Prestashop 1 3 User Guide

Prestashop - 1.3 - User Guide PRSH_1.3_en Free User Guide for Prestashop Software, Manual

2015-07-27

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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.
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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
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PrestaShop version 1.3 UserGuide OCTOBER 2010
Setting up an Image Map 44
Tags 46
First solutionCreate 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
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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
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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
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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.
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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. Lets 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
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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 buttonnext.”
The “System and Permissions” page will appear. This page indicates whether your servers
configuration is operating properly. If this is the case, all of the points should appear with the icon to
the left of them.
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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.
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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.
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PrestaShop version 1.3 UserGuide OCTOBER 2010
General Information
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.
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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.
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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
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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.
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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 Back Office.
NAVIGATION
BOARD
PrestaShop NEWS
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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.
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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
customers interest. It will appear in search results.
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“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 URLallows 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.
Meta Title
Meta Description
URL
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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 drop-
down 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.
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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.
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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 products 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.).
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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 catalogs 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
customers 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 URLallows 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.
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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 catalogs home page, or by clicking on “Save and Stay” to continue working on
your products 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.
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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).
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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.
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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
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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.
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Adding Product CombinationsMethod 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 products price, go to the drop-down menu and choose
Increase” or “Reduction” and indicate the change in price.
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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 CombinationsMethod 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
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It looks like this:
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 tabCombinations.”
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.
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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
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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.
1.
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.
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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.
Lets look at how to configure this function.
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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!
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PrestaShop version 1.3 UserGuide OCTOBER 2010
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!
Here, under the
drop-down menu,
you can find the
different product
variations, as well as
the available quantity
for each one.
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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.”
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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” underCatalog.”
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.
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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.
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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. Lets 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.
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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.
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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 .
Lets 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
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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 solutionCreate 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
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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.
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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.
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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:
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PrestaShop version 1.3 UserGuide OCTOBER 2010
Configuration/Creation of a
Customer 1
Fill out the customers 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 customers addresses.
You also have the possibility to create them yourself, with the “Add New” button.
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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 default only one group is defined.
List of groups 1
To create more groups, click on the “Add New” button. See the formula below.
Create
groups 1
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.
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.”
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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
customers profile.
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Consult a Customer’s Information.
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
Summary of customers 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.
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
age.
The group ows the
customer
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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.
Customers 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.
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Configuring Manufacturers
Under the Catalog tab, find “Manufacturers.” Click on “add new” and a form will appear. Complete it,
and save.
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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.
Lets now fill out all of the fields.
The “Name” field—indicate the name of the manufacturer in order to simplify your visitors
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 manufacturers description will be shown in your store in the following manner:
Front Office manufacturer description 1
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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 theCustomer” field and then clickFilter.”
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:
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PrestaShop version 1.3 UserGuide OCTOBER 2010
Date the customer visited the store.
(top right)
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
costs.
Status and history of the order.
The origin of the
guest's visit
Send a message to your
customer
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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 informed 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.
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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 onGenerate 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.
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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
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visible, and editable, in theOrder Statuses” tab.
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
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
Customers 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
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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
Click on
one of the entries to see more information about the request.
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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.
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PrestaShop version 1.3 UserGuide OCTOBER 2010
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.
List of
credit
slips in
customers 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:
Download the credit
slip.
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PrestaShop version 1.3 UserGuide OCTOBER 2010
List of customer discount vouchers 1
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.
Discount code
Value of discount
Customer
Message
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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 tabOrders.”
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.
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You can also send this message by going directly into a customers order.
Select prewritten message 1
Select the message then click “Send.” Your customer will receive the message.
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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.
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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.
Indicate the Bank
Accout Details of your
company
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By clickingConfirm my order,” your bank information will appear. See the next screenshot:
Your customers 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.
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Paying by Cheque
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.
Indicate to whom your
customer makes
the cheque
payable and the
address, then
save.
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PayPal
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 carefulonce 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.
Your PayPal account address
Banner address which will
appear at the moment of
payment
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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.
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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.”
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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 customers 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 tabcurrencycurrency setting).
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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, lets 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 customers 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.
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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” tab in the “Payment” section.
Selecting a currency in your PrestaShop store 1
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.
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When you want to add another currency, simply click on the “Add New” button seen in the past
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.
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.
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Taxes
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.
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.
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Configuration of Taxes in PrestaShop boutique
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.
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.
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List of vouchers in PrestaShop e-commerce software
To create a new voucher click on the Add New” button at the top of the page.
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.
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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.
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Once everything has been saved, you can send your voucher to your customers. They can take
advantage of the voucher when they are checking out.
Voucher
Textbox voucher
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Managing Shipping
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
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.
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Create a Carrier
We are going to begin with an example carrier. Click on the sub-tabCarrier.” 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
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Lets examine all of the information to enter.
