X-Cart:Upselling Products

What Upselling products module does

The module Upselling products enables upselling/cross selling at your store. It allows you to create links between products, so that when a store visitor views the details page of a certain product, he or she is offered other items as alternatives or in addition to the item on view. Links to the items related to the item on view are displayed in a section titled 'Related products':

Note: The section 'Related products' is displayed only if there is at least one related product.

The links by which upselling/cross selling relationships between products are established are termed upselling links. Depending on your wish, an upselling link can lead in a single direction (from product A to product B), or be bidirectional (pointing both ways, from product A to product B and from product B to product A).

Roles in Upselling products module management

If you are an X-Cart GOLD administrator/provider or an X-Cart PRO administrator:

• You can enable/disable Upselling products module and adjust its configuration settings (Check out #Enabling and Configuring 'Upselling products').
• You can add upselling links to any products in your store (See #Adding Upselling Links).
• You can manage upselling links (Study #Managing Upselling Links)

If you are an X-Cart PRO provider:

• You can add upselling links to your products (See #Adding Upselling Links).
• You can manage your own upselling links (Study #Managing Upselling Links).

Enabling and Configuring 'Upselling Products'

To begin using the module:

1. Enable Upselling products module (Administration menu->Modules).
   When the module is enabled, you can see: Upselling products options section in General settings/Modules options.
2. Adjust the module settings via General settings/Modules options->Upselling products options:

a) The option 'Open Product details page in a new window when a customer clicks on a product link in "Related products" list' defines where the Product details page will be opened if a customer clicks on an upselling link.

If you wish the Product details page to be opened in a new browser window, select the check box; however, if you wish the Product details page to be opened in the same browser window, leave the check box unselected.

b) Click the Save button to save the changes.

Adding Upselling Links

To create an upselling link:

1. Find the product for which you wish to create an upselling link. Open this product for modification in the 'Product Management' section.
2. Click on the Upselling links link in the 'Product Management' section menu. The 'Upselling links' dialog box opens.
   
   
   
   
3. Use the 'Add new link' section to specify the link that needs to be added:
   • Select the product to which the upselling link should point.
     
     
   • If you wish the link being created to be bidirectional, select the check box 'Bidirectional link'.
     Note: A bidirectional upselling link is a link that establishes such a relationship between two products that the 'Related products' section of each of them provides a link to the other product.
4. Click the Add/Update button. The link is added to the list of upselling links of the current product.
   
   
   
   An Information box with a confirmation message is displayed.

Selecting a product for an upselling link

To select a product for the 'Product' field in the 'Add new link' section of the 'Upselling links' dialog box, follow these steps:

1. Click the Browse button next to the 'Product' field. A new window opens displaying a dialog box titled 'Choose a product':
   
   
   On the left-hand side of the dialog box, you should see a selectbox labeled 'Categories'. This selectbox provides a list of all the categories in your store.
2. In the 'Categories' selectbox, find the name of the category that contains the product to which you wish to create an upselling link.
3. Tell X-Cart to list all the products contained in this category. Do one of the following:
   • Double-click on the name of the category.
   • Click on the name of the category (once, so the name is highlighted) and then click the button Show products at the bottom of the dialog box.
     The contents of the selected category gets displayed on the right-hand side of the dialog box - in a selectbox labeled 'Products':
     
     
     
     (If the 'Products' selectbox does not appear and you just see a message There are no available products under this category, it means that the category that has been selected does not contain any products and you should choose a different category).
4. In the 'Products' selectbox, find the product to which you wish to create an upselling link.
5. Select this product. Do one of the following:
   • Double-click on the product name.
   • Click on the product name (once, so the name is highlighted) and then click the Select button at the bottom of the dialog box.
     
     The product name appears in the 'Product' field in the 'Add new link' section.

While using the 'Choose a product' dialog box, you can use bookmarks. Bookmarks allow you to pre-select products (add products to a list of bookmarked items from which they can be quickly selected at a later time).

To bookmark a product:

1. Click on the product name (once, so the name is highlighted).
2. Click the Bookmark button at the bottom. The product is added to the 'Bookmarks' list at the top of the 'Choose a product' dialog box.

To select a bookmarked product:

1. Find the product in the 'Bookmarks' list at the top of the 'Choose a product' dialog box.
2. Click on the product name. The product name appears in the 'Product' field in the 'Add new link' section.