---
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


---

# Location-based transactions for Opportunity Management

# Location-based transactions for Opportunity Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 2, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Agents can create opportunities and support product configurations and services for different locations.

Agents can use the location filter in the product catalog to select a particular customer location. The catalog only displays the products associated with that location. This enables the agents to add appropriate product lines to
an opportunity. Agents can also copy products and services from one location to the other within a single transaction. This eliminates the need to create multiple opportunity line items for each location. To learn more about
copying locations, see [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.").

## Using location-based transactions {#location_based_transactions_for_opportunity__section_k2r_1z2_zcc}

To use the location filter in Opportunity Management, complete the following steps.  
Note:  
As an agent, you can use the location feature if the [location-based transactions property](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.") is enabled by your admin and [eligibility rule filters and product eligibility rules](https://servicenow-prod.fluidtopics.net/H66XIxVcDM0O_09LsE5WSw "In Sales Customer Relationship Management, agents can create opportunities, quotes, and orders tailored to customer location. These transactions are called location-based product transactions.") have been configured by your product catalog admin.{#location_based_transactions_for_opportunity__table_nhk_tvq_gdc__entry__3}

| Step | Description | Role |
|-|-|-|
| [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.") | Use the Service location filter in the Catalog tab to add opportunity line items to a location. | Agent |
| [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.") | Copy existing line items to another location in the opportunity based on the eligibility rules set up by your product catalog admin The copy line items modal is displayed when selecting Copy on the line items related list. If the system property is false, all the line items are copied. | Agent |
[Table 1. Using location-based transactions]

{#location_based_transactions_for_opportunity__table_nhk_tvq_gdc}

