Prestashop 1.4 User Guide

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PrestaShop User-Guide
PrestaShop presents a comprehensive, intuitive user administration panel, and gives you hundreds of 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 site.
http://www.prestashop.com/forums/
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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 different training sessions. They are available for anyone who wishes to perfect and to master the PrestaShop software.
We offer three different sessions, contingent on you needs and expertise:
Basic User Course. Master the everyday uses of PrestaShop, and
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. Gain a perfect understanding of
PrestaShop‘s software architecture, and be able to build your own
specific features. Length of Training: 2 days.
Integration Course. Master the layout of a PrestaShop online
store, and learn the nuances of integrating your own creation. Length of Training: 2 days.
If you would like to receive further information and the requirements of participation, please address your training questions to:
geoffroy.coenen@prestashop.com
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Connecting to the PrestaShop back-office
At the install process, the PrestaShop installer asked you to change the name of your administration folder, from /admin to something unique to your shop (for instance, /admin789), for security reasons. Use that folder name to access your shop, for instance
http://myprestashop.com/admin789).
You will see the login page for your store's control panel.
Enter the e-mail address and password that your registered with when you installed PrestaShop. Click "Log In", and you will be taken to the back-office welcome page, or your store's control panel.
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From this step onward, 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.
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Navigation: Groups together all of the tabs that direct to 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 Live Feed: Information PrestaShop software updates or
other news. We advise you to 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 the Back Office.
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Adding Products and Product Categories
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.
The first page under the "Catalog" tab looks like this
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In the "Categories" section, you can create different product classifications using the "Add a new subcategory" function. This arranges your articles, and helps your customers easily find what they are looking for. All of the categories are subcategories of the home page.
Create a Category
To create a category, fill out this form:
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.
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If you wish to create a subcategory belonging to a category other than the home page, choose the category under which it will appear in the drop­down 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. The title that will appear on the search engines when a
request is made by a customer
Meta description. 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". 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.
*Friendly URL". Enables you to rewrite the addresses of your
categories as you wish. For example, instead of having an address such as
http://www.myshop.prestashop.com/category.php?id_category=3
you can have:http://www.myshop.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, in the "Tools" tab.
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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. 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 begin with the first tab in the form, which enables you to fill out the general information about your products.
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Fill out the general product information
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 enables you to choose the language into which you wish to edit or create the name.
If you do not want this product to be immediately available or visible to your customers, check the box that says "Disable".
The "Manufacturer" field enables 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 drop-down menu which one to associate with this product.
You can add information to better manage your item listing in the "Reference", "Supplier reference", "EAN13 or JAN", "UPC" or "Location" fields.
You can also indicate the size of the final package.
Finally, add the weight in order to calculate the shipping cost of your customer‘s orders
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Create a Pack of Products
Packs allow the site administrator to simplify preparing orders. They also allow customers to take advantage of special prices and offers.
You wish to sell a pack of products composed of several items. Example: a computer start-up pack, composed of the computer itself, a monitor, and a printer.
You can create a pack and add other products from your catalog to this pack. To do this, check "Pack". A simple form will appear, with a button. Start typing in the text field to filter through your existing products, and choose the one 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.
You can remove a product from the pack simply by clicking the trashcan icon next to it.
Create a Downloadable Product
Check the box "Is this a downloadable product?" if you sell downloadable goods, such as mp3s or PDF documents. A form appears:
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.
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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.
Setting the Price of a Product
Set the price that will appear in your store by following the instructions below.
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.
Pre-tax retail price. The price of your product before taxes. Tax rule. The tax applicable to the product. Choose between the
different rates. To set the tax rates, check out the Taxes section in this guide.
Retail Price with tax. Displays the price of the product with taxes
included. You can edit the value, and it will automatically update the "Pre-tax retail price" field according to the tax rule that you chose.
Unit price with tax. Enables you to conform to local legislations
that require products to be displayed with their unit price. For instance, if you are selling a pack of 6 cans of soda, then you should fill this field with the price per can, and indicate "can" in the second field. The description on the same line will update accordingly. The "per" field can take any con, the most frequent ones being "liter", "fl oz", "pound", "kilogram", "gallon", etc.
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Display "on sale" icon. Check that box to show that your
product is on sale, on product page and text on product listing. A logo will appear under the product. 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 update as you type.
