Create a product offering category

  • Release version: Washingtondc
  • Updated May 5, 2024
  • 1 minute to read

    • Define a product offering category used to organize similar product offerings in a catalog. Product categories make it easier for agents to browse and navigate product offerings when creating opportunities, quotes, and orders.

    Before you begin

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Offerings > Product Offering Categories.
    3. Select New.
    4. In the form, fill in the fields.
      Table 1. Product Offering Category form
      Number A unique system-defined number that identifies the product category.
      Name Name of the category.
      Leaf Option indicating there are no subcategories for this category. Select Leaf can have product offers but not subcategories. If Leaf isn’t checked, it can only have subcategories but not product offers.
      Thumbnail image Thumbnail image for the product offering category. Select Attach Image to upload your image.
      Image Image of the product offering category. Select Attach Image to upload your image.
      Description A brief description of the category.
      State State of the category:
      • Draft: Initial state of the category, before it's published.
      • Published: The product category has been published to the catalog. After a category is published, you can update it. You can delete, retire, or archive it if there are no associated product offerings.
      • Retired: Category has been retired and is no longer active. The category can’t be updated.
      • Archived: Category has been archived and is no longer available for use.
      • Copied to Catalog: The product category has been copied.
      Start date Date and time that the category is available in the catalog. Select the Calendar icon to choose the start date and time, then select OK.
      End date Date and time that the category is no longer used in the catalog. Select the Calendar icon to choose the end date and time, then select OK
      Code Product code for the category.

      The system automatically generates a code based on the category Name entered, but you can change the value to any desired alphanumeric string.
    5. Select Save.
    6. Associate the category to a catalog.
      1. In the Catalogs tab, select New.
      2. In the Catalog Category form, select the published Catalog to which this category belongs and select Save.
    7. In the Details tab for the category, select Publish.
      The category state changes to Published and is added to the selected catalog.
    8. If needed, define the parent category and subcategories for the category using the Parent categories and Child categories tabs.

    What to do next

    Create product offerings.