X-Cart:Upselling Products (archive)

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 related items 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 establishing upselling/cross selling relationships between products 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).

Upselling products is available as a built-in module for all X-Cart editions. It does not require installation and can be enabled in the Modules section of X-Cart Admin area.

Roles in Upselling products module management

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

• You can enable/disable Upselling products module and adjust its configuration settings (See 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 (See Managing Upselling Links)

If you are an X-Cart PLATINUM or PRO provider:

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

Important! Links to products that do not belong to a specific provider, cannot be exported or imported.

Enabling and Configuring 'Upselling Products'

To begin using the module:

1. In Admin area, go to the Modules section (Settings -> Modules).
2. Select the Enable check box to the left of the module name.
3. Click the Apply changes button.
   

To configure the module:

1. In the Modules section (Settings -> Modules) click the Configure link opposite the module name ('Upselling Products').
   The module configuration page (titled by the name of the module) opens.
   
2. If you wish the product details page to be opened in a new browser window when a customer clicks on one of the products in Related products section, select the 'Open Product details page in a new window when a customer clicks on a product link in "Related products" list' check box, if you wish the Product details page to open in the same browser window, leave the check box unselected.
   Click the Save button to save the changes.

Adding Upselling Links

To create an upselling link:

1. In products section (Catalog -> Products) find the product for which you wish to create an upselling link. Click on this product to open 'Product Management' page.
2. In the opened 'Product Management' page on the left-side menu click on the Related products link.
   
3. Related products are to be added in 'Add new link' section
   
   
   If you wish the link you are going to add 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 'Browse' to find a product which should be added to the 'Related products' section.
   
   • In the opened dialog box choose a Category containing the product to be added and click 'Show products' or double-click on the category name to see the list of products of this category.
   • In the opened list of products in the right-hand side of the dialog box select the product to be added.

1. Click on the Upselling links link in the 'Product Management' section menu. The 'Upselling links' dialog box opens.
   
   
   
   
2. 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.
3. 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.

Managing Upselling Links

Changing the order of upselling links for a certain product

You can change the order in which the upselling links of a certain product appear in the 'Related products' section.

To change the order of upselling links:

1. In the POS. column of the 'Upselling links' dialog box, change the position numbers of the links whose positions need to be changed.
2. Click the Add/Update button. The order of links in the 'Related products' section changes. An Information box with a confirmation message is displayed.

Editing upselling link details

Editing the details of an upselling link (changing the product to which the link points, readjusting the 'bidirectional' feature) is not possible. If you need to change the details of any of your existing links, delete it and create it again.

Deleting upselling links

If you no longer need a previously created upselling link, you can delete it.

To delete an upselling link:

1. In the 'Upselling links' dialog box, select the check box next to the link that needs to be deleted.
2. Click the Delete selected button. The link is removed from the list of upselling links of the current product. An Information box with a confirmation message is displayed.

It is possible to delete multiple upselling links of one product at a time. To do so, select all the links that need to be deleted by selecting their check boxes and click the Delete selected button.