Purpose

An upsell encourages customers to add extras to their order (e.g., “Would you like to add a drink or make it a combo?”). These are aimed at increasing the total sale value.

The upsell feature is available on the mobile apps, like 365Pay, and on self-service dining devices for OrderAhead-enabled locations. It can be applied in two ways: as a Transaction Level Upsell, or a Product Level Upsell. 

Process

Below are the processes and conditions surrounding our two types of upsells: Transaction Level Upsells and Product Level Upsells.

Transaction Level Upsells

Important Conditions

• An OrderAhead location can only have one active transaction-level upsell at a time.
• Upsell products must be extended to the location where you want them to appear.
• Upsell products need to be included in your self-service menu.
• Modifiers are not allowed on upsell products.
• Upsell products cannot have upsells assigned to them

Please Note: Products that conflict with the rules above will not be shown as upsell options.

Transaction Level Upsell Configurations

1. Log into ADM .
   
   
2. Click the Product tab, then select Upsells from the drop-down menu.
   
   
3. The Upsell – Transaction Level List screen will display. You can:
   
   
   • Create a transaction level upsell by clicking on the Select Location drop-down menu and selecting the desired location, then clicking the Create New button.
   • Edit an existing transaction level upsell by clicking the Upsell Name.
   • Delete an existing transaction level upsell by clicking the corresponding trash icon.
     
     
4. Whether you are editing an existing upsell or creating a new one, you will see the following on the Upsell configuration page:
   
   
   • Upsell Name: This required field sets the header text for the upsell section (e.g., "Complete your purchase with these items!" or "Add a beverage!"). It will be displayed above the listed upsell items on the Checkout screen of the app.
   • Active: This determines whether a transaction level upsell is active or not. By default, this box is checked. To turn off or pause a transaction level upsell, uncheck the this option.
   • Limit Upsell Items That Display To No More Than: This optional field allows you to limit the number of upsell items shown to the customer. For the best consumer experience, we recommend displaying no more than five items.
   • Skip Products Already In Cart: When enabled, this optional setting prevents upsell items that are already in the customer’s cart from being shown again as upsells.
   • Skip Categories Already In Cart: This optional setting filters transaction level upsells shown based on product categories. If enabled, the system compares the categories of upsell items (Category 1) with those already in the customer’s cart. If a match is found, the upsell item is skipped in favor of a different one. Example: If the cart already contains a bag of chips, the system may suggest a candy bar instead of another bag of chips.
     
     
   • Upsell Product: In this section, you can choose whether to display product images for transaction-level upsells. You can also add, remove, or rearrange products in the transaction-level upsell list.
     
     
   • Display on kiosk as: This determines how upsells appear on the kiosk’s / app’s cart screen. By default, it’s set to “Text Only.” If you select “Text With Image,” the upsell will display both text and the product image from the item’s Product Summary in ADM.
   • Add product: To add a product to the transaction level upsell list, click the Add button located to the right of the Category column.
   • Delete product: Once a product has been added, a Delete option will appear in the same area, allowing you to remove the product from the transaction level upsell list if needed.
   • Rearrange products: You can rearrange the order of products in the transaction level upsell list by clicking and holding the arrow icon in the Order column, then dragging and dropping the product into the desired position. This determines the order in which upsell products will appear in the consumer’s cart.
     
     
5. Save any changes.
   
   

Transaction Level Upsell Mobile Display

These display on the Checkout screen. These upsells can make use of product images if desired.

Product Level Upsells

Important Conditions

• Upsell products must be extended to the location where you want them to appear.
• Upsell products need to be included in your self-service menu.
• Modifiers are not allowed on upsell products.
• Upsell products cannot have upsells assigned to them.

Please Note: Products that conflict with the rules above will not be shown as upsell options.

Product Level Upsell Configurations

1. Log into ADM .
   
   
2. Click the Product tab, then select Global Products.
   
   
3. Search for and select the product you'd like to add an upsell to.
   
   
4. Scroll down to the Upsell section in the Product Summary, located just below the Modifiers section. You can:
   
   
• Create a product level upsell by clicking the + tab
• Delete a product level upsell by clicking the x button on the desired upsell tab
• Edit a product level upsell by changing the verbiage associated, adding products, deleting products, or rearranging products.
  
  

Create a New Product Level Upsell

1. Click the + tab within the Upsell section on the Product Summary page of the desired product.
   
   
2. Give your Upsell a Name and Description, then click Create.
   
   
• Name is just for internal use in ADM.
• Description sets the header text for the upsell section. It will appear as the title of the product level upsell tray popup within the app. (e.g., "Treat yourself to a little extra!" or "Add a beverage!").
  
  
3. The Upsell tab will be created and you will see the Tab Name filled in with what you set for Name, the Tab Display Name filled in with what you set for the Description, and a Create New Upsell button that allows you to create your upsell list. Click Create New Upsell.
   
   
   • Tab Name is just for internal use in ADM.
   • The Tab Display Name field input will appear as the title of the product level upsell tray popup within the app.
   • You can add as many upsell lists within one product level upsell tab as desired. For example, “Salty Snacks” and “Sweet Snacks” are the two product level upsell lists in the example shown below, with separate section headers and with different upsell products.
     
     
4. Create a Name for the product level upsell list. It will appear as the header of the product level upsell list.
   
   
5. Add one or more products to the product level upsell list. You can also rearrange the order of products in the product level upsell list by clicking the arrow icon, dragging it, and dropping it in the desired order.
   
   
6. Save any changes.

Product Level Upsell Mobile Display

A tray popup appears when a product linked to an upsell is added to the cart. These upsells cannot make use of product images.