes will be added.

Adding Product Combinations—Method 2

If you have too many different products or varieties, you can use the “Product Combinations Generator.” This function allows you to automatically generate all of the variations and possibilities.

Acce ss to Variety Generator

PrestaShop version 1.3 UserGuide – OCTOBER 2010

It looks like this:

Here are your groups of attributes. Select the varieties by clicking on their name. Now hit the CTRL key, and you can select several of them at the same time. Then click on

“Add.” For example, here you can select the attributes “Leather,” “Suede,” and the four shoe sizes.

—Insert here the quantity of each

product. Be careful, it needs to be the same for every combination.

Two tables appear, allowing you to edit the prices.

Finally, the combination generator helps you save some time when you have numerous attributes to assemble, such as sizes and materials. It automatically creates all of the associations possible, which then appear

under the product file’s tab “Combinations.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

List of variations created

If you don’t want to have generated combinations, you can delete or modify them.

Features

The fourth tab, Features, is where you specify your products’ features (i.e. weight, material, country

of origin, etc.). When you create features and values (i.e. wool knit and micro-fiber materials), you assign them to the products when appropriate. This means that you do not have to fill out the

features fields for every one of your products’ but instead simply fill in the necessary values and apply

them later. Be aware however that contrary to the combinations, these values do not change, and are valid for the general product.

Product Characteristics 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Create a feature

To create a feature, as well as its values, click on the tab under Catalog that is labeled “Features.” Click on “Add a Feature,” for example, to add the number of pairs of laces sold with each pair of

shoes.

Give a name to this feature and hit “Save.”

Create a value

To add a value to the feature, go back to the previous page, and click on “Add feature value.”

In the drop-down menu, choose the feature to which you would like to add a value, enter its contents, and click Save.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Assign a value and feature to a product

To finish, go back to the “Features” tab under your product, and choose your feature you want to add

from the drop-down menu. Click on “update features.”

We have just created features as well as values to them. You can now return to the product of your choice, and add features and values.

If a feature does not have any value assigned to it, then it will not appear in the store.

Enter a Customized Value

If you want to indicate a value that has not been configured beforehand, you can add it directly in the “Customized” field.

Customization

The PrestaShop online store software offers your customers the chance to customize the product that they will buy.

Example: You are a jewelry retailer and your customers have the possibility to engrave their jewelry with a text or an image. Your customers can request the text or the image when they place their order.

Let’s look at how to configure this function.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

In the tab “5”. Customization,” indicate what type of field (file or text) can be personalized. If your customer has to send you one or many files (one or many photos, for example), change the value of

the “File Fields” to indicate the number of files that you are going to receive.

If your customer is sending you text, then modify the value in “Text Field.”

The number you write in these fields corresponds to how many of them will appear on the product page of your e-commerce.

In this example, we are going to modify the two values by writing “1” in each of the fields. Once this is done, click “Update Settings.”

It will then look like this:

 In Files Fields, indicate what type of file must be sent (i.e. “Image to engrave”). Click the box

labeled “Required” if this element is necessary to validate the purchase.

 In Text Field, indicate what type of content must be filled out by your customer (i.e. text to

engrave). Click the box labeled “Required” if this element is necessary to validate the

purchase.

Once this is done, click on “Save labels.”

You should know see the following appear:

Back Office Customization Option 1

The advantage of this function is that it offers your customers a personal service, which they will without a doubt appreciate!

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Here, under the drop-down menu, you can find the different product variations, as well as the available quantity for each one.

Quantity Discounts

You have the possibility to use a system that changes the total price of a sale depending on the quantity of products your customer buys. For this option, click on tab number 5 of the product file, “Discounts.” A form will appear. Complete it, and click on “Add quantity discount.”

Quantity Discount Settings 1

 The product quantity is the value from which the discount should be applied  The « Discount Value » is the discount that will be applied once the quantity is selected.

Once you have chosen your values click on “Add Quantity Discount.”

The summary of your discount model appears below. If you wish to delete a value, click on the red cross on the table.

At this point, you have finished your product file, and here it is in your boutique!

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Attachements

PrestaShop allows you to make some files available to your customers before their purchase.

For example, you sell electronics, and you would like to advise your customers to read a document on how a product functions.

You can upload a document. Click on the seventh tab, “Attachments.”

Managing Product Attachements 1

If this is the first time that you are adding a document to your store, click on “Upload a new attachment.” The following window will appear.

Adding an attachment 1

Fill out the name of your attachment. Give it a quick description, then click on “Browse” to select a file on your computer to upload. Then click on “Save.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

You will then arrive at the page below

List of attachments 1

This page sums up all of your store’s documents. This rubric is also accessible by clicking on the sub-

tab “Attachments” under “Catalog.”

Return to the tab “7. Attachments” on the product page of your Back Office, and the last saved

document should appear. Select the document that you would like to associate with your product and

click on the button “Add.” The document will then move from the right column to the left column.

Click on “update attachments” to save your changes.

Now the tab “Download” will appear in your online store, and you can look at the file that you just

saved. See the screenshot below.

Added documents 1

Now we have finished configuring a product, let us move on to the tabs found under the “Catalog”

section.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

A Look Inside the Catalog

Throughout the product set up we are going to tackle how to use several tabs.

Tracking

The Tracking tab indicates the areas that you must pay the most attention to in order to manage your store.

Three sections are shown:

 List of empty categories shows you the number and the name of catalog categories

that don’t have any products. Delete the empty categories or fill them with products.

