Upsells are a way of allowing your customers to purchase something extra with their orders. For example, an extra drink or a side. Once created, they can be added to your menus.
This article is only relevant if you do not have a POS integration. If you do have a POS, you can create them on there and then sync them to Deliverect.
Step 1. Log in to your Deliverect account and select Products in the sidebar.
Step 2. Select the + Create button.
Step 3. Choose Upsell Group.
Step 4. Fill in the details.
Name: Enter a name for the upsell group.
PLU: Automatically created when saving, but you can enter something specific if desired.
Description: Add extra information.
Step 5. Select the Add a product button.
Step 6. Find and select the products you want to include.
Step 7. Select the Add button.
Step 8. Select the Create button.
Step 9. Additional settings are now available:
- Status: Change the status of your upsell group; changing this to Inactive will remove it from any menus (after publishing them).
- Organisation: Choose an organisation category. Products with the same organisation category are grouped on tickets. This setting is only available for customers using the DMA.
- Selection options: Set how customers interact with the upsell group:
Require selection: If activated, customers will have to choose an upsell. To require multiple upsells to be selected, increase the number in the field.
Maximum selection: How many upsells customers can select.
Allow customers to select an item more than once: If activated, customers can choose the same upsell multiple times.
- Products: Select the ⫶ button for a product to make changes to it, customize it, activate auto-apply (for free products), copy the PLU, or remove it from the upsell group. You can add more products by selecting the Add a product button.
Step 10. Add the upsell group to one or multiple products. To do so, follow the instructions in this article. Don't forget to publish your menu afterward.
Follow this link for a video tutorial on how to create an upsell group