[IMP] ecommerce: cross-upselling
closes odoo/documentation#11440
Taskid: 4273498
X-original-commit: 4590851acf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
This commit is contained in:
parent
0b132c4556
commit
395281cb5b
@ -2,88 +2,69 @@
|
||||
Cross-selling and upselling
|
||||
===========================
|
||||
|
||||
Any sales process is an opportunity to maximize revenues. **Cross-selling and upselling** are sales
|
||||
techniques consisting in selling customers additional or more expensive products and services than
|
||||
what they were originally shopping for. It is a great way to maximize the value of each one of your
|
||||
customers.
|
||||
:ref:`Cross-selling <ecommerce/cross_selling>` and
|
||||
:ref:`upselling <ecommerce/cross_upselling/alternative>` are sales techniques designed to encourage
|
||||
customers to purchase additional or higher-priced products and services from your :doc:`catalog`.
|
||||
|
||||
**Cross-selling** can be done via **two** features:
|
||||
|
||||
- :ref:`Optional products <cross_upselling/optional>` upon **adding to cart**;
|
||||
- :ref:`Accessory products <cross_upselling/accessory>` on the **checkout page**.
|
||||
|
||||
**Upselling** is only done via :ref:`alternative products <cross_upselling/alternative>` on the
|
||||
**product page**.
|
||||
|
||||
.. seealso::
|
||||
:doc:`catalog`
|
||||
.. _ecommerce/cross_selling:
|
||||
|
||||
Cross-selling
|
||||
=============
|
||||
|
||||
.. _cross_upselling/optional:
|
||||
Cross-selling can be achieved by suggesting
|
||||
:ref:`optional products <ecommerce/cross_upselling/optional>` when items are added to the cart or by
|
||||
recommending :ref:`accessory products <ecommerce/cross_upselling/accessory>` on the checkout page.
|
||||
|
||||
.. _ecommerce/cross_upselling/optional:
|
||||
|
||||
Optional products
|
||||
-----------------
|
||||
|
||||
**Optional products** are suggested when customers click :guilabel:`Add to cart`, either from the
|
||||
**product page** or **catalog page**. Upon clicking, a pop-up window opens with the
|
||||
**optional products** displayed in the :guilabel:`Available Options` section.
|
||||
**Optional products** are suggested when the customer selects a product and clicks
|
||||
:guilabel:`Add to cart`.
|
||||
|
||||
.. image:: cross_upselling/cross_upselling-cart.png
|
||||
:align: center
|
||||
To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a
|
||||
product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
|
||||
:guilabel:`Optional Products` field.
|
||||
|
||||
.. image:: cross_upselling/add-to-cart.png
|
||||
:alt: Optional products cross-selling
|
||||
|
||||
To enable **optional products** go to :menuselection:`Website --> eCommerce --> Products`,
|
||||
select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
|
||||
:guilabel:`Optional Products` field. Optional products are **linked** to the product(s) they are set
|
||||
up with on the **product template**. They only appear when that product is added to the cart.
|
||||
|
||||
.. tip::
|
||||
You can also access the :guilabel:`Sales` tab of the **product template** by selecting a product
|
||||
on your **main shop page** and clicking :guilabel:`Product` in the top-right corner.
|
||||
|
||||
.. _cross_upselling/accessory:
|
||||
.. _ecommerce/cross_upselling/accessory:
|
||||
|
||||
Accessory products
|
||||
------------------
|
||||
|
||||
**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before
|
||||
processing to checkout at the :guilabel:`Review Order` step.
|
||||
|
||||
.. image:: cross_upselling/cross_upselling-checkout.png
|
||||
:align: center
|
||||
:alt: Suggested accessories at checkout during cart review
|
||||
**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the
|
||||
:guilabel:`Review Order` step, just before proceeding to checkout.
|
||||
|
||||
To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select
|
||||
a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
|
||||
:guilabel:`Accessory Products` field. Suggested accessory products are **linked** to the product(s)
|
||||
they are set up with on the **product template**. They only appear when that product is at the
|
||||
checkout process review.
|
||||
:guilabel:`Accessory Products` field.
|
||||
|
||||
.. image:: cross_upselling/accessory-products.png
|
||||
:alt: Suggested accessories at checkout during cart review
|
||||
|
||||
.. _ecommerce/cross_upselling/alternative:
|
||||
|
||||
Upselling
|
||||
=========
|
||||
|
||||
.. _cross_upselling/alternative:
|
||||
|
||||
Alternative products
|
||||
--------------------
|
||||
|
||||
**Alternative products** are suggested on the **product page** and usually incentivize customers to
|
||||
buy a more expensive variant or product than the one they were initially shopping for.
|
||||
You can display **alternative products** at the bottom of the product page as an upselling
|
||||
technique, encouraging customers to consider a more expensive variant or product than their
|
||||
initial choice by presenting appealing alternatives.
|
||||
|
||||
.. image:: cross_upselling/cross_upselling-alternative.png
|
||||
:align: center
|
||||
:alt: Alternative products on the product page
|
||||
|
||||
To enable **alternative products**, go to :menuselection:`Website --> eCommerce --> Products`,
|
||||
select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
|
||||
:guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking
|
||||
:guilabel:`Go To Website`, and click :menuselection:`Edit`. Stay on the :guilabel:`Blocks` tab, and
|
||||
scroll down to the :guilabel:`Dynamic Content` section. Then, drag and drop the :guilabel:`Products`
|
||||
building block anywhere on the **product page**.
|
||||
To enable alternative products, navigate to :menuselection:`Website --> eCommerce --> Products`,
|
||||
select the desired product, and go to the :guilabel:`Sales` tab. In the
|
||||
:guilabel:`Alternative Products` field, add the products you want to feature.
|
||||
|
||||
When placed, in :guilabel:`Edit` mode, click the **block** to access various settings for that
|
||||
:guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative
|
||||
Products`. You can configure several additional settings, such as how many elements are displayed
|
||||
(:guilabel:`Fetched Elements`), the :guilabel:`Template` used, etc.
|
||||
Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the
|
||||
product page.
|
||||
|
||||
To adjust the settings, click :guilabel:`Edit` and select the related
|
||||
:doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize`
|
||||
tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to
|
||||
tailor the display to your preferences.
|
||||
|
Binary file not shown.
After Width: | Height: | Size: 18 KiB |
Binary file not shown.
After Width: | Height: | Size: 37 KiB |
Binary file not shown.
Before Width: | Height: | Size: 72 KiB After Width: | Height: | Size: 73 KiB |
Binary file not shown.
Before Width: | Height: | Size: 12 KiB |
Binary file not shown.
Before Width: | Height: | Size: 17 KiB |
Loading…
Reference in New Issue
Block a user