Companyfill 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”).
LogoEnter a logo so that your customers can easily choose between different carriers.
Transit timeThis 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.
URLThis 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.
TaxFind out if your carrier requires a tax in order to deliver to a certain zone.
ZoneSelect the zones to which this carrier transports packages.
Group Accessselect which groups have access to this carrier
StatusInclude or exclude this carrier.
Shipping & HandlingInclude or exclude shipping & handling costs in your carrier price.
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Out-of-range behaviorIn 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 choosingApply 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 carrierthen this carrier will not be offered to your customer in this case.
ModuleThis 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.
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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
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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.
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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 theCountries” tab, and then click Add new” to create a new
entry.
Back Office list of countries in your online store
Setting up a country
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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 Numberyes 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.
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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.
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 .
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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.
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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
catalogs 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.
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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 catalogs 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
servers performance.
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Referrers
PrestaShop software gives you precise information on sites that generate traffic for you. Click on the
sub tab "Referrers.” The page below appears.
Click on “Add New” to create a new referrer. You will arrive at the form below.
The function of a referrer site can be likened to that of an extranet. When you create an affiliate
campaign through another site you can allow the other site access to all of the activity it will have
made for your site.
Fill out the form below. The affiliate space allows you to create privileged access for your partners.
They will then have access to all statistics on the flow from their site to your online store. To create
their privileged space, fill in the name and password fields. Then define how you will pay based on
traffic and sales generated in the fields provided. Finally configure the URL of the origin of the traffic
you will receive.
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Managing Modules
Modules
The PrestaShop store offers over 80 models that can be installed, uninstalled and configured as
desired, so as to customize and complete your shop. The "Modules" tabs gives you access to the list
of modules. On this page you can install, uninstall, and configure each module.
We will present the modules that already exist as part of your PrestaShop software and how to
configure them.
Click on “Install.” In one click,
the module is installed.
When this module needs to be
configured, click on “Configure,
and a set-up wizard will guide you.
Uninstalling can also be done
in one click.
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Advertisement
The first section, at the top, is “Advertisement, which only contains one module.
The "Google Adsense” module inserts advertisements on your online store, allowing you to enhance
your traffic financially. To include it just click "Install". Once this is done, as mentioned above, you will
have to click on "Configure". Then in the Back Office, a field will appear allowing you to insert your
code provided by the Google platform. Once the code is installed, click on "Update settings" to see
the ads appear on your storefront.
Stats Engines
The “Stats Engines” second proposes five modules that can show the stats you want under the
“Stats” tab.
Products
The “Products” section lists six modules.
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Cross-Selling Module
Displays to your customers the products purchased by others. Your shop is transformed into
independent prescriber. This tool is particularly effective in filling your customers’ shopping carts.
RSS Products Feed
Permits you to generate an RSS Product Feed on your store, showing the latest products that you
have put on line. Regular visitors as well as search engines are very fond of this module.
Product Comments
This module gives visitors the possible to leave a message on your product page. They can write it by
using a new tab that will add itself to your product page.
Click on “Configure” from your Back Office, and you will have the option of validating
or rejecting the comments submitted. To validate click on the corresponding green
icon; to delete the comment then click on the red icon. If you want your comments to
be validated automatically, check the red cross icon in "Validation Required." See
scre
ens
hot
bel
ow.
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Product’s Criterions
PrestaShop gives your customers the possibility to assign a rating to products on your online store. To
do this you must add a rating criterion in the "Comments criteria" section. Give it a name, then click
"Add." Then go to the "Product’s criterions" section, which is just below. The rating criterion that you
just added appears. You will now need to assign to a product. To do this, select from the drop-down
menu the product of your choice and click on the criterion to apply. Confirm your selection by clicking
on "Save." If you want to select several rating criterion per product, in the “Products Criterions
section, click on the various criteria by holding down the Ctrl key on your computer as you click each
name. Save your selection.
The “Products Category” module allows you to display on each product page suggestions of other
products that are in the same category. This model is particularly useful for discovering what your
store has to offer. See the example below.
Product Tooltips
This model shows information on the behavior of the visitors on the page that you’re currently
looking at. Click on “install” to install this module, then on “configure” to set up all of the different
possibilities offered. The screenshot below will then appear.
Validate the choices corresponding to the information that you would like to show to your clients.
Once you are done, click on “Update Settings” to save. This information will then be posted in the top
right section of your browser.
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Send to a Friend module
You want to give your customers the opportunity to share your product knowledge. In order to do
this, install the “send to a friend" module. At the bottom of your product pages, a link will appear
with which you can share the product.
By clicking on the link, you are then redirected to a form where you can enter the name and email
address of the person with whom you want to share your product. He will then receive the link of the
product in question, inviting him to see it.
Tools
This section is composed of 14 standard modules that help make your site more high-performing.
