Learn how to manage upsells for your product, including what information and actions (edit upsell, detach upsell...) are available.
Learn more about the Advanced tab here: Step 5: Managing advanced settings on products.
New to the Product Builder? Read the first article in this series for an introduction to the Product feature.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Inventory > Products > Products > Add Product/Add New Product/Edit Product > Advanced
What more do I need to use this feature?
-
Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
Which Checkfront version supports this feature - classic items, classic products, or both?
- Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products.
Managing your upsells
Added upsells are listed under the Advanced tab of the product builder with the following information and actions displayed for each upsell record.
Upsell Information
| Value | Learn More |
|
Name |
The unique name for your upsell product. |
| Opt-in |
This communicates whether the upsell product is preselected (and required) or an optional add-on to the primary product. |
| Price Adjustment |
This communicates whether the upsell product is presented at Full Price, a Percentage % of the full price or for Free. |
More Actions
| Action | Learn More |
| Edit Upsell |
To edit an upsell, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Edit Upsell. This opens the Edit Upsell modal. |
| Detach upsell |
To detach an upsell, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Detach Upsell. |
| Move to Top |
To show an entry at the top of the upsell list, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Move to Top. |
| Move Up |
To move an entry one row higher on the upsell list, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Move Up. |
| Move Down |
To move an entry one row lower on the upsell list, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Move Down. |
With the next article in this series, we look at activating QuickBooks Online for your product.
< Adding upsells to your products | Activating Quickbooks Online for your product >