How to Manage Order Statuses, Edit Order Messages and Add Tax Rules in PrestaShop 1.7.5

Dec 19, 2018509Mary Dorogokupets
How to Manage Order Statuses, Edit Order Messages and Add Tax Rules in PrestaShop 1.7.5

This is the next part of our PrestaShop 1.7.5 guide, and today we’re going to concentrate on shopping cart, in particular order statuses and order messages, tax rules and cart lifetime. 

How to Manage Order Statuses
How to Manage Order Messages
How to Add Tax Rules
How to Manage Cart Lifetime

How to Manage Order Statuses in Prestashop 1.7.5

Customers always need to know how is their order doing, which makes order statuses in your online store a very important aspect that needs special care and tending. In PrestaShop 1.7.5 you will find a set of default order statuses, which you can edit, configure and even delete. Yet if you feel the default statuses are enough for you, it’s no problem – you can easily create your own from the admin panel.

Now, let’s begin working with order statuses by going to the Configure section -> Order Settings -> tab Statuses.

PrestaShop 1.7.5 order statuses configurationprestashop 1.7.5 return statuses

Here you can see the list of the statuses, each highlighted with its own color. Order statuses are separated into two sections – Statuses and Return Statuses. The difference between them is that Return Statuses are used rarely.

Each status has a set of the following features:

  • Icon (status image);
  • Send email to customer (when the order status is changed, the customer is notified via email);
  • Delivery and Invoice (allows customer to download invoice or delivery ticket);
  • Email template (the template that was chosen for the current status).

To change the features mentioned above, press Edit.

To create a new order status, click Add new order status button.

You’ll get to the following page.Prestashop 1.7.5 add new status

Here you will need to set up the following:

  • Status Name – displayed at the frontend and backend,
  • Icon – image 16 x 16 pixels,
  • Color – color of the status highlight,
  • Consider the associated order as validated,
  • Allow a customer to download and view PDF versions of his/her invoices,
  • Hide this status in all customer orders,
  • Send an email to the customer when his/her order status has changed,
  • Attach invoice PDF to email,
  • Attach delivery slip PDF to email,
  • Set the order as shipped,
  • Set the order as paid,
  • Show delivery PDF.

As you enable “Send an email to the customer when his/her order status has changed”, the following template field will appear, allowing you to choose the template from the ones you already have.

PrestaShop 1.7.5 order status

We have already described how to create and manage email template in the previous PrestaShop 1.7.5 article.

As an example I will create my own order status with the name Scheduled, set up the necessary features and press Save.

PrestaShop 1.7.5

As you can see, my new template appeared in the list with the other order statuses.

Prestashop 1.7.5 cart rules

Now you need to apply the status to the order. Go to Sell section and click Orders. Select the particular order you want to modify and click on it.

PrestaShop 1.7.5 cart rules
In the dropdown list you will see the list of possible order statuses. Select yours and click Update Status.

PrestaShop 1.7.5 cart rule

How to Manage Order Messages in Prestashop 1.7.5

Communication with clients is the keystone of strong relationship between you and them. Sending information on the progress of the order shows the customer you care for them. Even in case of sudden drawbacks, when there was a failure with delivery or stock, sending a right message may offset the negative feelings. As you can see, order messages are powerful assets which are rather easy to master in PrestaShop 1.7.5.

To begin with, go to Customer Service –> Order Messages to create message template.

PrestaShop 1.7.5 order messages

Click Edit to see the default message or Add new order message to create a new one.

PrestaShop 1.7.5 default message

Now go to the Order section and Orders tab; here you will see the list of the currently placed orders. Click View on the one you want to add message to.

PrestaShop 1.7.5 order message

 

Here you will find the Message block.

PrestaShop 1.7.5 message block

You can fill in the following fields:

  • Choose a standard message;
  • Enable the “Display to customer?” option;
  • If needed you can modify the message;
  • In case you want to see all the story, click “Show all messages”;
  • Send the message.

As you configure this field, click Save, and the customer will get your message at his email.

How to Add Tax Rules in PrestaShop 1.7.5

When you work for international market, you need to take into account the taxes that exist in each country one way or another. And instead of entering the tax percentage each time manually, you can easily create tax rules in PrestaShop 1.7.5 which will be automatically applicable to this or that country or region.

Let’s start. As you logged in to your admin panel, go to International section, click on Taxes -> Tax Rules tab.

PrestaShop 1.7.5 tax rules

Here you will see the list of all tax rules you have created and used. To create a new one, press the Add new tax rules group. You’ll get to the following form first, where you need to enter its Name and click Enable. Then press Save and stay.

Prestashop 1.7.5 tax rules

Here you will need to fill in more data on the new tax rule.

Prestashop 1.7.5

  • Country to which the rule will apply.
  • Zip/postal code range.
  • Behavior: This Tax Only / Combine / One After Another.
  • Tax, which you need to choose from the drop down list.
  • Additional Description.

As you entered the information required, press Save and stay. Your new tax rule will appear in the list below.

PrestaShop 1.7.5

Now you can apply this rule to any product you wish simply by going to the Catalog -> Products, choosing the product and specifying the tax rule in the Price section.

PrestaShop 1.7.5

How to Manage Cart Lifetime in Prestashop 1.7.5

There is one particular situation in online shop-visitor interaction that is particularly sensitive to the merchant. Imagine a customer who visited your store without logging in, added goods to his shopping cart and left. You need to somehow keep what he added in the cart in case he returns and wants to continue the purchase. In PrestaShop 1.7.5 you can manage the lifetime of your cart in a few easy steps.

Go to Configure -> Advanced parameters and click on Administration.

PrestaShop 1.7.5 cart lifetime rules

Here you will need the Lifetime of front office cookies field.

PrestaShop 1.7.5 cookies

Here you need to fill in the number of hours you want the product to be kept in the shopping cart. For example, if you want it to be 20 days, enter 480 hours. Click Save to preserve changes you’ve made.

This is all – we walked you through four aspects of PrestaShop 1.7.5 cart rules management: order statuses, order messages, tax rules and cart lifetime. If you have questions or comments, you’re welcome to leave them down below.



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