Lets look over the utility of each module.
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Birthday Present
This module can create and send discount vouchers to your clients on their birthdays. Click “Install
and then “Configure” to include this feature. Several options will appear.
First, select the choice "Active" to activate the module. Then choose what type of discount you want
to send, ie discount on order %, etc. Then enter the amount in the "Value" and specify the minimum
amount that the customer must buy to use this voucher. With this feature, on your customers
birthday, he will receive a discount voucher.
In order for this module can work you must configure a CRON on your server that will be run every
day. The address of the file is:
http://localhost/prestashop/modules/birthdaypresent/cron.php
Note: A CRON task automatically and regularly executes a task. You can configure it from your admin
server. If you are not comfortable with this operation please contact your administrator.
Canonical URL
This module allows you to improve SEO by avoiding the "duplicate content" status for your Website.
Install and activate this module.
Dejala.fr
Once you sign up with Dejala, the module allows you to add supplementary delivery services. When
your clients purchase a product, they will see the shipping options available with a detailed time
slots. They will order the product and ask for it to be delivered during the time slot that works best
for them. (This service is only available in certain towns. Please see the site http://www.dejala.fr for
more information.)
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Home Text Editor
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This module helps you personalize your home page. To change the style, colors, etc. of your page, all
you have to do is configure this module. Here is a screenshot of a part of the shop that you can edit.
To adjust your online store’s home page, click “configure.”
You will then discover all the fields that you can configure. You can edit each of them in all the
languages installed on your shop. To do this, select the language by clicking on the flag next to the
field.
The home page image itself may also be modified. To do this click on "Browse" to find the image you
want on your computer.
Once you are done, click "Update." You can now see the new look of your store by going to your
homepage.
Note: The homepage is the first image that your visitors experience when they access your store.
Remember to make it pleasant and efficient and to update it regularly.
Customer Follow-Up
This module lets you automatically send discount vouchers to customers. For example, you may want
to send vouchers to those who have abandoned their shopping carts, or to those who you want to
thank for their order, to the best clients to thank them for their purchases and for being faithful.
Google Sitemap
In order to optimize your SEO, it is essential to have a sitemap, which is a list of all pages and products
on your store. This will allow search engines to index all pages within your shop. Your products will
then appear perfectly in the search engines when a visitor conducts a search. You can create a
Sitemap using Prestahop and be indexed by Google using tools such as “Webmaster Tools.” To do this,
click "Install" then "configure." The page below will appear.
The first step is to decide whether or not to display the products that you have not activated in your
shop. If you want to use all products check "Sitemap contains all products." Inactive products will
then be indexed by Google so that you can make them visible as soon as you put them back online.
Once you've finished configuring the module click on "Update sitemap file.” You are given the
Sitemap’s address. Copy this URL to save it to your Webmaster Tools account. Eg
mystore.com/sitemap.xml. The module will then show you the file size and the number of pages
indexed. Remember to update it regularly so that search engines index your content perfectly.
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Featured Products on your Homepage
With this module you can choose which products to highlight by placing them on your homepage.
To activate this feature, install the module located in your Back Office and click on "Configure". A
page will appear asking how many products you want to show. Enter the value of your choice and
click "Save." Now go into the configuration page of a product of your choice by going to the "Catalog"
tab. Select "Home" as the category into which the product appears. Validate by clicking on "Save,
and you product will appear on your store’s home page.
Repeat for all of the products that you want to place on the home page by check the box marked
Home.”
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Customer Loyalty and Rewards
PrestaShop’s loyalty tool offers your clients a certain amount of loyalty points depending on the
amount they spend at your store. To active this feature, click “Install,” then “Configure.”
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Mail alerts
PrestaShop lets you and your clients be alerted by email in certain cases, eg when a new order is
placed in your shop, or if a product is almost out of stock. Guests can enter an email address at which
they will be contacted when the product becomes available again. Click "Install" then "configure" to
configure the module.
When you check the "Product Availability" box,
a field appears on the product page of your store
when the product is out of stock. It asks your
customers to leave their contact information so
that they may be contacted when you store will
have this product in stock. The field looks like this…
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In the Mail Alert section you can specify whether you wish to be alerted of each new order. To do so
check the box labeled "New Order". Or if you want to be alerted when a product reaches a level of
stock that you set, select "Out of stock" and set the value at which you wish to be alerted. Mail alerts
can be sent to multiple addresses at the same time. To do so, list each email address that will receive
the notification (one email address per line. To move to the line press the Enter key on your
keyboard). Once the setup is complete click "Save."
Newsletter
Your customers can give you their email address either by entering their email address in the
newsletter block located on the homepage or by checking the ‘yes’ box to subscribe to the newsletter
when they register. You need these email addresses in order to do some marketing. Click "Install"
then "configure" next to the "Newsletter" module. The page below appears.
