---
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 product offer eligibility

# Configuring product offer eligibility {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can filter the product catalog, offering categories, and product offerings dynamically, to display only the appropriate catalog, categories, and offerings for which a customer is eligible. Your agents see this filtered
product information when they're creating opportunities, quotes, and orders.

## Product offer eligibility overview {#configuring-sales-eligibility__section_ovp_dwz_ccc}

As a product catalog admin or manager, you create the business rules that filter the product catalogs, offering categories, and product offerings to display only the eligible products for customers when agents are creating quotes or orders. Filtering the products helps agents sell the correct products to customers. The filters are based on decision rules that you set in the following product eligibility matrices:

* Product Offering Catalog Eligibility: Define the eligibility rules to be applied to product offering catalogs. For example, you can use this matrix to filter sales catalogs based on customer location, such as country, state, or city.
* Product Offering Category Eligibility: Define the eligibility rules to be applied to product offering categories.
* Product Offering Eligibility: Define the eligibility rules to be applied to product offerings.

{#configuring-sales-eligibility__ul_frq_j3h_dcc}These matrices are frameworks for setting the conditions and the context variables that control the catalogs, product categories, and product offerings displayed. You can use system-defined context variables provided with Product Catalog Management and Pricing Management, or you can work with your admin to develop your own custom context variables, such as marketing segment or sales channel, to be used in the eligibility matrices.

## Configuration tasks {#configuring-sales-eligibility__section_pqg_ltj_dcc}

Complete the following tasks to set up product eligibility matrices.  
{#configuring-sales-eligibility__table_xrz_tzj_dcc__entry__3}

| Task | Description | Role |
|-|-|-|
| [Create a custom context variable](https://servicenow-prod.fluidtopics.net/KJieIvcITElz~KI1nBAXbA "Create custom context variables to represent product or non-product characteristics that can be used by pricing admins to apply control different pricing features, such as pricing adjustments, or product catalog admins to set product offering eligibility rules.") (if needed) | Review system-defined and existing custom context variables. If needed, add a new context variable, then [map the customer variable to a transaction entity](https://servicenow-prod.fluidtopics.net/F4_gioAl_EP6p14u_ZspaA "Associate a custom pricing context variable to a particular transaction entity type in Sales Customer Relationship Management."). | Admin |
| [Create a rule entity filter](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 eligibility filters for a product entity. | Product catalog admin or manager |
| [Define product eligibility rules in a product eligibility matrix](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.") | Define the eligibility rules in the decision table of a product eligibility matrix. | Product catalog admin or manager |
[Table 1. Product eligibility configuration tasks]

{#configuring-sales-eligibility__table_xrz_tzj_dcc}