This outlines How To Upsell in OrderAway.
Subjects ▼
- What Is It?
- Why Is It Needed?
- Who Can Configure Them?
- What Is Required?
- How Are They Configured?
- Patron Experience
- What Are The Limitations?
What Is It? ▲ ▼
Upselling in OrderAway provides Venues with the option of Upselling in the form of:
- Advertising - This is generally presented to patrons when they navigate to the Home menu for the first time. In most cases it is an image informing patrons of the options available to them when ordering from the Venue. However, it can also be a list of Items/Products, patrons can select from prior to placing an Order. Refer HERE for more information.
- Add Ons - This is generally presented to patrons when they navigate to the Checkout for the first time. In most cases it is a list of Items/Products, patrons can select from to add to their existing Order. However, it can also be an image informing patrons of the options available to them when ordering from the Venue. Refer HERE for more information.
Upselling can be presented to patrons in either of the following ways:
- Images - This is generally an advertising image to present to patrons when upselling.
- Layouts - This refers to a SwiftPOS Keyboard Layout, to which Items/Products, intended to present to patrons in the form of upselling, have been added.
Why Is It Needed? ▲ ▼
Upselling is needed when Venues want to make patrons, using OrderAway, aware of options available to them in the form of Advertising or Add Ons.
Who Can Configure Them? ▲ ▼
Upselling can be configured by anyone that has the appropriate level of authority to access the configuration tabs in OrderAway. Refer to How To Access The Configuration Tabs for more information.
What Is Required? ▲ ▼
- SwiftPOS v10.22+
- If Upselling is achieved using:
- Advertising Images - Then ensure the images that will be presented to patrons are available prior to configuring Upselling.
- Layouts - Then ensure that a Keyboard Layout has been created in Back Office and is available to the Location. Also, ensure all Items/Products that will be presented to patrons, are added to the Layout.
How To Configure For Upselling? ▲ ▼
Firstly, ensure the Enable Upselling option is selected in the POS tab. Upselling can be configured in OrderAway to support either or both of the following options:
Advertising ▲ ▼
This is generally presented to patrons when they navigate to the Home menu for the first time. In most cases it is an image informing patrons of the options available to them when ordering from the Venue. However, it can also be a list of Items/Products, patrons can select from prior to placing an Order. It can also be both. To configure Upselling using the Advertising option in OrderAway, do as follows:
- Ensure the Show on Home Menu option is selected.
- To display a list of Items/Products to patrons, enter the ID of the Layout in the Using Layout field.
- To display an advertising image to patrons, select the Select button to locate the image and select the appropriate image. Once selected and loaded, the image will be displayed in the Advertising Image section.
- Alternatively, a message can be displayed to patrons if no image is selected. To do this:
- Enter the message in the Message field displayed when the Show on Home Menu option is selected.
- Select Save to save the changes.
Alternatively, a message can be displayed to patrons if no image is selected. To do this:
- Enter the message in the Message field displayed when the Show on Home Menu option is selected.
Add Ons ▲ ▼
This is generally presented to patrons when they navigate to the Checkout for the first time. In most cases it is a list of Items/Products, patrons can select from to add to their existing Order. However, it can also be an image informing patrons of the options available to them when ordering from the Venue. It can also be both. To configure Upselling using the Ad Ons option in OrderAway, do as follows:
- Ensure the Show on Checkout option is selected.
- To display a list of Items/Products to patrons, enter the ID of the Layout in the Using Layout field.
- To display an advertising image to patrons, select the Select button to locate the image and select the appropriate image. Once selected and loaded, the image will be displayed in the Advertising Image section.
- Alternatively, a message can be displayed to patrons if no image is selected. To do this:
- Enter the message in the Message field displayed when the Show on Home Menu option is selected.
- Select Save to save the changes.
Notes...
If both the Using Layout and Advertising Image options above are configured, then the Advertising image will be displayed before any Items/Products (included in the Keyboard Layout specified) . Patrons may have to scroll down to see the Items/Products.
Patron Experience ▲ ▼
To be continued ...
What Are The Limitations? ▲ ▼
To be continued ...
End of article. ▲