The first section allows you to collect all the email addresses recorded by the newsletter block on
your homepage by clicking the button “Export .CSV file.” A notification will appear, asking you to click
on a link to download the file containing the addresses.
Four pieces of information will be presented in this file. The customer Id, email address, the day of
registration, and the IP address. If you use this data with software such as "Excel" you can sort the
information as you wish.
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The second item "Export clients” allows you to filter the email addresses of customers. You can then
filter the clients by country of origin by selecting "Customer Country" from the drop-down menu, and
then selecting the country you want. Filtering by country is particularly useful for sending newsletters
in the right language and for adapting your offers.
Upon registration your customers have two choices related to the newsletter. The first asks users to
subscribe to the newsletter, the second to receive offers from partners (Opt-In). See the screenshot
below.
When exporting the email addresses you can then take this information into account.
Select the field "Newsletters subscribers," and select from the drop-down menu one of the
following three items:
o The first "all customers" allows you to select all the email addresses of your customers who open
an account on your store. That is to say, those who want and do not wish to receive information from
your part.
o The second, "Subscribers," allows you to select only those customers who wish to receive a
newsletter from you.
o The third "non-subscribers" allows you to select only those customers who do not receive a
newsletter from you.
Next is the Opted-in Subscribers” field, where you filter the contacts based on their desire to
register for messages from advertising partners. Similarly three choices are available.
o The first "all customers" allows you to select all the email addresses of your customers who open
an account on your store. That is to say, those who want and do not wish to receive information from
your part.
o The second, "Subscribers," allows you to select only those customers who wish to receive a
newsletter from you.
o The third "non-subscribers" allows you to select only those customers who do not receive a
newsletter from you.
Once you have filtered the email addresses to export, click "Export .CSV File" to retrieve all
addresses. As before, a notification on a green background appears asking you to click and download
the file. This document contains six types of information: The customer ID, Last Name, First Name,
email address, IP address, and date of registration. You can then use this information to send your
marketing campaigns.
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Customer Referral Program
You shop can use your current customers to win new customers with a customer referral system. To
activate this feature click "Install" then "Configure.” The page will then appear below.
Here is a description of each field:
• Number of orders required to get a discount: Fill in the field with the value of your choice. Until this
number is reached, your clients can’t take advantage of the discount.
• Number of friends displayed in customer account: Fill in the value of your choice.
• Voucher type: you can give two types of reduction, either in percentage or amount. Select the one
you prefer and then specify the value of the discount you want to apply in the various currencies your
shop.
Enter the name of the coupon you want in the field “Voucher Description.”
Once the setup is complete click "Update Settings.”
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To fully explain how the referral program works, you can write a description in the "Referral Program
Rules." Once the conditions are completed click on "Update text."
When your customers register and want to view the benefits they will reap, they must go to the
Referral" section of their account. They will see the screenshot below appear.
Your customer can then enter the name and email address of the person he wishes to refer to your
site. After he clicks "Confirm," the persons he entered will receive an email.
The referral tool displays to customers which of his referrals did not make a purchase after the email
was sent. They may choose to resend an email by selecting the name and clicking "Refer my friends".
Friends will then receive an email inviting them to register and then submit an order.
The last tab, “my referrals,” allows customers to see who, among those to whom he sent a referral
message, accepted the referral invitation and ordered an item on the store.
When subscribing, the referees must indicate the email address of the person who referred them so
that they may benefit from the discount. See the screenshot below.
Email which will
be sent to
participants.
The description filled
out in Back Office.
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Once the they have signed up, they can use their discount voucher by going to the “My Vouchers
section of their account or by checking their email (where the discount voucher was automatically
sent). The voucher is valid for one year. See the screenshot below.
ReversoForm
This module allows your customers to quickly and easily fill in their contact information. Your
customers only need to fill in their phone numbers, and then their name, address, zip code, and city
will be filled in automatically. This saves your customers time, thus removing the reluctance they may
have to create an account. To enable this module just click on "Install" then "Configure". You are
asked for your ReversoForm account number (you can get it from the site:
http://www.reversoform.com/ and the address of your shop. Once completed click on "Update" to
save the settings. Your customers will see a field appear asking for their phone number.
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SMS TM4b
PrestaShop lets you receive texts with important information concerning your store, such as a new
order, a change of stock, or a daily activity report. To use this module click on "Install" then
"Configure", and the page below appears.
All information that you must enter into the various fields will be provided when you register on the
site: http://www.tm4b.com/
Choose what information you want to receive by text/SMS. For you to receive the report set a CRON
job in your shop by adding the address www.myshop.com/modules/tm4b/cron.php .
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Watermark
This module, allows you to add a watermark to images in your store. This limits their diffusion on the
internet. In order to use this module, click on “install” then “configure,” bringing you to the following
form.
