[ADD] ecommerce: cross and upselling page
Adding a cross/upselling page for the ecommerce section. Forward to
master.
closes odoo/documentation#3578
Taskid: 3142720
X-original-commit: 4db98bd840
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
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@ -10,3 +10,4 @@ Products
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managing_products/products
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managing_products/catalog
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managing_products/variants
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managing_products/cross_upselling
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@ -0,0 +1,86 @@
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===========================
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Cross-selling and upselling
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===========================
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Any sales process is an opportunity to maximize revenues. **Cross-selling and upselling** are sales
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techniques consisting in selling customers additional or more expensive products and services than
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what they were originally shopping for. It is a great way to maximize the value of each one of your
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customers.
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**Cross-selling** can be done via **two** features:
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- :ref:`Optional products <cross_upselling/optional>` upon **adding to cart**;
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- :ref:`Accessory products <cross_upselling/accessory>` on the **checkout page**.
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**Upselling** is only done via :ref:`alternative products <cross_upselling/alternative>` on the
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**product page**.
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Cross-selling
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=============
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.. _cross_upselling/optional:
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Optional products
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-----------------
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**Optional products** are suggested when customers click :guilabel:`Add to cart`, either from the
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**product page** or **catalog page**. Upon clicking, a pop-up window opens with the
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**optional products** displayed in the :guilabel:`Available Options` section.
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.. image:: cross_upselling/cross_upselling-cart.png
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:align: center
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:alt: Optional products cross-selling
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To enable **optional products** go to :menuselection:`Website --> eCommerce --> Products`,
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select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
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:guilabel:`Optional Products` field. Optional products are **linked** to the product(s) they are set
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up with on the **product template**. They only appear when that product is added to the cart.
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.. tip::
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You can also access the :guilabel:`Sales` tab of the **product template** by selecting a product
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on your **main shop page** and clicking :guilabel:`Product` in the top-right corner.
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.. _cross_upselling/accessory:
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Accessory products
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------------------
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**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before
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processing to checkout at the :guilabel:`Review Order` step.
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.. image:: cross_upselling/cross_upselling-checkout.png
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:align: center
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:alt: Suggested accessories at checkout during cart review
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To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select
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a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
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:guilabel:`Accessory Products` field. Suggested accessory products are **linked** to the product(s)
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they are set up with on the **product template**. They only appear when that product is at the
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checkout process review.
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Upselling
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=========
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.. _cross_upselling/alternative:
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Alternative products
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--------------------
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**Alternative products** are suggested on the **product page** and usually incentivize customers to
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buy a more expensive variant or product than the one they were initially shopping for.
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.. image:: cross_upselling/cross_upselling-alternative.png
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:align: center
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:alt: Alternative products on the product page
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To enable **alternative products**, go to :menuselection:`Website --> eCommerce --> Products`,
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select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
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:guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking
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:guilabel:`Go To Website`, and click :menuselection:`Edit`. Stay on the :guilabel:`Blocks` tab, and
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scroll down to the :guilabel:`Dynamic Content` section. Then, drag and drop the :guilabel:`Products`
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building block anywhere on the **product page**.
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When placed, in :guilabel:`Edit` mode, click the **block** to access various settings for that
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:guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative
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Products`. You can configure several additional settings, such as how many elements are displayed
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(:guilabel:`Fetched Elements`), the :guilabel:`Template` used, etc.
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@ -7,8 +7,6 @@ Maximize my revenue
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.. toctree::
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:titlesonly:
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maximizing_revenue/upselling
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maximizing_revenue/cross_selling
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maximizing_revenue/reviews
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maximizing_revenue/pricing
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maximizing_revenue/promo_code
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@ -1,68 +0,0 @@
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==============================================
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Cross-selling: Accessory and Optional Products
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==============================================
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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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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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It can be done via two different features:
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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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.. _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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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/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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.. 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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.. _cross_selling/optional:
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Optional Products
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=================
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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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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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.. 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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.. seealso::
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- :doc:`upselling`
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====================================================
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How to sell pricier alternative products (upselling)
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====================================================
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In order to maximize your revenue, suggesting pricier alternative products is
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strongly advised for basic items. That way, your customer will spend more time
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browsing your catalog.
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.. image:: upselling/upsell_web.png
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:align: center
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To do so:
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* Select such *Alternative Products* in the *Sales* tab of the product detail form.
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3 alternatives are fine! Don't publish too many otherwise your customers will be confused.
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.. image:: upselling/upsell.png
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:align: center
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* Turn on *Alternative Products* from the *Customize* menu of the product web page.
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.. image:: upselling/upsell_publish.png
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:align: center
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@ -21,7 +21,8 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
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applications/websites/ecommerce/getting_started/catalog.rst applications/websites/ecommerce/managing_products/catalog.rst # /getting_started/catalog -> /managing_products/catalog
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applications/websites/ecommerce/getting_started/product_page.rst applications/websites/ecommerce/managing_products/products.rst # /getting_started/product_page -> /managing_products/products
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applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applications/websites/ecommerce/shopper_experience/payment_providers.rst # payment_acquirer -> payment_providers
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applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling
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applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling
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# developer/reference/frontend
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