Overview
Knowlix eCommerce provides a fully integrated online store connected directly to your inventory, accounting, and customer management systems. Sell products, manage orders, process payments, and analyze performance from a single platform without relying on third-party storefronts or manual data synchronization. Key features:- Visual website editor for storefront design
- Product catalog with variants, digital files, and media galleries
- Flexible pricing with pricelists, discounts, and promotional codes
- Multiple payment provider integrations
- Configurable checkout flow with guest and account options
- Delivery method management including click-and-collect
- B2B and B2C store configurations
- Performance dashboards and third-party analytics integration
Products
Creating Products
Products can be created from the frontend or backend. From the website: Click + New in the top-right corner of any page and select Product. Enter the product name, sales price, and applicable taxes, then save. The product page is published automatically after saving. From the backend: Navigate to Website > eCommerce > Products and click New. Products created this way are unpublished by default. Click the Go to Website smart button on the product form, then toggle the switch from Unpublished to Published when ready.Importing Products
Go to Website > eCommerce > Products, click the gear icon, and select Import Records to upload product data from XLSX or CSV files. To publish a batch of products at once, switch to List view, enable the Is Published column from the column selector, select the target products, and tick the Is Published checkbox for any selected item to apply the change to all.Product Page Customization
Open the website editor on any product page and use the Customize tab to enable or disable:- Terms and Conditions - a link to your terms displayed on the product page
- Rating - star ratings and reviews from logged-in portal customers
- Share - social media sharing buttons
- Select Quantity - quantity selector for customers
- Tax Indication - label showing whether price is tax-inclusive or exclusive
- Variants - display product variants as a vertical list or horizontal selectable buttons
- Product Tags - tag labels visible on the product page with filter capability
- Buy Now - button taking customers directly to checkout
- Wishlist - save product for later option
- Compare - side-by-side comparison with other products
- Specification - attribute table displayed at the bottom of the page
Product Images and Videos
From the product form, go to the Sales tab and click Add Media in the Ecommerce Media section. Upload images, enter image URLs, or paste video URLs or embed codes. In the website editor, select any product image to adjust display settings:- Images Width - width of product images on the page
- Layout - Carousel (navigable) or Grid (four-image square)
- Image Zoom - Magnifier on Hover, Popup on Click, Both, or None
- Thumbnails - thumbnail position (Left or Bottom)
Product Variants
Navigate to Website > Configuration > Settings and enable Product Variants in the Shop - Products section. Then open a product form and go to the Attributes & Variants tab to add attributes and their possible values. To control which attributes appear in catalog filtering, go to Website > eCommerce > Attributes and set the eCommerce Filter Visibility to Visible or Hidden for each attribute.Digital Files
Attach downloadable files to products (ebooks, manuals, certificates, licenses) for delivery before or after purchase. From the product form, click the Documents smart button and upload a file or click New to add a URL-based link. Pre-purchase access: Leave the Visibility field blank and enable Show on Product Page to make the file visible before ordering. Post-purchase access: Set Visibility to Confirmed Order and disable Show on Product Page. The file appears in the customer portal after payment.Product Comparison
Enable Product Comparison Tool in Website > Configuration > Settings under Shop - Products. Customers can then select products to compare using the Compare icon on each product card. The comparison page shows attributes and prices side by side. The product comparison tool requires products to have attributes configured.Wishlists
Enable Wishlists in Website > Configuration > Settings under Shop - Products. Logged-in customers can save products to their wishlist from product pages. Customers can also move items from their cart to a wishlist using the Save for Later option during checkout review.Stock Management
Navigate to Website > Configuration > Settings and configure the Inventory Defaults sub-section under Shop - Products:- Warehouse - the fulfillment location for web orders
- Out-of-Stock - enable Continue Selling to allow orders even when stock is depleted, or disable to block orders
