---
title: "Sales - Upsells"
url: "https://help.aurapos.com/en/article/sales-upsells"
language: "en"
last_updated: "2026-10-22T07:31:03.280Z"
---

# Sales - Upsells

The Upsells report shows which menu items are earning you extra sales through upsells: the extras, upsizes and customisations your staff add when they ring up an item. For each menu item that had upsells, you see how many were sold with upsells, what the item itself brought in, what its upsells added on top, and that as a percentage increase. Underneath each item you see exactly which upsells were sold with it. It's for store managers and franchisees who want to see which items sell well with extras, which extras are the most popular, and how well staff are upselling.

Updated Thu 22 Oct 2026

## Running the report

1

Open **Reports** for your store and choose **Upsells** under **Sales**.

2

Choose your start and end dates, and whether to see figures including or excluding VAT (see Report options).

3

Run the report. You get one line per menu item that was sold with at least one upsell, with the item's best-selling upsells listed under it. The item whose upsells brought in the most money is at the top.

**Tip**Run the report for a week before and a week after you start an upselling drive (for example "always offer bacon on a burger"). The **Percentage increase** column shows straight away whether the drive is working.

## Report options

### Select a start date / end date

The first and last trading day to include. Your store's close of trade time is used, so a sale after midnight but before close of trade counts towards the previous trading day. Both default to today.

### Show sales figures

Inclusive (Brand default)

Exclusive

Whether every rand figure on the report **includes** or **excludes** VAT (value-added tax or your country's equivalent sales tax). Your brand chooses which one is the default: it's always first in the list, marked **(Brand default)**, and already selected when you open the report. If your brand has chosen exclusive, the list reads **Exclusive (Brand default)** and **Inclusive**.

Choose **Inclusive** to see the money customers actually paid. Choose **Exclusive** to look at profitability, where VAT isn't your money. The line under the report title and the two rand column headings tell you which one you're looking at, for example **Parent item gross sales (incl VAT) R** or **Additional upsize gross sales (excl VAT) R**.

**How exclusive figures are worked out**The VAT is taken off each item and each upsell at its own VAT rate, so a zero-rated item shows the same amount either way. Quantities and the items and upsells you see don't change. The order can: items and upsells are sorted by their rand figures, so two with close figures can swap places.

## The report at a glance

Bob's Burgers Times Square

Upsells report

Gross sales before discounts. All sales figures are including VAT.

From Mon 12 Oct 2026 00:00 until Sun 18 Oct 2026 23:59

The dates are trading days. If your store's close of trade is later than midnight (say 02:00), the line reads **From Mon 12 Oct 2026 02:00 until Mon 19 Oct 2026 02:00 \*** and the asterisk is explained at the foot of each page: sales between midnight and close of trade are included in the previous day's sales. The line under the title says **excluding VAT** when you choose **Exclusive**.

1.  The column headings, at the top of the list and repeated on every page.
2.  Menu items and their upsells: one line per menu item that was sold with upsells, with its upsells listed underneath.
3.  Grand total: the totals of all the items on the report.

The footer of every page shows when the report was run and by whom, the store name and code, the report version and the page number. If nothing was sold with an upsell in the period, the report shows a picture with the message **Can't find any information for the selected date range** instead.

## Menu items and their upsells

A **parent menu item** is the item a customer ordered, such as a Cheeseburger. Its **upsells** are everything rung up with it on the same order line: extras, upsizes, sauces and other customisations. Only parent items that were sold with at least one upsell appear. The example uses **Inclusive**.

| Parent menu item (PLU)  <br>↳ Upsell Menu Item (PLU) | Qty | Parent item  <br>gross sales  <br>(incl VAT) R | Additional upsize  <br>gross sales  <br>(incl VAT) R | Percentage  <br>increase |
| --- | --- | --- | --- | --- |
| Cheeseburger (101) 1 | 40.0 2 | 3 596.00 3 | 516.00 4 | 14% 5 |
| ↳ Bacon (301) 6 | 18.0 |  | 270.00 |  |
| ↳ Extra Patty (302) | 6.0 |  | 150.00 |  |
| ↳ Extra Cheese (303) | 12.0 |  | 96.00 |  |
| Chips (210) | 30.0 | 897.00 | 328.00 | 37% |
| ↳ Large Upgrade (311) | 22.0 |  | 220.00 |  |
| ↳ Cheese Sauce (312) | 9.0 |  | 108.00 |  |

### 1 Parent menu item (PLU)

The menu item the customer ordered, with its PLU code in brackets. Items without a PLU code show the name only. If the item was renamed during the period, the name it had on the most recent sale is shown. Items are listed with the one whose upsells brought in the most money first.

### 2 Qty

How many of this item were sold **with at least one upsell**. Cheeseburgers sold plain aren't counted here. Whole numbers show a faint **.0**.

### 3 Parent item gross sales

What the item itself brought in on those sales, before discounts: 40 Cheeseburgers at R89.90 is 3 596.00. The upsells are not included in this figure. With **Exclusive** the VAT is taken off: the same Cheeseburgers show as **3 126.96**.