Note: You can fill out the "retail price with tax" field 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.
Product Availability
This section enables you to manage the availability of your products.
Initial stock. Represents 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.
Minimum quantity. The minimal number of item that the customer
can buy. If set to 1, there is no minimal quantity.
Additional shipping cost. Enables you to add per-product shipping
cost to the final order.
Displayed text when in-stock. Enables you to display a message
to your visitors 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."
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On the contrary, if the item is not in stock, you can choose to allow
Checking the "Home" box enables you to highlight the product on your shop's homepage, provided your theme supports it. To remove a product from the Featured list, simply uncheck the "Home" box.
orders or not using the the "When out of stock" selector. If you do allow orders, then you can display a message to your visitors using the "Displayed text when allowed to be back-ordered" field.
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. For instance, "telephone" can appear under
the category of "brand" (Apple, Samsung, Nokia, etc.) and also under the category of "characteristic" (smart-phone, flip-phone, etc.).
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:
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These fields allow you to directly optimize your catalog‘s visibility on
search engines
Meta title. The title that will appear on the search engines when a
request is made by a customer
Meta description. A presentation of the product in just a few lines,
intended to capture a customer‘s interest. It will appear in search results
Meta keywords. 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.
Friendly URL. Enables you to rewrite the addresses of your
categories as you wish. For example, instead of having an address such as
http://www.myprestashop.com/category.php?id_category=3
you can have:
http://www.myprestashop.com/123-name-of-the-category .
In this case, all you would need to do is indicate in the "Friendly URL" field the words that you wish to see appear instead of "name­of-the-category" separated by dashes.
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Adding a Product Description
There are two boxes dedicated to filling out a description. The first box enables you to write a short description that will appear in search engines. This field 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.).
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In the "tags" field, add 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 follwing tabs: "3 Combinations", "4 Features", "5 Customization", "6 Discounts", "7 Attachments."
Configuring the Product Image
The second tab, "2. Images", is for including photos on your product page.
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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.
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 bottom of the screenshot).
Configuring 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".
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Managing attributes and varieties
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.
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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.
Fill out the value for your variation, then select the group from the drop­down 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.
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Click on the "edit" icon on the left of the color you want to edit, and a new form appears:
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.
Managing 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 3 of the product file, and the "Prices" table will appear.
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Click "Add a New specific price", and a form appears. Complete it and click on "Add quantity discount".
The first row of selectors enables you to be very specific about the
various groups this price applies to, with currencies, countries and even your custom customer groups (which we'll talk about later on).
You can define a ranger of dates between which the price is active,
using the second row. Clicking each selector will open a calendar, so as to ease the process.
Starting at [] unit. Contains the value from which the discount
should be applied. Default is "1", which means any quantity.
The "Product price" enables you to set an arbitrary price,
independent of calculations and previous prices. Keep this field to "0" to use the default price.
Apply a discount of. The discount that will be applied once the
quantity is selected. Use the selector to set the type of discount (either an amount in the default currency, or a percentage of the default price).
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Once you have chosen your values click on "Add": 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! If you chose to start the specific price at 1 unit, the discount is immediately visible on the product's page.
Either way, any discount appears within the bottom of the product's page.
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Adding Product Combinations
Manual method
Adding different variations to your product takes a few steps. Before proceeding, you must already have created the necessary groups of attributes and the attributes themselves. Once this is done, click on 4th tab, named "Combinations", and the following form will appear:
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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 selector If the attribute has an impact on the product‘s price, go to the
"Impact on price" drop-down menu and choose "Increase" or "Reduction". Text fields appear with the menu's row, for you to indicate said change
If the attribute impacts the weight, the process is identical. Next, fill out the different fields such as reference, quantity, etc.
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Upload a new image or choose a previously uploaded photo from the
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.
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:
Advanced method
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.
Clicking the "Product combinations generator"...
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...will take you to the complete form:
A warning window might appear, saying "Are you sure you want to delete entered product information?" This means your product already had XXX. If you agree to this, this will delete the already existing XXX. Be careful!
On the right side of this page is your groups of attributes. Select the varieties by clicking on their name. If you'd like to select several of them at the same time, the Ctrl key while clicking. Then click on "Add". For example, in the screenshot above, you can select the attributes "Blue", "Green" and "32 Go".
