---
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


---

# Add product catalog categories

# Add product catalog categories {#ariaid-title1}

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

Use the Product Offering Categories tab to organize your products in groups in Sales Customer Relationship Management.

## Before you begin

Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

## About this task

Product catalog categories help organize products into groups, which makes it easier for order agents to find products while creating orders or building quotes. Catalog categories are associated with a catalog. For more
information about catalogs, see [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.").

Product offering catalog categories must be published before products can be added.

This procedure explains the Product Offering Category tab. To set up categories before adding products, see [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.").

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to OfferingsProduct Offerings and select the product offering you are working with.
3. Select the Product Offering Categories tab.
4. Select New.
5. On the form, fill in the fields.  
   {#som-product-config-offering-categories__table_zdp_ljt_g1c__entry__2}

   | Field | Description |
   |-|-|
   | Category | Select an existing published category. |
   | Product offering | Name of the product offering you are working with. |
   [ ]

   {#som-product-config-offering-categories__table_zdp_ljt_g1c}
6. Select Save.
7. Review the category information and select Publish.  
   The category is published and available to add product offerings too or create child categories.
{#som-product-config-offering-categories__steps_dy1_ccl_f1c}

## What to do next

* [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.")
* [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 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 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.")
* [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 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.")
{#som-product-config-offering-categories__ul_f3t_kfk_f1c}

*[\>]: and then