[IMP] ecommerce: cross-upselling
closes odoo/documentation#11439
Taskid: 4273498
X-original-commit: 4590851acf
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
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Cross-selling and upselling
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Cross-selling and upselling
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===========================
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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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:ref:`Cross-selling <ecommerce/cross_selling>` and
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techniques consisting in selling customers additional or more expensive products and services than
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:ref:`upselling <ecommerce/cross_upselling/alternative>` are sales techniques designed to encourage
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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 to purchase additional or higher-priced products and services from your :doc:`catalog`.
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customers.
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**Cross-selling** can be done via **two** features:
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.. _ecommerce/cross_selling:
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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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.. seealso::
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:doc:`catalog`
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Cross-selling
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Cross-selling
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=============
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=============
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.. _cross_upselling/optional:
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Cross-selling can be achieved by suggesting
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:ref:`optional products <ecommerce/cross_upselling/optional>` when items are added to the cart or by
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recommending :ref:`accessory products <ecommerce/cross_upselling/accessory>` on the checkout page.
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.. _ecommerce/cross_upselling/optional:
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Optional products
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Optional products
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-----------------
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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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**Optional products** are suggested when the customer selects a product and clicks
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**product page** or **catalog page**. Upon clicking, a pop-up window opens with the
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:guilabel:`Add to cart`.
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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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To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a
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:align: center
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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.
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.. image:: cross_upselling/add-to-cart.png
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:alt: Optional products cross-selling
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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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.. _ecommerce/cross_upselling/accessory:
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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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Accessory products
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------------------
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------------------
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**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before
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**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the
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processing to checkout at the :guilabel:`Review Order` step.
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:guilabel:`Review Order` step, just before proceeding to checkout.
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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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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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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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:guilabel:`Accessory Products` field.
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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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.. image:: cross_upselling/accessory-products.png
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:alt: Suggested accessories at checkout during cart review
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.. _ecommerce/cross_upselling/alternative:
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Upselling
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Upselling
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=========
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=========
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.. _cross_upselling/alternative:
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You can display **alternative products** at the bottom of the product page as an upselling
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technique, encouraging customers to consider a more expensive variant or product than their
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Alternative products
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initial choice by presenting appealing alternatives.
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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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.. 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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: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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To enable alternative products, navigate 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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select the desired product, and go to the :guilabel:`Sales` tab. In the
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:guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking
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:guilabel:`Alternative Products` field, add the products you want to feature.
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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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Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the
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:guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative
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product page.
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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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To adjust the settings, click :guilabel:`Edit` and select the related
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:doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize`
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tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to
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tailor the display to your preferences.
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