- Show Available Qty - displays remaining stock below a configurable threshold on the product page
Product Translation
For multilingual websites, translate product content directly on the product form. Fields supporting multiple languages show a language abbreviation (such as EN) next to the field. The primary fields to translate for eCommerce are the product name, out-of-stock message, and sales description.Product Catalog
The catalog (shop page) organizes products for customer browsing using categories, attributes, and sorting tools.Catalog Layout
Open the website editor on the shop page and use the Customize tab to configure: Layout settings:- Grid or List default view
- Size: products per page and per row
- Gap: spacing between product cards
- Style: Default, Cards, Thumbnails, or Grid
- Image Size: Landscape (4:3), Default (1:1), Portrait (4:5), or Vertical (2:3)
Product Ribbons
Highlight specific products with ribbon banners (Sale, New, Sold Out, etc.). In the website editor, click a product card and select a Ribbon from the Product section. Create new ribbons by going to Website > eCommerce > Product Ribbons or by clicking the green Create icon in the Ribbon field. Configure the ribbon name, position, background color, and text label. Ribbons can also be assigned to specific product variants from the variant record.Top Bar Configuration
The catalog top bar can display a search field, category quick links, sort options, layout toggle, and currency selector. Use the website editor to enable or disable each element. The available sort options include: Featured, Newest Arrivals, Name A-Z, Price Low to High, and Price High to Low. The default sort applies to all category views.Side Panel Filters
The side panel provides attribute-based filtering for the catalog. Enable it from the website editor and configure:- Attributes - filter products by color, material, size, or other configured attributes
- Price Filter - price range slider
- Product Tags Filter - tag-based product filtering
- Collapsible - allow visitors to collapse the panel
eCommerce Categories
Categories organize the product catalog into browsable groups. Create categories at Website > eCommerce > eCommerce Categories. Each category has a name, optional parent category for nesting, and description. Assign products to categories from the product form under Sales tab > Ecommerce shop section > Categories. A product can belong to multiple categories simultaneously. Display categories in the editor using the Left (side panel) or Top (top bar) options. Left categories support a Collapsible Category Recursive option. Category pages support building blocks. Content placed in the top or bottom area of the shop page appears globally, while content placed near the category name appears only when that category is active.Pricing
Tax Display
Navigate to Website > Configuration > Settings and select the website. Under Shop - Products > Display Product Prices, choose:- Tax Excluded - prices shown without tax; tax is added at order review
- Tax Included - tax-inclusive prices shown
Price Per Unit
Enable Product Reference Price in website settings. On the product form, enter the Sales Price, set the unit type, and configure the Base Unit Count. The unit price (such as price per liter or per kilogram) is shown alongside the sales price on the product page.Pricelists
Pricelists enable flexible pricing rules based on currency, customer group, purchase volume, geographic location, and time periods. Enable pricelists at Website > Configuration > Settings > Shop - Products > Pricelists. Manage pricelist records at Website > eCommerce > Pricelists. For each pricelist, the eCommerce tab provides:- Website - which storefront the pricelist applies to
- Selectable - whether customers can choose this pricelist from the catalog currency selector
- E-commerce Promotional Code - a code customers enter at checkout to activate the pricelist
Discounts
Enable Discounts, Loyalty & Gift Card in website settings to activate discount programs, promotional codes, and gift card support. Permanent strikethrough pricing: Enable Comparison Price in website settings. Set the reduced price in the Sales Price field and the original price in the Compare to Price field. The original price displays with a strikethrough next to the current price. The Compare to Price field must hold a value higher than the Sales Price. Discounted pricelists: Create a pricelist with a Discount price type. The strikethrough display activates automatically for customers on that pricelist without needing the Comparison Price setting. Promotional codes: Add an E-commerce Promotional Code to a pricelist from its eCommerce tab. Configure the discount rules in the Price Rules tab. Customers enter the code during checkout review to activate the discount.Hiding Prices
