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  • Managing Customers

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The first page under the "Customers" menu gives you a list of all the registered users on your shop.

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This gives you a bird's eye view of your customers, with some details thrown in which you can use to sort and search accounts:

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To create a customer account manually, select "Add New". A form appears.

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Fill out the customer's information:

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In the case where you would like to have more information on a given customer, you can click on the "view" button, located at the end of the row in the customer's list. A new page appears.

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The various sections provide you with some key data on the user:

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  • ID: the numbers that is assigned to the customer in the database).
  • First or last name. Note that you cannot search for both: choose either "john" or "doe", as "john doe" won't work.
  • E-mail address.
  • IP address: you can search using the IP of the latest connection to your shop.

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The results, if any, are then presented: the list presents you with the users' ID, social title, e-mail, birthday, registration date, number of orders and whether or not the user's account is active. From there on, you can view the whole user's page, or edit its details.

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The second method consists of going to the customers page, and listing all of your customers.

From there, you can complete the fields at the top of the list, in order to filter it according to the following criteria: ID, social title, first name, last name, e-mail address, age, account status (enabled or disabled), subscription to the newsletter, subscription to partnering ads, registration date, and last connection date. Enter your criteria and click the "Filter" button in the top right-hand corner of the table. You can then sort the list for some of the columns.

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Click the "Reset" button to go back to the complete list.

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By clicking on the "Addresses" page, you will have access to the list of your customer's home addresses. You can edit them using the "Edit" button, or delete them altogether.

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You also have the possibility to create them yourself with the "Add New" button.

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This is all done from the "Groups" page, under the "Customers" menu.

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By default, three special groups are available:

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To create more groups, click the "Add New" button: you will get a creation form.

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  • Name. Use a short and descriptive name.
  • Discount (%). The discount that you set for members of this group applies to all products on your shop. You may prefer to not set any discount value, and create cart rules. You can learn more about cart rules in the next chapter of this guide, "Creating Price Rules".
  • Price display method. PrestaShop is frequently used in the Business to Business (B2B) sector. You can create a group of customers who can buy products without paying the tax. The drop-down menu gives you a choice between "tax included" and "tax excluded".
  • Show prices. By default, all users of your shop can view the prices. You may prefer some to not have access to your product prices. For instance, you could make it so users can only view prices if they have an account: from the groups list, click on the green checkmark in the "Show prices" column for the "Visitors" group to turn it into a red cross.

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  • Category discount. Click on the "Add a category discount" to bring up a new window, which contains a list of all your categories. You can pick one, and apply a specific discount which will apply for that group of customers only, and to that category only.
    Note that:
    • This category discount will replace any other discount that members of this group would otherwise enjoy on this category.
    • You can add as many category discounts for this customer group as you need – thereby enabling to entirely give this group a whole set of different discounts if you feel the need.
  • Modules restrictions. This section enables you to block members of this group to access and use some of your shop's modules. For instance, you might prefer some customers to not be able to your top-sellers or to your specials. You can move modules from the left panel ("Authorized panel") to the right one ("Unauthorized panel") by either drag-and-dropping them with your mouse cursor, or by select many modules at a time and clicking on the "Unauthorize" button at the bottom.

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You can add a customer to a group of your choice by editing a customer's details: from the list of customers (in the "Customers" page under the "Customers" menu), click on the Edit icon on the customer's line. Then, on the "Groups" table, select the group(s) to which you want your customer to belong.

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  1. Consult their carts in detail directly from the customer information page, by clicking on the button from the customer's profile in the "carts" section.
  2. Go to the "Shipping Carts" page, under the "Customers" menu. You will see all of the shopping carts that have items in them.
    You can filter your results by the date that they were added. You can see the profile of the customers who check your site out, and, if you wish, use this information to improve your commercial performance.

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In both cases, you can consult the details of a customer's shopping cart: click the "View" icon on the right.

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In the cart's page, the most important information is in the "Cart Summary" section, where you can see what products the customer chose to purchase, the price of each item, the quantity they put in their cart, and the total value of their cart.

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In practice, the contact form of your shop, available under the "Contact us" link at the bottom of your front-office, presents the customer with two contacts by default: "Webmaster" and "Customer Service". The customer only has to choose who to contact, and then fill the rest of the fields. The message is then recorded in PrestaShop's customer service tool.

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Tip

Discussion threads are only included in the customer service tool if the contact has the "Save Message?" option enabled. You can change this setting, or add more contacts, by going to the "Contact" page, under the "Customers" menu. This page is explained in detail in the next section of this chapter of the PrestaShop User Guide.

If the option is disabled for the contact that the customer chooses, the message is simply sent to the contact's e-mail address, and is not stored in PrestaShop.

You also need to properly configure your IMAP settings, so that PrestaShop can retrieve the customer's answers to e-mail that were sent from the customer service tool. This is done in the "Customer service options" section.

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Each discussion thread can be entirely handled through PrestaShop's complete interface, with having to use an e-mail client.

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Click on a row to view to view the discussion's details:

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This section basically enables you to precisely configure PrestaShop's access to your e-mail server through its IMAP interface. You should make sure all fields are filled in order for the customer service tool to work properly. Most of this information should be provided by you webhost.

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  • IMAP URL, IMAP port, IMAP user and IMAP password. Essential details to access the e-mail server using the IMAP protocol.
  • Delete message. If enabled, messages on the server will be deleted as soon as PrestaShop has retrieved them. Use with caution: this would make them unavailable to other e-mail clients.
  • /norsh. If enabled, the connection to your e-mail server will not pre-authenticated. Not recommended.
  • /ssl. If enabled, the connection to your e-mail server will not be encrypted. Not recommended.
  • /validate-cert. If enabled, PrestaShop will force the validation of the server's TLS/SSL certificate.
  • /novalidate-cert. If enabled, PrestaShop will never try to validate the server's TLS/SSL certificate. Essential for servers with self-signed certificates.
  • /tls. If enabled, PrestaShop will force use of start-TLS to encrypt the connection. Servers that do not support start-TLS will be rejected.
  • /notls. If enabled, PrestaShop will not use start-TLS to encrypt the session, even with servers that support it

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To contact the appropriate team of employees from your shop's front-office, the customer clicks either on the "Contact" link at the top of the page, or on the "Contact Us" link at the bottom of the page. The contact form appears.

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The customer is then asked to choose the service to contact, enter the e-mail address and then complete the message. A drop-down menu makes it possible to choose which order is being discussed, and even which product from that order.

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By clicking on the "Contacts" page under the "Customers" menu, you can access the existing list of contacts.

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Click the "Add new" button to access the contact creation form:

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Previous versions of PrestaShop had hard-coded customer genders: a customer could only choose between "Mr.", "Ms." and "Miss".

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This helps you better define your customers: in the customers list, you can choose to only display one social title. Modules may also rely on social titles for certain features.

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Clicking on the "Add new" button brings you to a form:

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