Create product offerings
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 are available to agents as they create leads, opportunities, quotes, and orders.
Before you begin
Role required: sn_prd_pm.product_catalog_admin or sn_prd_pm.product_manager
Procedure
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In the CSM Configurable Workspace, select the List
view.
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In the Details tab, fill in the fields.
Table 1. Create New Product Offering form Field Description Number System-assigned number for the product offering. Name Alternative name for the product offering to differentiate it from similar product names. Display name Name of the product offering to be added. Offering type Type of product offer. Select one of the following: - Product: A product entity that an agent can add to a lead, opportunity, quote, or order from the CSM Configurable Workspace.
- Entitlement: An entity such as a warranty or subscription that can be added to a lead, opportunity, quote, or order by an agent.
Offering sub-type Type of entitlement. Select one of the following: - Warranty
- Extended warranty
- License
- Subscription
Sellable Option indicating that the product offering can be sold as a standalone item. If selected, the product offering can be sold as a standalone item. If not selected, the product offering can be sold as part of bundle but not as a standalone item. Transient Option indicating that the product is for one-time use. Note:When the order for a transient product is completed, the sold product or product inventory record for the product is set to an Inactive state, to differentiate the product from persistent products.- Move, Add, Change, Delete (MACD) actions can't be performed on the sold product or product inventory records of transient product offerings.
- The Create contract option is not applicable to transient product offerings.
Description Short description of the product offering. The description helps the order agent understand the product when creating a lead, opportunity, quote, or order. Start Date Date and time that the product offering is available for Sales Customer Relationship Management applications. Select the Calendar icon ( 
) to choose the start date and time, then select OK.End Date Date and time that the product offering is deleted from Sales Customer Relationship Management applications. Select the Calendar icon ( ) to choose the end date and time, then select OK.Offering type Type of product offer. Select one of the following: - Product: A product entity that an agent or customer can add to a Sales CRM transaction. For example, agents can add products to a lead, opportunity, quote, or order from the CSM Configurable Workspace. Customers can add products to an order from the Business Portal.
- Entitlement: An entity such as a warranty or subscription that can be added to a lead, opportunity, quote, or order by an agent.
Offering sub-type Type of entitlement. Select one of the following: - Warranty
- Extended warranty
- License
- Subscription
Distribution channel Option to set and lock in a distribution channel. For example, you can specify web as a channel. You can specify multiple channels. If you're using the Service Exchange Order Management for Providers application, enter Service Exchange.
Owner Person responsible for the product offering. Code System-generated alphanumeric number based on the product name. Although system generated, you can edit the code to represent a SKU or any other industry-specific product codes. Allow multiple configurations Option that enables agents or customers to create and manage multiple configurations of a child product offering so that each configuration can be handled as a separate line item in the configurable product. Note:If the product has an associated product specification, this option is enabled automatically and can't be deselected.For more information on how multiple configurations work in configurable products, see Multiple configurations.
Product specification Functional view of a product offering that drives order fulfillment. If applicable, select a product specification. Product model Name of the product model associated with this product offering. Create contract Option indicating to agents that entitlement contracts can be added to the product opportunity, quote, or order. If selected, service contracts are created after order fulfillment. Used when entitlements are managed as contracts. Note:For transient product offerings, this option isn’t available.Contract term Length of the contract: - 12 months
- 24 months
- 36 months
- 48 months
- 60 months
Pricing method Pricing method for the product: - One-time: A single fee for the product.
- Recurring: A fee that occurs at scheduled intervals. You can set the periodicity for a recurring fee.
Periodicity Recurring pricing: Monthly or annually. Copy child specification characteristics Option that when selected copies all child specification characteristics in a specification hierarchy. For example, if the product offer has an associated product specification, selecting this option indicates that the characteristics are inherited from the child specifications in addition to the parent specification. This option is displayed when a product specification for a composite product is entered and the product offering is saved.
Offering Catalog Catalog that contains the product offering. Distribution channel Option to set and lock in a distribution channel. For example, you can specify web as a channel. You can specify multiple channels. If you're using the Service Exchange Order Management for Providers application, enter Service Exchange.
Monthly recurring charges Charges that recur every month. Monthly recurring charges are supported for backward compatibility. Use price lists to define prices. Non recurring charges Charges that are applied once. Supported for backward compatibility. Use price lists to define prices. Code System-generated alphanumeric number based on the product name. Although system generated, you can edit the code to represent a SKU or any other industry-specific product codes. Version Version number that is assigned to this product offering version. Initial version Name of the initial version of the product offering. Previous version Several versions of a product offering can exist. This field lets you view previous versions.