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.

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.