Create product offerings

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Create and publish a product offering in Sales and Order Management. Product offerings represent entities that are orderable from the provider of the catalog and includes pricing information. Once published, product offerings become available to order agents 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 Offerings.
    3. On the form, fill in the fields.
      Table 1. Product Offering form
      Field Description
      Number System-assigned number for the product offering.
      Name An alternative name for the product offering to help differentiate it from similar product names.
      Display Name The name of the product offering that is added.
      Offering Type Offering types. Select one of the following:
      • Product: A product entity that an agent can add to an order using the CSM Configurable Workspace.
      • Entitlement: An entity such as a warranty or subscription that can be added to an order by an agent.
      Offering sub-type Type of entitlement:
      • Warranty
      • Extended warranty
      • License
      • Subscription
      Product specification Functional view of a product offering that drives order fulfillment.
      Product model Name of the product model.
      Create contract Option that indicates to agents that entitlement contracts can be added to the product order. If selected, service contracts are created post order fulfillment. Used when entitlements are managed as contracts.
      Sellable Option that indicates the product offering can be sold as a standalone item. If selected, the product offering can be sold as a standalone item. If not selected, the product offering can be sold as part of bundle but not as a standalone item.
      Pricing method Pricing method for the product:
      • One-time: A single fee for the product.
      • Recurring: A fee that occurs at scheduled intervals. You can set the periodicity for a recurring fee.
      Periodicity Recurring pricing: Monthly or annually.
      Description Short description of the product offering. The description is useful for the order agent to understand the product during the order process.
      Offering Catalog Catalog that contains the product offering.
      Start Date Date and time that the product offering is available for Sales and Order Management applications. Select the Calendar icon (Calendar icon.) to choose the start date and time, then select OK.
      End Date Date and time that the product offering is deleted from Sales and Order Management applications. Select the Calendar icon (Calendar icon.) to choose the end date and time, then select OK.
      State State of the product offering. States include In Draft, Published, Retired, and Archived. You can update product offerings In Draft state.
      Distribution channel Option to set and lock in a distribution channel.
      Owner Owner of the product offering.
      Monthly recurring charges Charges that recur every month. Monthly recurring charges are supported for backward compatibility. Use price lists to define prices.
      Non recurring charges Charges that are applied once. Supported for backward compatibility. Use price lists to define prices.
      Code System-generated alphanumeric number based on the product name. Although system generated, you can edit the code to represent a SKU or any other industry specific product codes.
      Initial version Version of the product offering.
      Previous version Several versions of a product offering can exist. This field lets you view previous versions.
      Contract term Length of the contract:
      • 12 months
      • 24 months
      • 36 months
      • 48 months
      • 60 months
    4. Select Save.

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