This is to avoid having a customer find themselves in an empty category in your store.

 List of disabled products shows you the number and name of products that have

been disabled in the store and that aren’t visible to your customers. Think about

enabling them or deleting them from your catalog.

 List of out of stock products shows you which products are no longer in stock. Take

the necessary measures to restock them.

The “Tracking” tab should be checked regularly to improve the catalog management.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Image Mapping

Image Mapping assigns multiple clickable zones to an image so that different product pages can be opened by clicking on one single image. This feature makes your site very attractive by easing your

customers’ navigation. Let’s look at how to configure this feature.

Click on the “Image Mapping” tab and you will arrive at the following page

Image Mapping 1

Create an image map

This image shows a list of pre-configured image maps. To create a new one click on the “Add New” button. You will arrive at the following screen.

Add an image map 1

Enter a name for the image map in the name field.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Next select the image that you want to represent the image map. Click on “Upload Image” to save it. You will then be sent to the page that we have just seen.

Click on theicon to continue to modify it. A page will appear containing the photo that you have

saved. See below

Image Mapping Configuration 1

Setting up an Image Map

Now we are going to learn how to set up an image map.

 Click on a corner of your image and drag your mouse over the image to highlight/cut out the

whole thing.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Image Map Parameter Setting 1

Your selection will be clear and illuminated while the rest of the image will darken. Take care to align the frame of your image with the zone onto which your customer can click. Once this is done, type the first few letters of the product associated with this image into the field just underneath the image. In this case, we would type “Ipod” and several choices would appear. We would then choose

“Ipod Nano.” Confirm your choice by clicking “OK.” Your image map has just been created. Repeat this

process for all of the products that you wish to make accessible in your image.

If you have made a mistake on your image map you can click on the button found on the image itself.

If you wish to delete the image map click on the red cross icon .

 Let’s now assign your Image Map to a category by checking the boxes on the “Categories”

table. See page 44, Image Map Configuration 1.

Once all of the modifications have been finished, click on “Save Image Maps” to save all of your

settings.

Your image map is now accessible on your store in the selected categories. See the image below.

Front Office Scene 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

The clickable zones are visible because of the « plus » icon. Hovering over the image with your mous, you can see a little window that presents the image’s Name, Default Image, Short Description, and Price.

Tags

The PrestaShop Tag feature allows you to associate your products with keywords. Your customers can use the keywords to easily and quickly find the products they are looking for.

For example, a customer wants to find an MP3 player in your boutique. In order to find the product corresponding to his search, there needs to be a tag to associate “MP3 player” with “Ipod Nano.”

You have two possibilities to set up this feature.

First solution—Create a Tag

You can associate several tags to your product directly in the “Tags” field from the moment you create a product. See Product Description Configuration Page 25.

Second Solution--Creating and managing Tags.

When you fill out all of the tags for your products, you will see a very important list of tags. The best way to manage them is to go to the “Tags” tab under the catalog section.

You will arrive at the list of all the tags used in your store in all languages.

Tag List 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

This interface allows you to add tags to one or many of your products.

Click on “Add New,” and the follow page will appear.

Assigning Tags 1

 Fill out the name field  Indicate in what language the tag appears  Select the products from the right column to which you would like to apply the tag. Hit CTRL

on your keyboard to select several of them.

In our case we will take “Ipod Nano” and “Ipod Shuffle” and then

 Click “Add.” The products will go from the right column to the left column.  Click “Save” to save the settings.

You just added a tag to your product.

To add a tag corresponding to another language, repeat the operation, only this time, change the language.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Results

If your visitors search for the term “Portable Music Player” they will find the “Ipod Nano” and the “Ipod Shuffle.” See the image below.

In more general terms, when your customers search by using terms that differ from the product itself, the results they will receive depend on the tags that you have associated with the products.

It is very important to associate the right terms to your products so that your customers can find the products that they are looking for, even if they don’t know exactly what they are called.

To help you find the terms that your customers have searched for, or for more information on how to associate products and terms correctly, check out the statistics section.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Managing Customers

The “Customers” tab allows you to follow the creation of user accounts on your site.

Customer List 1

You can edit the account of each one of your customers, even disable them, by clicking on the green or red icons, respectively, in the table shown. You can enable or disable an account, subscribe or unsubscribe them to an email list, or subscribe or unsubscribe a customer from the email list of a partner group.

To create a user account manually, select “Add New.” A formula appears, requesting the following information about the customer:

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Configuration/Creation of a Customer 1

Fill out the customer’s information,

and choose a password, at least 5 characters long. Type in the email address and choose the date of birth. Choose whether or not this customer has the right to log in, whether he is subscribed to your newsletter or not, and finally, if he accepts to receive advertisements from your partners. Assign your customer to a group so that he may receive some benefits. Learn more about groups on the next page.

By clicking on the “Addresses” tab you will have access to the list of your customer’s addresses.

You also have the possibility to create them yourself, with the “Add New” button.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Groups

PrestaShop offers the option of giving your customers certain privileges, by assigning them to Groups. You

can create as many customer groups as you like.

To use this feature, click on the “Groups” sub-tab. The page below will appear.

By def ault only one group is defined.

List of groups 1

To create more groups, click on the “Add New” button. See the formula below.

 In the field Name, indicate the name that you would like to give this group.  In the field labeled Reduction, indicate the reduction to apply to members of this group, for

all of your products.

