---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configuring Service Exchange Order Management for Providers

# Configuring Service Exchange Order Management for Providers {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
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## Summary of Configuring Service Exchange Order Management for Providers

TheService Exchange Order Management for Providersapplication enables ServiceNow providers to create and fulfill product orders via Service Exchange.
Providers publish product offerings and service specifications as remote catalog items, allowing consumers to order directly from their own Service Catalog instances.
This setup streamlines cross-instance service ordering and delivery.
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## Configuration Steps

Setting up the application involves several key tasks performed on the provider and consumer instances:

* **Install Required Applications:** Install *Service Exchange for Providers* , *Service Exchange for Consumers* , and *Service Exchange Order Management for Providers* from the ServiceNow Store. These provide the foundation for product sharing and order management across instances. (Admin role)
* **Create Product Offerings and Service Specifications:** On the provider instance, define product offerings and service specifications that will be published as remote catalog items available to consumers. (Product catalog admin or manager role)
* **Associate Consumer Criteria:** Link customer eligibility criteria to remote record producers to control which consumers can access specific offerings. This includes criteria for managing inventory. (Service Exchange provider admin role)
* **Activate Remote Record Producers:** On the consumer instance, activate entitlements for the remote record producers to enable ordering of the published products and services. (Service Exchange consumer admin role)
* **Retire Remote Catalog Items:** When needed, retire product offerings or service specifications to automatically remove them from the consumer's catalog and disable the corresponding remote record producers. (Product catalog admin or manager role)

## Practical Benefits for ServiceNow Customers

* Enables providers to centrally manage and publish catalog items for multiple consumer instances.
* Empowers consumers to order services and products directly through their own Service Catalog interfaces.
* Supports granular control of consumer eligibility and inventory management through criteria associations.
* Simplifies lifecycle management by allowing retirement of catalog items, ensuring catalog accuracy.  
Configure the Service Exchange Order Management for Providers application, which enables providers to use Order Management to create and fulfill product orders over Service Exchange. Providers publish the product offerings and service specifications as remote catalog items so that consumers can order from the Service Catalog on their own instance.

## Configuration overview {#configuring-sb-om__section_d4v_wbt_j1c}

Follow these tasks to set up the Service Exchange Order Management for Providers application, which uses Order Management to create product offerings and service specification and publish them ServiceNow in your provider instance as remote record producers. Service Exchange admins can then activate these remote record producers to make the products and services available from the Service Catalog on consumer instances. {#configuring-sb-om__table_n2l_dcy_qxb__entry__3}

| Configuration step | Description | Role |
|-|-|-|
| [Install Service Exchange for Providers](https://www.servicenow.com/docs/access?context=install-service-bridge-v2-provider&version=yokohama&pubname=yokohama-service-exchange&ft:locale=en-US) | Install the Service Exchange for Providers application from the ServiceNow Store. For more information on configuring this application, see [Installing and configuring Service Exchange for Providers](https://www.servicenow.com/docs/access?context=service-bridge-v2-configure-provider&version=yokohama&pubname=yokohama-service-exchange&ft:locale=en-US). | Admin |
| [Install Service Exchange for Consumers](https://www.servicenow.com/docs/access?context=install-service-bridge-v2-customer&version=yokohama&pubname=yokohama-service-exchange&ft:locale=en-US) | Install the Service Exchange for Consumers application from theServiceNow Store. For details on configuring this application, see[Install Service Exchange for Consumers](https://www.servicenow.com/docs/access?context=install-service-bridge-v2-customer&version=yokohama&pubname=yokohama-service-exchange&ft:locale=en-US) . | Admin |
| [Install Service Exchange Order Management for Providers](https://servicenow-prod.fluidtopics.net/MogXe4oJJ3GjQ26c1SAVwg "You can install the Service Exchange Order Management for Providers application (sn_sb_pro) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they're not already installed.") | Install the Service Exchange Order Management for Providers application from the ServiceNow Store. | Admin |
| [Create a product offering for a remote catalog item](https://servicenow-prod.fluidtopics.net/F5oSmzw8JvKd1b8_uZbpDQ "Create a product offering in a Service Exchange provider instance. When you publish the product offering, a remote record producer is created for the remote catalog item.") | In the provider instance, create the product offerings to be added as remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| [Create a service specification for a remote catalog item](https://servicenow-prod.fluidtopics.net/D5TXmOsvTHffTyeWDbyEsw "Create a service specification on a Service Exchange provider instance. When you publish the service specification, a remote record producer creates the remote catalog item for the service specification.") | In the provider instance, create the service specification for a service to be added as a remote catalog item to the service catalog for your consumers. | Product catalog admin or manager |
| [Associate consumer criteria to a remote record producer](https://servicenow-prod.fluidtopics.net/edfTjw_WymqpxM2Z5Vg4uw "In the provider instance, associate the appropriate consumer criteria to the remote record producer created for a remote catalog item. The consumer criteria determines which consumers are entitled to the catalog item. Service Exchange automatically generates the entitlement records that are replicated to eligible consumer instances.") | In the provider instance, review the remote record producer and associate the customer criteria that entitles the catalog item for eligible Service Exchange consumers. | Service Exchange provider admin |
| Associate consumer criteria to the remote record producer for manage inventory. | Review the remote record producer for manage inventory and associate the customer criteria. |   |
| [Activate the remote record producer](https://servicenow-prod.fluidtopics.net/wKXumqrj3Oj5eC7Vq3a9Yw "Activate the remote record producer in a Service Exchange consumer instance.") | In the consumer instance, activate entitlements for the remote record producers. | Service Exchange consumer admin |
| [Retire a remote catalog item](https://servicenow-prod.fluidtopics.net/x6FjCTlFXV8QNyGcbrbHGg "Retire a product offering or service specification used in a remote catalog, which automatically retires the corresponding remote record producer. When the remote record producer is retired, the remote catalog item is removed automatically from the service catalog on the consumer instance.") | Retire a product offering or service specification used in a remote catalog, which automatically retires the corresponding remote record producer and removes the item from the service catalog on the consumer instance. | Product catalog admin or manager |
[Table 1. Setting up the Service Exchange Order Management for Providers application]

{#configuring-sb-om__table_n2l_dcy_qxb}