[IMP] eCommerce: update of cross-selling doc for Odoo 15.0 and after.
closes odoo/documentation#2391
X-original-commit: db8b45ead2
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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How to sell accessories and optional products (cross-selling)
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==============================================
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Cross-selling: Accessory and Optional Products
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==============================================
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You sell computers. Why not stimulating your customers to buy a top-notch
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screen or an extra-warranty? That's the goal of cross-selling functionalities:
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Any sales process is an opportunity to maximize revenues. For example, with an extended warranty
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or some accessories.
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* Accessory products on checkout page,
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* Optional products on a new *Add to Cart* screen (not installed by default).
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To do so, you can use **Cross-selling**, a sales technique consisting in selling a customer
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something in addition to the product or service they were originally shopping for. It is a great way
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to maximize the value of each one of your customers.
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Accessory products when checking out
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====================================
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It can be done via two different features:
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Accessories (e.g. for computers: mouse, keyboard) show up when the customer
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reviews the cart before paying.
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- :ref:`Accessory products <cross_selling/accessory>` on the checkout page.
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- :ref:`Optional products <cross_selling/optional>` on a new :guilabel:`Add to Cart` screen.
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.. image:: cross_selling/cross_sell_accessory_web.png
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.. _cross_selling/accessory:
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Accessory Products
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==================
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**Accessory Products** are products that are displayed when customers review their cart before
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paying. As an example, you could suggest a mouse or a keyboard when someone buys a computer.
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To add *Accessory Products*, go to :menuselection:`Website --> Products --> Products` and, under
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the :guilabel:`Sales Tab`, add your products to the :guilabel:`Accessory Products` field.
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.. image:: cross_selling/accessory-product.png
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:align: center
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:alt: Add an accessory product to product form.
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Select accessories in the *Sales* tab of the product detail page.
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Now, go to your website and add the product to your cart. On the payment step, you can see your
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accessory products suggested to the customer.
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.. image:: cross_selling/cross_sell_accessory.png
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.. image:: cross_selling/accessory-product-customer-view.png
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:align: center
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:alt: See of payment view and accessory product suggestion.
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.. note::
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There is an algorithm to figure out the best accessories to display in case
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several items are added to cart. If any item is the accessory of several products
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added to cart, it is most likely that it will be atop the list of suggested accessories.
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.. seealso::
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`Odoo Tutorials: Alternative, Accessory, and Optional Products
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<https://www.odoo.com/slides/slide/alternative-accessory-and-optional-products-637>`_.
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Optional products when adding to cart
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=====================================
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.. _cross_selling/optional:
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Optional products are directly related to the item added to cart (e.g. for computers:
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warranty, OS software, extra components). Whenever the main product is added to cart,
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such a new screen pops up as an extra step.
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Optional Products
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=================
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.. image:: cross_selling/cross_sell_optional_web.png
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**Optional products** are products directly related to an item. Each time the product is added to a
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cart, a pop-up appears, suggesting other products to buy.
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To enable optional products, go to :menuselection:`Website --> Configuration --> Settings` and tick
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:guilabel:`Optional Products`. Then, go to :menuselection:`Website --> Products --> Products` and
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open the item you want to add an optional product to. In the :guilabel:`Sales tab` of that product,
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add as many optional products as you want.
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.. image:: cross_selling/optional-product.png
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:align: center
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:alt: Add an optional product to product form.
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To publish optional products:
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From now, when a customer adds this product to their cart, a pop-up appears and suggests also adding
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the optional product(s).
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* Install *eCommerce Optional Products* addon in *Apps* menu. Remove the default filter to
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search on addons as well, otherwise only main apps show up.
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.. image:: cross_selling/cross_sell_optional_install.png
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.. image:: cross_selling/cross-selling-pop-up.png
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:align: center
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:alt: Pop-up with optional products appears.
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* Select optional items from the *Sales* tab of the product detail form.
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.. image:: cross_selling/cross_sell_optional.png
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:align: center
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.. note::
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The quantity of optional items added to cart is the same than the main item.
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.. seealso::
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- :doc:`upselling`
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