Create groups 1

 PrestaShop software is frequently used in the Business to Business sector. Therefore, you can

create a group of customers who can buy products without paying the tax. The “Price Display Method” drop-down menu offers you a choice between “tax included” and “tax excluded.”

Validate your settings by clicking “Save.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

You can add a customer to a group of your choice by clicking on the icon on the corresponding line. Then on the “Groups” table, select the group to which you want your customer to belong.

Searching for a customer

Searching for a customer on your PrestaShop store can be done in two different ways.

 The first way is to enter the information you have into the PrestaShop search bar, which is

found in the top left of your Back Office. You can indicate:

o His ID (the numbers that he is assigned in the database) o His name o His email address

Select “customers” from the drop-down menu and then click “search.”

Back Office Search Function 1

After validating the search, you will have some results

Search results 1

You can see his ID, his sex, his email, his birthday, his registration date, the number of times he’s

ordered, and if his status is active.

The second method consists of going to the customer tab listing all of your customers

Filtering Results 1

From here, you can complete the fields to filter your results according to the following criteria : ID, Sex, First Name, Last Name, email address, age, registration date, subscription to the newsletter, subscription to partnering ads, last connection date.

We have just learned two methods to search for a customer. Let us now learn how to consult a customer’s profile.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Summary of customer’s past

purchases. Amount spent, type of payment, order status. For more information about the order click on the button in the actions column.

When your customer is on your site, you can what he is adding to his cart in real time.

Customer information, First and Last Name, email address, sex, sign-up date, last site visit.

Information regarding his subscription to the newsletter and subscription to ads from partnering companies, and his

The group ows the customer

Consult a Customer’s Inf ormation.

In the case that you would like to have more information on a customer, you can click on the button.

You will see this button appear after tackling either one of the two previous research methods. The following structure will appear.

Customer information 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Shopping Carts

PrestaShop software contains very powerful marketing features that allow you to consult, in real time, the products that customers are adding to their carts. There are two methods of doing this.

 Consult their carts in detail directly in the customer information file by clicking on the button

from the customer profile in the “carts” section.

 Go to the “Carts” sub-tab under the “Customer” tab. You will see all of the shopping carts

that have items in them. You can for example filter your results by date that they were added. You can see the profile of the customers who check out your site, and, if you wish, use this information to improve your commercial performance.

In both cases, you can consult the details of a customer’s shopping cart.

Customer’s shopping cart 1

The most important information is presented in the Shopping Cart Detail section. You can see what products the customer purchased, the price of each, the quantity they desire, and the total value of their cart.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Configuring Manufacturers

Under the Catalog tab, find “Manufacturers.” Click on “add new” and a form will appear. Complete it,

and save.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Creating or editing a manufacturer 1

By entering information about the manufacturers, your site’s visitors can have rapid access to all of this manufacturer’s products. This makes navigating around your site easier for them. In terms of

Internet visibility, filling out these fields will improve your position in search engines.

Let’s now fill out all of the fields.

 The “Name” field—indicate the name of the manufacturer in order to simplify your visitor’s

searches.

 The “Short description” field—the description that will appear on the search engines when

you make a request. Limited to 100 characters.

 The “Description” field—add a more complex description of your manufacturer and their

activity and products. You can detail their specialties and push the quality of their products. The manufacturer’s description will be shown in your store in the following manner:

Front Office manufacturer description 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

 The SEO fields such as Title, Meta description, and Meta Keywords, correspond to the same

function as the categories. You will find a description of the reference fields in the product category management section on page 19.

Like when configuring the “Manufacturer,” configuring “Suppliers” is optional, and must be set up in

an identical manner.

Note: The Catalog tabs “Manufacturers” and “Suppliers” allow you to access a list of names. To add new names and addresses, click on “Add New.”

Managing Orders

The “Orders” tab allows you to see all of the information about all the purchases from your store. All of your store’s transactions are organized by date.

List of Orders

The list of orders, as well as their status, is accessible by clicking on the “Orders” tab.

List of orders from the store 1

You can filter the results and easily find the orders you’re looking for by using the fields above. For example, to identify Mr. Duran’s orders, type Durand into the “Customer” field and then click “Filter.”

Consult Order Details

To process orders received, let us begin by consulting the information that they contain.

Click on the line containing the order, or click on the button to the right of the order.

The order detail sheet will resemble the following screenshot:

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Have Google Maps locate the address

Details on product ordered.

Carrier information, total weight of order, carrier chosen by customer. Order details. The method of payment used, the cost of the products, and the transportation

Status and history of the order.

The origin of the guest's visit

Send a message to your customer

Date the customer visited the store.

(top right)

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Send a message to your customer.

In the “New Message” section you can send a message to your customer to give him information concerning

an order, a delay, a surprise, or keep him inf ormed on offers and specials. This is a key to good

business.

Prewritten message can be saved and used multiple times, saving you the hassle of writing them over and over again. If you would like to send one of these messages, select it from the drop-down menu.

You can send a message detailing whatever you would like by writing it in the message box.

In both of these cases, once your message is ready, click “Send.” Your customer will receive your message in their inbox.

Invoices

Each time an order from your store is validated, an invoice is sent out. If there are no problems, the order status will read “ok” or “payment accepted.” You can download it directly into the order summary table by clicking on the top right part, the Invoice section.

