Upsell and Cross-Sell in Odoo Sales#
Increasing revenue from existing customers costs far less than acquiring new ones. Odoo provides multiple built-in tools to systematically suggest upgrades (upsell) and complementary products (cross-sell) at every stage of the sales process.
Optional Products on Quotations#
When adding a product to a quotation, configure Optional Products:
Product → Sales tab → Optional Products:
- Widget Pro (main product) → optional: Extended Warranty, Premium Support, Installation Service
On the quotation, optional products appear as a separate section:
- Customer sees them with checkboxes
- Can add options before confirming
- Portal shows the same options for self-service configuration
Alternative Products#
When a customer is browsing, suggest similar products:
Product → Sales tab → Alternative Products:
- Widget A → Alternative: Widget B (lower price), Widget C (higher spec)
On the website product page: "You might also like" section shows the alternatives.
Upsell on Order Confirmation#
Trigger a follow-up activity after a sale order is confirmed:
Sales → Configuration → Settings → Lock Confirmed Sales: enable to prevent edits, but use this window to upsell.
Create an automated action:
- Trigger: Sale Order Confirmed
- Action: Schedule Activity (type: Follow-Up Call)
- Description: "Offer extended warranty and premium support - see product list"
- Assigned To: the salesperson
Rep makes the call → can create a new sale order for the add-ons.
Post-Delivery Cross-Sell#
After the customer has used the product for 30 days:
- Email Campaign: trigger 30 days after delivery
- Content: "Customers who bought Widget A also love: Accessory Pack, Maintenance Kit"
Configure via Email Marketing → Mailing → New → filter: customers who bought Product A in the last 30 days → include cross-sell offers.
eCommerce "Customers Also Bought"#
For online stores, enable product recommendations:
Website → Configuration → Settings → eCommerce → Cross-Selling:
- Odoo analyzes purchase history → suggests frequently co-purchased products
- Appears on product pages and checkout
Measuring Upsell/Cross-Sell Performance#
Sales → Reporting → Sales Analysis → group by Product:
- What % of orders include optional products?
- Revenue from optional products vs. base products
- Which optional products convert most often?
Target: 15-25% attach rate for common add-ons.