This is the watermarks configuration page. First select the image (the ‘watermark’) that you want to
apply to images (the image must be in GIF format). Then select the watermark transparency value
(100 amounts to a non-transparent image). Select where your watermark should appear on each of
your images. The X alignment corresponds to the horizontal axis. The drop-down menu proposes
three options:
o Left
o Medium
o Right
• Then select the Y alignment (vertical alignment), and choose from the three options:
o Top
o Middle
o Bottom
Combine the two axis to choose where to place your watermark. Then select what type of image it is
being applied to. Once you have configured the module to your convenience click on "Save." At this
stage the configuration is completed but the watermarks are not yet implemented. Go to the
"Preferences" tab, then under the "Images". Click "regenerate thumbnails" as shown in the
screenshot below.
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After this process a watermark image will appear on the images that you selected.
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Blocks
The Blocks section of the module list in the Back Office contains 23 modules. We will describe here
the utility of each one of them.
Each module concerns specific areas of your store.
Block Advertising
• It will display on the front office of your store an image of your
choice. Clicking on "configure" you can load the image of your choice,
or indicate the image URL. Validate and image will appear as follows.
(screenshots)
Top Sellers
• The "Top Sellers" shows your visitors the best sales of your store. It shows
up on the front office as follows (see screenshot adjoined). When your
customer clicks on "all bestsellers" a page will appear displaying these
products.
Cart Block
Displays the products that your customers added to their basket. They can
then see their basket to change the amount of product they’re ordering, or
delete or add a coupon. The block is presented as follows. By clicking on
"Shopping Cart", they see the "Summary Order" of all products added to
their basket and their quantity.
Ordering Process
Discover the PrestaShop ordering
process. The first page is presented
under "Summary".
Indication of the last item added to
your basket.
• Summary of the contents of the order.
Your customers can change the amount
of products added. The total price of the
order is then recalculated.
Your clients can complete the
"coupons" field with the code you
provided.
• If the "loyalty program" module is
activated, the number of points will be
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displayed and the value of the coupon that the customer can earn.
• At the bottom of the basket the customer's shipping information will be displayed.
Log-In
If the store doesn’t automatically identify your customer, he will be asked to log-in or to create an
account. To create an account, he will be taken to a sign-up form to fill out.
Address
You will then be presented with the delivery
address and billing address registered by your
customer. Update this information by clicking on
"Update.” Your client may, if they wish, add a new
address by clicking on “Add a new address." The
following form is then presented.
Your customer must complete all fields
and enter a title for this new address in
the last field.
After the verification step, the customer
can add a comment for the shop, which
will be saved by clicking the “Next
button. Your customer can then choose
the means of transport for their
shipments.
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Categories Block
This feature allows you to display a list of your product categories on your
site. To create the categories, consult the section Managing Categories on
page 17.
Currency Block
This feature allows your customers to choose which currency will appear in
price displays, as well as how the customers will pay for their orders. The block
appears in standard currency in the header (top part) of your store (see picture
adjoined). To add or configure the currencies go to the "payment / currency"
section.
Info Block
This block allows you to display, at the
bottom of the page, links to pages of
information such as legal information, a
contact page, etc. To configure the pages
you want to display, click on "Configure,"
and the adjoined screenshot will be
displayed. Select the pages you want,
then confirm by clicking "Update.” They
will appear in the format below.
Language Block
Choose the languages that you want your store to appear in with the “Language Block” model. The
languages will appear on your store in the following manner: . If you don’t want them to
appear then uninstall this block.
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Link Block
With this module you can add links to the sites you want, or to pages of your store. Click "Install"
then "configure" to add links to this block. The page below, divided into three sections, will appear.
The first section, “Add a new link,” allows you to specify the link name and URL. Enter a link following
the form http://www.mystore.com
Click "Add this link.
The second section, “Block title,” is where you add a site name, as well as a URL, to which visitors will
be redirected.
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Standard links block links ranked in order of update. If you want the oldest first, select the drop down
menu "first link".
By default the links are ordered according by most recent update. If you want to change this setting,
select instead “by oldest link” from the drop-down menu to place the oldest links first.
At the bottom of the page, you will find all of the link that you have entered. If you would like to
modify the links, click the Edit button, or to delete a link, click the red cross.
Once the changes are made, the results will appear on your site.
Manufactures Block
You can display your manufacturers directly on your shop with this block.
Click "Install" and "Configure". Two options are possible: display the list
with only a certain number of items to display, or display the list with a
drop-down menu. Once set up, it will appear on your store as shown in
the adjoining screenshots. When a customer clicks on a link he will be redirected to a page showing
all of the manufacturers products.
My Account Block
Each client must be able to view all of their account data. Here
they will find a summary of previously made orders, package
tracking, product returns, their addresses (if more than one),
coupons etc. Once the client is connected he will see a panel
shown in the manner displayed in the adjoining screenshot.
