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Now that you have installed PrestaShop 1.6 7 and that you are properly logged-in to your administration area, you should make sure to easily find your way through its administration interface, understand its notifications and know where to find one specific bit of information.
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The design of the administration area has been completely partially revamped with version 1.6 7 of PrestaShop in order to be more intuitive and ergonomic – as well as working better on mobile devices.While most of the 1.5 pages and options are still where you can expect them to be, it might take some time to get used to it all(like the module and product pages). The navigation and main menu have also been changed compared to 1.6: while the features are the same, you might find it difficult to locate pages as you used to, at first. The purpose of this redesign is, of course, to make it easier for merchants to manage their shop. |
We have created this chapter in order to help you make the most of your discovery of PrestaShop's administration interface. It has been designed to be very ergonomic and easy to use, but be aware that you should read the whole guide in order to get a perfect grasp of your new online business tool!
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Take the time to review the Dashboard – that is, the first page you see when logging into your back office. Not only does it present you with a summary of everything you need to know about your shop at any given time, along with quick links to the main action page, but as a first-timer in PrestaShop, it also gives you tips about what you should have a look at.
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PrestaShop's back office got revamped for version 1.6.1.0, for better readability and ease of use. From version 1.6.0.0 to 1.6.1.0, the back office looked like this: |
The top bar
At the top of the back office is a black white bar containing a handful of information and links:
- The PrestaShop logo, along with your current version number.
- The name of your shop. From any page, this takes you back to the Dashboard.
- Cart icon. A tooltip indicates the number of new orders, if any. Clicking it opens followed by its version.
- Quick Access. This is the quick links menu, presenting the most useful links. You can customize it by clicking on "Manage quick accesses".
- Search field with dropdown list. Enables you to search within the content of your shop.
- Debug mode (optional). If you set your shop in Debug mode, an icon will be displayed to remind you it is enabled.
- View my shop. Opens a new browser tab with your shop's front-end.
- Bell icon and number. Indicates the number of new notifications, which by default will show you the last orders.
- Orders. Opens a panel presenting the new orders since you last clicked that icon. From there on, you can either display one of the new orders
- or go to the list of orders.
- Customers. Opens a panel presenting the last registered customers. From there on, you can either display one of the new customers
- or go to the list of customers.
- Messages. Opens a panel presenting the last customer service message. From there on, you can either display one of the new messages
- or go to the list of messages.
- Trophy icon. A tooltip indicates the number of new items, if any. Clicking it opens a panel presenting your progress as a merchant. From there on, you can reach the full page of badges and points, from the "Merchant Expertise" module.
- Quick Access. This is the quick links menu, presenting the most useful links, as set in the "Quick Access" page under the "Administration" menu.
- "Connect to PrestaShop Marketplace account" link. Opens a modal window enabling you to connect your shop to the Addons marketplace, and thus get updates from the modules and themes you bought.
- "My shop" link. Opens a new browser tab with your shop's front-end.
- Personal menu named after your first name and surname. Personal menu with your profile picture. A simple dropdown panel with a reminder of the administrative account with which you are currently logged-in. It contains the following links:
- "My preferencesYour profile" link. Takes you to your account's preferences page, where you can set some personal options (for instance, the language of your back office or your password).
- "Sign out" link. Logs you out of the current user account.
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All along your daily activities administrating your shop, you will have to browse through the many pages and options of the back office.
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In PrestaShop 1.
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In either vertical or horizontal format, the content of each menu is displayed when the mouse hovers the menu label, thus reducing the necessity to load new screens just to access menu options.
In addition to that, the vertical format can be minimized to only its icons by clicking on the "parallel lines" icon at the bottom of it.
Each 7, the menu has been reorganized in three main sections, from the pages you use the most frequently, to the one you open less often. Under these sections, each menu applies to a given set of tasks and contexts:
- Search field with dropdown list. Enables you to search within the content of your shop.
- Dashboard. The homepage of your back office, where you can see the main statistics, live.Catalog. This is the heart of your shop, where you will add products, create categories, set up carriers and suppliers, etc
Sell
It’s all about your day-to-day activity. Orders, customers, catalog, etc. This section presents the essence of your business, where you go each day to get your business going.
