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- Customer information, first and last name, e-mail address, ID, sign-up date, date of last visit, rank.
- Information regarding the subscription to the store's newsletter and subscription to ads from partnering companies, the age, date of last update, and whether or not the account is active.
- Private notes from the store's employees (i.e. you or your team).
- Messages sent by the customer to the shop's team (through customer service).
- The group to which the customer belongs.
- Summary of customer's past purchases. Amount spent, type of payment, order status. For more information about each order, click on the icon in the "Actions" column.
- Summary of the products that were orders by a customer. Among other things, this enables you to know when a customer is very fond of a product, and maybe create a special discount for the 10th purchase. Clicking on a product directs to the order to which that product is tied.
- Registered addresses.
- Available vouchers / cart rules.
- Carts that the customers has created (but not necessarily validated) since sign-up. When your customer is currently on your shop, you can see what is being added to the cart in real time.
- Previous connection to the shop.
Searching for a Customer
Searching for a customer on your PrestaShop shop can be done two different ways.
The first method is to enter the information you have into the PrestaShop search bar, which is found in the top center of your back-office. By selecting "everywhere", "by name" or "by ip address", you can perform a search based on:
- 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.
The results, if any, are then presented: you can sort the results by ID, gender, e-mail, birthday, registration date, number of orders and whether or not the customer is active.
The second method consists of going to the customer tab, and listing all of your customers.
From there, you can complete the fields to filter your results according to the following criteria: ID, Sex, First Name, Last Name, e-mail address, age, registration date, subscription to the newsletter, subscription to partnering ads, last connection date. Enter your criteria and click the "Filter" button in the top right-hand corner of the table.
Click the "Reset" button to go back to the complete list.
Addresses
By clicking on the "Addresses" sub-tab you will have access to the list of your customer's home addresses. You can edit them using the "Edit" button, or delete them altogether.
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Below the addresses table is a button, titled the "Set required fields for this section" button. This It gives you access to a form where you can indicate if a database field is necessary or not by checking the appropriate boxes, and clicking "Save" once you're done: this way, you can make it so fields such as "company" or "phone number" are mandatory when a customer is registering a new address on your shop.
Groups
PrestaShop enables you to give your customers certain privileges, by assigning them to Groups. You can create as many customer groups as needed, and assign a user to as many groups as you like.
This is all done from the "Groups" page, under the "Customers" tab.
By default, only one group is defined, "Default". It applies to all users.
By default, three special groups are available:
- Visitor. All persons without a customer account or unauthenticated.
- Guest. Customer who placed an order with the Guest Checkout.
- Customer. All persons who created an account on this site.your shop.
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These three groups replace the "Default" group from PrestaShop 1.4, which applied to all users. |
To create more groups, click the "Add New" button: you will get a creation form.
- In the "Name" field, indicate the name that you would like to give this group.
- In the "Discount" reduction, indicate the discount to apply to Name. Use a short and descriptive name.
- Discount (%). The discount that you set for members of this group for apply 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, "Setting Price Rules".
- Price display method. PrestaShop is frequently used in the Business to Business (B2B) sector. Therefore, you You can create a group of customers who can buy products without paying the tax. The "Price Display Method" drop-down menu gives you a choice between "tax included" and "tax excluded".
- Validate your settings by clicking "Save"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.
You can add a customer to a group of your choice by clicking on the Edit icon on the corresponding line. Then, on the "Groups" table, select the group to which you want your customer to belong.
Searching for a Customer
Searching for a customer on your PrestaShop store can be done two different ways.
The first method is to enter the information you have into the PrestaShop search bar, which is found in the top left of your Back Office. You can indicate:
- ID (the numbers that is assigned to the customer in the database).
- First or last name.
- E-mail address.
Select "customers" from the drop-down menu and then click "Search".
The results, if any, are then presented.
You can see ID, gender, e-mail, birthday, registration date, number of orders and whether or not the customer is active.
The second method consists of going to the customer tab, and listing all of your customers.
From there, you can complete the fields to filter your results according to the following criteria: ID, Sex, First Name, Last Name, e-mail address, age, registration date, subscription to the newsletter, subscription to partnering ads, last connection date. Enter your criteria and click the "Filter" button in the top right-hand corner of the table.
Click the "Reset" button to go back to the complete list.
Shopping Carts
PrestaShop contains some very powerful marketing features that enable you to see the products that customers are adding to their carts in real time. There are two ways to achieve this.
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