Difference between revisions of "X-Cart:Upselling Products (archive)"
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# In Admin area, go to the Modules section (Settings -> Modules). | # In Admin area, go to the Modules section (Settings -> Modules). | ||
# Select the Enable check box to the left of the module name. | # Select the Enable check box to the left of the module name. | ||
| − | # Click the '''Apply changes''' button.<br>[[Image: | + | # Click the '''Apply changes''' button.<br>[[Image:filename|thumb|widthpx| ]] |
To configure the module: | To configure the module: | ||
| − | # In the Modules section (Settings -> Modules) click the Configure link opposite the module name ('Upselling Products').<br>The module configuration page (titled by the name of the module) opens.<br>[[Image: | + | # In the Modules section (Settings -> Modules) click the 'Configure' link opposite the module name ('Upselling Products').<br>The module configuration page (titled by the name of the module) opens.<br>[[Image:filename|thumb|widthpx| ]] |
# 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 '<u>Open Product details page in a new window when a customer clicks on a product link in "Related products" list</u>' check box, if you wish the Product details page to open in the same browser window, leave the check box unselected.<br> Click the '''Save''' button to save the changes. | # 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 '<u>Open Product details page in a new window when a customer clicks on a product link in "Related products" list</u>' check box, if you wish the Product details page to open in the same browser window, leave the check box unselected.<br> Click the '''Save''' button to save the changes. | ||
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# In products section (Catalog -> Products) find the product for which you wish to create an upselling link. Click on this product to open '<u>Product Management</u>' page. | # In products section (Catalog -> Products) find the product for which you wish to create an upselling link. Click on this product to open '<u>Product Management</u>' page. | ||
| − | # In the opened '<u>Product Management</u>' page on the left-side menu click on the <u>Related products</u> link.<br>[[Image: | + | # In the opened '<u>Product Management</u>' page on the left-side menu click on the <u>Related products</u> link.<br>'Related products' page opens.<br>[[Image:filename|thumb|widthpx| ]] |
| − | # Related products are to be added in '<u>Add new link</u>' section <br>[[Image: | + | # Related products are to be added in '<u>Add new link</u>' section <br>[[Image:filename|thumb|widthpx| ]]<br><br>If you wish the link you are going to add to be bidirectional, select the check box 'Bidirectional link'.{{Note1|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.}} |
| − | # Click 'Browse' to find a product which should be added to the 'Related products' section. | + | # 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 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.<br>[[Image:filename|thumb|widthpx| ]] |
| − | #* In the opened list of products in the right-hand side of the dialog box select the product to be added | + | #* In the opened list of products in the right-hand side of the dialog box select the product to be added and click 'Select' or double-click on the product name.<br>[[Image:filename|thumb|widthpx| ]]<br>The product name appears in the '<u>Product</u>' field in the '<u>Add new link</u>' section.[[Image:filename|thumb|widthpx| ]] |
| − | + | # Click 'Add'. An Information box with a confirmation message is displayed. | |
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While using the '<u>Choose a product</u>' 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). | While using the '<u>Choose a product</u>' 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). | ||
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'''To bookmark a product:''' | '''To bookmark a product:''' | ||
| − | # Click on the product name ( | + | # Click once on the product name (it is highlighted). |
# Click the '''Bookmark''' button at the bottom. The product is added to the '<u>Bookmarks</u>' list at the top of the '<u>Choose a product</u>' dialog box. | # Click the '''Bookmark''' button at the bottom. The product is added to the '<u>Bookmarks</u>' list at the top of the '<u>Choose a product</u>' dialog box. | ||
| + | [[Image:filename|thumb|widthpx| ]] | ||
'''To select a bookmarked product:''' | '''To select a bookmarked product:''' | ||
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# In the POS. column of the '<u>Upselling links</u>' dialog box, change the position numbers of the links whose positions need to be changed. | # In the POS. column of the '<u>Upselling links</u>' dialog box, change the position numbers of the links whose positions need to be changed. | ||
| − | # Click the ''' | + | # Click the '''Update''' button. The order of links in the '<u>Related products</u>' section changes. An Information box with a confirmation message is displayed. |
===Editing upselling link details=== | ===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 | + | 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 the existing links, delete it and create it again. |
=== Deleting upselling links === | === Deleting upselling links === | ||
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To delete an upselling link: | To delete an upselling link: | ||
| − | # In the ' | + | # In the 'Related products' page, select the check box next to the link that needs to be deleted. |
# 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. | # 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. | 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. | ||
Revision as of 21:41, 21 December 2013
Contents
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:
- In Admin area, go to the Modules section (Settings -> Modules).
- Select the Enable check box to the left of the module name.
- Click the Apply changes button.
To configure the module:
- 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. - 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:
- 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.
- In the opened 'Product Management' page on the left-side menu click on the Related products link.
'Related products' page opens. - 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. - 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 and click 'Select' or double-click on the product name.
The product name appears in the 'Product' field in the 'Add new link' 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.
- Click 'Add'. An Information box with a confirmation message is displayed.
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:
- Click once on the product name (it is highlighted).
- 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:
- Find the product in the 'Bookmarks' list at the top of the 'Choose a product' dialog box.
- 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:
- In the POS. column of the 'Upselling links' dialog box, change the position numbers of the links whose positions need to be changed.
- Click the 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 the 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:
- In the 'Related products' page, select the check box next to the link that needs to be deleted.
- 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.