Once the varieties have been selected, insert the quantity of each product in the "Quantity" field at the top. Be careful, it needs to be the same for every combination. For instance, 200 products in each combination = 2 colors * 1 disk size * 200 = 400 products in all. You may add a reference if it serves your administrative needs.
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Click the "Generate" button, and tables appear below for each combination, enabling you to edit their possible specific 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 possible associations, which then appear under the product file's tab named "Combinations."
If you do not want to have generated combinations, you can delete or modify them.
Configuring Product Features
The fifth tab, named "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 it is appropriate. This means that you do not have to fill out the features fields for each of your products but instead simply fill in the necessary values and apply them later. However, be aware that contrary to the combinations, these values do not change, and are valid for the general product.
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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 types of headphones provided with a music player.
Give a name to this news feature, and click "Save".
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Create a value
To add a value to the feature, either go back to the previous page, or go the the "Features" sub-ab of the "Catalog" tab.
In either case, click on "Add a new 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.
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Assign a value and feature to a product
Finally, go back to the "Features" tab for your product (not the Catalog/Features sub-tab!) and choose the 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
Managing Customization
Your 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. In the tab 6, "Customization",
you can indicate what type of field (file or text) can be personalized.
Use "File Fields" to indicate the number of files that you are going to
receive and want to display.
If your customer is sending you text then modify the value in "Text
Fields."
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The number you write in these fields corresponds to how many of them will appear on the product page of your online store.
In our 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 in the lower part of the screen:
The advantage of this function is that it offers your customers a personal service, which they will without a doubt appreciate!
Managing Attachments
PrestaShop enables you to make some files available to your customers before their purchase.
For example, let's say you sell electronics, and you would like to advise your customers to read a document on how a product works. You can upload a document for that purpose.
First, click on the seventh tab for your product, "Attachments".
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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.
Click on "Add a new attachment file". The attachment is uploaded, and the page reloads, with the
attachment appearing in the "Available attachments" selector.
Select your attachment and click "<< Add" to add to the current
product.
Click "Update attachments". The message "Update successful"
should appear at the top: you're done!
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.
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You can view all of your store's attachments (and add more) by clicking the "Attachments" sub-tab, under the "Catalog" tab.
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Managing Customers
The ―Customers‖ tab allows you to follow the creation of user accounts on your site.
You can edit the account of each of your customers, even disable them, by clicking on the green tick or red cross, 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‖ formula appears
requesting the following information about the customer:
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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. We will learn soon more about groups.
Consulting a Customer’s Information
In the case that you would like to have more information on a given customer, you can click on the "view" button. You will see this button at the end of the row in the customer's list. The following structure will appear:
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The various sections give you some interesting data on the user:
Customer information, first and last Name, email address, sex, sign-
up date, last site visit.
Information regarding his subscription to the store's newsletter and
subscription to ads from partnering companies, his age, date of last update, and whether the account is active or not.
Private note from the store's employees (ie. you or your team) Messages sent be the customer to the store's team. The group the customer belongs to Summary of customer‘s past purchases. Amount spent, type of
payment, order status. For more information about each order, click on the button in the "Actions" column.
His various addresses. His available vouchers. When your customer is on your site, you can see what he is adding
to his cart in real time.
His previous connection.
Addresses
By clicking on the ―Addresses‖ sub-tab you will have access to the list of your customer‘s home addresses. You can edit them at will using the
"Edit" button, or delete them.
You also have the possibility to create them yourself with the ―Add New‖
button.
Below the addresses table is a button, titled "Set required fields for this section". This gives you access to a form where you can indicate if a database field is necessary or not, by tick the appropriate box, and click "Save" once you're done.
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Groups
PrestaShop gives you the ability to offer 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 default, only one group is defined, "Default". It applies to all users.
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To create more groups, click the ―Add New‖ button: you will get the following form:
In the "Name" field, indicate the name that you would like to give
this group.
In the "Discount" reduction, indicate the discount to apply to
members of this group, for all of your products.
PrestaShop is frequently used in the Business to Business (B2B)
sector. Therefore, you can create a group of customers who can buy
products without paying the tax. The ―Price Display Method‖ drop­down menu gives you a choice between ―tax included‖ and ―tax excluded‖.