- Orders. Once clients start adding products in their shopping carts, you will see orders in on this menu, with the resulting invoices. This is also where you handle merchandise returns, credit slips and per-order customer serviceabandoned carts, among other things.
- Catalog. This is the heart of your shop, where you will add products, create categories, set up brands and suppliers, define discounts etc.
- 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, handle customer service, and even manage social titles if need be.
- Price Rules. A very specific menu, enabling you to easily create vouchers and price reductions through a set of rules.
- Modules and Services. .
- Customer service. Where you handle customer service and anything post-purchase: merchandise returns, per-order customer service, etc.
- Stats. This menu gives you access to all the numerous statistics and graphics that are gathered and generated by PrestaShop.
Improve
Here you will find everything to customize your shop and take your business further. Set up the look of your front office, adapt your payment methods to your target markets, expand internationally or enhance your shop with new modules and features!
- Modules. Extend the power and usefulness of your shop by adding and activating modules: more than a hundred are available by default, and many more are available to buy on the the Addons marketplace (http://addons.prestashop.com/). This is also .
- Design. This is where you handle themes, and where you can position the blocks of content from your module on the theme (including the Live Edit feature). One last menu page enables you to apply global settings to payment modules. More generally this is where you can modify the look of your shop.
- Shipping. Everything pertaining to carriers and shipping costs, as well as marketing.Localization
- . Payment. Select which payment methods are available on your shop and apply global settings to payment modules.
- International. Helps you customize your shop with local values, such as language and translation, currency, units, taxes and tax rules, and geographical entities (regions, countries, etc.).Preferences.
Configure
It is divided into two submenus. The first one is your shop parameters. You’ll find here all the settings you need to configure when you launch your activity. Once you made your initial choices, you won’t go there very often. The second menu can be seen as the technical section, with more advanced settings that aren’t used often either.
- Shop Parameters. PrestaShop is a very configurable e-commerce solution, and you can edit just about any of its behaviors using the these full-featured preferences.
- Advanced Parameters. This menu contains links to tools and informational pages that are too specific to fit in other menus, such as the Web service settings, the database backup tool, or the performance page, among others. Administration. Here are This is also where are the settings pertaining to the back office itself; for instance, the content of the Quick Access menu, the employees list employee list and permissions, or the menu order, among others.
- Stats. This menu gives you access to all the numerous statistics and graphics that are gathered and generated by PrestaShop.
These are the default menus. Note that modules can add new options to the existing pages, new pages to the existing menus, and even new menus.
Also, one menu is only available when the proper option is set:
- Stock. This menu gives you access to stock management feature, where you can handle warehouses, stock movement and supply orders.
It can be made available through the "Products" preference page: simply activate the "Enable advanced stock management" option (in the "Products stock" section) and save your change to see the menu appear.
All the default standard menus, including the "Stock" menu, are explained in depth in this user guide.
Some of these menus are further divided into pages with tabs to present you with the variety of features available in PrestaShop.
The buttons
Many of the back-end pages use recurring buttons, either at the top or at the bottom of the screen. For instance, the product edition page can have up to 8 buttons available at the same time.
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Data tables (lists of products, of categories, of customers, etc.) have their own set of buttons to manage the listed items:
- Add new. Creates a new item in the current context.
- Export. Downloads a CSV file of all the items.
- Import. Sends you to the CSV Import option page, from where you can import your CSV files.
- Refresh List. Reloads the list of items to display the latest changes.
- Show SQL Query. Provides the SQL query to reproduce your search or filter in your own SQL manager.
- Export to SQL Manager. Opens PrestaShop's SQL Manager tool (in the "Advanced Parameters") menu, from which you can query PrestaShop's database with SQL statements ("
SELECT ... FROM ... WHERE ...").
If your list of items was filtered (by name, for instance), then the default SQL statement will take this into account (for instance, "WHERE 1 AND b.`name` LIKE '%blouse%'" for product list).