The customer will be able to access the invoice by going to his account.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Printing Invoices

If you want to print several invoices at the same time, head to the sub-tab “Invoices” under the “Orders” tab. You will see this interface:

Printing invoices 1

In order to print several invoices, write in the dates necessary in the “From” and “To” fields in the “Print PDF invoices” section. Create PDFs by clicking on “Generate PDF file.” In the second section, “Invoice Options,” you can choose whether or not the invoices must be printed as soon as the order

is made, as well as the Invoice Prefix and the invoice number you want to be listed on the printed version of the invoice. You can simplify the management of your account with this feature.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Order history 1

Order history with PDF 1

When your customers ask for their invoices, you can redirect them to their user accounts, which keeps all of their invoices available for them.

Delivery Slips

Printing a delivery slip is exactly like printing an invoice. Select the dates, as well as the options you would like, and then confirm to create your documents.

Order Statuses

Having different order statuses lets you easily manage your customers. These different statuses are

PrestaShop version 1.3 UserGuide – OCTOBER 2010

visible, and editable, in the “Order Statuses” tab.

The color will be used to underline order statuses and will be written, like the previously seen color attributes, in HTML code.

Modify the order status

Customer’s customized choice: the carrier, the

packaging, and, should it be necessary, the message to attach to the package.

Name of the client and N° of order

List of order statuses 1

You can of course create a new status, with the “Add New” button. Fill out the following form, and

save it.

Creating/editing an order status 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Merchandise Returns

Under the tab “Merchandise Return” you have the possibility of allowing customers to send products

back to you.

Click on the tab and a form will appear. Select your choice, and save.

Once you have activated this option in your Back Office, the customer can choose to return an item. See the photo below.

Select the products to return. Indicate the reason for why you are returning the product.

Merchandise Returns 1

The customer must then select the products that he wishes to return by click on the box next to their name. Once the form is complete, the customer clicks on “Make a RMA slip.”

A list of returns will appear in your Back Office. See the screenshot below.

Back Office Merchandi se Returns 1

one of the entries to see more information about the request.

Click on

PrestaShop version 1.3 UserGuide – OCTOBER 2010

If a customer sends back a product, the return will appear on the list above “Merchandise Return (RMA) Options,” presented above. Click on the name of the return to see more details.

Modify the status of the return.

Editing a Merchandise Return 1

Change the status to continue with the return process.

Create a Credit Slip

Following a return, you must create a credit slip. In your list of orders, select the customer that is returning the item, and click on their name for more details.

Check the box under the ‘Returns’ column, and then check the box “Re-stock Prodcts” if you wish you put the product back in your stock, and check the box “Generate a Credit Slip.” To make a customer

happy after committing an error in their order, consider giving him a voucher by checking the box

next to “Generate a Voucher.” You can also reimburse his shipping costs by clicking next to “Include Shipping.” Once you can all of the options selected, confirm by clicking on “Refund Products.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Download the credit slip.

Modifying an Order 1

The credit slip is now created and available in the order details, as well as in the tab labeled “Credit

Slips.”

Customer Credit Slip 1

List of credit slips 1

Your customer will see the slip in his user account space.

customer’s account 1

If you have created a voucher, they will see it in the “My discount vouchers” section. If they click on

it, it should look something like this:

List of credit slips in

PrestaShop version 1.3 UserGuide – OCTOBER 2010

List of customer discount vouchers 1

Discount code

Value of discount

Customer

Message

The order amount is added to the voucher. The customer can use the discount code next time he places an order.

Messaging Customers

Your PrestaShop online store gives you the ability to interact with your customers thanks to an integrated messaging system.

Basically, if your customers wish, they can send you messages about their orders through the “My Orders” section of their user accounts. They select the order in question, and then fill out the

following form:

Customer sending a message 1

Once the message has been sent by your customer, it will appear directly under the “Customer Messages” sub-tab in the “Orders” tab.

List of customer messages in Back Office 1

Clicking on the line takes you to the order that the message concerns. You can see the message from this point in the bottom left of the page. The message is highlighted in yellow.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

A message concerning an order 1

Click on the green check to signal that you have read and understood the message.

Take a moment to send a message back to your customer by clicking on the “New message” section,

which can be found just above, and which we have already discussed in Send a Message on Page 61.

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Prewritten messages

When you have send a message to your customers using the PrestaShop administrative interface, you can choose to save this messages in order to send them out again to other customers with similar questions, comments, or concerns.

To do this, go to the sub-tab “Order Messages” under the tab “Orders.”

One message is already saved. To add other, click on the “Add New” button.

List of premade messages 1

Once you have clicked on it, you will see the following screen:

Creating/Editing a premade message 1

In the « Name » field, give your message a general name so that you can easily find it again later.

Then in the “Message” field, write out the content that you wish to send to your customers. Once done, click on “Save.”

You can now create as many messages as you want.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

You can also send this message by going directly into a customer’s order.

Select prewritten message 1

Select the message then click “Send.” Your customer will receive the message.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Managing Payment Methods

Payment Modules

With PrestaShop online store software you can accept your customer’s transactions by several different payment methods, such as checks, bank wire, cash on delivery, Google Checkout, and some partner modules such as Hipay, Moneybookers, and PayPal. They are already included in your store and are ready to be used. However, it is necessary to configure them.

To install the “cash on delivery” module, you just need to click on the “Install” button.

You can find the full list of these modules by going to the “Payment” tab. The list is shown below.

List of payment modules 1

We are going to look over how to set up and handle these modules, which are absolutely essential to your online store.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Indicate the Bank Accout Details of your company

Bank Wire Module

To set up your modules, click on “Configure.” A form appears, asking you for some information. Fill it out, then save. The module is now operational. In order for the module to accept bank wires, you need to fill out the address of the bank that your store uses.