Validate your settings by clicking ―Save‖.
You can add a customer to a group of your choice by clicking on the Edit
icon on the corresponding line. Then, on the ―Groups‖ table, select the
group you want your customer to belong to.
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Searching for a Customer
Searching for a customer on your PrestaShop store can be done in two different methods.
The first method 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:
His ID (the numbers that he is assigned to in the database). His first or last name. His email address.
Select ―customers‖ from the drop-down menu and then click ―Search".
The results, if any, are presented as such:
You can see his ID, his gender, his email, his birthday, his registration
date, the number of times he‘s ordered, and whether his status is active
or not.
The second method consists of going to the customer tab, and listing all of your customers.
From there, 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. Enter your criteria and click the "Filter" button at the top right of the table.
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Click the "Reset" button to go back to the complete list.
Shopping Carts
PrestaShop contains some very powerful marketing features that enable you to see the products that customers are adding to their carts in real time. There are two methods of doing this.
1. Consult their carts in detail directly in the customer information file
by clicking on the button from the customer profile in the ―carts‖
section.
2. Go to the ―Carts‖ sub-tab, under the ―Customer‖ tab. You will see all
of the shopping carts that have items in them. For instance, you can filter your results by the date that they were added. You can see the profile of the customers who check your site out, and, if you wish, use this information to improve your commercial performance.
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In both cases, you can consult the details of a customer‘s shopping cart.
The most important information is presented in the "Cart Summary" section. You can see what products the customer purchased, the price of each item, the quantity they desire, and the total value of their cart.
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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 sections of your store to which you must pay the most attention to in order to manage your store.
Four 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 enables to avoid having customers 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 (with/without) attributes: shows
you which products are no longer in stock. Take the necessary measures to restock them.
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The ―Tracking‖ tab should be checked regularly in order to improve the
catalog management.
Manufacturers
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.
Click on ―Add new‖, and a form will appear:
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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:
The SEO fields (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, in the "Create a Category / Search Engine Optimization (SEO) Fields" section of this guide.
Suppliers
Configured in a similar, albeit shorter way as the ―Manufacturer‖ form, configuring ―Suppliers‖ is optional if you already have manufacturers. It all
depends on your needs, since your product supplier might not be the same as the product manufacturer.
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Attributes & Groups
That tab was explained step by step in the "Managing Your Catalog" chapter of this user-guide, in the "Configuring Product Attributes" section. Please refer to that part of the documentation.
Features
That tab was explained step by step in the "Managing Your Catalog" chapter of this user-guide, in the "Configuring Product Features" section.
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.
Create an image map
Click on the ―Image Mapping‖ tab and you will arrive at the following
page.
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The screenshot above 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:
Enter a name for the image map in the "Name" field. Next, select the image that you want to represent the image map.
Click on ―Upload Image‖ to save it. The page will then reload, with
the photo that you uploaded.
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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 part of the image you want to be clickable to the user.
Your selection will be clear and illuminated while the rest of the image will darken. Take good 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 our example, 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 through your image.
If you have made a mistake on your clickable area, you can resize by grabbing its sides or corners.
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If you wish to delete a clickable area, just select the area, and click the "Delete" button within the image.
Now you must assign your Image Map to a category. This is done by
checking the boxes on the ―Categories‖ table.
Once all of the modifications have been done, click on ―Save Image Map(s)‖ in order to save all of your
settings.
Done! Your image map is now available on your store, in the selected categories. See the image below.
The clickable zones are visible thanks to the "+" icon. Hovering over the image with your mouse cursor, you can see a little window that presents the image‘s name, default image, short description, and price.
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Attachments
That tab was explained step by step in the "Managing Your Catalog" chapter of this user-guide, in the "Managing Attachments" section.
Tags
The PrestaShop Tag feature enables 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 instance, let's say 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 ways 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 the "Managing Your Catalog" chapter of this user-guide, in the "Adding a Product Description" section.
Second Solution: Creating and managing Tags.
Once you have filled tags for all your products, you will get a very important list of tags. The best way to manage them is to go to the ―Tags‖ sub-tab under the Catalog tab.
You will arrive at the list of all the tags used in your store in all languages.
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Click on ―Add New‖, and the follow page appears:
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This interface allows you to add tags to one or many of your products.