New Products Block
This block presents recently added products and quickly make them visible.
With this option you can create traffic for your new products. You can set
the number of visible links by configuring this module.
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Newsletter Block
This block invites your store’s visitors to enter their email address to be included in the newsletter.
You can, in the configuration, set several options. For example: ‘Send a confirmation email after
registration’, or ‘send a discount code for each entry.
RSS Feed Block
The RSS feed allows your visitors to stay informed about news from a site that you specify in the field
provided in the module configuration. Please do not put your website address in this field- it could
create an error. The RSS feed will then appear on the front of your shop in a block. Visitors can sign
up for the RSS feed in this block.
Quick search block
This block installs a search field in your store. It is enabled by default, and you should leave it enabled
to ease visitor navigation. The search block can display results from the first letters of search.
Promotions block
This block displays the products on sale. This will attract the attention of your
customers interested in reduced rates.
Tags Block
This block can slightly improve your store’s SEO and make visible the most important words of your
shop. Indicate in the module's configuration how many keywords should appear. They will then show
up in a block.
Footer links block
This module will display in the footer of your
store links to articles previously created in the
CMS tool.
The Module will contain pages that already
exist in the CMS function. Once you’ve
selected the pages, click "Update." Links to
these pages will appear directly at the bottom
of all your site’s pages.
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Viewed Products Block
This block displays the latest products that each customer has consulted. You can set the number of
products shown by completing the “products displayed” field.
Wishlist block
With this module your customers can save a wish list that can be sent to
many people. Once the module is enabled, the product page will have a new
button, "Add to my list." By clicking the button and logging in, you client can
add the products to his list. He can always review its contents by going
directly into the My Wishlist” section of his account.
Module Position
The “Positions” tab in the modules section lets you change the order of the blocks within your store.
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Lets take for example the Payment Methods Module. In this example, the order presented to the
client is Cheque, Bank Wire, PayPal, COD, and is shown as such:
If you modify the order of the modules in the “Positions” tab, their order will be modified in your
store front as well. This feature works with all modules installed.
Use the arrows to
raise or lower the
module within a
block.
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Preferences
The preferences tab lets you configure and fine-tune some of your store’s details. We will now look
over all of the functions in this section.
General
Clicking on preferences will take you directly to your store’s general settings.
• Name of the directory where you
installed PrestaShop on your ftp
server.
• Choose to make your shop active
after you have made changes.
• The maintenance IP allows people
to access the store even if it is
disabled. If you want to add more IP
addresses separate them with
commas ",". To find out your IP
address, log in to: http://www.mon-
ip.com/
• Friendly URL can improve the SEO of
your store. Please check that your
host server is compatible with this
feature.
To activate the Friendly URL feature, check the "Yes" button, then click the link to generate a.
Htaccess file” located in the insert. You then arrive at the page below.
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• If the .Htaccess file is not created on your server, a message will alert you that the file does not
exist. As a result you can not give it content nor generate friendly URLS. To create a. Htaccess, open
your Windows notepad, save a blank file as “.Htaccess,” then insert this file in the root of your
store. Then click "Generate. Htaccess file."
Once activated, the URL of your pages will change from a structure like this:
http://www.maboutique.com/product.php?id_product=2
to this:
http://www.maboutique.com/musique-ipods/2-ipod-shuffle.html
Remember that the .Htaccess file contains rules for rewriting simplified URLs. This is a text file named
.Htaccess. If this file does not exist before starting the .Htaccess file generation, processing will not
take place. Processing .Htaccess file generation consists only of adding content to an .htaccess file
that already exists.
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• Enable this feature to display help
information.
• With this function your customers
have to accept your terms of service to
complete an order.
• Select this function to provide gift
wrapping to your customers.
• Indicate the extra price that customers
will pay for your gift wrapping.
• Select the tax to be applied to gift-
wrapping.
• Offer recycled packaging.
• By enabling this feature your customer
will find his shopping cart as he left
during his last visit.
• Choose how to round your prices.
• Enable verification of new modules
that you have in your back office (leave
default to Yes).
• Select your time zone.
• Ensure your shop’s compatibility with
themes v. 1.1.
Once you have finished making your selections, click "Save" to save them.
We are now going to study all of the features of the “General section of the Preferences Tab.
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Contact
It is useful for customers to know your store’s location. To do this, simply go to the tab labeled
"Contact" in the Preferences section. The set of fields to fill out are listed below. The information
filled out appears at different locations in your store, such as emails sent from your store as well as on
the invoices. Once the information is completed click "Save" to confirm.
Here is an example of the bottom of an invoice. The location information saved in this section
appears automatically at the bottom of this invoice.
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Appearance
You can personalize your shop’s appearance with the “Appearance” tab.
