[IMP] eCommerce: update of cross-selling doc for Odoo 15.0 and after.

closes odoo/documentation#2391

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Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Ludvig Auvens 2022-03-18 12:55:58 +00:00 committed by “Lau-Odoo”
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=============================================================
How to sell accessories and optional products (cross-selling)
=============================================================
==============================================
Cross-selling: Accessory and Optional Products
==============================================
You sell computers. Why not stimulating your customers to buy a top-notch
screen or an extra-warranty? That's the goal of cross-selling functionalities:
Any sales process is an opportunity to maximize revenues. For example, with an extended warranty
or some accessories.
* Accessory products on checkout page,
* Optional products on a new *Add to Cart* screen (not installed by default).
To do so, you can use **Cross-selling**, a sales technique consisting in selling a customer
something in addition to the product or service they were originally shopping for. It is a great way
to maximize the value of each one of your customers.
Accessory products when checking out
====================================
It can be done via two different features:
Accessories (e.g. for computers: mouse, keyboard) show up when the customer
reviews the cart before paying.
- :ref:`Accessory products <cross_selling/accessory>` on the checkout page.
- :ref:`Optional products <cross_selling/optional>` on a new :guilabel:`Add to Cart` screen.
.. image:: cross_selling/cross_sell_accessory_web.png
.. _cross_selling/accessory:
Accessory Products
==================
**Accessory Products** are products that are displayed when customers review their cart before
paying. As an example, you could suggest a mouse or a keyboard when someone buys a computer.
To add *Accessory Products*, go to :menuselection:`Website --> Products --> Products` and, under
the :guilabel:`Sales Tab`, add your products to the :guilabel:`Accessory Products` field.
.. image:: cross_selling/accessory-product.png
:align: center
:alt: Add an accessory product to product form.
Select accessories in the *Sales* tab of the product detail page.
Now, go to your website and add the product to your cart. On the payment step, you can see your
accessory products suggested to the customer.
.. image:: cross_selling/cross_sell_accessory.png
.. image:: cross_selling/accessory-product-customer-view.png
:align: center
:alt: See of payment view and accessory product suggestion.
.. note::
There is an algorithm to figure out the best accessories to display in case
several items are added to cart. If any item is the accessory of several products
added to cart, it is most likely that it will be atop the list of suggested accessories.
.. seealso::
`Odoo Tutorials: Alternative, Accessory, and Optional Products
<https://www.odoo.com/slides/slide/alternative-accessory-and-optional-products-637>`_.
Optional products when adding to cart
=====================================
.. _cross_selling/optional:
Optional products are directly related to the item added to cart (e.g. for computers:
warranty, OS software, extra components). Whenever the main product is added to cart,
such a new screen pops up as an extra step.
Optional Products
=================
.. image:: cross_selling/cross_sell_optional_web.png
**Optional products** are products directly related to an item. Each time the product is added to a
cart, a pop-up appears, suggesting other products to buy.
To enable optional products, go to :menuselection:`Website --> Configuration --> Settings` and tick
:guilabel:`Optional Products`. Then, go to :menuselection:`Website --> Products --> Products` and
open the item you want to add an optional product to. In the :guilabel:`Sales tab` of that product,
add as many optional products as you want.
.. image:: cross_selling/optional-product.png
:align: center
:alt: Add an optional product to product form.
To publish optional products:
From now, when a customer adds this product to their cart, a pop-up appears and suggests also adding
the optional product(s).
* Install *eCommerce Optional Products* addon in *Apps* menu. Remove the default filter to
search on addons as well, otherwise only main apps show up.
.. image:: cross_selling/cross_sell_optional_install.png
.. image:: cross_selling/cross-selling-pop-up.png
:align: center
:alt: Pop-up with optional products appears.
* Select optional items from the *Sales* tab of the product detail form.
.. image:: cross_selling/cross_sell_optional.png
:align: center
.. note::
The quantity of optional items added to cart is the same than the main item.
.. seealso::
- :doc:`upselling`

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