The Webstore Checkout provides the ability to offer up to four (4) additional "upsell" items to the buyer during buyer Checkout**. The upsell feature is used to offer accessory or complimentary items such as computer bags, connection cables, monitors, camera bags, camera lenses and film as the buyer checks out.

These upsell items can be defined on an item-by-item basis at the inventory level, or by similar product groups based on the classification record , or for all items at the account settings level. A single item may have multiple upsell items defined that can be offered to buyers at checkout. It is easy to associate upsell relationships between items, or groups of items, using the functions provided in various views throughout ChannelAdvisor.  You can also assign upsells to many items using the inventory spreadsheet to map related inventory items together as upsell matches.

• Inventory Upsell Relationships
• Classfication Level Upsell Relationships
• Account Level Upsell Settings
• Using a Spreadsheet to Identify Upsell Relationships

Prerequisites

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Tasks to Complete

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Specific Inventory Item Upsell Relationships

An inventory record is used to manage all of the information that describes your items, including defining related Checkout upsell items. When a buyer purchases an item that has a related upsell match defined, and Upsell Settings have been enabled, the related upsell items will be displayed to the buyer during Checkout, allowing the buyer to add the upsell item(s) to their order.

To specify related items at the inventory record level:

1. In Inventory > Products > All Products , click hyperlinked SKU ID. This will allow you to edit an inventory record.
2. While editing an inventory record, click the Upsell tab.
3. On the Upsell Tab, click Assign Upsell.
4. Choose the related inventory items to be associated to this item as an upsell
5. Click Save and Continue
6. Enter the upsell quantity and price information and click Save and Exit

By entering a "Max Qty Per Purchase" and an "Item Price" you can specify the maximum number of items a single buyer may add to their checkout, as well as a "special" price for the item that is only good during Checkout, such as a deeply discounted rate. The maximum purchase quantity allows you to limit the number of items a buyer may add to their cart so that the buyer cannot purchase all of your inventory quantity at a special discounted "deal" rate.

Please Note: Max qty will default to "1", and "Item Price" will default to the item's Buy-It-Now price if one has been defined.

Classification Level Upsell Relationships

A Classification is a grouping of similar items in the ChannelAdvisor application. You may use these Classifications to assign specific related upsell items to a large group if inventory items at one time.  When you assign an upsell item to a Classification, that upsell item(s) will be displayed to the buyer on the first page of Checkout, allowing the buyer to add the upsell item(s) to their order.

1. Select Inventory > Grouping > Classifications from the menu
2. Using the checkbox, choose a Classification (group of items) that an upsell item should appear for in checkout
3. Click the Upsell Items button from the view toolbar
4. Select one or more upsell SKU's that will be offered to buyers during Checkout
5. Click Save and Exit
6. The list of selected SKU's will appear allowing you to add a short description for the item and define a Max Qty per Order and the Item Price
7. Once completed, click Save and Exit

By entering a "Max Qty Per Purchase" and an "Item Price" you can specify the maximum number of items a single buyer may add to their checkout, as well as a "special" price for the item that is only good during Checkout, such as a deeply discounted rate. The maximum purchase quantity allows you to limit the number of items a buyer may add to their cart so that the buyer cannot purchase all of your inventory quantity at a special discounted "deal" rate.

Please Note: Max qty will default to "1", and "Item Price" will default to the item's Buy-It-Now price if one has been defined.

Account Level Upsell Settings

In order to provide upsell items in the Checkout, the Sales > Checkout > Add to Order settings must be enabled. On this settings page, you can also specify up to four (4) upsell items that will ALWAYS appear in the Checkout. Please note that if you specify all four upsell items using the account checkout settings, then no other items will ever appear in the Checkout. This is because only 4 upsell items may be displayed in Checkout at one time.

Learn more about Account Upsell Settings.

Using a Spreadsheet to Identify Upsell Relationships

Rather than adding upsell relationships manually through the ChannelAdvisor menus, you may choose to create and import a relationship spreadsheet instead. To upload the spreadsheet you must first download the spreadsheet template, or create a new spreadsheet using Excel.

• Download the Upsell Spreadsheet Template
  1. Select Inventory > Grouping > Upsells
  2. Click on the Upload Upsell Spreadsheet action link above the view toolbar
  3. In the explanatory text on the left side of the page, click the "here" link in the "Create File" section.
  4. Click the "download" link to export the upsell template file
  
   
• Create an Upsell Spreadsheet in Excel
  1. Open Excel and enter the following field names into Row 1, Cells A through H
     1. Parent SKU :  The SKU of the parent of the relationship
     2. Relationship Type :  The type of relationship to set up. Valid relationships are: Upsell
     3. Child SKU :  The first child SKU to associate to the parent SKU
     4. Max Quantity :  This is the maximum quantity available to a buyer in a single checkout. If excluded the max quantity will be 1.
     5. Sale Price :  This is the price buyers will pay. If Sale Price is excluded the BIN price for the item will be used if available.
     6. Child SKU :  Repeat this field as many times as needed to set up the relationships for the parent SKU oin this row.
     7. Max Quantity :  Repeat this field as many times as needed to set up the relationships for the parent SKU oin this row.
     8. Sale Price :  Repeat this field as many times as needed to set up the relationships for the parent SKU oin this row.
  2. Name your upsell file and Save it as a Text (Tab delimited) file, or the file default identified in your account FTP settings.
  3. Select Inventory > Grouping > Upsells
  4. Click on the Upload Upsell Spreadsheet action link above the view toolbar
  5. Browse your local computer drive for the saved file and select it
  6. Click the Continue button

Please Note: The upload process occurs in the background and may take several minutes to complete during peak system usage times.