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Primeros pasos con Prestashop 1.5

Ahora que ha instalado PrestaShop y que se encuentra correctamente identificado en su área de administración, tiene que gastar una buena cantidad de tiempo asegurándose de que cada parte de su futura tienda online está correctamente configurada, asegurada, validada y preparada para comerciar.

AunquePrestaShop facilita en gran medida la creación de una tienda en línea, pero no lo suficiente como para poder empezar a vender productos en los primeros minutos después de la instalación: deberá tratar con productos, clientes, y lo más importante con dinero real que fluirá de sus clientes a su cuenta bancaria. Es necesario que se asegure de que nada falle en el proceso de validación de un pedido, que los productos se encuentran en su almacén y sean enviados a sus clientes sin error, e incluso que ningún imprevisto suceda sin su conocimiento.

Hemos creado este capítulo con el fin de ayudarle de la mejor forma posible a descubrir PrestaShop. Siga estas instrucciones al pie de la letra, pero tenga en cuenta que debe leer toda la guía con el fin de comprender plenamente su nueva herramienta de negocio online!

Visión general de la interfaz 

Tómese su tiempo para inspeccionar el panel de control – Es decir, la primera página que aparece cuando accede a su back-office. No sólo se le mostrará un resumen de todo lo que necesita saber acerca de su tienda en un momento dado,  con enlaces directos a las páginas más útiles, sino como un primerizo en PrestaShop, sino que también le dará algunos consejos sobre ajustes a los que debería de echar un vistazo.

La barra superior

En la parte superior del back-office se encuentra una barra de color negro que contiene un puñado de enlaces:

Los menús

A lo largo de sus actividades diarias administrando su tienda,tendrá que navegar a través de muchas páginas y opciones del back-office.

Cada menú pone en acción un conjunto dado de tareas :

Estos son los menús predeterminados. Tenga en cuenta que los módulos pueden agregar nuevos menús, nuevas páginas a los menús existentes, e incluso nuevas opciones a las páginas existentes.

Además, un menú sólo está disponible cuando la opción adecuada está establecida:

In beta versions of PrestaShop 1.5, the multistore feature had its own menu, called "Shops". It has been moved to the "Multistore" page, under the "Advanced parameters" menu, and can be made available through the "General" preference page, by activating the "Enable Multistore" option.

The "Multistore" page gives you access to another new feature of PrestaShop 1.5, which enables you to manage several online shops with a single installation of PrestaShop. Learn more in the "Managing multiple shops" chapter of this guide.

All the default standard menus, including the "Stock" menu, are explained in depth in this user guide.

The Dashboard

Let's now explore the content of the Dashboard itself. It can feel crowded to first-time user, but you will find it gives an excellent summary your shop's daily activities at a glance.

The left column

This column starts with a handful of quick links, which lead to some of the most useful pages at this stage of your exploration of PrestaShop. These buttons should help you get going with your daily task quicker, as they are some of the most accessed features of PrestaShop. Two partner banners close the section.

It ends with 4 boxes, two giving you information, the other two being links to external content.

The most interesting box at this stage is the "Configuration checklist" box, which displays the state of seven key settings that should be taken care of in order to have a healthy shop. These states are written in colors which indicate their status: green for "OK", yellow/orange for "advice", red for "must be done". We will explore this box in details in the "Preparing your shop" section below.
The "PrestaShop Links" box gives you useful links to this very user guide (online edition), its paper edition and the documentation site itself, along with links to the community forums and the Addons website, where you will be able to buy and sell modules and themes.
The "PrestaShop News" box gives you the latest news about PrestaShop, from the official blog.
Finally, a box is dedicated to a message from our partners.

The right column

The right column is where the term "dashboard" takes its importance: this side of the Dashboard presents the user with the most important numbers pertaining to his shop's daily activities, along with a graph of sales and a list of the latest orders. Every time you log into your shop's administration area, you will be first and foremost looking at the evolution these numbers take. This is where you see your shop live and breathe.

The button bar

Many of the back-end pages have a button bar between the menu bar and the actual content of the page. For instance, the product edition page can have 8 buttons available.

More than simple shortcuts, they open actual features that you will use very often.

The available buttons vary a lot depending on the context, and therefore two pages might not feature the same set of icons. Still, there are a few that you will often see:

The modules list is a new feature brought by PrestaShop 1.5.4, which makes it possible to see modules which apply to the current context. For instance, in the "Shipping > Carriers" page, it will display the modules from the "Shipping & Logistics" category of modules. This is very helpful when you need to quickly find which module to install and configure in order to get a given result.

Preparing your shop

You are now getting a pretty good idea of how complete PrestaShop can be, and the number of possibilities can feel overwhelming. This first chapter will therefore lead you through some basic actions to set up your shop before the big launch. A lot can be done before you launch your shop, but these steps are the essential configuration steps of any shop.

