Introduction
A retailer can increase the sales by suggesting complementary items like accessories or a higher model of product in additional to the original product being maintained. On other hand it is not physically possible for store staff to remember all the complementary items for products being sold. This is where up-sell functionality on iVend POS comes in. You can setup system to suggest the complimentary item on scan of products at point of sale. Further to it, retailer can also provide discount on complimentary items also.
To configure upsells in iVend Retail:
1. Log into the iVend Management Console and go to: Operations > Inventory > Up-sell Product
2. Press [F1 Search] button to populate the Product Search screen. The user can filter by Search Criteria such as Code, Description, UPC Code, Group, Category, etc. In this example we are going to select the base product as the Canon Powershot SD780IS (Id: 100118) and we are going to add the Canon Carrying Case (Id: 100117) as our Up-sell opportunity. Select the base product and then click the [Ok] button.
3. Click on the [Add Product] button to open the Product Search screen. Search for and select one or more products that will become the Up-sell opportunity products to the Base Product. Click the [Ok] button to add the selected products to the Base Product on the Choose Upsell Product screen.
4. The code and description of the Up-sell product that is being associated with the Base Product are displayed on lower half of the screen.
5. User can select Price type as SystemGenerated to pick the price from the price list at the time of selling or they can set this to Amount and define a fixed price that will override the price on the price list.
6. If the user wants, they can allow the cashier to change the price of the Up-sell product at POS by checking the option Price Override.
7. In addition to allowing the price change, the user can set a discount for the Up-sell product by either percentage or amount. On selection of the Up-sell product at the POS, the system will automatically calculate the discount based on the values entered in this setup.
8. The last field is the Auto Add To Trans setting. If this field is left unchecked, then on scanning the Base product the Up-sell product will not be automatically added to the transaction but will be shown as an option on the right-hand side of the POS Transaction Info Grid panel instead. The cashier can then either select the Up-sell product and click [Ok] to add the item to current transaction or they can click [Cancel] to ignore it and then it will not be added to the transaction.
9. If the Auto Add To Trans option is selected, then it will be automatically added to the transaction at the POS when the Base product is scanned in. In this scenario, it will not be displayed as an option in the POS Transaction Info Grid panel.