Upsale Product

Working with Upsale Products

Upselling is a time-tested way of increasing sales. It gives you a way to bring additional products to the customer's attention during checkout. You have probably seen upselling in action this is what restaurants are doing when they ask "Would you like fries with that?" Shoppers often appreciate it when you let them know about products they might want or need, and they may add an item or two to their order.

Upsold products can be associated with specific products, with the amount of the order, or both. The upsold product can be offered at the regular price, or discounted. You can specify the number of upsale items to display during checkout, and the number of different upsale products the customer can select.

For instance, when a customer is purchasing a digital camera from your store, you could offer a memory card, a battery pack, or a camera case, their choice, at a discount. Or, when someone places an order over a certain amount, you could offer a special product that's only available to your best customers.

If the customer has already put an item in their basket that would normally be offered as an upsale product during checkout, that item will not be offered to them.

Which Products Can be Upsale Products?

Any product in your store can be used as an upsale product. If the product is not in the store products list yet, create the product record first, then return to this process.

Products can cross-reference each other as upsale products, too. When a shopper buys a set of colored pencils, you can offer a sketch pad, and when they buy a sketch pad, you can offer the set of colored pencils.

How are Upsale Products Different from Related Products?

There is another sales tool, similar to upselling, called Related Products. While upselling is done at the point the customer is checking out, related products are offered while the customer is still shopping.

Use related products to display complementary products when the shopper is viewing a product in your store. If the customer is looking at a pair of pants, you might display a shirt and sweater that goes well with the pants.

Related products are set up from the Edit Product/Related Products screen for each product.

Upsold Products List

To begin working with upsale products, click Upsale in the left navigation area.

You can view, search, add, and edit the upsale products in your store from this screen.

Upsale Settings

Specify the number of Upsold Products to Show during checkout. It is possible that several upsale offers could apply to a shopper's basket. Rather than overwhelm the customer with too many options, you can set a limit here. Upsale products that are not shown due to this limit will be more likely to appear at future opportunities, so that each of the upsale products is offered to customers over time.

Specify the Max Number of Upsold Products to Select. This limits the number of offers customers can accept. It does not affect the quantity of upsale items they can add to their order.

If you are offering premium items at a discount, you might prefer to limit the number of offers customers can accept to just one or two. On the other hand, if you are offering several accessories or complementary products at the regular price, you might be glad to have the customer select them all.

Add and Edit Upsold Products

Click Add Upsale to create a new upsold product. To edit existing upsale products, locate the product in the Upsold Products list, and click Edit to associate it with that product.

Remember, the product must already exist in the store product list. If it does not, enter the new product information first, under Products, then continue here.

Upsold Product

When creating a new upsold product, enter the Product Code, or click Look Up to find it in your list of products. When editing an existing upsold product, the code cannot be changed.


Specify when the product will be offered to customers.


Specify the price at which the product will be offered.

Click Add to save your selections. If you have been creating a new upsale product, the Required Products tab will now become available.

Required Products

Upsale products can be offered to every customer, or only on the basis of some qualifying criteria, such as order value or the presence of a required product in the customer's basket.

When required products are specified, the upsale product will be offered when the customer is purchasing any of the required products. A garden shop might offer organic potting soil any time a customer purchased a clay pot. To do this, the store administrator would go to the Required Products screen for the upsold product, Organic Potting Soil, and assign all the clay pots they sell.

Select the check boxes in the Assigned column for each of the products to be required for this upsold product.

If you need a new product to use as a required product, you can create one from here by clicking Add Product. You can also edit any product from this screen.

Note: Do not click Delete to remove an item from the required item list. Clicking Delete on any of the Upsold Product screens will remove the current product from the Upsold Products list.