diff --git a/content/applications/websites/ecommerce/getting_started/product_page.rst b/content/applications/websites/ecommerce/getting_started/product_page.rst index 87404b87d..a08039cc5 100644 --- a/content/applications/websites/ecommerce/getting_started/product_page.rst +++ b/content/applications/websites/ecommerce/getting_started/product_page.rst @@ -25,7 +25,7 @@ See how to configure your products from links here below. * :doc:`../managing_products/variants` * :doc:`/applications/sales/sales/products_prices/taxes` - * :doc:`../maximizing_revenue/cross_selling` + * :doc:`../maximizing_revenue/cross-selling-upselling-promo` * :doc:`../maximizing_revenue/reviews` * :doc:`../maximizing_revenue/pricing` * :doc:`../../website/optimize/seo` diff --git a/content/applications/websites/ecommerce/maximizing_revenue.rst b/content/applications/websites/ecommerce/maximizing_revenue.rst index af78b6e54..033fee0b3 100644 --- a/content/applications/websites/ecommerce/maximizing_revenue.rst +++ b/content/applications/websites/ecommerce/maximizing_revenue.rst @@ -5,11 +5,9 @@ Maximize my revenue .. toctree:: :titlesonly: - maximizing_revenue/upselling - maximizing_revenue/cross_selling + maximizing_revenue/cross-selling-upselling-promo maximizing_revenue/reviews maximizing_revenue/pricing - maximizing_revenue/promo_code diff --git a/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo.rst b/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo.rst new file mode 100644 index 000000000..e8a8bd3c2 --- /dev/null +++ b/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo.rst @@ -0,0 +1,220 @@ +=============================================== +Cross-selling, upselling, and promotional codes +=============================================== + +Cross-selling, upselling, and promotional codes are great ways to boost your sales and enhance the +overall shopping experience for your customers. + +First, let's take a look at how to properly "cross-sell" products (or services) with Odoo. + +Cross-selling +============= + +Let's say, you sell computers. Wouldn't it be smart to entice your customers to buy a top-notch +screen or an extra-warranty to go along with their purchase? That tactic is known as +"cross-selling." + +Cross-selling is typically used with the following: + +* *Accessory* products on the checkout page +* *Optional* products on a new *Add to Cart* screen. + +Accessory products +~~~~~~~~~~~~~~~~~~ + +Accessory products show up when the customer reviews their cart before paying for their +transaction. Accessories can be anything that would go with the main product. + +For example, if the customer bought a desk, some accessories could be a lamp or a chair. + +.. image:: cross-selling-upselling-promo/cross-sell-accessory-frontend-desk.png + :align: center + :alt: ecommerce cross-selling accessories + +Select your *Accessory Products* in the *eCommerce* tab of the product detail page. + +.. image:: cross-selling-upselling-promo/cross-sell-accessory-ecommerce-tab.png + :align: center + :alt: ecommerce accessory products in product detail form + +.. note:: + In the case that several items are added to a cart, there's an algorithm to figure out the best + accessories to display. If any item is the accessory of several products added to the cart, + it'll likely be atop the list of suggested accessories. + +Optional products +~~~~~~~~~~~~~~~~~ + +Optional products are items that are directly related to the product that was added to cart. You +can configure your optional products on the detail form of a product, under the *Sales* tab. + +.. image:: cross-selling-upselling-promo/optional-products-sales-tab.png + :align: center + :alt: ecommerce optional products sales tab + +For example, if a customer put a conference desk in their cart, some optional products could be a +conference chair, a warranty, or anything else of this nature. + +Whenever the main product is added to cart, a pop-up will appear as an extra step. + +.. image:: cross-selling-upselling-promo/optional-products-pop-up.png + :align: center + :alt: ecommerce optional products pop up + +Upselling +========= + +Upselling is when you suggest more expensive alternative products, as customers look at basic +items. That way, your customer will spend more time browsing your catalog, and potentially +purchase an even pricier item. + +Upselling your customers with alternative products (at higher prices) is the *best* way to +*maximize* your revenue. + +To start upselling: +~~~~~~~~~~~~~~~~~~~ + +* Choose what products you want to upsell by selecting *Alternative Products* in the *eCommerce* tab + of the product detail form. + +.. image:: cross-selling-upselling-promo/upsell-alt-products-backend.png + :align: center + :alt: ecommerce alternative products ecommerce tab + +* Turn on *Alternative Products* from the *Customize* menu of the product web page. + +.. image:: cross-selling-upselling-promo/upsell-customize-alt-products.png + :align: center + :alt: ecommerce customize dropdown alternative products + +Now, your customers will be presented with pricier alternative products to consider at the +bottom of the product page, as they check out a more "basic" item. + +.. image:: cross-selling-upselling-promo/upsell-alternative-products.png + :align: center + :alt: ecommerce upsell suggested alternative products + +Promotional codes +================= + +Promotional codes are a great way to boost your sales. Creating your own Promotional +Programs will entice and encourage customers to purchase goods (or services) from you because of +a specific deal or discount. + +Customers access these deals by entering in a promotional code as they checkout. + +Setup +~~~~~ + +* Go to :menuselection:`Website --> Configuration --> Settings` and activate *Pricelists* + +* Then, activate *Advanced price rules (discounts, formulas)*. + +* Activate *Coupons & Promotions* here, as well. + +* Click *Save*. + +.. image:: cross-selling-upselling-promo/promo-pricelist-coupon-setting.png + :align: center + :alt: ecommerce pricelist coupon setting + +* Go to :menuselection:`Products --> Pricelists` to create a new + Pricelist with your desired discount rule. + +.. image:: cross-selling-upselling-promo/pricelists-dropdown.png + :align: center + :alt: pricelists products drop-down menu + +.. image:: cross-selling-upselling-promo/pricelists-create-button.png + :align: center + :alt: pricelists create button + +* Give the Pricelist an appropriate title, before clicking on *Add a line* in the *Price Rules* + tab. + +.. image:: cross-selling-upselling-promo/pricelist-title-template.png + :align: center + :alt: pricelist template with title + +* A pop-up appears, in which you can configure your promotional program in multiple ways. + +.. image:: cross-selling-upselling-promo/pricelist-config-pop-up.png + :align: center + :alt: pricelist configuration pop-up + +On this pop-up, you will be able to configure the following: + +- What the promotion will apply on: All Products, Product Category, Product, or Product Variant +- The minimum quantity a customer would have to purchase in order to qualify for the promotion +- The start and end date of the specific promotion +- How the price will be computed: Fixed Price, Percentage (discount), or Formula + +.. note:: + If Percentage (discount) is selected, you will be asked to enter in a discount amount in the + *Percentage Price* field. + +To create your promo code, click the *Configuration* tab and enter in your custom promotional +code in the *E-commerce Promotional Code* field. Then, hit *Save*. + +.. image:: cross-selling-upselling-promo/promo-code-field.png + :align: center + :alt: promotional code field configuration tab + +On your website +~~~~~~~~~~~~~~~ + +You'll need to activate the promo code feature on the frontend of your website. To do that, +simply navigate to your "Review Order" page on your website, and select +:menuselection:`Customize --> Promo Code` + +.. image:: cross-selling-upselling-promo/customize-promo-code.png + :align: center + :alt: promo code feature in the customize drop-down menu + +Once that's activated an "I have a promo code" option will appear beneath the total. + +.. image:: cross-selling-upselling-promo/promo-code-under-total.png + :align: center + :alt: promo code field under total + +When clicked, a promo code field will appear. Customers enter their promo code in this field and +hit *Apply*. + +.. image:: cross-selling-upselling-promo/apply-promo-code-total.png + :align: center + :alt: promo code apply under total checkout + +Upon clicking *Apply*, the discount will instantly apply itself to the total. + +You will be able to see what promotional Pricelist (if any) was used during any transaction by +accessing the Sales Order, found on the main dashboard on the *Sales* app (or if you go to +:menuselection:`Website --> Orders --> Orders`.) + +.. image:: cross-selling-upselling-promo/promo-code-pricelist-sales-order.png + :align: