[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>
This commit is contained in:
Tom Aarab (toaa) 2023-01-19 14:05:21 +00:00
parent a844c0aa12
commit 528a9c26a1
9 changed files with 89 additions and 94 deletions

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@ -10,3 +10,4 @@ Products
managing_products/products
managing_products/catalog
managing_products/variants
managing_products/cross_upselling

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@ -0,0 +1,86 @@
===========================
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.
**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**.
Cross-selling
=============
.. _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.
.. image:: cross_upselling/cross_upselling-cart.png
:align: center
: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:
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
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.
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.
.. 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**.
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.

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@ -7,8 +7,6 @@ Maximize my revenue
.. toctree::
:titlesonly:
maximizing_revenue/upselling
maximizing_revenue/cross_selling
maximizing_revenue/reviews
maximizing_revenue/pricing
maximizing_revenue/promo_code

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@ -1,68 +0,0 @@
==============================================
Cross-selling: Accessory and Optional Products
==============================================
Any sales process is an opportunity to maximize revenues. For example, with an extended warranty
or some accessories.
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.
It can be done via two different features:
- :ref:`Accessory products <cross_selling/accessory>` on the checkout page.
- :ref:`Optional products <cross_selling/optional>` on a new :guilabel:`Add to Cart` screen.
.. _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.
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/accessory-product-customer-view.png
:align: center
:alt: See of payment view and accessory product suggestion.
.. seealso::
`Odoo Tutorials: Alternative, Accessory, and Optional Products
<https://www.odoo.com/slides/slide/alternative-accessory-and-optional-products-637>`_.
.. _cross_selling/optional:
Optional Products
=================
**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.
From now, when a customer adds this product to their cart, a pop-up appears and suggests also adding
the optional product(s).
.. image:: cross_selling/cross-selling-pop-up.png
:align: center
:alt: Pop-up with optional products appears.
.. seealso::
- :doc:`upselling`

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@ -1,23 +0,0 @@
====================================================
How to sell pricier alternative products (upselling)
====================================================
In order to maximize your revenue, suggesting pricier alternative products is
strongly advised for basic items. That way, your customer will spend more time
browsing your catalog.
.. image:: upselling/upsell_web.png
:align: center
To do so:
* Select such *Alternative Products* in the *Sales* tab of the product detail form.
3 alternatives are fine! Don't publish too many otherwise your customers will be confused.
.. image:: upselling/upsell.png
:align: center
* Turn on *Alternative Products* from the *Customize* menu of the product web page.
.. image:: upselling/upsell_publish.png
:align: center

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@ -21,7 +21,8 @@ applications/finance/payment_acquirers/wire_transfer.rst applications/finance/pa
applications/websites/ecommerce/getting_started/catalog.rst applications/websites/ecommerce/managing_products/catalog.rst # /getting_started/catalog -> /managing_products/catalog
applications/websites/ecommerce/getting_started/product_page.rst applications/websites/ecommerce/managing_products/products.rst # /getting_started/product_page -> /managing_products/products
applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applications/websites/ecommerce/shopper_experience/payment_providers.rst # payment_acquirer -> payment_providers
applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling
applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling
# developer/reference/frontend