[IMP] ecommerce: combines upselling, cross-selling, and promo code docs

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`

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
 
 
 

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. Coupons are similar to
+   Promotional Programs, but you can assign them to a specific number of customers.

content/applications/websites/ecommerce/maximizing_revenue/cross_selling.rst

@@ -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.
-

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`

content/applications/websites/ecommerce/maximizing_revenue/promo_code.rst

@@ -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`

content/applications/websites/ecommerce/maximizing_revenue/upselling.rst

@@ -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
-
-

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`
+

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`
+