User Guide of PrestaShop Product Trial

PrestaShop Product Trial: Attract new customers to your online store by letting them try your products hassle-free.

Offering try before purchase will also help you reduce return rates in the store.

Send email notifications to both admin and customer when the order is placed for trial, or its status gets updated.

Note: PrestaShop Product Trial module is compatible with PrestaShop multi-store feature.

• Configure the trial period expiration message to send to the customer.
• Email notification to both customer and admin when a customer places an order for trial.
• Email notification to both customer and admin when trial order status gets changed.
• Admin can enable/disable multiple trial orders of the same product.
• With restock quantity feature, the quantity of the product ordered for trial will automatically be restocked once the customer returns the product.
• Select the order status on which the trial period will automatically start.
• A new column was added to the orders page to identify the orders placed for trial.
• Allow/Disallow voucher on trial product.
• Admin can add multiple trial order statuses and trial policies.
• Admin can set trial on a product and its combinations.
• Option to set the trial price type as “custom” or “percentage”.
• Customers can view the trial order status and amount paid for the trial on the “orders” page.
• A separate tab for the admin from where he can view a list of trial orders, trial period duration, the amount paid for the trial, and update the status of the trial order.
• Option to send an email to customers for trial order status.

Note: PrestaShop Product Trial module is compatible with the catalog’s new product page.

1. Go to Back Office -> Modules.
2. Upload the module zip file.
3. The module will automatically get installed on your PrestaShop.

After the successful installation of the module, a new tab “Product Trial” will display to the admin from where he can configure the module.

Email Settings

Under “Email Settings” admin can configure that on which events email will be sent to both admin and customers.

Admin Address

In case the customer orders a product for trial and did not like it, then he can return the product to the address mentioned by admin in” Store Address” field.

Trial Settings

Under “Trial Settings”, admin can:

• Set trial button name.
• Configure the message to be sent to the customer when the trial period expires.
• Enable/Disable multiple trial orders of the same product.
• Allow/Disallow vouchers on the trial product and
• Enable/Disable the restock quantity feature.
• Enable/Disable trial auto start.

Restock Quantity

If admin enables this option, then quantity of the product which has been ordered for trial will automatically be restocked after customer returns the product.

Enable trial auto-start

Admin can select the order status on which the trial period for the order will automatically start.

Cron Settings

Admin has to enter the link shown in the below screenshot in cron tasks manager for sending the trial expiry mails to the customers.

Policies

Admin can create own policies which will be applicable for trial orders.

Order Statuses

Under “order statuses” admin can add trial order statuses which will display to the customers at the front end. Admin can set the order of these statuses.

For PrestaShop 9.1.0 and above

Once you have configured the module, you can allow trial for a product. Go to Catalog > Products > Edit Product > PrestaShop Product Trial.

The admin can configure trial options based on individual products as well as product combinations. To enable the trial feature for a product, the admin needs to:

• Define the trial amount for the product.
• Configure the trial fee that will be charged when a trial product is ordered.
• Set the trial quantity and trial duration.

Product-Wise Trial Configuration

Combination-Wise Trial Configuration

For PrestaShop below 9.1.0

To set a trial for a product in the PrestaShop version below 9.1.0, go to Catalog > Products > Edit Product > Modules.

Admin can set trial product-wise and combination-wise. For adding trial facility for a product, admin has to:

• Specify the amount for product trial.
• Set the trial fee that will be applicable on ordering a trial product.
• Specify trial quantity and duration.

Product Wise Trial Settings

Combination Wise Trial Settings

On the product page, a customer can view the trial button, trial price, and trial policy.

When the customer clicks the “OPT FOR TRIAL” button, the system displays a popup on the screen. The popup allows the customer to view the trial product price, trial charge, and trial period.

Once the customer has placed the order, then he can view trial order status and amount paid for the trial on the “orders” page as shown below:

After the customer places a trial order, the system sends a trial order email to both the admin and the customer.

The customer cannot place the order for trial for the same product again if the admin has disabled multiple trial orders of the same product.

Admin can view all the orders placed by the customers for trial under the “Trial Orders” tab.

Under “Trial Orders”, admin can view product name, current status of trial order, and customer’s name who has placed order for trial.

By clicking on the “View” button, admin can see trial period duration, amount paid for trial, product details, and current status of trial order.

Orders

The system adds a new “Is Trial Order” column to the orders listing page. This column helps the admin identify orders placed for trial products.

Front End View

When the admin updates the status of the trial order, an email notification will receive by the customer regarding the change of status. The customer can view the updated status on the “orders” page.

The trial period will automatically start when the admin changes the status of an order to the status selected in the configuration settings.

The trial period for a product starts automatically as soon as the admin updates the order status to delivered.

Once the order status changes to “Trial Period Started,” the system sends an email notification to the customer.

Front End View

Once the status changes to “Trial Period Started,” a new “Return Trial” button is displayed on the orders page, allowing the customer to return the product by clicking on it.

When a customer clicks on the “RETURN TRIAL” button, a popup appears on the screen as shown below:

When the customer clicks “YES,” the system generates a return request and changes the order status from “Trial Period Started” to “Request To Return.”

After generating the return request the customer has to send the package back to admin. When admin receives the product, then he can change the status of the trial order.

Front End View

After receiving the product, admin can initiate the refund process.

Front End View

On the orders page, the customer can send the message and provide his valuable feedback regarding the product.

Admin can close the trial order after processing the refund.

Front End View

This was all about the PrestaShop Product Trial Module. I hope this document will help you in checking the functionality of the module in a better way.

Also, do let us know about your views in the comments.

For any kind of technical assistance or query, please raise a ticket at http://webkul.uvdesk.com or send us a mail at [email protected]

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