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This documentation is currently being worked on. Until the stable version of PrestaShop 1.5 is released, it should not be seen as definitive. |
Table of content
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The "Orders" page under the "Orders" tab enables you to see all of the information about all the purchases from your shop. All of your shop's transactions are available there, organized by date (by default, it is set to sort from newest to oldest).
You can filter the results and easily find the orders you're looking for by using the fields above. For instance, to identify Mr. Doe's orders, type Doe into the "Customer" field and then click "Filter".
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The order detail sheet fills a full page.
This summary of the order gives you access to:
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In the "New Message" section, at the bottom of the page, you can send a message to the customer, in order to give him or her information concerning the order, a delay, a surprise, or keep him informed on offers and specials. This is key to good business.
There are two links available:
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Each time an order from your shop is validated, an invoice is sent out to the customer. You can download the invoices for a single order from the order's page. The "Invoices" page under the "Orders" tab enables you to download a selection of invoices from past orders in PDF format, all at the same time (in the same PDF file).
You can print a PDF of several invoices depending on two main criteria:
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When your customers ask for their invoices, you can redirect them to the "Order History" section of their user accounts, which keeps all of their invoices available for them.
Merchandise Returns
Under the "Merchandise Returns" tab, you have the possibility of enabling customers to send products back to you. Simply make a choice, the time of validity, and save.
Once you have activated this option in your back-office, the customer can choose to return an item (provided the order is still in the time of validity). In order to do this, s/he must do the following:
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Once the form is complete, the customer clicks on "Make an RMA slip", and the request is sent to you.
A list of returns will appear in your back-office.
It is now up to you to accept it or deny it:
- Click on the name of the return to see more details.
- Change the status to continue with the return process or stop it.
Delivery Slips
A delivery slip is a notification of delivery. It can also be called "delivery note" or "advice note".
It is supposed to be put in the shipped package, along with the ordered products. It will have your shop's logo, and indicate the content. On receiving the package, the customer will be able to use the delivery slip in order to double-check the content of the package, see that nothing is missing from the order.
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In your list of orders, click on the order for which the customer is returning some items for more details.
Below the "Products" table, do the following:
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The credit slip is now created and will be available in the Order Details well as in the "Credit Slips" tab.
You can click the link to download the PDF.
Your customer will see the slip in his "My Account" section.
If you have created a voucher, they will see it in the "My vouchers" section of their account. If they click on it, it should look something like this:
The amount of the returned item(s) is added to the voucher. The customer can use the discount code (listed in the far left of the column) next time he places an order.
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- Their distinctive colors: existing status have colors that help quickly decide if there's an issue with the order or if it all goes well.
- Their icons.
- Their ties to two PrestaShop behaviors (more are available):
- Should the customer receive e-mail when the order gets this status?
- Does this status allow the customer to download and view a PDF version of the order's invoice?
- The name of their e-mail template: you can edit these templates, language by language, in the "Translations" page under the "Localization" tab. In the "Modify translations" section of the page, choose "E-mail template translations" in the drop-down menu, then click on the flag of the language in which you wish to edit these templates.
- Their action icons: "edit" and "delete".
You can create a new status with the "Add New" button.
Fill out the form:
- Status name. Keep it very short and distinctive.
- Icon. You can use any 16*16 icon; for instance, the excellent and free FamFamFam Silk icon set: http://www.famfamfam.com/lab/icons/silk/
- Color. You should strive to have the status' color match the existing colors (if relevant). The default color usages are:
- Red/Orange: canceled or refunded orders,
- Crimson red: payment error,
- Blue: orders which are still awaiting payment,
- Light green: paid orders,
- Dark green: delivered orders,
- Purple: shipped orders,
- Pink: backordered orders.
- Options:
- Consider the associated order as validated. If enabled, this status marks all associated orders as "paid", and puts them in this same status.
- Allow customer to download and view PDF version of invoice. If disabled, you will have to send customers their invoice yourself.
- Hide this state in order for customer. This enables you to create internal statuses, for you and your team. Customers will never see this in their order status page.
- Send e-mail to customer when order status is changed. When enabled, a drop-down menu appears to let you choose which mail template to use.
- Set order as shipped. Be careful: once an order is set as "shipped", it cannot be set back.
- Set order as paid. Same here: once an order is set as "paid", it cannot be set back.
Order Messages
When you have to send a message to your customers using the PrestaShop administrative interface, you can choose to save this message in order to send it out again to other customers with similar questions, comments, or concerns.
To do this, go to the "Order Messages" page under the "Orders" tab. One default message is already saved: "Delay". To add others, click on the "Add New" button. You can also edit the default message.
The form goes to the essentials:
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