[IMP] ecommerce: cross-upselling

closes odoo/documentation#11264

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Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
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Donatienne (dopi) 2024-10-22 16:14:48 +02:00
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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.

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