Your customers

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

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:

When installed for the first time with sample data, PrestaShop has a default user, named John DOE.

You can use this fake user to test some of your shop's features, and browse your shop and see it the way a regular user would.

To log in to your shop using this public account, use these credentials:

Before you open your shop to the public, make sure to delete this default user, or at least change its credentials! If not, malicious visitors could use it to make fake purchases and more.

Below the customers table is the "Set required fields for this section" button. It opens a form where you can indicate if a database field is necessary or not by checking the appropriate boxes: this way, you can make it so fields such "partner offers" are mandatory when a visitor is creating a customer account on your shop.

You can export a list of your clients by clicking on the "Export" button at the top.
You can also import customers using the "Import" button. You will need your CSV file to follow this format:

ID;Title;Last name;First Name;Email address;Age;Enabled;News.;Opt.;Registration;Last visit;
2;1;Gorred;Francis;[email protected];-;1;0;0;2013-07-04 15:20:02;2013-07-04 15:18:50;
1;1;DOE;John;[email protected];43;1;1;1;2013-07-02 17:36:07;2013-07-03 16:04:15;

More import options are available in the "Import" page of the "Advanced parameters" menu.

Creating a New Customer Account

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

Fill out the customer's information:

If your customers are mostly companies, you should enable the B2B mode in order to get additional options: go to the "Customers settings" page of the "Shop Parameters" menu, and choose "Yes" for the "Enable B2B mode" option.

The B2B mode adds a few company-specific fields:

  • Company. The name of the company.
  • SIRET. Its SIRET number (France only).
  • APE. Its principal activity code (Activité principale exercée - France only).
  • Website. Its website.
  • Allowed outstanding amount. The amount of outstanding money that the company is allowed.
  • Maximum number of payment days. The number of days that the company is allowed.
  • Risk rating. Your risk rating of this company: Low, Medium or High.

Viewing a Customer's Information

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.

 

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

Searching for a Customer

Searching for a customer on your PrestaShop shop can be done two different ways.

The first method consists of entering 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:

The results, if any, are then presented: the list presents you with the users' ID, social title, email, birth date, registration date, amount 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.

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

 

On this page, 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, email 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.

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