Once all of the fields are filled out, click “Update settings” to save. Your customers will see it appear in the store’s Front Office as soon as they pay.

Front Office Payment Methods 1

Your customers will choose “Pay by Bank Wire” to see the next page.

They will be asked for their choice of currency. See the screenshot below.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

By clicking “Confirm my order,” your bank information will appear. See the next screenshot:

Your customer’s order will appear directly in the order summary under the “Orders” tab. When a

customer carries out a bank wire you must manually change the payment status of the order in your Back Office, whereas with a credit card order, the payment is carried out automatically.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Paying by Cheque

Indicate to whom your

customer makes the cheque payable and the

To configure payment by cheque, you must go to the payment modules configuration page under the

“payment” tab, click “configure” on the check module line, then fill out the fields “To the order of” and “Address.”

Indicate to whom your customer makes the cheque payable and the address, then save.

Check Module 1

When the fields are filled out click “Update settings.” Your customers will see this information when

they are ordering, just after they choose “Cheque” as their payment method. When a customer

orders and selects to pay by cheque, you must update the status of the payment and order manually.

Partner Payment Modules

PrestaShop offers several partner payment modules:

 Paypal  Moneybooker  Hipay  Google checkout

In order to use these modules, click on the “Install” button which can be found on the same line. You

will then see a “Configure” button, which will inform you on the advantages of each of these partners, and allow you to create an account and register in your Back Office. Once this is done, click

on “Update Configuration” to save your preferences.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

PayPal

Your PayPal account address

Banner address which will appear at the moment of payment

PayPal allows you to accept payments in a very simple and intuitive manner. Here’s how to configure the module.

The two PayPal modules 1

Two modules are presented.

Let us begin with PayPal 1.6. To activate the module click on “Configure,” and you will arrive at the following page.

You are asked to fill out three elements. First, they will ask for the email address that you used to create an account. Second, if you want to activate PayPal at this moment, you can start with a test phase by using the Sandbox mode. Click Yes if you want to test it, but be careful—once the test phase

is over, you MUST click NO, or your customers cannot pay for their orders! The third element is the

Banner image URL, or the address on your web server of an image that represents your company. This makes your customers feel more secure, but it is not a necessary item. Once you have set up all of the

elements, click on “Update Settings” to validate your configuration. Now your customers will have

several methods of payment to choose from.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

If you don’t have a PayPal account, please make one at http://www.paypal.com

Selecting PayPal will send your customers to a secure payment site, where PayPal will ask for bank information.

The Back Office banner will appear directly on the PayPal page, reassuring your customer that it is safe to use PayPal to pay for items from your site.

Your customer now only has to enter his bank information and validate his transaction.

Hipay

Hipay is a payment method that allows you to accept different currencies.

To set up this module, first click “configure” to install it. Create an account by click on “Create a Hipay account.” Once your account is validated, Hipay will give you everything that you need to use your account in the different currencies provided. You only have to complete the information in your Back Office so that your PrestaShop online store can propose this new payment method.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Moneybookers

Setting up the payment module Moneybookers is extremely simple. You must first of all create an account on the Moneybookers site: http://www.moneybookers.com/partners/prestashop/

Once your account is created, you only have to fill out your account information, your address, and your password. Next, select the logo that you want to show up on your PrestaShop online store.

Confirm your choice by clicking on “Save Settings and Validate my Account.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Payment Module Restrictions on Currencies

When you are in the “Payment” tab, you will see the following screen:

Restrictions on payment modules by currency 1

Depending upon the payment, the customer’s choice of currency will differ.

Bank wire: click on the boxes corresponding with the currencies that you authorize. If you accept several of them, the customer will be able to choose among them at checkout.

Cash on delivery: The customer will be able to pay only in the currency that he has selected in the store.

Cheque: click on the boxes corresponding with the currencies that you authorize. If you accept several of them, the customer will be able to choose among them at checkout.

Moneybookers: You can choose several currencies (among those installed in the store). When the customer is at the checkout, he will be asked to choose the currency that he wishes to use among those that are accepted.

Google Checkout, Hipay, and Paypal: You can choose one accepted currency (among those installed in your store), and allow each customer to pay with the currency that they will have chosen in the store.

Another option is that you can only accept payment with the store’s default currency (go to the payment tab—currency—currency setting).

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Payment Module Restrictions on Groups

Restrictions on Payment module by group 1

You can limit the choice of payment method depending on the group

of customers.

For example, let’s say you would prefer that individuals pay with PayPal, Moneybookers and Hipay,

while professionals only pay by bank wire.

Depending on the type of customer and on your choices, customers will only pay by the methods that correspond with your decisions.

Payment Module Restrictions on Countries

You can limit the choice of payment methods according to your customer’s country of origin. For example, in France, Spain, and Germany you can accept all payment methods, but customers in Italy or the United Kingdom or Switzerland can only pay by bank wire.

The choice of payment modules according to country is found under the “Payment” tab. See the screenshot below.

Restrictions by Country 1

Find the country in the alphabetical list and check the boxes to select or deselect the payment methods you want to make available to customers from that country. Once all of your settings have

been configured click on “Save restrictions” found at the bottom of the page.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Currencies

Click on “Add New” to create a new currency, and fill out the form (see the next page).

Here is the list of currencies that your store proposes.

