---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configuring location-based product transactions

# Configuring location-based product transactions {#ariaid-title1}

* Release version: Xanadu
* 
* Updated September 27, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

In Sales Customer Relationship Management, agents can create opportunities, quotes, and orders tailored to customer location. These transactions are called location-based product transactions.

When the product offerings and services available to customers vary based on location, your agents can use a location filter in the product catalog UI to select a service location and view only the products and services appropriate for
that location. Agents can then add the appropriate products to an opportunity, quote, or order. Agents can also copy products and services from one location to another within the same transaction, which eliminates the need to create
another opportunity, quote, or order for each location.  
Figure 1. Location filter in the product catalog UI and service location in the line item view for quotes

## How location-based transactions work {#config-location-transaction__section_vvr_ryz_wcc}

Admin and product catalog admin configuration
:   Admins activate location-based transactions by enabling the sn_sales_common.enable_location_based_transactions system property.

    Product catalog admins use the product eligibility rule entity filters to
    identify eligible and ineligible product entities (catalogs, categories, and product offerings). They also set up decision rules in product eligibility matrices, to specify the context variables, such as billing state or the service
    location variables (introduced in the November 2024 release), for controlling the display of eligible catalogs, categories, or product offerings.  
    Figure 2. Rule entity filters and product eligibility rule matrices

    In the following example of the Product Offering Catalog Eligibility matrix, a rule entity filter for ineligible catalogs and the context variable, service state, are used to filter the product catalog displayed.  
    Figure 3. Example product offering catalog eligibility matrix

Agent experience for location-based transactions

:   When agents specify a service location, the product catalog UI displays the eligible catalog, categories, or offerings for that location, depending on the product eligibility entities configured. When they select a simple or fixed product, the line item is created automatically for the specified location. If they select a configurable product, they use the product configurator to customize the product options. A line item is created automatically when they save the product configuration. Your agents can then copy line items to another location in the same transaction (opportunity, quote, or order). They can indicate that only eligible line items can be copied to the
    specified location.

    Figure 4. Example order line item copy  
    For details on how agents add products to an opportunity, quote, or order by location, see the following:

    * [Use location filter to add opportunity line items](https://servicenow-prod.fluidtopics.net/eFZMAA93CzyHNlFJP~Gw0Q "Use the Service location filter in the product catalog to add products (line items) to a location.").
    * [Copy opportunity line items to a location](https://servicenow-prod.fluidtopics.net/K3ZARp6GAiuUrGgIoEcnow "Duplicate existing line items to another location using Copy on the Line items tab.").
    * [Filter catalogs by location in a quote](https://servicenow-prod.fluidtopics.net/9VPewaCzYe8PbHFgzfxudA "Agents can use the location option on the catalog tab to filter products by location in Quote Management.").
    * [Copy locations for quote line items](https://servicenow-prod.fluidtopics.net/BuG0thZz8ERI8S0mFRUzBg "Agents can use the copy location function to change the location of multiple quote line items in Quote Management.").
    * [Filter product catalog by location](https://servicenow-prod.fluidtopics.net/R_9yHanPCrZVcdagczLtiw "Agents can filter products in the catalog by using the location function in Order Management. The location filter helps agents be more efficient when creating orders.").
    * [Update product locations at the order line level](https://servicenow-prod.fluidtopics.net/gHnx1cTp93htbOXBuEUSyQ "Agents can use the copy function to update product locations at the order line level Order Management.").
    {#config-location-transaction__ul_z4l_4v4_gdc}

## Setting up location-based transactions {#config-location-transaction__section_bwf_qtx_wcc}

Admins and product catalog admins complete the following configuration tasks to set up location-based transactions.{#config-location-transaction__table_x1v_wtx_wcc__entry__3}

| Step | Description | Role |
|-|-|-|
| [Activate location-based transactions](https://servicenow-prod.fluidtopics.net/T~C8ciwm0yWMLSipmPUjWg "Turn on location-based transactions for opportunities, quotes, and orders by using the sn_sales_common.enable_location_based_transactions system property.") | Enable the sn_sales_common.enable_location_based_transactions system property. | Admin |
| [Create rule entity filters](https://servicenow-prod.fluidtopics.net/cDXdStXOlmjqp9j_UjoGXw "Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.") | Define the rule entity filters that make catalogs, categories, and product offerings either eligible or ineligible for display. | Product catalog admin |
| [Define product eligibility rules](https://servicenow-prod.fluidtopics.net/YNw85SRcFAUxRSujhqAl4Q "Define product eligibility rules by using the Product Offering Catalog Eligibility, Product Offering Category Eligibility, or Product Offering Eligibility Matrix.") | Set the product eligibility rules by selecting the context variables, such as the service location context variables, that control the display of product catalog, category, or offerings. | Product catalog admin |
[Table 1. Location-based transaction configuration tasks]

{#config-location-transaction__table_x1v_wtx_wcc}