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Another click on the "Help" button closes the contextual help. If you do not close the help column, PrestaShop understands that you want it displayed on every page of the back office , and thus will maintain the column open until you have clicked to close it.
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At the bottom of the help column, a small form enables you to tell the PrestaShop team whether the help section has been helpful to you or not. Rate the help page by clicking on one of the 5 five levels of satisfaction. If you click on one of the two lowest levels, PrestaShop will open a short form allowing to detail your thoughts? You can either fill it and click on the "Submit" button, or close the form by clicking on the cross, in which case only your rating will be sent to our server.
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Dashboard
Let's now explore the content of the Dashboard dashboard itself. It can feel crowded to a first-time user, but you will find that it gives an excellent summary of your shop's daily activities at a glance.
The Dashboard dashboard is divided in into 4 main areas: a horizontal bar, and three columns.
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By default, the Dashboard dashboard uses fake data so that you can better visualize what the various stats are for. When using PrestaShop for a real online store, you must disable this fake data so that your real data is used: deactivate the "Demo mode" option at the top right of the screen, next to the "Help" icon. |
The header and demo mode
In addition to the contextual help, it also features the "Demo mode" option, from which you can disable the fake data used by default on the Dashboard and use your own data (as gathered by PrestaShop's statistics system).
The horizontal bar
At the top of the Dashboard is a single bar which helps you choose the period of time for the currently displayed dashboard statistics. Three sets of options are available:
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In order to choose a period of time, you can either click the first and last date of that period in the calendar (the clicking order does not matter), or you can type the dates in the YYYY-MM-DD format in the text boxes. Click "Apply" to see the Dashboard change according to your settings.
You can also compare two periods of time together by checking the "Compare To" box. Select the second period as would do for the first one (the two can even overlap), then click on the "Apply" button.
When comparing two periods, some of the content blocks will update to indicate the evolution of the data (see for instance the main "Dashboard" block, which presents data from the Dashboard Trends module).
The left column
By default, this
This column presents you with data from the Dashboard Activity module, which gives the main figures from your database in a quick glance:
- Online visitors in the last 30 minutes.
- Active shopping carts in the last 30 minutes.
- Currently pending orders, return/exchange inquiries, abandoned carts and out of stock products.
- Notifications for new messages, order inquiries, and product reviews.
- New customers and new newsletter subscriptions.
- Traffic statistics: visits, unique visitors, traffic sources and direct links.
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The central column is where the term "dashboard" takes its importance: this area of the Dashboard dashboard presents the user (you) 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 that these numbers take. This is where you see your shop live and breathe.
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- Dashboard (Dashboard Trends module). This is the main block of information on the dashboard. With its various graphics, it really helps you see if your shop is headed in the right direction or not. Click on one of the graphic type types to display it. Additionally, when comparing two time periods, it displays the evolution of each figure in percentages. Hover the graphic with your mouse to see the details.
Clicking on its configuration icon (top right) open a new page where you can set various expenses that your shop has (bank wire fee, average shipping fee, hosting expenses, etc.), in order to better indicate your trends. - Your Forecast (Dashboard Goals module). This block presents you with the goals you have for the coming months, and how your shop is doing as compared to them. Hover the graphic with your mouse to see the details.
Depending on your monthly results, you should update your forthcoming goals. You can set your goals in the block's configuration form (top right of the block), and fill in your expectations month per month in terms of traffic, conversion rate, and average cart value. The "Sales" column will be updated according to the goals set in the other columns (for instance, for a 1000 visitors with a 2% conversion rate and a $10 average cart, you would get 1000*(2/100)*10 = $200). You can change the currency in the "Currencies" page under the "Localization" menu.
- Products and sales (Dashboard Products module). This block presents you with a table of your latest orders and a ranking of your products: best sellers, most viewed and top searches (as searched in your shop's search form, not from search engines).
You can set the number of items to display in each by opening the block's configuration form
The right column
This last column is an informational one: it gives you the latest news from PrestaShop.com, notifications about new PrestaShop versions, and useful links.
It also features the "Demo mode" block, from which you can disable the fake data used by default on the Dashboard and use your own data (as gathered by PrestaShop's statistics system).
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