PrestaShop can accept a large number of currencies. By default, there are three standard currencies: The Euro, the Dollar, and the Pound. However, you can add and configure new currencies by clicking on the “Currencies” tab in the “Payment” section.

Selecting a currency in your PrestaShop store 1

PrestaShop version 1.3 UserGuide – OCTOBER 2010

When you want to add another currency, simply click on the “Add New” button seen in the past

Click here to update the currency rates in real time

Write the name of the currency.

The conversion rate is defined according to the default currency.

Set up how you want your price to be displayed. The X corresponds to the currency symbol.

screenshot, and this form will appear:

Adding/editing currency in your PrestaShop store

Once the new currency is added, click “Save” to save your settings.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Taxes

Click here to create a tax and fill out the form that appears.

Here is the list of taxes that apply to you products.

Select whether or not to include tax on purchases.

The “Taxes” tab situated in the “Payment’ section allows you to manage the applicable taxes. Click on the tax tab to see the list of taxes. Three taxes are automatically set up.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Configuration of Taxes in PrestaShop boutique

Fill in the name of the tax (TVA, for example), and its rate in the format XX.XX

Check the box corresponding with the zone and/country in which this tax is found. NOTE: when you create a zone or a state in the Shipping section, it is automatically added to this list.

Click here to create a new voucher.

Fill out this form in order to set up your tax, and then click on “Save” at the bottom of the page.

Note: If you wish to apply particular taxes to a country and not a zone, you must go to the “Shipping”

tab, then zones, and create and configure a specific zone. We will go over this point in the following pages.

Vouchers

In the “Vouchers” tab you can give your customers discounts (by value or by percent), or offer free

shipping on their orders. Under this tab are all of the previously created vouchers, along with their status of validity.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

List of vouchers in PrestaShop e-commerce software

Choose to enable or disable vouchers.

Type the voucher code (voucher123 for

example). The “New” button on the

right of the code field allows you to generate a random code, that can be add to the first letters you wrote.

To create a new voucher click on the “Add New” button at the top of the page.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

First of all, you must create a code for your voucher. You can write in your own code. You can also generate an automatic, random code. To do this, click on the “new” button, right next to the “Code” field.

The “type” field allows you to choose the method of the applied discount. You have three choices.

 Discount on order (%). The voucher applies to a percentage of the order total. For example—

the order is valued at $200 outside of taxes. The voucher has a value of -15%. When applying this coupon the customer will only have to pay $170 before taxes.

 Discount on order (amount). This choice is applied to a monetary discount on the entire

order. For example: The order is valued at $100 before taxes. The discount offers $20 off the purchase. By using the discount the customer pays $80.

 Free shipping. With this discount you can treat your customers to free shipping. They can use

the code when paying and it will apply to their offer.

The “Description” field is where you enter a short description, which will appear in your Back Office under the discount tab as well as in your customer’s shopping cart during check out.

The “categories’ field allows you to restrict your discount to certain categories. Select the categories

by checkin the appropriate boxes.

The “Total quantity” field limits how many times your discount can be used. You can organize, for example, a doorbuster sale, along the lines of “The first 100 orders will receive a discount of 10% off by using the code X123X.”

The “Qty Per Each User” field is filled out in the same manner as the preceding field, but you can

filter the quantity available for each customer. Basically if you want a voucher to only be used once

per customer, enter “1.” If, on the contrary, you want customers to have access to several vouchers,

then enter the number of your choice.

The “Minimum Amount” field allows you to enter the minimum amount necessary in order to apply the discount. Your discounts will only be applied at or after this amount.

You can choose whether or not the vouchers are allowed to be used with other promotions on your products or other vouchers. Choose your preferences by clicking the boxes.

The “To be used by” field permits you to restrict your voucher to only one of your customers. For

example, if you had a delivery delay and you want to apologize, you can create a voucher for this customer that only he or she can access. To quickly find the customer, type in the first few letters of their First or Last name.

The voucher can have a time limit. Click the “From” and “To” fields in order to choose your dates

from the calendar.

Finally, the “Enable” field allows you to enable or disable the vouchers.

Once your information is entered, click “Save.”

Your voucher will appear in the “Vouchers” tab and you can delete or edit it later if you wish.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Once everything has been saved, you can send your voucher to your customers. They can take

Voucher

Textbox voucher

advantage of the voucher when they are checking out.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Managing Shipping

Enter the handling expenses, and the price or weight after which your customers receive free shipping. A message will appear to your customers indicating how much more money they need to spend in order to receive free

shipping. If you don’t want this

message to appear, type 0 into the field.

Choose whether you are calculating the shipping costs by total weight or price.

The shipping method of your package is a key element to the management and success of your store. To configure your shipping, head to the “Shipping” section of your Back Office.

Managing shipping

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Create a Carrier

We are going to begin with an example carrier. Click on the sub-tab “Carrier.” You will see the screenshot below.

Here we have different preconfigured carriers, as well as a default carrier.

Click on “Add new” in order to create a carrier. The form below will appear.

Setting up a carrier in your PrestaShop site

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Let’s examine all of the information to enter.

 Company—fill out this field with the name of your carrier and/or a description of the service

(for example, you could fill in “PrestaPost—only 500 lbs. and over”).

 Logo—Enter a logo so that your customers can easily choose between different carriers.  Transit time—This is displayed to customers during checkout. It will help them select their

carrier according to the amount of time they can wait to have their product.

