---
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


---

# Add products or services to an order in Order Management

# Add products or services to an order in Order Management {#ariaid-title1}

Release version: Yokohama  
Updated April 7, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Once an order is started, add order lines for products or services using the product catalog and product configurator in Order Management.

## Before you begin

Note:  
Check your entitlements to see if the product configurator is available.

Role required: sn_ind_tmt_orm.order_agent

## About this task

The product catalog shows tiles that contain product information. Simple products have an Add button that adds the product to the order with no options available.
Figure 1. