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eCommerce

eCommerce

This course covers the full eCommerce module in Quickenerp. Learn how to set up your online store, manage product catalog, configure checkout and payment methods, manage shipping, apply promotions, handle customer accounts, and analyze sales performance.

Responsible System
Last Update 07/21/2026
Completion Time 2 days 13 hours
Members 1
Website & eCommerce
eCommerce Reporting
eCommerce Reporting

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.
eCommerce Overview
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eCommerce Reporting
eCommerce Reporting
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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.
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Customer Portal, Accounts & Reviews
Customer Portal, Accounts & Reviews
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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.

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Promotions, Coupons & Gift Cards
Promotions, Coupons & Gift Cards
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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.
  • Reward:
    • Percentage discount (e.g. 10% off).
    • Fixed amount discount (e.g. $15 off).
    • Free shipping.
    • Free product.
  • Validity Period – Start and end date.
  • Usage Limit – Max uses total or per customer.
  • Save. Coupon codes are auto-generated or manually entered.
  • 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.
    This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.