Configuring location-based product transactions
Summarize
Summary of Configuring location-based product transactions
Location-based product transactions in Sales Customer Relationship Management allow agents to create opportunities, quotes, and orders tailored specifically to customer locations. This capability ensures that agents can view and select only the products and services appropriate for a given service location, improving accuracy and relevance in sales transactions.
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Key Features
- Location filtering in product catalog: Agents use a location filter to select a service location, enabling the display of eligible product catalogs, categories, and offerings specific to that location.
- Product eligibility rules: Product catalog admins configure eligibility rules and matrices to control product visibility based on context variables such as billing state and service location.
- Line item management: When agents add products, line items are automatically created with the specified location. Configurable products can be customized through the product configurator.
- Copying line items across locations: Agents can copy products and services from one location to another within the same transaction, avoiding the need to create separate opportunities, quotes, or orders for each location.
Setup and Configuration
To enable location-based transactions, administrators and product catalog admins must complete these tasks:
- Activate feature: Enable the
snsalescommon.enablelocationbasedtransactionssystem property. - Create rule entity filters: Define filters that mark catalogs, categories, and products as eligible or ineligible for display based on location criteria.
- Define product eligibility rules: Set up rules using context variables—including new service location variables—to control product catalog visibility appropriately.
Practical Impact for ServiceNow Customers
By configuring location-based product transactions, your sales agents can efficiently tailor their sales activities to customer locations, ensuring compliance with location-specific offerings and regulations. This reduces errors, improves sales accuracy, and streamlines the sales process by enabling product copying across locations within the same transaction. The setup requires collaboration between admins and product catalog admins to activate and configure eligibility rules tailored to your business needs.
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.
How location-based transactions work
- 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:
Setting up location-based transactions
| Step | Description | Role |
|---|---|---|
| Activate location-based transactions | Enable the sn_sales_common.enable_location_based_transactions system property. | Admin |
| Create rule entity filters | 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 | 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 |