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Upsell AppHelp
Up-sell App Help

Up-sell App Help

Up-Sell app logo

How to Setup Up-Sell Items

To associate items with another item, go to the item list and click on the Up-Sell Items action on the ribbon in the Item group.

Up-Sell App Item list

Click New to add a new record and select the type of the relationship in the Type field and select the Item in the Associated Item No. field using the lookup. The Associated Item Description, Associated Item Unit Price and Inventory field will be populated automatically based on your data.

You select colour coding using the Style field.

The following table describes each field on the Up-Sell Item List view

The table describes each field on the Up-Sell Item List view.

Up-Sell & Cross-Sell Factbox
The factbox show the associated items with the current item. It is available on the Item List, Item Card, Sales Quote and Sales Order page.

The factbox show the associated items with the current item

Up-Sell Items list image

How to use the Substitute to Up-Sell Item action on a Sales Document?
After creating a Sales Quote or Sales Order and selecting an Item, we can execute the
Substitute to Up-Sell Item action from the ribbon.  The action is located under the Line tab of the ribbon in the Up-Sell group.

execute the Substitute to Up-Sell Item action from the ribbon.

The action will open the Up-Sell Item Lookup where you can select an Up-Sell Item. After selecting an item when we click Ok, the current item on the sales line will be substituted with the selected Up-Sell Item.

the current item on the sales line will be substituted with the selected Up-Sell Item.

Add Cross-Sell Item
After creating a Sales Quote or Sales Order and selecting an Item, we can execute the
Add Cross-Sell Item(s) action from the ribbon.  The action is located under the Line tab of the ribbon in the Up-Sell group.

Add Cross-Sell Item(s) action from the ribbon

The action will open a the Cross-Sell Item Lookup where you can select one or more Cross-Sell Items. After selecting the items when we click Ok, the selected items will be added to the current sales document.

The action will open a the Cross-Sell Item Lookup where you can select one or more Cross-Sell Items.

If you still have questions following the Up-Sell App Help please contacts us on 01223 422600