Product Catalog Management
Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage opportunities, quotes, and orders in Sales and Order Management.
Product Catalog Management provides various features to implement product catalogs and categories in your organization.
Note:
Check your entitlements to determine if you have access to these features.
- Product catalog user interface: Launch from anywhere in opportunity, quote, and order capture workflows, enabling agents and customers to navigate and search product offers.
- Catalog category hierarchy: Use of hierarchical structures of catalogs and categories to organize products and services logically.
- Product catalog browse and search: Allow agents to find products quickly with a full catalog search function.
- Version control: Track changes made to product information over time, helping with transparency and auditability.
Product catalog management UI
Product offering catalog UI has the following features:
- Browse and search product offerings using keywords, descriptions, and industry codes.
- Shows the catalog category hierarchy that is used to organize product offers and helps agent to navigate through the hierarchy and find the product offers
Product offering catalogs and categories
Product offering catalogs and categories offer a way to organize product offerings so that agents can easily find products to create orders.
- Product Offering Catalog: Hierarchical product offering structures of categories and product offerings.
- Product Offering Categories: Categories are a logical grouping of product offerings.
- Product Offerings: Physical goods or non-tangible services that are configurable.
- Characteristic and Characteristic options - Product options that are created based on customer preferences.
To learn more, see Product configurator.