Enable Prevent Sale of Zero Priced Product in website settings and specify a redirect URL in the Button URL field. The Add to Cart button is replaced by a Contact Us button for products with a zero price. Apply zero pricing either directly on the product or through a zero-priced pricelist assigned as the first pricelist for the website. The pricelist must not be marked as Selectable. To show prices only to logged-in customers, assign the zero-priced pricelist to public users and regular pricelists to portal customers.Cross-Selling and Upselling
Optional Products (Cross-sell at Cart)
Products in the Optional Products field (Sales tab of the product form) appear as suggestions when a customer clicks Add to Cart. This prompt allows impulse additions before the customer proceeds to checkout.Accessory Products (Cross-sell at Checkout)
Products in the Accessory Products field appear in the Suggested Accessories section during the order review step. Positioning these suggestions at checkout captures last-minute additions.Alternative Products (Upsell on Product Page)
Products in the Alternative Products field appear at the bottom of the product page. This placement encourages customers considering a product to explore comparable or upgraded options. Use the website editor to customize the alternative products display block once it is enabled.Checkout
Add to Cart Behavior
Configure the action taken when a customer clicks Add to Cart by navigating to Website > Configuration > Settings > Shop - Checkout Process:- Stay on Product Page - customer remains on the current page
- Go to Cart - customer is redirected immediately to the cart
- Let the User Decide - a dialog appears allowing the customer to proceed to checkout or continue shopping
Buy Now Button
Enable Buy Now in checkout settings to add a secondary button that takes customers directly to the checkout confirmation step without passing through the cart.Re-order from Portal
Enable Re-order From Portal to allow returning customers to reorder from previous sales orders through their customer account.Checkout Steps
Customers progress through the following steps:- Review Order - view cart contents, adjust quantities, apply promo codes, review accessories. Wishlisted items can be moved here using Save for Later.
- Delivery - enter or select delivery address, choose delivery method, confirm billing address. Guest customers enter contact details here.
- Extra Info (optional) - a customizable form collecting additional order information fed into the sales order.
- Payment - select payment method, enter payment details, and optionally accept terms and conditions.
- Order Confirmation - purchase summary displayed after successful payment.
Extra Checkout Step
Enable Extra Step During Checkout in website settings, then click Configure Form to customize the questions collected. The data feeds into the corresponding sales order in the backend.Terms and Conditions at Payment
Toggle Accept Terms and Conditions in the website editor on the Payment step. Customers must agree before completing the purchase.Customer Accounts
Account Creation Policy
Navigate to Website > Configuration > Settings > Privacy > Customer Account and choose:- On Invitation - only customers with an invitation email can register
- Free Sign Up - any visitor can create an account
- Go to Website > eCommerce > Customers.
- Select the customer or create a new one with a valid email address.
- Click the Actions icon at the top and select Grant Portal Access.
- Click Grant Access in the popup to send the invitation email.
Shop Access Control
Restrict the entire online store to logged-in users by going to Website > Configuration > Settings > Privacy > Ecommerce Access and selecting Logged In Users. This is particularly useful for B2B stores with exclusive pricing.Checkout Account Requirements
Configure the Sign in/up at Checkout setting in the checkout process section:- Optional - guests can check out and optionally register afterward via the confirmation email
- Disabled (Buy as Guest) - guest checkout is available with no registration offered
- Mandatory - all customers must sign in or register to complete a purchase
Multi-Website Accounts
Enable Shared Customer Accounts in website settings to allow customers to use one account across all websites in the system.B2B and B2C Configuration
B2C Setup
For consumer-facing stores:- Enable tax-included pricing
- Allow guest checkout
- Use free sign-up account creation
- Enable promotional codes and loyalty programs
B2B Setup
For business-to-business stores:- Enable tax-excluded pricing
- Require account sign-in
- Use invitation-only account creation
- Set up a zero-priced pricelist for public visitors so prices are hidden until access is granted
- Enable B2B fields (VAT number, Company Name) during the delivery checkout step using the website editor
Multiple Website Model
