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Upsale refers to products and discounts that you offer customers during checkout. Customers can add the offered product(s) to their order, or decline and continue with their original order. The basic process of upselling is:
2.1. Create an upsale entry for the hat.
2.2. Link the upsale hat entry to the shirt. When a customer buys the shirt, they will be offered the hat during checkout.
Most of the pricing options are obvious. For example, if you select the Product Price radio button, the upsale product will be offered to your customers at the price you entered in > Catalog > Edit Product > Product tab > Details section > Price field.
Absolute Price lets you offer the upsale product to customers at any price that you want, unrelated to Price field or the Cost field. For example, let's say that you have a hat product. You set the product price to $20, and the cost to $10. If you want to offer the upsale product to your customers for $18, you could select the Absolute Price radio button and enter $18.
If a customer has the required product in their basket, they may be offered the upsale product during checkout (depending on what Display and Upsale Options you selected). In our example:
If the customer adds the Hawaiian shirt to their basket, they will be offered the Hawaiian hat during checkout.
6.1. Go to > Catalog > Products.
6.2. Edit the required product. In our example, the required product is "shirt_Hawaiian".
6.3. Select Edit Product: Hawaiian Shirt, Red > Upsold Products tab. You can see that the Hawaiian shirt is now associated with the upsale hat.
When the customer purchases "Hawaiian Shirt Red", they will be offered the Hawaiian hat during checkout. If the customer is only being offered one upsale product, the screen looks like this by default (see > User Interface > Pages > OUS1):
If the customer is being offered multiple upsale items, the screen looks like this (see > User Interface > Pages > OUSM):
Go to > Marketing > Settings tab > Upsale Options section.
There are several variables that limit upsale offers to customers during checkout:
Example 1: Based on the Display criteria, the customer qualifies for three upsale products. We'll set both of the Upsale options: "show" and "select" to unlimited.
Example 2: Based on the Display criteria, the customer qualifies for three upsale products. We'll set "show" to unlimited and "select" to 1.
Upsale products are controlled by four pages in the admin interface: OUS1, OUSM, UATR, and UATM.
Page OUS1 controls the screen where a customer is being offered a single Upsale product. The content of this page is controlled by the template code on OUS1 > Page tab > Details section. If the upsale product has Attributes, they are controlled by the OUS1 > Page tab > Product Attribute Template section.
Page OUSM controls the screen where a customer is being offered multiple products. All of the content on this screen is controlled by the template code on OUSM > Page tab > Details section.
Notice that on OUSM, the user can't select attributes for the upsale products, even if they are required. The user clicks on the Continue button and goes to the next screen, UATM.
Page UATM controls the screen where a customer has been offered multiple products and needs to select attributes for those products. All of the content on this screen is controlled by the template code on UATM > Page tab > Details section.