Use transaction upsells to prompt consumers to purchase additional items, based on the current items in their order. Things to keep in mind regarding transaction upsells:

• Include items you can easily upsell. Recommendation: Include items you can sell without modification.
• You can only use items included on a visible submenu.
• If you include an item with a required modifier, the upsell popup does not display the required modifier selection.
• If you include an item with a recipe or an item default, the system does not provide the consumer to make these selections. The system only displays the sales item.

The transaction upsell process works as follows:

• When a consumer clicks Checkout, the system analyzes the items in the online guest check to determine if the guest check contains any sales items with an assigned upsell suggestion group.
• If the guest check contains an item with an assigned upsell suggestion group, the system further analyzes the guest check to determine if the guest check contains any of the sales items from the upsell suggestion group.
• If the guest check does contain items from the upsell suggestion group, the system does not display the upsell popup.
• If the guest check does not contains items from the upsell suggestion group, the system displays the upsell popup.
• The system displays the upsell popup only once, after the consumer clicks Checkout.

You configure transaction upsells by creating a sales item group, associating the sales item group to a suggestion group, and then associate the suggestion group to a sales item. You can also associate graphics with the items. For example, the sales item group includes the suggested items, such as ‘Gallon Sweet Tea,’ ‘Gallon Unsweet Tea,’ and ‘Gallon Lemonade.’ You then create a suggestion group, such as ‘Gallon Drinks 1.’ Finally, you associate the suggestion group to a sales item. In the example, you may add the suggestion group ‘Gallon Drinks 1’ to the sales item ‘Chicken Tender Platter.’

To configure a sales item group for a transaction upsell:

• In Web Admin, select Designs > Upsell Configuration > Sales Item Group Setup.
• Click Add Sales Item Group. The Add Sales Item Group screen appears.

• Type a name for the sales item group.
• Type a description for the sales item group. The description appears on the online ordering menu.
• Click Update.
• Select the sales item group you created from the ‘Select a Sales Item Group to add or remove Sales Items from’ drop-down list. The system lists the menu items in your database for you to select for the sales item group.

• Select a sales item to include in the sales item group.
• Click Edit.
• Click Selected.
• Click Update.
• (Optional) Repeat steps 7 through 10 for each additional item to include in the sales item group.
• Exit the Sales Item Group Setup function.

To configure an upsell suggestion:

• Select Designs > Upsell Configuration > Upsell Suggestion Setup.
• Click Add Suggestion. The Add Upsell Suggestion screen appears.

• Type the name for the upsell suggestion.
• Click Update. The system adds the upsell suggestion.
• Click the + icon corresponding to the upsell suggestion.
• Click New.
• Select the sales item group you created from the ‘Suggested Sales Item Group’ drop-down list.
• Click New to add additional sales item groups to the upsell suggestion. By default, the online ordering menu displays the sales group in the order you associate them with the sales item. To change the positioning of a group, enter a new sequence number and click Update.
• (Optional) Select Quantity Selection to allow the consumer to select a specific quantity of the upsell item. By default, the system clears the selection and uses the default value for all items in the group.
• (Optional) Type an override description for the upsell configuration. By default, the system uses the description from the Sales Item Group configuration.
• Click Update.

To assign sales items to an upsell suggestion:

• Select Designs > Upsell Configuration > Upsell Suggestion Assignment.
• Select the upsell suggestion from the ‘Choose Upsell Suggestion’ drop-down list.
• Under ‘Available Sales Items,’ locate the item to associate with the upsell suggestion, and click Add Selected. The system moves the selected items to ‘Sales items which trigger Suggestion.’ To remove an item from a transaction upsell, under ‘Sales Items which trigger Suggestion,’ select the item, and click Remove Selected. The system moves the item to ‘Available Sales Items.’
• Click Update.

Configuring Transaction Upsell Graphics

Aloha Online Ordering uses two graphic files for transaction upsell, that appear in the upsell pop-up window, which you can customize. Refer to “Customizing Graphics and Elements” on page 3-7 for more information. Those files are:

• Up-sellBackground.png
• Up-sellTitle.png
• Additionally, the image associated with a menu item also appears when you include an item as part of a transaction upsell.