diff --git a/content/applications/websites/ecommerce/managing_products.rst b/content/applications/websites/ecommerce/managing_products.rst index 77c2075a6..9907d7c3e 100644 --- a/content/applications/websites/ecommerce/managing_products.rst +++ b/content/applications/websites/ecommerce/managing_products.rst @@ -10,3 +10,4 @@ Products managing_products/products managing_products/catalog managing_products/variants + managing_products/cross_upselling diff --git a/content/applications/websites/ecommerce/managing_products/cross_upselling.rst b/content/applications/websites/ecommerce/managing_products/cross_upselling.rst new file mode 100644 index 000000000..8ae46989e --- /dev/null +++ b/content/applications/websites/ecommerce/managing_products/cross_upselling.rst @@ -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 ` upon **adding to cart**; +- :ref:`Accessory products ` on the **checkout page**. + +**Upselling** is only done via :ref:`alternative products ` 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. diff --git a/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-alternative.png b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-alternative.png new file mode 100644 index 000000000..2a715b120 Binary files /dev/null and b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-alternative.png differ diff --git a/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-cart.png b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-cart.png new file mode 100644 index 000000000..bfbe3b0b5 Binary files /dev/null and b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-cart.png differ diff --git a/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-checkout.png b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-checkout.png new file mode 100644 index 000000000..b298cbb72 Binary files /dev/null and b/content/applications/websites/ecommerce/managing_products/cross_upselling/cross_upselling-checkout.png differ diff --git a/content/applications/websites/ecommerce/maximizing_revenue.rst b/content/applications/websites/ecommerce/maximizing_revenue.rst index b6ed1d69a..a91a54d1e 100644 --- a/content/applications/websites/ecommerce/maximizing_revenue.rst +++ b/content/applications/websites/ecommerce/maximizing_revenue.rst @@ -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 diff --git a/content/applications/websites/ecommerce/maximizing_revenue/cross_selling.rst b/content/applications/websites/ecommerce/maximizing_revenue/cross_selling.rst deleted file mode 100644 index fa9b7b929..000000000 --- a/content/applications/websites/ecommerce/maximizing_revenue/cross_selling.rst +++ /dev/null @@ -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 ` on the checkout page. -- :ref:`Optional products ` 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 - `_. - -.. _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` diff --git a/content/applications/websites/ecommerce/maximizing_revenue/upselling.rst b/content/applications/websites/ecommerce/maximizing_revenue/upselling.rst deleted file mode 100644 index 7d99f94a4..000000000 --- a/content/applications/websites/ecommerce/maximizing_revenue/upselling.rst +++ /dev/null @@ -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 diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 0db1a3eaf..4c91e8674 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -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