• Click “Browse” to load
an image from your
computer. The favicon is a
small image that appears
in the address bar of your
browser and helps your
customers find your store
more easily amongst their
list of favorites.
• This section displays all
the themes available on
your server. Select the
theme that will be active on
your shop by clicking the
circular button and then
confirm by clicking "Save."
• Personalize your shop easily with
different themes available. You can
find various themes directly at:
http://addons.prestashop.com/fr/3-
themes-prestashop
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Product Configuration
The "Products" tab helps you configure how items are handled in your shop.
Allow ordering out-of-stock
products. You can choose to accept or
refuse to take orders when you run out
of stock of a product. If the feature is
activated, your customers can pay and
confirm their orders.
Enable stock management. By default
you should leave this feature
enabled. This affects the entire
inventory management of your store,
such as the management according to
status, etc.
Display quantity on product page. By
enabling this feature your visitors can
see the quantities of each object
available in stock. Displaying this
information can be used to stimulate
sales in the case where the quantity in
stock is low. The quantities displayed
are the attributes and combination
selected.
Enable JqZoom instead of Thickbox on
product page. When you activate this
feature a zoom will appear whenever a mouse is scrolled over a photo’s image on your store. You can
configure the zoom size by modifying the image value in the “Image” tab.
Display Unavailable Product Attributes on Product Page.
Your product can be composed of many different combinations or attributes.
Go to the “Configure Attributes” section on page 28 to understand attributes and combinations.
When one or several of them are not available, you have several possibilities:
• First possibility: Leave the feature “display unavailable
product attributes on product page" active.
Example: The product "iPod Shuffle" is no longer available in
"Blue" in our store.
By activating the feature, the product’s variety will remain
visible in the shop. See screenshot below. A message indicates
that the product is no longer available in the chosen option and
invites customers to choose another variation.
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• Second possibility: Disabling “display unavailable product attributes
on product page."If the "blue" variety of the product “Ipod Shuffle” is
no longer available, the product is not displayed the front office and
the customer can not select it.
This feature clearly displays the availability of your products.
Minimum purchase total required in order to validate order.
Indicate the minimum amount that must be in the shopping cart to submit an order. If the amount in
this field is not reached, your customer can not complete their purchase. If you do not want to
activate this feature, enter "0" in the field.
Display last quantities when qty is lower than:
You can display an alert when a stock of your
products gets low. This option is particularly
useful for promoting purchases. To configure this
feature enter the field value at which an alert
message should appear on the store front of your
store.
Number of days during which the product is considered "new."
When you add a product in your store it is considered new and it is reported back through the block
and the "new products" page.
The field allows you to specify how many days the product will remain visible on the block and page.
With this feature you choose how to display and updated your store’s news. This page is usually
accessed by your loyal customers.
Re-direction after adding product to cart
When a product is added to the shopping cart and the AJAX version of the cart mode is disabled, the
client can be directed to the shopping cart summary or stay in the current page.
Products per page
Indicate how many products are displayed on the pages of your categories.
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Default order by
Indicate the order of default products in your store’s categories. Example: In our shop’s “Ipod”
category, we can present the Ipods in our desired order.
6 choices are available:
• product name. Displays a list of your products based on the first letter of the product.
• Product Price. Displays your products according to their price.
• Product Added Date. Displays your products according to the date added to your shop.
• Position inside category. Displays your products as they are positioned in the categories in your
catalog. The position of the products can be modified directly in the catalog of your store using the
position arrows. This way you have your product in the most attractive fashion for your customers.
• Manufacturer. Displays your products in order of the first letter of the Manufacturer.
• Project Modified Date. When you edit your products the modification date is changed. They will
appear in order of the modification date.
These options can be sorted by ascending or descending order.
Image Generated By
This feature allows you to position the product image in its pre-established space. Choose ‘height’ in
order to fill the frame height (width is then recalculated to maintain the same height to width ratio as
in the file of origin). You could also choose ‘width,’ so the image fills the width of the frame (the
height is then recalculated to maintain the same proportion), or finally choose ‘auto,’ the automatic
mode, where the width and height are then calculated to maximize the space it can occupy in the
frame.
Email
Under the "Email" tab in Preferences, you can configure to send emails from your shop. However, we
advise that you consult your web host before modifying this feature.
Once he orders (see picture below), the client can leave a message. He can choose whom to send it to
by selecting from the drop-down menu.
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Your shop sends many messages throughout all the steps of registration or placing an order. Here you
configure how these messages will be sent. By default it is advisable to use the first option of sending
information to "Use the PHP mail () function.” In the event that this does not work then use the
second option. In this case additional fields appear. See screenshot below.
Once you have configured emails using one of the two methods, enter your email address in the field
labeled Test your email configuration” then click Send a email test at.” Now check the inbox of the
address provided to verify that you received the test mail. If you have not received it, please modify
your configuration. The configuration information can be provided to you either by:
• Your system administrator.
