Prestashop Store Course 4 - Purchase process, order management and customers

    We go with another installment of PrestaShop course. We review the purchase process in PrestaShop, and later we will see how the management of orders and customers through the administrative panel.

    Purchase process in PrestaShop

    The purchase process in PrestaShop is simple and intuitive for the customer. The user has to indicate the following information to complete their purchase:

      • ID: The user agrees if they have credentials, or else register (optional registration depending on how we have it configured).
      • Set direction: The user indicates his billing address, and can indicate an alternative shipping address if he wants to.



    We will review the different options we have to configure the behavior of the purchase process of our online store. We go to the administrative panel, Preferences> Orders, and we find the following screen.

    These parameters will allow us to modify the behavior of the purchase process as we are interested. The most relevant fields are:

    • Order process:. It gives us the possibility for the user to indicate the necessary information to complete the order in 5 steps, or in a single step (on the same page).
    • Activate express order for guest accounts:. It allows the user to complete the order without registering in the store.
    • Minimum purchase per order:. It allows setting an amount, below which orders cannot be completed.
    • Allow multiple shipping:: Allows the possibility that the user can send each product of the order to a different address.
    • CMS page of general conditions of sale:: Lets you indicate the page that contains the conditions of sale that the user has to accept to complete the purchase.
    • Gift Options:: It gives us the possibility of adding an option that the client can choose and that will allow him to receive his order as a gift. This option may be valid, for example, if the customer indicates the shipping address of a friend to whom he wants to make a gift. In that case, you would choose this option. The option allows you to configure an extra cost that is charged to the order, and also the possibility for the user to indicate a personalized message.

    On the web, the customer completes the order indicating the order information, and we already have a sale in our store. The customer will always be notified via email of any change in the status of their order. This would be an example of an email notification. As you can see, these emails come correctly formatted and personalized with the image of our online store:

    We go to the administrative panel to continue reviewing how to manage both customer files and orders.

    PrestaShop order management

    Of course, PrestaShop gives us the possibility to manage the orders that are produced in our store, monitor them and interact with our customers if necessary.

    Apart from our own sections for order and customer management, we have a notification area in the administrative panel header that will indicate if we have new orders in the store, or if new users have registered.

    To access the management dedicated to orders, go to Orders> Orders, or access through the notifications area. We find the window with the list of all orders.

    This window allows us access an order specific, filter between existing orders, export the orders in a text file, or create an order ourselves through the administrative panel, among other options.

    Basically, orders in PrestaShop go through three main states: Outstanding, Paid out and Sent. When the order is paid, a bill; and when it is sent a proof of delivery or delivery note. At every step, customer is notified via email so that you are informed at all times of the status of your order.

    We will review the tab of an order in the administrative panel. For this we click on any of them. We obtain the order form, these are the main operations that we are allowed to carry out from the order form in PrestaShop:

    Check the order and change its status.

    Consult the invoice or proof of delivery (delivery note) in case the order is already paid or shipped.

    – Consult the Customer information, and directly access your file.

    See the products that make up the order and edit the order adding products.

    Reimburse all or part of the order.

    Communicate with the client via courier.

    As you can see, we have a complete order management through the administrative panel of our online store Prestashop. We go now with the clients.

    Prestashop customer management

    In the case of clients, PrestaShop also offers us a section to carry out the very complete control and monitoring of all of them. To access this section, we go to Clients> Clients. We get the list of all clients.

    On this screen, we are allowed to carry out the following operations:

    Clicking on any of the clients we access the complete file. Let’s review what possibilities we have in the customer file in PrestaShop:

    Add private notes. This allows us to write down here anything that we should take into account for this specific client, in order to specifically adapt the treatment to this client in the future.

    – Communicate with the client via internal messaging.

    Consult the orders that has done in client. Basically it is the order history of this client, with access to them.

    Check the carts that the client has composed on the web, whether they have ended up buying or not. This will allow us to know what rate of abandoned carts (not specified in purchase) is in our online store, as well as create an order from one of these carts.

    Consult the products that the customer has purchased.

    Consult customer addresses

    – Consult the customer groups to which the client is a part. We can assign each client the client groups that we deem convenient. In parallel, each group of clients has its own conditions, such as special discounts, etc.



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