 URL—This field must be filled with the tracking URL provided by your carrier. For example,

France’s Postal Service (La Poste) offers this URL:

http://www.colissimo.fr/portail_colissimo/suivreResultat.do?parcelnumber=@ . When

customers select their carrier, they will be sent the URL that you enter into this field, which they can click on in order to track their delivery.

 Tax—Find out if your carrier requires a tax in order to deliver to a certain zone.  Zone—Select the zones to which this carrier transports packages.  Group Access—select which groups have access to this carrier  Status—Include or exclude this carrier.  Shipping & Handling—Include or exclude shipping & handling costs in your carrier price.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

 Out-of-range behavior—In case you have left out a range for an order, you can indicate how

the software should react. You have two options: If the software doesn’t find the range it needs, it will take the largest configuration and apply these conditions. Otherwise, it will not offer this carrier because it can’t deliver this order. Example: You have set up a weight range from 0 to 10 lbs. Your customer wants to place an order that is 15 lbs. No behavior has been

configured. By choosing “Apply the cost of the highest defined range,” PrestaShop will apply the price conditions that you have set up for orders from 5-10 lbs. If you choose “Deactivate

the carrier” then this carrier will not be offered to your customer in this case.

 Module—This function is reserved for advanced users, so please leave it deactivated by

default. It is only necessary in the case of a store module created by a carrier.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

States

Setting up the States

Under the “States” tab, you will find American and Canadian states and provinces, which you can include or exclude at your convenience. You can create new states with the “Add new” button.

PrestaShop list of States

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Creating a State

Enter the name of the State, it’s ISO code (available at

http://fr.wikipedia.org/wiki/Liste_des_codes_ISO_639-1 ), the State’s zone, which will be used for

shipping your packages, the applicable taxes, and finally whether to include to exclude this State (it’s status). Click on “Save” to finish your input.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Country

To manage the countries to which you deliver, the process is identical to that of managing States.

To access the list of countries, go to the “Countries” tab, and then click “Add new” to create a new

entry.

Back Office list of countries in your online store

Setting up a country

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Once you are at the create a country form, fill out the different fields.

 Country, indicating the name of the country that you would like to add  ISO Code, which you can find at the abovementioned link  Zone, the zone to which this country is attached  Status, enabled or disable. A disabled country will not be proposed when your customer

wants to register and create his account.

 Contains States- yes or no (applicable to Canada and the US, for example)  Need Tax Identification Number—yes or no.

Zones

Managing shipping zones is identical for states and countries. Under the tab “Zones,” you can access the list of zones, and create new ones with “Add new.”

The zones created will automatically be added to the list of shipping zones.

Price Ranges

With PrestaShop, you can add a unique shipping & handling price to each total purchase price range. For example, if you want orders between $1 and $15 to be sent by the US Post Office with a special rate, create a price range from 1 to 15 and allot it to “US Postal Service.”

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Choose the carrier.

Choose the carrier from the drop-down menu, then fill out the shipping and handling costs according to the zone and the range. Finally, save. Note: indicate the costs in this format XX.XX .

Weight Ranges

The process for defining weight ranges is exactly the same as that of defining price ranges.

Once the ranges are determined and allotted to a carrier, you can define the shipping and handling for each range. Go to the first page of the “Shipping” tab and fill out the table found at the bottom of the page. Here we have taken as an example the bill according to the total weight of the order.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

Statistics

One of the greatest aspects of PrestaShop online store software is its unrivaled power in digging up information on customer behavior. Let us go over how this is done. Throughout this section, the manual will succinctly explain the utility of different statistics. By clicking on each of the categories, a complete explanation is given, allowing you to understand the data given to you and pull out the information you want to improve your store and your turnover.

When you click on the “Stats” tab, a band on the left will present to you all of the data that you have

access to.

 Visits and Visitors. This page gives you statistics on

visitors to their site and the number of times they visit. The greater the number, the more popular your site is. The graph helps you understand the behavior of your visitors. Basically you will see how many visits your site has, and you can compare it to the number of visitors (PrestaShop can recognize when the same visitor visits your site multiple times, hence why the number of visits will be much higher than the number of visitors). The greater the difference between the two numbers, the more you are succeeding in creating a faithful base of clientele.

 Sales and Orders. In this tab you have two graphs. They

can be filtered by country, if you wish. In order to do this, click on the drop-down menu found at the top of the page.

o The first graph indicates the total number of

valid orders, as well as the total number of products ordered. With this graph, you can analyze which periods yielded you the greatest quantity of orders.

o The second graph tells you graphically what

your sales are. It can analyze the periods of time when you had the greatest sales. This allows you for example to have a better idea of when to push your marketing campaigns.

 Customer Accounts. This tab displays a graph with the

number of user accounts created in your online store. With this information, you can measure the impact of your marketing campaigns. You can see the number of visitors who subscribed but actually never purchased anything. You can also see the number of customers who created an account and bought an item immediately after registering.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

 Registered Customer Info. This section is divided into 5 pie graphs.

o Gender Distribution o Age ranges. You can learn about the distribution of your customers according to their

age. If you see that the age range of your customers is not what you imagined it would be, think about readapting your marketing approach.

o Country distribution. You can quickly consult which countries your customers are

from.

o Currency ranges. You can see what currency is used to shop for items in your store,

and in what proportions.

o Language Distribution. You can see in what language your site is consulted most

often, and decide whether or not you should improve your site’s translations.

 Visitors online. This section indicates the number of visitors on your site. You can see the

names of customers currently on your site and the pages that they are looking at.