center + :alt: promo code pricelist on sales order + +Analysis +~~~~~~~~ + +Every promo code used by the customer is stored in Odoo's system, so you can analyze the +performance of your marketing campaigns with ease, efficiency, and accuracy. + +Go to :menuselection:`Sales --> Reporting --> Sales` and group data by *Pricelist*. Once, you've +grouped by *Pricelist*, you will see color-coated Pricelists at the top of your analytics. + +.. image:: cross-selling-upselling-promo/sales-analytics-pricelists.png + :align: center + :alt: sales analytics grouped by pricelists + +For a clearer view, you can click on certain Pricelists that you want to block out, to make data +easier to analyze. + +.. image:: cross-selling-upselling-promo/sales-analytics-block-pricelist.png + :align: center + :alt: sales analytics blocked pricelists results + +.. note:: + Promotion Programs can be created and configured *without* a Pricelist. However, Pricelists make + it easier to analyze and track the effectiveness of the promotion. 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b/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo/upsell-alternative-products.png differ diff --git a/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo/upsell-customize-alt-products.png b/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo/upsell-customize-alt-products.png new file mode 100644 index 000000000..757a0478a Binary files /dev/null and b/content/applications/websites/ecommerce/maximizing_revenue/cross-selling-upselling-promo/upsell-customize-alt-products.png differ 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 443beb3ea..000000000 --- a/content/applications/websites/ecommerce/maximizing_revenue/cross_selling.rst +++ /dev/null @@ -1,55 +0,0 @@ -============================================================= -How to sell accessories and optional products (cross-selling) -============================================================= - -You sell computers. Why not stimulating your customers to buy a top-notch -screen or an extra-warranty? That's the goal of cross-selling functionalities: - -* Accessory products on checkout page, -* Optional products on a new *Add to Cart* screen (not installed by default). - -Accessory products when checking out -==================================== - -Accessories (e.g. for computers: mouse, keyboard) show up when the customer -reviews the cart before paying. - -.. image:: ./media/cross_sell_accessory_web.png - :align: center - -Select accessories in the *Sales* tab of the product detail page. - -.. image:: ./media/cross_sell_accessory.png - :align: center - -.. note:: - There is an algorithm to figure out the best accessories to display in case - several items are added to cart. If any item is the accessory of several products - added to cart, it is most likely that it will be atop the list of suggested accessories. - -Optional products when adding to cart -===================================== - -Optional products are directly related to the item added to cart (e.g. for computers: -warranty, OS software, extra components). Whenever the main product is added to cart, -such a new screen pops up as an extra step. - -.. image:: ./media/cross_sell_optional_web.png - :align: center - -To publish optional products: - -* Install *eCommerce Optional Products* addon in *Apps* menu. Remove the default filter to - search on addons as well, otherwise only main apps show up. - -.. image:: ./media/cross_sell_optional_install.png - :align: center - -* Select optional items from the *Sales* tab of the product detail form. - -.. image:: ./media/cross_sell_optional.png - :align: center - -.. note:: - The quantity of optional items added to cart is the same than the main item. - diff --git a/content/applications/websites/ecommerce/maximizing_revenue/pricing.rst b/content/applications/websites/ecommerce/maximizing_revenue/pricing.rst index 612db3d0a..74ae40adb 100644 --- a/content/applications/websites/ecommerce/maximizing_revenue/pricing.rst +++ b/content/applications/websites/ecommerce/maximizing_revenue/pricing.rst @@ -34,4 +34,4 @@ can be found in *Pricelists* under the *Products* menu, located in the Website a * :doc:`/applications/sales/sales/products_prices/prices/pricing` * :doc:`/applications/sales/sales/products_prices/prices/currencies` - * :doc:`promo_code` + * :doc:`cross-selling-upselling-promo` diff --git a/content/applications/websites/ecommerce/maximizing_revenue/promo_code.rst