Create product offering relationships

  • Release version: Washingtondc
  • Updated May 6, 2024
  • 1 minute to read

    • Create product relationships to bundle products and services together to make ordering more convenient. Product offering relationships drive the order capture experience by letting you group multiple product offerings into bundles. Bundles can also be added to other bundles in relationship groups.

    Before you begin

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    About this task

    Create product offering relationships that bundle products together. A bundled product offering can be ordered as a group and can’t be changed.

    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’re working with.
    3. Select the Product Offering Relationships tab.
    4. Select New.
    5. On the form, fill in the fields.
      Table 1. Product Offering Relationship form
      Field Description
      Display name Name of the product relationship displayed in the interface.
      Source product offering System-generated reference to the source product offering.
      Target product offering The offering that is bundled with the source product offering.
      Relationship type Option that identifies how the products are related:
      • None - Indicates that the bundled products have no relationship.
      • Implicit - Indicates the products grouped in a bundle have an implicit relationship.
      Product offering relationship group Reference to offer relationship groups used to logically group similar product offers.
      Unit of measurement Unit of measure for the bundled products. Select a unit of measure, for example Box or Case.
      Default Option indicating that the product offering relationship is the default.
      Mandatory Option indicating that the product offering relationship is mandatory.
      Default quantity Option indicating the default quantity of product relationships.
      Max quantity Option indicating the maximum quantity of products in the bundle.
      Min quantity Option indicating the minimum quantity of products in the bundle. These flags mean different things depending on whether each relationship is or is not part of a relationship group.
    6. Select Save.
      The relationship is created. Select the relationship on the Product Offering Relationships tab to make further changes.

    What to do next