Deactivate your shop

We'll consider that you are still within the first hour following your installation of PrestaShop, in a single-shop instance.

Deactivating your shop means making sure that no one can access it while you are busy making changes, creating products, settings prices and taxes, installing payment modules and a new theme, setting carriers... This is called putting your shop in maintenance mode.

In your back-office, go the "Preferences / Maintenance" page. This page features two simple settings:

If you are already decided on your theme and products, you can simply put your shop in Catalog mode. This means that customers can browse your shop, but no price will be displayed, and they won't be able to add anything to their cart until you disable the Catalog mode.

You can activate the Catalog mode by going to the "Preferences / Products" page, where it is the first option.

Delete the content of the default shop

The default installation features a handful of products – mainly Apple products, along with a couple third-party accessories. Their only use is to help you explore the setup of a functional store. After you've learned the intricacies of the ties between products, categories, orders and customers, you should delete all these items in order to start your shop with a clean slate.

You must therefore delete all the default data, which means:

This means browsing through the many various screens of the back-office and deleting content one page after the other.

The iPod Touch from the default installation is tied to the sample order (made by sample customer John Doe), and thus cannot be deleted until the order is deleted.

Therefore, in order to delete this product, you first need to delete this sample order.

To safely delete the default order (and thus be able to delete the iPod from your catalog), install the "PrestaShop cleaner" module (which is available in the default installation since v1.5.4), open its configuration screen and check the "Orders and customers" box before you click on the "Check & fix" button.

Configure your shop's information

Now that you have a clean shop, you can start making it your own, and that implies setting everything up to your likings, starting with your personal information and your preferences.

Shop's basic settings

You should pay attention to the following settings, most of which are important because they are displayed on the front-office.

Configuring a module is easy:

  • Go to the "Modules" menu.
  • Type the name of the module (or part of it) in the module search box. It should display results as you type.
  • When the module is found, click the "Configure" button, and follow the instructions.

Setting

Description

Where to find it

Shop name

Defines your brand, most notably on search engines (Google, Yahoo!, Bing...).

"Preferences" menu, "Store Contacts" page, then in the "Contact details" section, click the shop name.

Shop logo

Defines your brand visually. The default logo says "YourLogoHere" as an incentive to use yours.
Displayed at the top left of every page of your store, as well as in your invoices and other automatic e-mails.

"Preferences" menu, "Themes" page, "Appearance" section, then change the various default images to your logo.

Default shop currency

The currency in which you want to set the default price for your products.

"Localization" menu, "Localization" page, "Configuration" section.

Customer service info

A block presenting the phone number for your customer service, and a button to send you an e-mail.
Displayed in the front-office's right column.

"Block contact" module.

Company info /
Contact info

A block presenting your contact address, the phone number for your customer service, and a link to send you an e-mail.
Displayed in the front-office's footer.

"Block contact infos" module.

Advertising

A block presenting an image with a link to another site.
Displayed in front-office, left column.

"Block advertising" module.

Image slider

The slider presents several images, scrolling one after the other. It is a strong visual signature for your store and products.
Usually placed front and center of the homepage

"Image slider for your homepage" module.

CMS pages

The content of static pages, such as "About Us", "Delivery", "Legal Notice", "Terms and Conditions", and "Secure Payment". Some of them have default content, which you should adapt to your business; some others are empty, and you should paste your own text.
Displayed in the "Information" block in the left column, and in the "Information" section of the footer.

"Preferences" menu, "CMS" page, then edit each page at will.

Social networks

A block presenting three links: your company's Facebook page, your company's Twitter account, and the RSS feed for your company's blog (or "current events" site).
By default, all these links lead to the PrestaShop company. It is important that you change it to your own.
Displayed in the "Follow us" section of the footer.

"Social networking block" module.

These are the most visible default settings on your front-end – at least with the default theme.
The "Where to find it" column enables you to see where you can find the interface to change these aspects of your store. This user guide will provide you with more details for each interface.

Shop languages

PrestaShop is able to work with many languages, both on the front-office and the back-office. Each back-office text-field is accompanied with a flag icon, which indicates the current language, and which you can click in order to choose another language in which to write that field's content.

By default, PrestaShop is installed with two languages: the one used when installing the software, and French. To manage the currently installed languages, go to the "Localization / Languages" page. It presents you with a table of the available languages.

The currently enabled language(s) have a green check mark, while the others have a red "X". Click on a green mark to disable the selected language; click on a red "X" to enable it back.

You can enable all available languages if you think your shop needs them, but be aware that you will translate your content for all of the available languages: product name, description, tags; category name and description; static content (CMS pages); etc.

You can easily import many more languages in the "Localization / Localization" page, and then enable them in the "Localization / Languages" page.