When operating both B2B and B2C stores, create two separate websites. Each website has its own privacy settings, checkout configuration, pricelist defaults, and layout. This separation provides clear control over which customers see which prices and content.Order Handling
Order Status Progression
Web orders move through the following states:| Status | Condition |
|---|---|
| Quotation | Product added to cart; checkout not started |
| Quotation Sent | Checkout completed; payment not yet confirmed |
| Order | Payment received and confirmed |
Sales Team Assignment
Navigate to Website > Configuration > Settings > Shop - Checkout Process and assign a default Sales Team or Salesperson to handle all incoming eCommerce orders automatically.Abandoned Cart Recovery
Enable Automatically Send Abandoned Checkout Emails in Website > Configuration > Settings > Email and Marketing. Configure the delay period (how long after abandonment before the email sends) and customize the email template. Abandoned cart emails require the customer to have entered their contact details during checkout or to have been logged in when adding items.Delivery Orders
Confirmed orders generate delivery records automatically. Process deliveries through the Inventory module. Automatic shipping confirmation emails can be sent to customers when the transfer status is marked Done in Inventory settings. Returns are handled through the customer portal via an online return form. Full refunds can be issued directly from the order interface when a refund-compatible payment provider is configured.Automatic Invoicing
Enable Automatic Invoice in Website > Configuration > Settings > Invoicing to generate invoices automatically when online payment is confirmed. Without this setting, customers receive only an order confirmation.Payments
Configure payment providers at Website > Configuration > Payment Providers. Activate and configure each provider to make it available during checkout. Additional access is available at Website > Configuration > Settings > Shop - Payment to configure specific provider options. Customers select their preferred payment method during the checkout confirmation step.eWallets and Gift Cards
Enable Discounts, Loyalty and Gift Card in website settings. Customers can enter gift card codes or pay from their eWallet balance at checkout.Delivery Methods
Third-Party Shipping Carriers
Enable carrier integrations at Website > Configuration > Settings > Delivery and select the relevant providers (FedEx, UPS, DHL, etc.). Configure each method at Website > Configuration > Delivery Methods. Third-party carrier accounts must have the additional fee field filled in (enter 0 if no extra charge applies). Leaving the field empty prevents the carrier from calculating shipping costs and triggers an error at checkout. Margin configuration: Add a percentage margin or fixed additional fee to the carrier’s base rate using the Margin on Rate and Additional Margin fields on the delivery method form.Custom Delivery Methods
Create custom methods at Website > Configuration > Delivery Methods > New. Select Based on Rules for conditional shipping (free over a threshold, different rates by weight, etc.) or Fixed Price for a flat rate. Each delivery method can be restricted to a specific website and published independently.Click and Collect
Allow customers to reserve products online and pick them up at a physical location:- Navigate to Website > Configuration > Settings > Delivery and enable Click and Collect.
- Click Configure Pickup Locations and verify the Provider is set to Pick Up in Store.
- In the Stores tab, add the warehouses where collection is available.
- Publish the delivery method to make it live.
Performance
eCommerce Sales Dashboard
Navigate to Website > Reporting > eCommerce for a performance dashboard covering sales by product, category, period, and other dimensions. Switch views between chart, pivot, and other formats. Use the Measures button to select the metric displayed (margin, invoiced quantity, untaxed total, volume, etc.). Compare periods to identify seasonal trends.Analytics Integrations
Connect to external analytics platforms (Google Analytics, Plausible, and others) through the website integration settings to capture visitor behavior, traffic sources, and conversion data outside of Knowlix’s built-in reporting.Email Queue Optimization
For high-traffic stores or flash sales events, order confirmation emails can create a processing bottleneck. Enable asynchronous email sending to decouple email delivery from the checkout confirmation flow:- Activate developer mode.
- Go to Apps, remove the Apps filter, and install the Sales - Async Emails module.
- Navigate to Settings > Technical > System Parameters and set
sale.async_emailstoTrue. - Confirm the Sales: Send Pending Emails scheduled action is active at Settings > Technical > Scheduled Actions.