 Software. This section informs you of the web browsers being used to see your site. You

should verify that your site is perfectly compatible with these browsers. You can also learn if people are using the internet on their cell phone (such as a smartphone) to access your site. If this number is significant, you should think of having a mobile version of your store. Finally, you can see what operating systems your visitors are using. Ensure that your site is fully compatible with all of your visitors’ platforms.

 Catalog Statistics. This section contains practical information on the products sold in your

online store. The results shown here can be classified by category. You can act on your catalog’s performance by considering the following indicators:

o Products available. Number of products proposed in this category. o Average price (base price). Average price of the selected category. o Product pages viewed. Number of pages looked at by your customers. Compare this

data between different categories to see which products are the most appreciated, or on the contrary, which ones don’t attract customers. Use this information to make some improvements in your catalog.

o Products bought. The number of products bought in each category. o Average number of page visits o Average number of purchases o Images available o Average number of images o Products never viewed. This shows you which products, if any, do not appeal to your

customers. Or, on the contrary, if you have a nearly one to one ratio of the number of products viewed versus the number of products made available, then your category or your catalog is well-organized and well-managed.

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o Products never bought o Conversion rate. Indicates the relation between the number of visitors and the

number of purchases. It is important that this rate be as high as possible.

o A table at the bottom of the page tells you what products in this category have never

been bought. We suggest that you change the price, or write a more attractive description.

 Best Customers. This section lists the best customers in your store. It displays their

coordinates, as well as the number of visits that they have made, the number of pages consulted, and how much they spent. Keep an eye on this page in order to keep track of, and take care of, your best customers. By clicking on the buttons on top of the columns, you can choose how you would like to see this data.

 Visitors Origin. Uses a graph to give you the top ten sites and search engines that have sent

visitors to you. Generally search engines play a very important role. If you create a marketing campaign by publishing articles on other sites, you can see what impact this had on your site. Below the graph are the names of the sites that brought you an audience, with the number of visitors from each on the right hand column.

 Pages Not Found. This page tells you which pages of your catalog people have attempted to

access but could not find. This is useful for finding potential technical problems that may hinder your sales.

 Search Engine Keywords. This page tells you what keywords typed into a search engine

brought visitors to your online store. This lets you know which terms make your store easily identifiable. Conversely you can see which keywords are absent from this list.

 Product Details. This page shows you all the products in your shop by the reference number,

name, and stock. You can sort your results by selecting from the drop-down menu above the product category you want to view. Click on a product to access its statistics. You can then view a chart with two sets of data: sales made and number of visits to the product page. The conversion rate of the product will be displayed.

 Best products. This section displays your best performing products. You can now view the

turnover achieved, the average daily sales, number of page views, and the quantity left in stock. With this table, you can identify your core products and decide whether to perform actions such as increasing or decreasing your price or giving discounts on a specific product.

 Best vouchers. This section displays the results of the coupons that you circulated through a

mail campaign or a street marketing campaign. The table will also display the turnover, and number of coupons used.

 Best categories. This section presents your shop’s performance according to your categories.

You can find out how many products in each category have been sold, the revenue generated, and number of pages viewed. Check the consistency of your results between different categories in order to adjust your store’s cohesiveness.

 Best suppliers. This section gives statistics on your suppliers by providing the quantities sold

and the revenue generated.

PrestaShop version 1.3 UserGuide – OCTOBER 2010

 Carrier distribution. This page indicates which carriers are used most by your visitors. You can

filter all results by order status. If you learn that a carrier is not often used, despite being fast and efficient, it might be appropriate to display it prominently during checkout, to increase customer satisfaction.

 Newsletter. This page displays newsletter subscription statistics. You can use this database

keep customers informed. The newsletters usually help increase traffic to your site. If you want to improve subscription, think about adding coupons to the newsletter. You can see all of your subscribers’ addresses via the "Newsletter" module under the module tab.

 Shop search. This section presents two indicators.

The first is chart shows the distribution of keywords typed into your store’s search bad. Therefore you can see which products your visitors desire the most.

The second is a table summarizing your visitors’ searches. You can then see what keywords

are being used, how often they were typed, and how many results were available. It is

important that all of your customers’ requests get a result. To improve your store, be sure to add the products that meet the customers’ demands (searches), or add tags to your products

that are easily identifiable. For more information, see Listing Your Product on page 24.

 Catalog Evaluation. This section gives an overview of your catalog’s performance. You can

then know if each product is active, or if its description is correctly entered in all of your

shop’s active languages. You can also see if all your products have enough images, their sales

performance, and stock status. The overall score for each product is displayed by a colored icon. You can define your criteria by filling in the table at the top of the page, then clicking "Save" to save your settings.

Graph Displays

A graph can take several forms. Depending on your preferences you can configure them in different ways. Step One: When you click a topic under the stats tab you should see a graph. The image options below are shown on the left side of the page. You can then choose the type of display. You can make a display choice that is both aesthetically pleasing and compatible with your browser.

• Visifire

• XML / SWF Charts

• Google Chart

• Artichow

You can also access these settings by clicking on the sub-tab "Setting" under the "Stats" tab.

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Compared with the first option, this second option includes comments on the various "graph engines" used. You can also automatically select the way the statistics will be erased from your shop. Erasing data will usually make the site more responsive, and thus improve the comfort of your visitors. You have three choices, Never, Week, Month or Year, depending on your traffic and your server’s performance.

Prestashop 1.3 User Guide

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Frequently Asked Questions

User Manual