Configuring location-based product transactions
Summarize
Summary of Configuring location-based product transactions
In ServiceNow's Sales Customer Relationship Management (Sales CRM), location-based product transactions enable agents to create opportunities, quotes, and orders that are tailored to a customer's specific location. This functionality is essential when product offerings and services vary by location. Agents use a location filter within the product catalog UI to select a service location and view only the products and services applicable to that location. They can add these location-appropriate products to transactions and copy products between locations within the same transaction, streamlining the sales process without duplicating efforts.
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Key Features
- Location Filter in Product Catalog UI: Allows agents to select a service location and view eligible products and services filtered by that location.
- Copying Line Items Across Locations: Agents can copy products and services from one location to another in the same opportunity, quote, or order, ensuring efficiency and consistency.
- Product Eligibility Rules: Product catalog admins define rule entity filters and eligibility matrices using context variables such as billing state and service location to control which catalogs, categories, and product offerings appear for agents.
- Automatic Line Item Creation: Selecting simple or fixed products automatically creates line items for the specified location; configurable products use the product configurator before line items are created.
Configuration Requirements
- Activate Location-Based Transactions: Admins enable the
snsalescommon.enablelocationbasedtransactionssystem property to turn on this feature. - Define Rule Entity Filters: Product catalog admins specify which catalogs, categories, and offerings are eligible or ineligible based on location.
- Set Product Eligibility Rules: Using product eligibility matrices and context variables like service location, admins control the catalog display dynamically for different locations.
Agent Experience
When agents specify a service location, the product catalog UI dynamically filters and displays eligible products. Agents can add products to transactions quickly and customize configurable products as needed. The ability to copy line items between locations within the same transaction simplifies managing multi-location sales opportunities, quotes, or orders.
Practical Benefits for ServiceNow Customers
- Ensures sales transactions accurately reflect location-specific product availability, improving customer satisfaction and reducing errors.
- Enhances sales efficiency by minimizing redundant data entry when managing multiple locations in a single transaction.
- Gives admins granular control over product visibility based on location, enabling compliance with regional requirements or business rules.
In Sales Customer Relationship Management, agents can create opportunities, quotes, and orders tailored to customer location. These transactions are called location-based product transactions.
When the product offerings and services available to customers vary based on location, your agents can use a location filter in the product catalog UI to select a service location and view only the products and services appropriate for that location. Agents can then add the appropriate products to an opportunity, quote, or order. Agents can also copy products and services from one location to another within the same transaction, which eliminates the need to create another opportunity, quote, or order for each location.
How location-based transactions work
- Admin and product catalog admin configuration
- Admins activate location-based transactions by enabling the sn_sales_common.enable_location_based_transactions system property.
Product catalog admins use the product eligibility rule entity filters to identify eligible and ineligible product entities (catalogs, categories, and product offerings). They also set up decision rules in product eligibility matrices, to specify the context variables, such as billing state or the service location variables (introduced in the November 2024 release), for controlling the display of eligible catalogs, categories, or product offerings.
Figure 2. Rule entity filters and product eligibility rule matrices In the following example of the Product Offering Catalog Eligibility matrix, a rule entity filter for ineligible catalogs and the context variable, service state, are used to filter the product catalog displayed.
Figure 3. Example product offering catalog eligibility matrix - Agent experience for location-based transactions
- When agents specify a service location, the product catalog UI displays the eligible catalog, categories, or offerings for that location, depending on the product eligibility entities configured. When they select a simple or fixed
product, the line item is created automatically for the specified location. If they select a configurable product, they use the product configurator to customize the product options. A line item is created automatically when
they save the product configuration.
Your agents can then copy line items to another location in the same transaction (opportunity, quote, or order). They can indicate that only eligible line items be copied to the specified location.
Figure 4. Example order line item copy For details on how agents add products to an opportunity, quote, or order by location, see the following:
Setting up location-based transactions
| Step | Description | Role |
|---|---|---|
| Activate location-based transactions | Enable the sn_sales_common.enable_location_based_transactions system property. | Admin |
| Create rule entity filters | Define the rule entity filters that make catalogs, categories, and product offerings either eligible or ineligible for display. | Product catalog admin |
| Define product eligibility rules | Set the product eligibility rules by selecting the context variables, such as the service location context variables, that control the display of product catalog, category, or offerings. | Product catalog admin |