Add product catalog categories

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

    • Use the Product Offering Categories tab to organize your products in groups 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

    Product catalog categories help organize products into groups, which makes it easier for order agents to find products while creating orders or building quotes. Catalog categories are associated with a catalog. For more information about catalogs, see Create a product offering catalog.

    Product offering catalog categories must be published before products can be added.

    This procedure explains the Product Offering Category tab. To set up categories before adding products, see Create a product offering category.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Offerings > Product Offerings and select the product offering you are working with.
    3. Select the Product Offering Categories tab.
    4. Select New.
    5. On the form, fill in the fields.
      Field Description
      Category Select an existing published category.
      Product offering Name of the product offering you are working with.
    6. Select Save.
    7. Review the category information and select Publish.
      The category is published and available to add product offerings too or create child categories.

    What to do next