### 4 Additional upsize gross sales

What all the upsells sold with this item added on top, before discounts. It's the total of the upsell lines underneath: 270.00 + 150.00 + 96.00 = 516.00.

### 5 Percentage increase

How much the upsells added, as a percentage of the item's own sales: 516.00 is 14% of 3 596.00. Every R100 of Cheeseburgers brought in about R14 of extras. If the item itself was sold at R0 (for example a "build your own" base where only the toppings are charged), there's nothing to compare against and the report shows **0%**.

### 6 Upsell lines

Each upsell sold with this item, with its PLU code, how many were sold and what they brought in, before discounts. The best-selling upsell by value is first. Upsells with no category in your menu are grouped as options; free options (for example "No onions") are listed too, with 0.00.

↳ (arrow)

Marks an upsell line, sold with the parent menu item above it.

The same item can appear in more than one place. **Chips** ordered on their own is a parent item with its own upsells, while chips added to a burger as an extra is an upsell of that burger.

## Grand total

At the end of the report, the totals of every item on it.

|  | Parent item  <br>gross sales  <br>(incl VAT) R | Additional upsize  <br>gross sales  <br>(incl VAT) R | Percentage  <br>increase |
| --- | --- | --- | --- |
| Grand total: 1 | 4 493.00 | 844.00 | 19% 2 |
| The sales of menu items that have no upsells are excluded from this report and therefore from the grand total sales figure. 3 |  |  |  |

### 1 Grand total

The total parent item sales (3 596.00 + 897.00 = 4 493.00) and the total upsell sales (516.00 + 328.00 = 844.00) of every item on the report.

### 2 Overall percentage increase

Total upsell sales as a percentage of total parent item sales: 844.00 is 19% of 4 493.00. Use it to compare one week with another.

### 3 What isn't counted

Items sold without any upsell are left out completely, so the grand total is not your store's total sales. Use the Product Sales or Sales Summary report for those.

## Watch the video

A walkthrough of the Upsells report: choosing the dates and reading the menu items, their upsells and the percentage increase.

[Sales - Upsells walkthrough](https://www.youtube-nocookie.com/embed/rdHaMfdJs8k?rel=0)

Can't see the video? [Watch it on YouTube](https://www.youtube.com/watch?v=rdHaMfdJs8k).

## Frequently asked questions

Why is the parent item's quantity lower than on the Product Sales report?

This report only counts an item when it was sold with at least one upsell. A Cheeseburger sold plain isn't on this report at all, so the quantity and the parent item gross sales are lower than your total sales of that item.

Why is the grand total not the same as my total sales?

Items sold without upsells are left out, and all figures are before discounts. For your full sales use the Product Sales or Sales Summary report.

What counts as an upsell?

Everything rung up with an item on the same order line: extras, upsizes, sauces, substitutions and other customisations. Free options (for example "No onions") count as upsells too and show with 0.00, so an item can appear with a 0% increase if its only upsells were free.

Why does an item show 0% when it clearly had paid upsells?

The item itself was sold at R0, for example a "build your own" base where only the toppings are charged. A percentage of R0 can't be worked out, so the report shows 0%. The **Additional upsize gross sales** column still shows what the upsells brought in.

Are discounts taken off?

No. Every figure is gross sales: the price on the menu times the quantity, before any discounts or vouchers. The line under the report title says so.

Should I choose Inclusive or Exclusive?

Choose **Inclusive** to see what customers paid. Choose **Exclusive** to look at profitability, because the VAT isn't your money. Your brand sets which one is the default; you can change it each time you run the report.

Are voided items and voided invoices included?

No. Voided invoices and items voided off an invoice are left out, both as parent items and as upsells.

Why does an item appear twice, once as a parent and once as an upsell?

Because it was sold both ways. Chips ordered on their own is a parent item; chips added to a burger as an extra is an upsell of the burger. Each sale is counted once, in the place it was rung up.

Some sales from just after midnight are missing from today.

Your store's close of trade is after midnight, so those sales belong to the previous trading day. The asterisk next to the dates and the note at the foot of the page tell you when this applies.

## Glossary

Additional upsize gross sales

What the upsells sold with an item brought in, before discounts.

Close of trade

The time your store's trading day ends. Sales between midnight and close of trade count towards the previous day.

Exclusive

Figures with VAT taken off.

Gross sales

Price times quantity, before discounts.

Inclusive

Figures including VAT, what the customer paid.

Parent menu item

The menu item the customer ordered, as opposed to the extras added to it.

Percentage increase

Upsell sales as a percentage of the parent item's own sales.

PLU

The code of a menu item, shown in brackets after its name.

Trading day

A day's trade from close of trade to close of trade, which can run past midnight.

Upsell

An extra, upsize or customisation rung up with a menu item on the same order line.

VAT

Value-added tax or your country's equivalent sales tax.
