First steps with PrestaShop 1.5
Now that you 've have installed PrestaShop and that your are properly logged-in into to your administration area, take the time to survey the Dashboard – that is, the first page you see when logging into your back-office.
- (name of your shop): from any page, takes you back to your Dashboard.
- Cart icon: opens a tooltip presenting the new orders since you clicked that icon. A red tooltip indicates the number of new orders. From there on, you can either display one of the new orders, or go to the list of orders.
- People icon: opens a tooltip presenting the last registered customers. A red tooltip indicates the number of new customers. From there on, you can either display one of the new customer, or go to the list of customers.
- Speech bubbles icon: opens a tooltip presenting the last customer service message. A red tooltip indicates the number of new messages. From there on, you can either display one of the new messages, or go to the list of messages.
- Search field with "Everywhere" dropdown list: allows you to search within the content of your shop – even within your administration page, if you can't remember where an option is set.
- Quick Access: this is the Quick Links quick links menu, presenting the most useful links, as set in the "Quick Access" option of the "Administration" tab.
- (your name): a simple reminder of which account you are currently logged-in with.
- "My Preferences" link: takes you to your account's preferences page, where you can set some personal options (for instance, the back-office language or your password).
- "Logout" link: logs you out of the current user account.
- "View My Shop": opens a new browser tab with your shop's front-end.
- Catalog: This is the heart of your shop, where you will add products, create categories, set up carriers and suppliers...
- Orders: Once a client starts clients start adding products in his carttheir carts, you will start seeing his actions orders in this tab, with the resulting invoiceinvoices. This is also where you handle merchandise returns, credit slips and per-order customer service, among other things.
- Customers: Here you can access all the information about your clients, and edit their addresses, create groups of customers to which you can apply special discounts to, handle customer service, and even manage account genders if need be.
- Price Rules: A very specific tab, enabling you to easily create vouchers and price reductions through a set of rules.
- Shipping: Everything pertaining to carriers and shipping costs.
- Localization: Helps you localize your shop with local values, such as language and translation, currency, units, taxes and tax rules, and geographical entities (regions, countries, etc.)
- Modules: Extend the power and usefulness of your shop by adding and activating modules, a hundred of them being available by default, and many more to buy on the Addons marketplace. This is also where you handle themes, and where modules' blocks get positioned on the theme. One last tab option enables you to apply global settings to payment modules.
- Preferences: PrestaShop is a very configurable e-commerce solution, and you can edit just about any bit behavior of its behaviors using the full-featured preferences.
- Advanced Parameters: Contains sub-tabs for some links to tools and informational pages that are too specific to fit in other tabs, such as the Web service settings, the database backup tool, or the performance page, among other thingsothers.
- Administration: Here are the settings pertaining to the back-office itself; for instance, the content of the Quick Access menu, the employees list and permissions, or the tab order, among other thingsothers.
- Stats: Gives access to all the numerous stats statistics and graphics that are gathered and generated by PrestaShop.
- Shops: PrestaShop 1.5 enables you to handle many shops with a single installation of the solution. You can create as many as needed, group them, and assign them to specific URLs on your domain.
These are the default tabs. Note that modules can add new tabs, or add add new pages to the existing tabs, and even new options to the existing tabspages.
Also, a new tab can be made available through the Preferences/Products tab: activating the "Enable advanced stock management" option (in the "Products stock" section) gives you access to a whole new feature of PrestaShop 1.5, where you can handle warehouses, stock movement and supply orders. Once activated, the new "Stock" tab appears on the right of the tab-bar, and you can use it as easily as the other standard tabs.
You must therefore delete all the default datedata, which means:
- products and their...
- image mappings
- order messages
- customers shopping carts
- price ranges
- weight ranges
- contact & stores
The iPod Touch from the default installation is tied up in to the sample order (made by sample customer John Doe), and thus cannot be deleted until the order is.
To delete it, you first need to delete this sample order.
You should pay attention to the following settings, most of which are important to change because they are displayed on the front-office.
Should you have people helping you with your shop, be they your spouse, friends or paid employees, you should make sure to create an employee account for each of them, if only to know who is responsible for which action. The other advantage is that you can give them specific profiles , and specific access rights to the administration pages: for instance, you might not want everyone to have access to your statistics, your invoices or your payment settings.
To create a new employee profile, go to the "Employees" menu, select "Profiles", and click the "Add new" button. Fill in a name, such as "Shipping handler", and save.
Now that you have a proper account, you should give it specific permissions, tailored to the profile's activity. A profile can be used for as many employees as needed.