Create product characteristics and characteristic options

  • Release version: Washingtondc
  • Updated January 25, 2024
  • 1 minute to read

    • Add product characteristics and characteristic options that you can later add to your product offering in Sales and Order Management.

    Before you begin

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    About this task

    Use this procedure to build product characteristics and characteristic options, which you add to product offerings. For example, If the product offering is a bike, characteristics might include bike size and color, and the characteristic options are the option choices, such as the various bike sizes and colors available. The options appear in the product configurator as agents are creating orders or building quotes.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Characteristics > Characteristics.
    3. Select New.
    4. In the form, fill in the fields.
      Table 1. Create New Characteristic
      Field Description
      Name Name of the product characteristic.
      Code System-generated alphanumeric number based on the product characteristic name. Although system generated, you can edit the code to represent a SKU or any other industry specific product codes.
      Description Brief description of the characteristic, for example DSL speed.
      Input type List of input options that identify the functionality for the characteristic. Depending on the input type, additional options become available:
      • Checkbox
      • Choice
      • Single Line Text
      • Yes/No
    5. Select Save.
      Depending on the Input type you selected, you may need to complete additional steps if the new characteristic has more options.
    6. If the new characteristic has more options, complete the following steps:
      1. In the Characteristic Options tab, select New.
      2. Enter the Option for the characteristic and select Save.
        The option is added to the characteristic. Repeat this step to add as many options as needed. Later, when you are configuring product offerings, you can add the characteristics and options.

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