Product Catalog Management
Summarize
Summary of Product Catalog Management
Product Catalog Management in ServiceNow enables organizations to efficiently manage and organize their product offerings by grouping them into catalogs and categories. This streamlines the ordering process and supports managing leads, opportunities, quotes, and orders within Sales Customer Relationship Management (Sales CRM).
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Key Features
- Product Catalog User Interface: Accessible from anywhere within opportunity, quote, and order workflows, allowing agents to quickly browse and search products using keywords, descriptions, and industry codes. It supports catalog navigation through a hierarchical category structure and can include location-based filters for location-specific transactions.
- Catalog and Category Hierarchy: Products and services are organized logically using hierarchical catalogs and categories, making it easier for agents to find the right offerings.
- Version Control: Tracks changes to product information over time for transparency and auditability.
- Product Offer Eligibility: Dynamic filtering of catalogs, categories, and offerings based on business rules ensures agents only sell products that customers are eligible for, considering factors like customer accounts, location, and sales contracts. Eligibility rules are configured using product eligibility matrices.
- Product Offer Bundling: Supports creation of bundled product offers using offer hierarchies and relationships, with references to product specifications at any bundle level.
Practical Benefits for ServiceNow Customers
- Enhances sales efficiency by providing a unified, searchable catalog interface embedded in sales workflows.
- Ensures accurate product selection through eligibility filtering, reducing errors and improving customer satisfaction.
- Supports flexible product management with hierarchical organization and version tracking for compliance and auditing.
- Enables complex product bundles tailored to customer needs, improving sales opportunities and customization.
Next Steps
To implement and configure these capabilities, customers should refer to the detailed guides on setting up product offering catalogs, location-based transactions, product offer bundling, and product offer eligibility within their ServiceNow environment.
Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales Customer Relationship Management.
- Product catalog user interface: Launch from anywhere in opportunity, quote, and order capture workflows, enabling agents to browse and find products quickly with a full catalog search function.
- Catalog category hierarchy: Use hierarchical structures of catalogs and categories to organize products and services logically.
- Version control: Track changes made to product information over time, helping with transparency and auditability.
- Product offer eligibility: Filter your product catalogs, product offering categories, or product offerings so that agents sell customers only the products for which they’re eligible.
To learn more about setting up product offering catalogs, see Configuring product offerings and catalogs.
Product catalog UI
The product offering catalog enables agents to do the following:
- Browse and search product offerings by using keywords, descriptions, and industry codes.
- Review product offers that are organized by catalog category hierarchy, which streamlines catalog navigation.
You can also enable location-based transactions, which provides a location filter in the catalog interface. This filter enables agents to add product lines to opportunities, quotes, and orders by location. To learn more, see Configuring location-based product transactions.
Product offering catalogs and categories
- Product Offering Catalog: Hierarchical product offering structures of categories and product offerings.
- Product Offering Categories: Categories are a logical grouping of product offerings.
- Product Offerings: Physical goods or non-tangible services that are configurable.
- Characteristic and Characteristic options: Product options that are created based on customer preferences.
Product offer bundling
You can create product offer bundles with an offer hierarchy using product offer relationships and relationship groups. These bundle offers can have references to a product specification or specification hierarchy at any level in the bundle. For more information, see Product offer bundling with product specifications.
Product offer eligibility
As a product catalog admin or manager, you can use business rules to filter the product catalog, product offering categories, and product offerings dynamically, displaying only the appropriate catalog, categories, and offerings for which a customer is eligible. These rules enable your sales agents to sell the correct products to customers based on context, such as specific customer accounts, customer location, sales contracts, and more. You define these rules using product eligibility matrices. To learn more about using the product eligibility matrices, see Configuring product offer eligibility.