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. Combine a click with the Ctrl key on your keyboard in order 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.
Congratulations, 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.
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Results
If your visitors search for the term ―Accessories‖, 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.
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Managing Orders
The ―Orders‖ tab enables you to see all of the information about all the purchases from your store. All of your store‘s transactions are available
there, organized by date (by default, from latest to oldest).
You can filter the results and easily find the orders you‘re looking for by using the fields above. For instance, to identify Mr Duran‘s orders, type Durand into the ―Customer‖ field and then click ―Filter‖.
Viewing Order Details
In order to process the orders you receive, you have to view the information 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:
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This summary of the order gives you access to:
The status and history of the order. The carrier information, total weight of order, carrier chosen by
customer.
The method of payment used, the cost of the products, and the
transportation costs.
Various details on the ordered products.
In the "Shipping address" of the page, you can see a "G" icon: the enables you to have Google Maps locate the address on a map.
Sending a message to your customer
In the ―New Message‖ section, at the bottom of the page, you can send a
message to your customer to give him information concerning the order, a delay, a surprise, or keep him informed on offers and specials. This is a key to good business.
You can send a message by writing it in the message box. Pre-written 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 further add details to the pre-written message if needed
In both of these cases, once your message is ready, click ―Send‖. Your
customer will receive your message in their inbox (the one indicated in their account).
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Invoices
Each time an order from your store is validated, an invoice is sent out to
the customer. If there are no problems, the order status will read ―OK‖ or ―Payment accepted.‖ You can download it directly from the order
summary, by clicking the "Invoice" section on the top right part.
The customer will be able to access the invoice by going to his account.
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
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In order to print several invoices, write in the wanted dates 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 listed on the printed version of the invoice. This feature can help you simplify the management of your account.
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When your customers ask for their invoices, you can redirect them to their user accounts, in their order history, 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.
Merchandise Returns
Under the ―Merchandise Returns‖ tab, 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, the time of validity, and save.
Once you have activated this option in your Back Office, the customer can choose to return an item. In order to do this, he must do the following:
1. Access his orders history, from his account.
2. Select the order he wants to send an item back from.
3. Select the product(s) that he wishes to return by ticking the box
next to its/their name(s).
4. (optional) Add an explanation, in order for the store to understand
why the item is to be returned.
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Once the form is complete, the customer clicks on ―Make a RMA slip‖, and the request is sent to you.
A list of returns will appear in your Back Office.
Click on the name of the return to see more details. Change the status to continue with the return process.
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Create a Credit Slip
Once a package has been returned, you must create a credit slip.
In your list of orders, click on the order for which the customer is returning the item for more details.
Below the "Products" table:
Check the item(s) returned. Check the box ―Re-stock Products‖ if you wish to put the product
back in your stock.
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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 have selected all the options you want, confirm by clicking on ―Refund Products.‖
The credit slip is now created and available in the order details...
...as well as in the "Credit Slips" tab.
You can click the link to download the PDF.
Your customer will see the slip in his user account space:
If you have created a voucher, they will see it in the ―My vouchers‖
section of their account. If they click on it, it should look something like this:
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The amount of the returned item(s) is added to the voucher. The customer can use the discount code (left of the row) 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, your customers can send you messages about their orders
through the ―My Orders‖ section of their user accounts. They select the
order they want to write about, then fill out the following form:
Once the message has been sent by the customer, it will appear directly under the ―Customer Messages‖ sub-tab, in the ―Orders‖ tab.
Clicking on the message's row takes you to the order that the it concerns. You can see the message from this point in the bottom left of the page: it is highlighted in yellow.
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Click on the green tick to signal that you have read and understood the message.
Take a moment to send a message back to your customer! You can do
this by clicking on the ―New message‖ section, which can be found right
above, and which we have already discussed.
Statuses
Having different order statuses lets you easily manage your customers.
These different statuses are visible and editable in the ―Order Statuses‖
tab. You can of course create a new status with the ―Add New‖ button. Fill out
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the following form, and save it.
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The color will be used to underline order statuses and will be written, like the previously seen color attributes, in HTML code.
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Pre-written 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 ―Order Messages‖ sub-tab under the ―Orders‖ tab. One default message is already saved: "Delay". To add others, click on the ―Add New‖ button. You can also edit the default message.