b/content/applications/websites/ecommerce/maximizing_revenue/promo_code.rst deleted file mode 100644 index 8c26b6ed6..000000000 --- a/content/applications/websites/ecommerce/maximizing_revenue/promo_code.rst +++ /dev/null @@ -1,43 +0,0 @@ -======================================= -How to create & share promotional codes -======================================= - -Want to boost your sales for Xmas? Share promocodes through your marketing campaigns -and apply any kind of discounts. - -Setup -===== - -* Go to :menuselection:`Sales --> Settings` and choose - *Advanced pricing based on formula* for *Sale Price*. - -* Go to :menuselection:`Website Admin --> Catalog --> Pricelists` and create a new - pricelist with the discount rule (see :doc:`pricing`). - Then enter a code. - -.. image:: ./media/promocode.png - :align: center - -* Make the promocode field available on your *Shopping Cart* page (option in - *Customize* menu). Add a product to cart to reach it. - -.. image:: ./media/promocode_publish.png - :align: center - -Once turned on you see a new section on the right side. On clicking *Apply* prices get -automatically updated in the cart. - -.. image:: ./media/promocode_web.png - :align: center - -The promocode used by the customer is stored in the system so you can analyze the -performance of your marketing campaigns. - -.. image:: ./media/promocode_backend.png - :align: center - -+ Show sales per pricelists... - -.. seealso:: - - * :doc:`pricing` 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 9326c93ea..000000000 --- a/content/applications/websites/ecommerce/maximizing_revenue/upselling.rst +++ /dev/null @@ -1,25 +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:: ./media/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:: ./media/upsell.png - :align: center - -* Turn on *Alternative Products* from the *Customize* menu of the product web page. - -.. image:: ./media/upsell_publish.png - :align: center - - diff --git a/ecommerce/getting_started/product_page.rst b/ecommerce/getting_started/product_page.rst new file mode 100644 index 000000000..052ac7b25 --- /dev/null +++ b/ecommerce/getting_started/product_page.rst @@ -0,0 +1,33 @@ +============================ +How to build a product page +============================ + +On the website click *New Page* in the top-right corner. + +Then click *New Product* and follow the blinking tips. + +.. image:: ./media/create_product.png + :align: center + +Here are the main elements of the Product page: + +.. image:: ./media/product_page_tips.png + :align: center + +Many elements can be made visible from the *Customize* menu. + +.. image:: ./media/product_customize.png + :align: center + +See how to configure your products from links here below. + +.. seealso:: + + * :doc:`../managing_products/variants` + * :doc:`../../sales/products_prices/taxes` + * :doc:`../managing_products/stock` + * :doc:`../maximizing_revenue/cross-selling-upselling-promo` + * :doc:`../maximizing_revenue/reviews` + * :doc:`../maximizing_revenue/pricing` + * :doc:`../../website/optimize/seo` + diff --git a/ecommerce/maximizing_revenue/pricing.rst b/ecommerce/maximizing_revenue/pricing.rst new file mode 100644 index 000000000..daea7421f --- /dev/null +++ b/ecommerce/maximizing_revenue/pricing.rst @@ -0,0 +1,37 @@ +============================================== +How to adapt the prices to my website visitors +============================================== + +This section sheds some light on pricing features of eCommerce app: + +* force a price by geo-localization, + +* let the customer choose the currency. + +As a pre-requisite, check out how to managing produt pricing: +:doc:`../../sales/products_prices/prices/pricing`). + +Geo-IP to automatically apply the right price +================================================ + +Assign country groups to your pricelists. That way, your visitors not yet +logged in will get their own currency when landing on your website. + +Once logged in, they get the pricelist matching their country. + +Currency selector +================= + +In case you sell in several currencies, you can let your customers choose +their own currency. Check *Selectable* to add the pricelist to the website drop-down menu. + +.. image:: ./media/website_pricelist_select.png + :align: center + :width: 50 % + +.. seealso:: + + * :doc:`../../sales/products_prices/prices/pricing` + * :doc:`../../sales/products_prices/prices/currencies` + * :doc:`../maximizing_revenue/cross-selling-upselling-promo` +