AxisIQ for D2C and e-commerce brands

AxisIQ runs a D2C brand's back office: variants, orders from every channel, stock, shipments, RTO, returns, creators and settlements in one live workspace.

AxisIQ is the operations system a D2C brand runs behind its storefront: one live workspace where orders from your website, Amazon, Flipkart, Myntra, Instagram and WhatsApp sit beside the variants they ship from, the stock each warehouse holds, the courier shipment that carries them, the return that comes back and the payout that finally settles them. The D2C & E-commerce template sets all of that up at signup — apps, record types, roles, five automation flows and a home dashboard — and Ask Axis, the built-in assistant, then reshapes it around how your brand actually works.

The work this replaces

Orders live in the Shopify or WooCommerce admin and in three marketplace seller panels. Stock is a Google Sheet that the warehouse and the founder both edit. The courier's dashboard knows which AWBs went RTO; the order sheet finds out later, if at all. Returns are a WhatsApp thread with the customer, a pickup booked by hand and a refund someone remembers to push. At month end the Razorpay settlement, the Amazon payout and the COD remittance are matched against Tally by whoever has the afternoon free.

What breaks is the space between the tools.

What the D2C & E-commerce template sets up

Seven apps, sixteen record types, linked the way a brand's operations are linked:

A Variant, not a product, is what stock and order lines count, so a style in five sizes and three colours is fifteen trackable units under one product. A Shipment points at its order, a Return at its order and customer, a Creator collaboration at the Promotion whose code the creator shares — so "what did that reel actually sell" is a lookup, not a guess.

How a week runs in it

Monday, orders land. Orders arrive as Order records with their Order lines — by CSV import from a seller panel, by hand, or by a scheduled flow you write against your connected Shopify or WooCommerce store. Anything at ₹5,000 or more is flagged high priority so it is packed first. Every COD order opens a Support ticket with the topic COD confirmation, so a person calls or messages the customer before anything is packed.

Tuesday, the floor packs. A confirmed order enters the template's Dispatch queue on its own and moves To pick → Picked → Packed → Handed to courier. Packers pull the next order on a lease and scan labels for a verdict every time; paste the day's AWBs as a manifest and the batch report lists what never reached the van. The Order summary PDF gives the packing table a one-page sheet per order. See Work Queues and barcode workflows.

Wednesday, shipments move. Each consignment is a Shipment with its AWB and courier. Mark it delivered and the order moves to delivered on its own; mark it rto_initiated and the order is flagged RTO, so RTO counts come from the same table as sales.

Thursday, returns come back. Customers write in through the published Contact support form, which opens a numbered ticket (TKT-2026-00042). Support raises a Return — numbered RET-2026-00017 automatically — with the reason and resolution. When the item is received at the warehouse, the order is marked returned, and refund amounts become a column you can sum.

Friday, stock and purchasing. Stock levels show available units (on hand minus reserved) per variant per warehouse against a reorder level. A Purchase order gets its number (PO-2610-0003) on creation, lists variants on PO lines, and goes to the supplier as the Purchase order PDF; received quantities are filled in as cartons are counted.

Month end, the money. Every payout is a Settlement — gross, fees and commission, net — so marketplace commission and gateway fees stop hiding inside a bank credit. Expenses cover the spend that isn't a purchase order, and the accounting ledger keeps double-entry postings your CA can work from.

Automations included

The template ships five flows, all switched on:

• Flag high-value orders — orders of ₹5,000 or more are marked high priority.
• Delivered shipment closes the order — a shipment marked delivered moves its order to delivered.
• RTO marks the order — a return-to-origin on a shipment flags its order as RTO.
• Received return updates the order — a return received at the warehouse marks its order returned.
• COD orders get a confirmation ticket — every cash-on-delivery order opens a support ticket to confirm it first.

Each is an ordinary flow you can open, change or switch off in Automation, with a run history you can read.

Alongside the flows, the template creates the Dispatch work queue, the Contact support form (published; reachable from the public internet once the owner grants it), two PDF layouts — Order summary and Purchase order — and auto-numbering for tickets, returns and purchase orders.

Roles

• Operations manager — orders, stock, purchasing and shipping end to end.
• Customer support — answers customers, raises returns, keeps tickets moving.
• Marketing — promotions, creators, campaigns and storefront content.
• Finance — reconciles payouts, books expenses, keeps the ledger.
• Warehouse staff — picks, packs and ships; counts stock; receives purchase orders.