In the "Name" field, give your message a descriptive name so that
you can easily find it again later.
In the "Message" field, write out the content that you wish to send
to your customers.
Once done, click on ―Save‖.
You can create as many messages as you want.
You can send these messages by going directly into a customer‘s order:
Select the pre-written message. Edit it if you need to.
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Click send.
Your customer will receive the message on their account's email.
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Managing Payment Methods
With PrestaShop, you can accept your customer‘s transactions through
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.
Installing a payment module
Let's install the ―Cash on delivery‖ module. You first need to access the list
of payment modules. It is of course accessible via the "Modules" tab, under the "Payments and Gateways" section, but you also have a shortcut from within the "Payment" tab: just click on the appropriate button at the top of the page!
This button will send you directly to the correct module section. Here is the full list of payments modules included in the default PrestaShop install.
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Find the "Cash on delivery (COD)" module in the list (third row). To install it, you just need to click on the ―Install‖ button.
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Setting up a payment module
We are now going to look over how to set up and handle these modules, which are absolutely essential to your online store.
Bank Wire module
Click "Install" for the module, if it's not already the case. A "Configure" link appears below the module's name. Click it: a form appears, asking for some information.
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 data.
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Your customers will now see it appear in the store‘s Front Office as part of
the available payment methods:
Your customers can choose the ―Pay by bank wire‖ method. They need to click it to see the next page.
They will be asked for their choice of currency. See the screenshot below.
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When clicking on the ―I confirm my order‖ button, your bank information
appears.
Your customer‘s order will appear directly in the orders summary, under the ―Orders‖ tab.
When you receive the customer's bank wire, you must manually change the payment status of the order in your Back Office. This is different from a credit card order, where the payment is carried out automatically.
Check module (paying by check)
To configure payment by check, you need install the Check module (if it's not already done). Click "Install" for that module in the payments modules list. You now need to configure it.
Click the "Configure" link under the name of the module. The following form appears:
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Indicate to whom your customer must make the check payable and your address, then save by clicking on "Update settings".
This information will appear to the user at the end of the ordering process, after clicking the "Pay by check" option, and validating with a click on the "I confirm my order" button.
Your customer‘s order will appear directly in the orders summary, under the ―Orders‖ tab.
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When you receive the customer's check, you must manually change the payment status of the order in your Back Office. This is different from a credit card order, where the payment is carried out automatically.
Partner Payment Modules
PrestaShop offers several partner payment modules:
Authorize.net Cash-Ticket DIBS Google checkout Hipay Moneybooker Ogone Paypal PaysafeCard
In order to use these modules, click on the ―Install‖ button in the
payments module list.
You will then see a ―Configure‖ link under the installed module. Click it,
and follow the instructions.
Authorize.net
Authorize.net is a "Payment gateway enables Internet merchants to
accept online payments via credit card and e-check."
You must have an Authorize.net account in order to use this module. You can access the website by clicking the Authorize.net logo in the module's configuration page (right of the page).
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Once you have an account, follow the instructions provided by the module: fill in the fields with your information, and click "Update configuration".
Cash-Ticket
Cash-Ticket is a "safe payment method to book your ticket for holidays
and pay for shopping online. No card or bank account needed!"
You must have a Cash-Ticket account in order to use this module. Contact
them for more information.
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Once you have an account, fill in the various fields with your information, and click "Update configuration".
DIBS
DIBS is "the leading supplier of payment solutions in the Nordic
countries."
You must have a DIBS account in order to use this module. Use their
subscription form.
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Once you have an account, fill in the various fields with your information, and click "Update configuration". Do follow the instruction given by the module. DIBS also provides a step-by-step guide to integrating their
system.
Google Checkout
Google Checkout is "a fast, secure checkout process that helps increase
sales by bringing you more customers and allowing them to buy from you quickly and easily with a single login."
You must have a Google Checkout account in order to use this module.
Use you Google account to log in.
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Once you have an account, follow the instructions provided by the module. Once done, click the "Update configuration" button.
Hipay
Hipay is a safe and effective solution to pay, be paid online and bill all
types of products, contents and - or services: digital, physical goods, download...
You must have a Hipay account in order to use this module. Use their
online form.
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Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Hipay provided you with, and finally, click the "Update configuration".