• Your host.
• Your ISP.
• Your e-mail provider.
Your web host can tell you whether or not your username is mandatory, as well as the password
information, and the encryption to use.
For example, in the case of Gmail (the email service offered by Google), enter the following
information:
SMTP server: smtp.gmail.com
User: user.name @ gmail.com
Password: RT22UE87 (Example)
Encryption: SSL
Port: 465
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Images
The “image” subtab is where you configure the characteristics of your store’s images. In this section
you can change the size of images displayed on your store.
You can configure the size
of your store’s images,
photos of your products,
etc.
Here is the list of
predefined sizes, as
well as the sizes that
you have created via
the “Add new
button (see the form
below).
The ‘Regenerate thumbnails’ section updates
the sizes of your images in the case that you
have modified the preexisting settingd or the
predefined sizes.
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Creating a format:
Make sure to enter
the image width and
height in pixels.
Decide into which
categories this
image format will
apply.
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Database
You can change your store’s database settings if you need to change your database server, or if you
change the configuration access to your database. However, before making any changes, be careful
and do all necessary checks, or ask your host. These changes are required only if you changed your
database settings at your server level.
PDF Settings
In the “PDF” tab you can modify the encoding and the fonts on all PrestaShop PDF documents.
Choose the
encoding and the
font from the drop-
down menu. The
coding influences
the quality of the
document.
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Location
Under the sub tab "Localization" you can choose a weight unit for your products.
Enter the symbol of the unit of weight of your choice (kg, g ...) and click "Save."
This will directly modify the product page’s "Weight" field, as shown in the screenshot below.
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Search
The "Search" sub tab configures
your shop’s search function. Here
are all the features.
1. Indexation
The indexing section provides
information on the number of
products that can be searched
through your shop’s search function
and compare the number of
products present in the database. If
the value does not match the
number of products you have in
your store, you must select the
option "Add missing products to the
index."
The following information permits
you to configure the behavior of
your shop’s search function.
Enabling AJAX Research displays a
list of results from the moment your
customers type a few letters into the
search bar, as seen below.
Minimum word length: You can
choose the minimum size at which a
word may be registered in the
search index and found by your customers. This feature allows you to eliminate short words in the
search, such as prepositions or articles (the, the, of ..).
Blacklisted words: You can choose the terms that must not be found by your visitors. Enter them
directly into the field separated by "|".
Product Name Weight
PrestaShop lets you prioritize certain data when a search is performed on your shop. Here’s an
example to illustrate how this feature operates.
Consider the keyword search term "player". This term is associated with the product "iPod shuffle" in
the test store, and is also the name of an example product that we created, called "Walkman
example."
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First case
We will show first the search results that has the word "player" in the name of the product. To do this
we will assign to the "Product Name weight" field a value that is worth far more than others. In our
case we are going to write 10 and place the value of field Tags Weight "at 1. We note therefore that
the product with this term in its name that will appear first.
Second case.
We take the same term, “Player,” but inverse the values in the fields. “Product Name Weight” thus
gets a 1, and “Tags Weight” gets a 10.
We find that the display order of results is reversed because we changed the weight of the various
fields. Fine-tuning these settings will be more visible on a large catalog with many references.
When you make changes, please click on "Save" for the changes to take effect immediately.
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Tools
This tab configures other settings in your store.
Languages
The “Language” tab manages the languages you'll see in your back office and your shop. When you
click on this tab the page below is displayed.
This screen displays the languages already installed on your shop.
In the "language options" section you can select which language will be displayed by default, both in
back office and in the front office.
If you want to add a language to your store, click theAdd New” button located in this section. You
then arrive at the form below.
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In order to add a new language,
• Enter the "Name."
• Then enter the adequate “ISO Code.” If you do not know the code, go to this address:
http://en.wikipedia.org/wiki/List_of_ISO_639-1_codes
• Enter an image of the flag of the language you want to add. (Remember to upload a very small sized
picture that does not exceed the resolution of 16 * 11 pixels.)
• Then upload an image in the new language that will appear when an image is missing from your
store. In French this image contains the words "Aucune image," for example.
• Save by clicking "Save."
• Go to the "Translations" tab to finalize the installation of the new language.
• Click on "Browse" in the section "Import a language pack to select the language pack already
downloaded to your computer.
• Once it is selected click on "Import." The notification "Translations added" then tells you that the
import was successful.
You can click on the flags at the top of your shop to verify this operation. Similarly, visitors to your
shop can now select an additional language by using the icons at the top of the page, as shown in the
screenshot below.
Translations
By clicking on the “Translations” tab the page below will appear.
Translation page 1
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The “copy” function helps you copy translations from one language to another.
Modify Translation
All translations are word searchable and</