--- 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 offerings and catalogs # Configuring product offerings and catalogs {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Create product offerings and the associated product catalogs that can be used by Sales Customer Relationship Management agents for pre-sales activities, order capture, and post-sales engagement. As a product catalog administrator or catalog manager, you complete various configuration tasks to create the product catalogs and offerings for products and services sold by your organization. You also work with your pricing administrator, who sets the pricing for your product offerings. For more information on pricing, see [Configuring product pricing](https://servicenow-prod.fluidtopics.net/5ox~gOtMue85TBENCLXcuQ "Use the Pricing Management application to create the price lists and price list lines, define pricing adjustments, and manage other features that control pricing for product offerings. Product pricing is used by your sales and order agents when creating opportunities, quotes, and sales orders in Sales Customer Relationship Management."). The following workflow example shows a typical series of steps for setting up catalogs and product offerings, including the pricing configuration tasks performed by your pricing administrator. Some steps may be optional in your organization, and other steps, such as setting up product relationships between catalog entities, may occur in a slightly different sequence. Figure 1. Product catalog and pricing configuration workflow Note: Review your entitlements to see the product offering options available to you. ## Overview of product offering and catalog configuration {#som-managing-product-catalogs__section_tkl_xq1_j1c} Starting with the May 2024 release of Sales Customer Relationship Management applications, you can use the CSM Configurable Workspace to configure product offering catalogs, product offerings, and product offering relationships. The following table identifies the configuration tasks for setting up the various features available in Product Catalog Management. {#som-managing-product-catalogs__table_ixx_gll_f1c__entry__2} | Configuration task | Description | |-|-| | [Create a product offering catalog](https://servicenow-prod.fluidtopics.net/gd1rgBxlwVc5YdPUbl13ng "Catalogs are top level entities in the catalog hierarchy. Catalogs have categories and categories can have sub-categories or product offers.") | Create a catalog, which is the top-level entity in the catalog hierarchy. Catalogs can have categories, and categories can have subcategories or product offers. | | [Create a product offering category](https://servicenow-prod.fluidtopics.net/NTr1Z_0a6yxvGpxPR7sC9A "Define a product offering category used to organize similar product offerings in a catalog. Product categories make it easier for agents to browse and navigate product offerings when creating opportunities, quotes, and orders.") | Define a product offering category used to organize similar product offerings in a catalog. Catalog categories make it easier for agents to browse and navigate product offerings when creating opportunities, quotes, and orders. | | [Create product characteristics and characteristic options](https://servicenow-prod.fluidtopics.net/sLlG90gQdTM0qQdvU_s1kA "Add product characteristics and characteristic options that you can later add to your product offering in Sales Customer Relationship Management.") | Define the specific attributes, properties, and options that distinguish a product offering, influencing its configuration and pricing. | | [Create product offerings](https://servicenow-prod.fluidtopics.net/4ptrtTeOcMRbvos0Nn_Myg "Create and publish a product offering in Sales Customer Relationship Management. Product offerings represent entities that are orderable from the provider of the catalog and includes pricing information. Once published, product offerings become available to order agents when creating leads, opportunities, quotes, and orders.") | Configure and add product offerings to catalogs and categories. Once published, product offerings are available to Sales Customer Relationship Management agents as they create opportunities, quotes, and orders. | | [Add product visuals](https://servicenow-prod.fluidtopics.net/nyfK_M9zrSWc0TG9k~lW6A "Add visuals to your product offering in Sales Customer Relationship Management that let agents easily see what the product looks like.") | Add images and thumbnails to your product offerings to help agents as they build opportunities, quotes, and orders. | | [Create product offering relationships](https://servicenow-prod.fluidtopics.net/wm6gZ2ieui0sKM1qaqg8XA "Create product relationships to bundle products and services together to make ordering more convenient. Product offering relationships drive the order capture experience by letting you group multiple product offerings into bundles. Bundles can also be added to other bundles in relationship groups.") | Create product relationships to bundle products and services together to streamline the order process. Product offering relationships drive the order capture experience by letting you group multiple product offerings into bundles. Bundles also let you offer special bundle pricing. | | [Control cascading quantity values in child product offerings](https://servicenow-prod.fluidtopics.net/vPel_TACJDIoF7jKrroP1A "Control how the quantities for child line items in a product offering for a quote or order are calculated by using the sn_prd_pm.enable_cascade_quantity system property.") | Control how the quantities for child line items in a product offering for a quote or order are calculated by using the sn_prd_pm.enable_cascade_quantity system property. | | [Add related contracts to product offerings](https://servicenow-prod.fluidtopics.net/LQOsl6K9IQqeX3CFwa8x4g "Add related contracts to your product offerings in the Sales Customer Relationship Management application.") | Add related contracts to your product offerings in the Sales Customer Relationship Management application. | | [Add a unit of measure to a product offering](https://servicenow-prod.fluidtopics.net/EBHv1FdaUKM_9mH_k7zLoQ "Add a unit of measure (UOM) to a product offering in Sales Customer Relationship Management.") | Add a unit of measure (UOM) to a product offering in Sales Customer Relationship Management. | | [Create a product offering version](https://servicenow-prod.fluidtopics.net/ROxljy0eaEqi6sIrKyxoaQ "Create a version of a product offering when updates are needed to a published offering in Sales Customer Relationship Management.") | Create a product version to add updates to a published product offering. | | [Create product offering relationship groups](https://servicenow-prod.fluidtopics.net/OMwmCtFn4GDax0~k4B~qZg "Use relationship groups to organize child offer options or relationships into logical groups and set up cardinality rules at the group level in Sales Customer Relationship Management. Groups of product offerings then appear on the product configurator.") | Combine bundles of product offerings into related groups in Sales Customer Relationship Management. | | [Configure needs analysis](https://servicenow-prod.fluidtopics.net/ukOR7DRRuiJYaaEyhzI6FQ "As a product catalog administrator, you can create needs templates, which are questionnaires that agents use to find product offers to add to a lead or opportunity. Questionnaires function as product selection guides. When agents complete a questionnaire based on customer input, they get product recommendations that they can add to a lead or opportunity.") | Create needs templates, which are questionnaires from product selection guides that your agents use to determine what product offers can be added to opportunities. | | [Export and import product catalog entities](https://servicenow-prod.fluidtopics.net/T9TW5muOhKZUm9Lo97r4qw "As a product catalog admin, you can both export and import product catalog entities between ServiceNow instances. For example, you can promote catalog entities from a non-production instance to a production instance. Each process involves a separate set of steps.") | Export and import product catalog entities between ServiceNow instances. For example, you can promote catalog entities from a non-production instance to a production instance. | | [View product offering hierarchy and associated specification hierarchy](https://servicenow-prod.fluidtopics.net/p37_kMCqKsW7IPU8CdD4Mg "As a product catalog admin or manager, you can view the complete hierarchy of a product offering and any associated specifications (product, service, and resource). Use these views to verify that all entities have been defined and associated correctly.") | View the complete hierarchy of a product offering and any associated specifications (product, service, and resource). Use these views to verify that all entities have been defined and associated correctly. | | [Configure product offer eligibility](https://servicenow-prod.fluidtopics.net/zv22APSatSnxq4TNcOJYaQ "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.") | Filter the product catalog, product categories, and product offerings dynamically, to display only eligible product offerings for a customer in the product catalog. | [Table 1. Product offering and catalog management configuration tasks] {#som-managing-product-catalogs__table_ixx_gll_f1c}