How to Manage Upsell and Cross-sell In Odoo17

Cross-Selling and Up-Selling are strategies to maximise revenue and customer satisfaction. Odoo17 allows a user to implement cross-sell and up-sell strategies by adding optional products, alternative products and accessory products. Initially, it led to improving the user experience in terms of online shopping.

Cross-selling can be defined as recommending the optional products or accessory products on the website while up-selling is a process to recommend alternative products on the product page itself.

Configure Upselling and Cross selling in Odoo: Step by Step Process

To add optional products, accessory products and alternative products- navigate to website > ecommerce > products.

Now, open a product > sales tab > upsell & cross sell:

Optional Products:

Optional products are used in cross-selling strategies, when a user buys the main product at that time these optional products are being suggested by Odoo and a customer may proceed forward with their purchase preferences.

When a customer adds a product to the card, Odoo will ask them to add available options which are optional products that we defined on the product form.

Accessory Products:

Accessory products are the suggested accessory that goes with the main products. Usually it complements the main product functionality and usability.

When a customer buys a product at the time of process checkout, Odoo suggests the accessory products to add to the cart.

Alternative Products:

Alternative products can be considered as a substitute for the main products. It is a part of an up-selling strategy. Usually, it suggests products that could be alternatives to the main products or upgraded products.

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Conclusion

In the era of online markets, it is mandatory for the companies to implement new strategies that generate revenue as well as increase the number of customers. 

In Odoo, we have upsell and cross-sell features that lead to suggesting a number of optional products, accessory products and alternative products, with the use of these upsell and cross-selling strategies a user can improve their revenue generation.

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Frequently Asked Questions

What is upsell and cross-sell in Odoo

In Odoo, Upsell refers to the process of offering a higher-end version or an upgrade of the product to increase the sale value. On the other hand, Cross Sell refers to the process involving recommending complimentary products to enhance the overall purchase.

What is the difference between upsell and cross-sell?

Upselling encourages the customers to buy a more expensive version or add features to the current product. While cross selling involves suggesting additional products that may compliment your purchase.

How to create an upsell in odoo?

In order to upsell in odoo, configure product variants or alternative products with higher value, and use sale orders, quotations, or ecommerce settings to upsell/ recommend these better options to your customers.

How do you identify upsell and cross-sell opportunities?

We can identify the upsell and cross-sell opportunities by analyzing the customer purchase history, understanding product relationships, leveraging CRM data, monitoring their browser behaviour and using automated recommending systems.

What are two examples of cross-selling and two examples of upselling?

Cross Selling Examples: (a) Suggesting a phone case and a screen guard while the customer purchases a mobile phone. (b) Suggesting a printer while the customer purchases the Laptop.

Up Selling Examples: (a) Offering a premium membership with additional features when a customer subscribes to a basic plan. (b) Encouraging the purchase of a larger TV screen or a higher resolution when a customer is looking at standard models.