Create product offering relationship groups

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

    • Relationship groups let you organize child offer options or relationships into logical groups and set up cardinality rules at the group level in Sales and Order Management. Groups of product offerings then appear on the product configurator.

    Before you begin

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    About this task

    Create product offering relationship groups to organize product bundles into groups in the product configurator.

    For example, an internet and OTT Bundle Product Offering is configured to have three product offering relationship groups: modem group, internet group, and the plan streaming channel group.

    Bundled product offerings can be other bundles or individual product offerings.

    Assign child product offerings in a bundle to the product offering relationship group, which presents the options in logical groups on the product configurator to the agent. The following example shows how product offering groups appear in the product configurator.

    The image shows the product configurator in the Sales and Order Management application that lets agents select options when building product orders.

    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 Relationship Groups tab.
    4. Select New.
    5. On the form, fill in the fields.
      Table 1. Product Offering Relationship Group form
      Field Description
      Name Name of the relationship group.
      Description A description of the relationship group.
      Product offering Reference to the current product offering in context.
      Order Order in which the relationship group is displayed in the product configurator.
      Max options Maximum number of options that can be selected within the relationship group during configuration.
      Min options Minimum number of options that must be selected within the relationship group.
    6. Select Save.
      The relationship group is created as part of the product offering.

    What to do next