Tutorial: How To Set Up Magento 2 Related Products, Up-Selling and Cross-Selling

Related products, cross-sells and up-sells are an effective and often underutilised strategy for boosting average order values and sales margins. Whether it's inviting a customer to buy a related or complimentary item or, upselling them to a comparably higher-end product, this product page and checkout feature is a must of retailers.

Related Products

Related products are usually shown on product pages, and are meant to be purchased in addition to the product the customer is currently viewing. Customers only have to tick a checkbox next to the product to add it to their shopping cart. The ease and simplicity that related products gives customers to add additional products to their order is an effective tool to increase AOV.

Cross-sell vs. Up-sell

In Magento, cross-selling is often utilised on checkout pages. By being placed on checkout pages, they offer an impulsive option for customers. It is a highly-effective strategy for generating repeat purchases and highlighting the breadth of a catalog. Cross-selling can alert users to products they didn't previously know you offered, further earning their confidence as the best retailer to satisfy a particular need.

Up-selling

Up-sells, often marketed as 'You may also be interested in' are a great way of highlighting items a customer might prefer instead. Up-sells are typically higher value or higher margin products.

With Magento 2, it's now easier than ever to improve your product pages.  In this tutorial, we're going to explain how to set up related products, up-sells and cross-sells in Magento so that you can start to reap the benefits of using these functions on your own product pages.

Setting Up Related Products

Setting up related products is actually a fairly simple and straightforward process. Firstly, open the product in edit mode.

Secondly, on the left-hand side menu scroll down the page until you find the 'Related Products, Up-Sells, and Cross-Sells' section, and expand it. Then, click on 'Add Related Products'

Magento 2 Related products

After this you'll be met with a list of your products. To find the products you want to relate to the one you're editing, use the search filters. Then, tick the checkbox next to all of the products that you want to feature as a related product.

Magento 2 Related Products

After you've selected all the products you need, simply click 'Add Selected Products' in the top right corner, above the product table.

Setting Up Up-Sells

To select up-sell products, first open the product you want to add up-sell items to in edit mode.

Secondly, on the left-hand side menu scroll down the page until you find the 'Related Products, Up-Sells, and Cross-Sells' section, and expand it. Then, click on 'Add Up-Sell Products'

Magneto 2 Up-Sell

After this you'll be met with a list of your products. To find the products you want to up-sell, use the search filters. Then, tick the checkbox next to all of the products that you want to feature as an up-sell product.

Magento Up-Sell Products

After you've selected all the products you need, simply click 'Add Selected Products' in the top right corner, above the product table.

Setting Up Cross-Sells

To select cross-sell products, first open the product you want to add cross-sell items to in edit mode.

Secondly, on the left-hand side menu scroll down the page until you find the 'Related Products, Up-Sells, and Cross-Sells' section, and expand it. Then, click on 'Add Cross-Sell Products'

Magento 2 Cross-Selling

After this you'll be met with a list of your products. To find the products you want to cross-sell with the one you're editing, use the search filters. Then, tick the checkbox next to all of the products that you want to feature as a cross-sell product.

Magento 2 Cross-Selling

After you've selected all the products you need, simply click 'Add Selected Products' in the top right corner, above the product table.

Do You Need Any Other Magento Help?

If you need any help with regards to your Magento store, we are certified Magento 2 solution specialists, and are happy to help you with anything you need. Why not give us a call today on 01344 266 844, or visit our website.

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Katy Smith

Katy Smith

Digital Marketing Executive

Katy is a Digital Marketing Executive at Netmatter with a degree in Marketing. She has so far gained experience in various areas of marketing including email, copywriting, social media and SEO.

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