Configure Upsell Items
Quality and Training
20 steps
2 minutes
Opentender
1
Log in to your **Direct Ordering Admin Portal**.
2
From the left navigation sidebar, click **Menus**.
3
Click the **Menus** card to view the list of all the menus.
4
Select the menu you want to update.
5
In the left sidebar, click **Categories**.
6
Select the category you want to update.
7
Click **Upsells** from the sidebar.
8
Select the items you want to configure: - **Upsell Items (left list):** Add-ons you want to promote (cross-sell). - **Similar Items (right list):** Alternatives you want to suggest as substitutes.
**Category-level rules apply to all items in this category.** **Example**: Suggest fries with ***every*** burger in the Burgers category.
9
Use the right-hand navigation bar to switch between categories in the selected menu.
10
Click **Submit** to save your changes.
11
From the left navigation sidebar, click **Items** to configure upsell items.
12
Select the specific item you want to configure upsells for.
13
Click **Upsells** from the sidebar.
14
Select the items you want to configure: - **Upsell Items (left list):** Add-ons you want to promote for this item only. - **Similar Items (right list):** Alternatives for this single item.
**Item-level rules apply only to the selected item.** **Example**: Suggest garlic bread ***only*** when Pasta Primavera is chosen, not all pasta items.
15
Use the right-hand navigation bar to switch between items in the selected category.
16
Click **Submit** to save your changes.
17
To make upsells visible to customers, you need to publish the updated menu. From the left navigation sidebar, click **Menus**.
18
Click the **Publish Menus** card to view menus with pending changes.
19
Select the checkbox for the menu you want to publish.
20
Click **Publish Menus** to finalize and publish your updates.
Configure Upsell Items
Quality and Training
20 steps
2 minutes
Opentender
1
Log in to your **Direct Ordering Admin Portal**.
2
From the left navigation sidebar, click **Menus**.
3
Click the **Menus** card to view the list of all the menus.
4
Select the menu you want to update.
5
In the left sidebar, click **Categories**.
6
Select the category you want to update.
7
Click **Upsells** from the sidebar.
8
Select the items you want to configure: - **Upsell Items (left list):** Add-ons you want to promote (cross-sell). - **Similar Items (right list):** Alternatives you want to suggest as substitutes.
**Category-level rules apply to all items in this category.** **Example**: Suggest fries with ***every*** burger in the Burgers category.
9
Use the right-hand navigation bar to switch between categories in the selected menu.
10
Click **Submit** to save your changes.
11
From the left navigation sidebar, click **Items** to configure upsell items.
12
Select the specific item you want to configure upsells for.
13
Click **Upsells** from the sidebar.
14
Select the items you want to configure: - **Upsell Items (left list):** Add-ons you want to promote for this item only. - **Similar Items (right list):** Alternatives for this single item.
**Item-level rules apply only to the selected item.** **Example**: Suggest garlic bread ***only*** when Pasta Primavera is chosen, not all pasta items.
15
Use the right-hand navigation bar to switch between items in the selected category.
16
Click **Submit** to save your changes.
17
To make upsells visible to customers, you need to publish the updated menu. From the left navigation sidebar, click **Menus**.
18
Click the **Publish Menus** card to view menus with pending changes.
19
Select the checkbox for the menu you want to publish.
20
Click **Publish Menus** to finalize and publish your updates.
