Authored By: Matt Davis
Magento 2 has three types of product relations: Up-sells, Related Products, and Cross-sell Products. They can be used to show similar products, products that your customers may want to buy together, or products which may be an upgrade to the product they are currently looking at. Below we share two main ways in which they can be configured.
Cross-Sells are shown on the cart page. In Magento, they are used as impulse buys. You can think of Cross-Sells as being similar to those items you see on the shelf next to the checkout line at the grocery store. The idea of these is that by showing them in the cart, the customer may decide to make a last-second purchase and add more items to their cart.
Up-Sells are displayed on the product details page. They are intended to be similar products to the the main product the user is looking at. Up-Sells are generally products which are higher in quality or more feature-rich than the current product, and usually come at a higher price.
Related Products are displayed on the product details page. They are products which may have a similar design or function, and they give the user more products to look at when shopping. Related Products can be thought of as being possible replacements for the product the user is currently looking at.
Configuring Cross-Sells, Up-Sells, and Related Products in the Admin Panel
There are two ways you can set up your product relations in Magento.
Method 1: Related Products Rules
Related Products Rules allow admin users to configure general rules that will create product relations. For example, you could create an Up-Sell rule which would display similar products which have a higher price compared to the current product. Below are the steps to create a Related Product Rule.
In your Magento admin, in the left navigation click on “Marketing”, then in the “Promotions” section, click “Related Products Rules”.
The Related Products Rules page shows you all of the rules you have set up. To create a new rule click the “Add Rule” button.
The “Rule Information” tab shows general info on the rule being edited.
Rule Name: Give your rule a name. This should be something descriptive that clearly indicates what it does. The name is only shown in the admin.
Priority: Products may have more than one product relation applied to them at the same time. Priority allows you to sort which rules may take precedence over another. Lower numbers have higher priority.
Status: Set to Active to enable your rule. To disable your rule, set its status to Inactive.
Apply To: Which product relation type should this rule apply to? Related Products, Up-Sells, or Cross-Sells?
From: The date at which this rule will start. Leave blank to have it start immediately.
To: The end date for this rule. Leave blank for the rule to continue indefinitely.
Result Limit: The maximum number of products this rule will apply to. If the rule applies to 10 products, but the limit is 2, then only 2 products will match this rule.
Customer Segments: If you have set up customer segments, you can apply this rule to only specified customers by changing this field to “Specified” and then selecting from the customer segments list that appears.
The “Products to Match” tab allows you to select which products this rule applies to. In this example, we are going to apply this rule to all products which have a Category of Mens Jackets.
Start by selecting the small green plus icon, which allows you to select an attribute such as “Category”. Next click the ellipsis (…), and you will be able to add a value for this attribute. To show a list of categories, you may click the list icon, then select the category you want, in this case Jackets.
Finally, make sure to save this condition by clicking the green checkmark.
In the last tab, “Products to Display”, you will set up which products to display in your product relation list. Here we are going to set up the conditions for an Up-Sell rule.
For our Up-Sell rule, we are going to display products that are in the same category and which cost 50% more than the product the user is looking at. For this we add a condition which requires the Up-Sell products have the same category as the matched product’s category. The second condition will be based on the prices of the matched product and the Up-Sell product. We want the “Product Price” to be “more” than “150%” of the “Matched Products Price”.
When we are all done we just click Save at the top of the page and our rule will be saved.
Method 2: Assigning Specified Relations to Individual Products
If you go to edit an individual product in the Product edit page, you can assign Cross-Sells, Up-Sells, and Related products directly to that product.
Start in the admin by going to the “Products” tab in the left navigation, and then clicking on “Catalog.”
Next, search for your desired product to set up product relations for.
After selecting your desired product, scroll down to the “Related Products, Up-Sells, and Cross-Sells” section and expand it.
Now you can add any Cross-Sell, Up-Sell, or Related Product you want. This method differs from the rule-based product relations in that you select exact products to display instead of rules based on product attributes.
When you select each of the product relations buttons (such as “Add Related Products”) you are given a product grid to find whichever products you want to add to that product relation type. When you’re done making your product selections, click “Add Selected Products” and then make sure to save the product by clicking save.
Magento 2 gives you powerful tools with Cross-Sells, Up-Sells, and Related Products allowing you to effectively configure your store so that you can merchandise your site to optimize sales and conversions. You can use the powerful rules-based product relations tool to set up general guidelines that can apply to many products, such as creating rules that apply to an entire category or all products with the same attribute value, or you can be very specific with your product relations and assign relations to specific products.