---
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 relationship groups

# Create product offering relationship groups {#ariaid-title1}

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

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.

## Before you begin

Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

## About this task

Create product offering relationship groups to organize product bundles into groups in the product configurator.

For example, an internet and OTT Bundle Product Offering is configured to have three product offering relationship groups: modem group, internet group, and the plan streaming
channel group.

Bundled product offerings can be other bundles or individual product offerings.

Assign child product offerings in a bundle to the product offering relationship group, which presents the options in
logical groups on the product configurator to the agent. The following example shows how product offering groups appear in the product configurator.

## 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 Relationship Groups tab.
4. Select New.
5. On the form, fill in the fields.  
   {#som-product-config-relationship-groups__table_e5p_dh5_g1c__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the relationship group. |
   | Description | A description of the relationship group. |
   | Product offering | Reference to the current product offering in context. |
   | Order | Order in which the relationship group is displayed in the product configurator. |
   | Max options | Maximum number of options that can be selected within the relationship group during configuration. |
   | Min options | Minimum number of options that must be selected within the relationship group. |
   [Table 1. Product Offering Relationship Group form]

   {#som-product-config-relationship-groups__table_e5p_dh5_g1c}
6. Select Save.  
   The relationship group is created as part of the product offering.
{#som-product-config-relationship-groups__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.")
* [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.")
* [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.")
{#som-product-config-relationship-groups__ul_f3t_kfk_f1c}

*[\>]: and then