Your home dashboard

Brand overview opens with four numbers — Revenue, Orders, Waiting to ship, Open tickets — then Revenue by day, Revenue by channel, a table of Orders waiting to ship, Best sellers over 90 days, a table of Returns in progress, and Shipments by status. Every widget is SQL over your records, editable in Analytics.

Platform apps that come switched on

• Marketplaces — connect a Shopify or WooCommerce store and browse its products, orders, customers, discounts and recent trading live, read-only. WooCommerce brands also see every installed plugin, active and inactive, with its version beside the latest release — the part of the store the order data never shows (plugin audit guide).
• Web Campaigns — connect Meta, Google Ads and other ad accounts; campaigns and daily spend, clicks and conversions are mirrored in, so ad spend sits in the same SQL as the orders it produced. Pause, resume or re-budget from AxisIQ; creating ads stays in the ad platforms.
• Invoices & Payments — hosted payment links through your own Razorpay account. A COD order can be converted to prepaid by sending a link before dispatch; a paid link comes back as a payment record. See Payments.
• Messaging — email, SMS and WhatsApp through your own provider account; WhatsApp messages to customers use Meta-approved templates.
• Accounting ledger, Work Queues, Forms, Content Studio, Sheets, PDF templates, Knowledge Base, Functions.

Switched off: In-Store Checkout and Calendar — most online brands have no counter and no booking pages. A brand running a pop-up or an experience store turns them on in Settings → Apps.

Make it yours

The template is a starting point. After signup Ask Axis asks what is different about your brand, and you answer in plain words:

• "Add a Blinkit, Zepto and Instamart option to order channel."
• "Add batch number and expiry date to stock levels."
• "When a return's reason is size issue, open a support ticket to offer an exchange."
• "Add a widget for RTO rate by courier for the last 30 days."

Ask Axis changes your live workspace under your permissions and asks before anything destructive. Example data — 34 orders, 30 shipments and the rest — never triggers the automations, and Settings → Industry template → Clear example data removes only the template's own rows in one click. Started blank? A template can still be applied from Settings while the workspace is empty. See Ask Axis.

What AxisIQ doesn't do

• No automatic marketplace or store sync. Marketplaces is a live, read-only window into Shopify and WooCommerce; bringing orders in is a scheduled flow you write, a CSV import, or entry by hand. There is no built-in connection to Amazon, Flipkart, Myntra or quick-commerce seller panels, and catalogs are not pushed to any channel.
• No GST filing, e-invoicing (IRN) or e-way bills. HSN, GST rate and supplier GSTIN are on the records and the ledger balances; your CA files from there. No Tally sync or export, and no payroll.
• No courier booking. AxisIQ records the AWB and status; manifesting happens in your courier or aggregator panel.
• No offline mode.

Sub-verticals

• Fashion & apparel brands — size and colour variants, size-led returns and exchanges, RTO, creators, Myntra and Ajio orders.
• Beauty & personal care brands — batches and shelf life, sampling, repeat customers, marketplace and quick-commerce channels.
• Food & beverage brands — perishables, FSSAI licence, batch and expiry, COD versus prepaid, Blinkit, Zepto and Instamart.

More industries at /industries.

FAQ

Is AxisIQ a replacement for Shopify or WooCommerce? No. Your storefront keeps selling; AxisIQ is the back office behind it — orders, stock, shipments, returns, settlements and reporting in one place.

Can AxisIQ manage orders from Amazon, Flipkart and Myntra together? Yes, as records: every order carries a channel, and the dashboard splits revenue by channel. Orders from those panels come in by CSV import or a flow you write, since there is no built-in marketplace connector.

How does AxisIQ track RTO? A shipment carries rto_initiated and rto_delivered statuses, and a flow flags the order as RTO the moment its shipment goes back, so RTO by courier, state or payment mode is one query.

How do I reduce COD risk with AxisIQ? Every COD order opens a confirmation ticket before packing, and you can send a Razorpay payment link to turn it prepaid; the paid link comes back as a payment record.

Can I see marketplace commission and gateway fees? Yes. Each payout is a settlement record with gross, fees and commission and a computed net, by source.

What happens to the example data? It never fires the automations, and one click in Settings → Industry template → Clear example data removes only the template's own rows, leaving yours.

Start with the D2C & E-commerce template — or see AxisIQ in action.