Moneybookers
Moneybookers is "the cheaper way to send and receive money worldwide.
Secure and convenient online payments."
You must have a Moneybookers/Skrill account in order to use this module.
Use this PrestaShop partner link for special rates.
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Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Moneybookers provided you with, check the boxes that are relevant to you, and finally, click the "Update configuration".
Ogone
Ogone is "a leading independent payment service provider (PSP). Catering
for businesses of all sizes, Ogone makes accepting payments online, simple, fast, secure and profitable."
You must have an Ogone account in order to use this module. Use their
online form.
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Once you have an account, follow the instructions provided by the module: fill in the various fields with the information Ogone provided you with, then click the "Update configuration".
PayPal
PayPal is "the faster, safer way to send money, make an online payment,
receive money or set up a merchant account."
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You must have a PayPal account in order to use this module. Use their
online form.
Once you have an account, follow the instructions provided by the module: fill in the various fields, then click the "Update configuration".
PaysafeCard
PaysafeCard is "Paysafecard is an electronic payment method for predominantly online shopping and is based on a pre-pay system."
You must have a Paysafecard ccount in order to use this module. Use this
PrestaShop partner link.
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Once you have an account, follow the instructions provided by the module: fill in the various fields, then click the "Update configuration".
Payment Module Restrictions on Currencies
When in the ―Payment‖ tab, you can see the following section:
As you can see, depending upon the payment, the customer‘s choice of currency will differ:
Authorize.net, Bank wire, Cash-Ticket, Check, DIBS, Moneybookers,
Ogone, Paysafecard: 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.
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 (which you can set in the "Payment" tab, "Currencies" sub-tab, "Currency options" setting).
Payment Module Restrictions on Groups
You can limit the choice of payment method depending on the group of customers.
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For instance, 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 using the methods that match 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 instance, in France, Spain, and Germany, you can accept all payment methods, while customers in Italy, 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, in the "Countries restrictions" section.
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 the ―Save restrictions‖ button, found at the bottom of the table.
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Currencies
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‖ sub-tab, under the ―Payment‖ tab.
Click on ―Add New‖ to create a new currency and fill out the form (see the
next page).
Currencies options
The two last sections of the "Currencies" sub-tab are very simple:
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Currencies options: set the default currency for your shop. Update currency rates: update your currencies exchange rates.
Adding a New Currency
When you want to add another currency, simply click on the ―Add New‖
button seen in the previous screenshot, and this form will appear:
Write the name of the currency, its ISO code (see this WikiPedia
page for information) and its symbol (see this WikiPedia page for
information).
The conversion rate is defined according to your shop's default
currency.
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Formating: Set up how you want your price to be displayed. The X
corresponds to the currency symbol. The "Blank" selector also enables you to include a blank between the sign and the price.
Once the new currency is added click ― Save‖ to save your settings
Taxes
The ―Taxes‖ sub-tab, located under the "Payment" tab, enables you to manage the applicable taxes. Click on this tab to see the list of taxes. Three taxes are set up by default.
Taxes options
This sub-tab also gives you access to a set of options, which apply to the whole store and all of the orders.
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Whether or not taxes are included in each purchases. Whether or not taxes are displayed in the cart. Which customer address should the tax be based on. Whether or not an ecotax applies (read this WikiPedia page to learn
more about the ecotax).
If an ecotax does apply, a new field will appear in the product creation page:
If you decide to take the ecotax in consideration after having added products, you will have to edit them in order to set the tax properly for each product.
The ecotax will also appear to the customer, on the product's page:
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Adding a New Tax
When you want to add another tax; simply click on the ―Add New‖ button
seen in the previous screenshot, and this form will appear:
Fill in the name of the tax ("TVA", for example), and its rate (in the XX.XX format), and save.
Note: It is a good idea to add reminders within the name, such as the country/group/zone the tax applies to, and its rate; this can help remembering which tax is to be applied to a given product.
Tax Rules
Be default, a tax applies to all groups and countries/states/zones. If you wish to apply particular a tax to a country or set of countries (and not others), you must create a tax rule for it. To that end, go to the "Tax Rules" sub-tab.
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A few sample tax rules are already in place, which you can edit to get a better grasp of how things work. Let's create a new tax rule altogether. Click on "Add New".
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