eCommerce

eCommerce Reporting

eCommerce Analysis

Go to eCommerce > Reporting > eCommerce Analysis. Pivot with:

• Dimensions: Product, Category, Customer, Country, Payment Method, Shipping Method.
• Measures: Sales (Untaxed), Total, Quantity, Number of Orders.
• Filters: Date Range, Order Status, Sales Channel.

Key Metrics

• Conversion Rate – Visitors who completed checkout / total visitors.
• Average Order Value – Total sales / number of orders.
• Cart Abandonment Rate – Carts created but not paid.
• Top Selling Products – Volume and revenue.
• Sales by Channel – Direct, Referral, Social, Email.

Abandoned Cart Recovery

Enable Email Marketing integration. Quickenerp can auto-send abandoned cart emails after 1 hour, 24 hours, and 72 hours. Configure in eCommerce > Configuration > Settings > Abandoned Carts.

Best Practices

• Review cart abandonment rate weekly.
• A/B test product page layouts using the website builder (duplicate page → test variant).
• Monitor payment failure rates per provider.
• Analyze which customer segments buy which products.
• Cross-check eCommerce revenue against Sales/Accounting reports monthly — the numbers should match once orders are invoiced, so a gap usually flags a stuck or unpaid order.

Serving Returning Customers

Customer Portal

A registered customer can log in and see, under My Account:

• Order history and current order status/tracking.
• Invoices and payment status.
• Saved addresses (billing/shipping).
• Saved payment tokens (if the payment provider supports saved cards).

Guest Checkout vs Account Required

In eCommerce > Configuration > Settings, choose whether customers must create an account to buy, or can always check out as a guest (an account is auto-created behind the scenes either way, so order history is preserved if they later set a password).

Product Reviews & Ratings

Enable Customer Reviews in Settings to let logged-in customers who purchased a product leave a star rating and comment on its product page. Reviews can be moderated (approve before publish) or shown immediately, depending on your risk tolerance for unmoderated public comments.

Wishlists & Compare

If enabled, customers can add products to a Wishlist for later, or use Compare to view several products' attributes side by side before deciding — both are toggled per-website in Settings.

Promotions & Coupons

Enable the Coupons (loyalty) and Gift Cards modules in Apps.

Creating a Coupon Program

1. Go to eCommerce > Configuration > Coupon Programs.
2. Click Create.
3. Name – Internal name.
4. Rule:

• Minimum purchase amount.
• Specific products or categories.
• Customer group.

• Percentage discount (e.g. 10% off).
• Fixed amount discount (e.g. $15 off).
• Free shipping.
• Free product.

Gift Cards

Go to eCommerce > Configuration > Gift Cards.

• Sell gift cards as products.
• Customers buy a gift card → receive a code.
• Recipient enters code at checkout to redeem.
• Partial redemption supported – remaining balance stays for next purchase.

Automatic Promotions (Cart Rules)

Go to Sales > Configuration > Promotions. Create rules that auto-apply without a code:

• Buy X get Y free.
• Spend $100, get 20% off.
• Free shipping over $50.

Checkout Process

Checkout Flow

1. Customer adds products to cart.
2. Customer clicks Checkout.
3. If not logged in, they can sign in or check out as guest.
4. Enter shipping address.
5. Select shipping method.
6. Select payment method.
7. Confirm order. Payment is processed.
8. Order confirmation page with order reference.

Payment Methods

Go to eCommerce > Configuration > Payment Methods.

• Stripe – Credit/debit cards. Requires a Stripe account.
• PayPal – PayPal Express Checkout.
• Bank Transfer – Manual payment. Order is confirmed after payment received.
• Cash on Delivery – Payment on delivery.
• Custom – Any other method (local payment gateways, wallets).

Shipping Methods

Go to eCommerce > Configuration > Shipping Methods.

• Fixed Price – Flat rate per order.
• Based on Weight – Configure price per weight range.
• Based on Subtotal – Free shipping over a set order amount.
• Real-Time Rates – Connect to carrier APIs (USPS, FedEx, DHL) for live quotes.

Multi-Step vs Quick Checkout

Go to eCommerce > Configuration > Settings. Choose:

• Multi-Step – Address, Shipping, Payment, Confirm (4 pages).
• Quick – All fields on one page. Faster but more loaded.

Taxes at Checkout

Prices can be displayed tax-included or tax-excluded on the shop (set in Settings). The actual tax applied at checkout still follows the customer's fiscal position (country/region), same as any Sales order — see the Accounting course's "Fiscal Positions" article.

Managing Products

Making a Product Visible in the Shop

1. Go to eCommerce > Products → Create (or edit existing).
2. Set Can be Sold = True.
3. Set Available in POS if also selling in POS.
4. Add product Description (Sales) – Shown on product page.
5. Upload one or more Images. First image is the cover.
6. Set Category for navigation.
7. Set Website Ribbon – Badge like "Sale!", "New", "20% OFF".
8. Set Visibility – Visible, Hidden (by search only), Hidden.
9. Set Price and Cost.

Product Variants

On the Attributes tab:

1. Add attribute (Size, Color, Material).
2. Add attribute values (S, M, L, XL).
3. Quickenerp auto-generates all variants in a grid.
4. Configure per variant: price, SKU, barcode, image, weight.
5. On the website, customers select attributes via dropdowns, radio buttons, colour swatches, or a size grid, depending on the attribute's display type.
6. Price Extra – Add a surcharge for specific variant values (e.g. XL +$3.00).

Product Categories & Navigation

Go to eCommerce > Configuration > Product Categories. Create a hierarchy:

• Categories appear as shop navigation.
• Subcategories can be shown as filters.
• Each category can have a banner image and SEO description.

Product Filters & Search

In Edit mode on /shop, configure the filter panel:

• Price Range.
• Product Categories.
• Attributes (Size, Color).
• Rating.
• Custom filter options.

Digital / Downloadable Products

For non-physical goods (e-books, license keys, software), mark the product as a service/digital type and attach the downloadable file — the customer receives a download link on the order confirmation page and by email instead of a physical delivery being scheduled.

Stock Display on the Product Page

Optionally show "In Stock" / "Only 3 left" / "Out of Stock" messages on the product page, sourced live from Inventory quantities — configure the exact wording and threshold in eCommerce > Configuration > Settings > Inventory Defaults.

The eCommerce Module

The eCommerce module extends the Website module with a full online store. Products from Inventory/Sales become browsable and purchasable online.

Core Concepts

Accessing the Shop

• The shop is at /shop on your website.
• Go to eCommerce > Products to manage the catalog.
• Go to eCommerce > Orders to view and manage sales.
• Go to eCommerce > Configuration for settings, payment methods, shipping.

How Orders Flow Into the Rest of the System

A completed checkout creates a normal Sales Order — from that point on it behaves exactly like an order taken manually by a salesperson: it reserves stock in Inventory, generates a delivery, and can be invoiced in Accounting. Nothing about fulfilment/invoicing is eCommerce-specific once the order exists.