Employees information

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 account, go to the "Administration" menu, select "Employees", and click the "Add new" button. Fill in a name, such as "Martin Doe" or "Shipping handler", and save.
Now that you have a proper account for this employee, you should give it specific permissions, tailored to the account's activity. An account can be used for as many people as needed – but we do advise you to create one for each helping person.

To assign permissions to an employee account, you must use the "Profile" option in the account creation page.
You can edit these permissions this way: go to the "Administration" menu, select "Permissions", and select the profile you want to change. A long list of permissions appears.

You can create as many profiles as needed, by using the "Profiles" page in the "Administration" menu, and then clicking on "Add new". Type the profile's name, validate it, then go edit its permission in the "Permissions" page.
By default, a new profile cannot do much. It is up to you to set exactly the parts of your shop to which that profile should have access. It can be a tedious task, but it is an important one.

Configure payment methods

Your shop is meant to earn money, and this can only become a reality if you use at least one payment module. 16 modules are already available in the default install, which you can install and configure (from the "Modules" page under the "Module" menu, in the "Payments & Gateways" category), and create restrictions for them (in the "Payments & Gateways" page under the "Modules" menu). Many payment modules require you to first set up an account on the service they were built for.

See the "Payment" section of the "Making the Native Modules Work" chapter of this guide in order to learn about them all.

You can also install other payment modules, downloaded from the Addons marketplace: http://addons.prestashop.com/en/4-payments-gateways.

Check and bank wire are the only two payment methods which are enabled by default. If you choose to keep them, you need to configure them with your information: check order and address, account owner, bank details (IBAN, BIC, etc.).

These payment methods are configured through the "Bank Wire" and "Check" modules, which you can find in the "Payments & Gateways" category or the modules list.

Configure carriers and shipment

Products sold on your shop must be shipped to your customers – unless you only sell downloadable products, in which case the "Shipping" menu will be of little use to you.

Whether you are sending your products yourself by mail, or you have set up a contract with a carrier, you should set this information within PrestaShop.

See the "Managing Shipping" chapter of this guide in order to learn about shipping and carriers.

Merchandise return is not enabled by default. If you want to allow your customers to return products and get a refund or a voucher, you can do it in the "Merchandise return (RMA) options" of the "Merchandise return" page, under the "Orders" menu.
Merchandise return is explained in the "Managing Orders" chapter of this guide.

Choose your theme

Your shop should have its own theme in order to have a distinctive style, and therefore be more recognizable, separating it from the numerous other shops online.

There are many themes to choose from on the PrestaShop Addons marketplace: http://addons.prestashop.com/en/3-templates-prestashop.

You can also choose to create your own theme, or have it created for you by a developer. Refer to the online Designer Guide for help, at Designer guide.

Once your theme is installed, you should explore it fully in order to know it by heart and be able to help customers out of a situation.

You can and should customize some of the theme's aspects, most notably its logo in various situations (header, mail, invoice, etc.). This is done using the "Themes" preferences page, which you can find under the "Preferences" menu.

Choose your modules

PrestaShop comes bundled with more than a hundred modules. These are very varied: analytics, front-office features, payment, shipping... You should explore the available modules in full, in order to know which ones you might want to enable, and which you'd rather keep disabled.

See the "Managing Modules" and "Making The Native Modules Work" chapters of this guide in order to learn about them all.

You can also find many other modules on the Addons marketplace: http://addons.prestashop.com/en/2-modules-prestashop

Every time you activate and configure a module, make sure that it does work well within the confines of your theme, in case its features impact your shop's front-end.

Create products and product categories

This is described in details in the next chapter, "Adding Products and Product Categories".

Create static content

If you haven't done this already, you should take the time to write the content for the various CMS pages which are either already available in your PrestaShop installation, or ones that you feel are needed.

Some pages already exist, but their content should really be triple-checked, as they can have a lot of impact on your shop's legal status, among other things.

The default pages are "About Us", "Delivery", "Legal Notice", "Terms and Conditions", and "Secure Payment". Some of them have default content, which you should update; some others are empty, and you should paste your own text.

To edit these pages, go to the "Preferences" menu, click the "CMS" page, then choose the page you want to edit, or create new ones.

You can create as many pages as you feel are necessary.

Build your top menu

Now that you have product categories and CMS pages, you should arrange them in a logical and compelling way in the top menu.

This is done using the "Top horizontal menu" module: go to the "Modules" page, type "menu" in the module search form, and you should find the module. Enable it if it is disabled, then configure it: remove the pages or categories you deem unnecessary, add other pages, and move the content around, until you are satisfied with your menu's hierarchy.

Activate your shop

Now that all is set and done, you can finally open your shop to the public.

Go the "Preferences / Maintenance" page, and change the two options:

Your shop should now be fully ready to receive its first visitors... and its first orders!