---
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


---

# Create product offering relationships

# Create product offering relationships {#ariaid-title1}

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

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.

## Before you begin

Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

## About this task

Create product offering relationships that bundle products together. A bundled product offering can be ordered as a group and can't be changed.

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to OfferingsProduct Offerings and select the product offering you're working with.
3. Select the Product Offering Relationships tab.
4. Select New.
5. On the form, fill in the fields.  
   {#som-product-config-offering-relationships__table_urm_gvt_g1c__entry__2}

   | Field | Description |
   |-|-|
   | Display name | Name of the product relationship displayed in the interface. |
   | Source product offering | System-generated reference to the source product offering. |
   | Target product offering | The offering that is bundled with the source product offering. |
   | Relationship type | Option that identifies how the products are related: * None - Indicates that the bundled products have no relationship. * Implicit - Indicates the products grouped in a bundle have an implicit relationship. {#som-product-config-offering-relationships__ul_vkt_dwt_g1c} |
   | Product offering relationship group | Reference to offer relationship groups used to logically group similar product offers. |
   | Unit of measurement | Unit of measure for the bundled products. Select a unit of measure, for example Box or Case. |
   | Default | Option indicating that the product offering relationship is the default. |
   | Mandatory | Option indicating that the product offering relationship is mandatory. |
   | Default quantity | Option indicating the default quantity of product relationships. |
   | Max quantity | Option indicating the maximum quantity of products in the bundle. |
   | Min quantity | Option indicating the minimum quantity of products in the bundle. These flags mean different things depending on whether each relationship is or is not part of a relationship group. |
   [Table 1. Product Offering Relationship form]

   {#som-product-config-offering-relationships__table_urm_gvt_g1c}
6. Select Save.  
   The relationship is created. Select the relationship on the Product Offering Relationships tab to make further changes.
{#som-product-config-offering-relationships__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 product catalog categories](https://servicenow-prod.fluidtopics.net/yw5tL2z7akSCcRkPNt1GdA "Use the Product Offering Categories tab to organize your products in groups in Sales Customer Relationship Management.")
* [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-relationships__ul_f3t_kfk_f1c}

*[\>]: and then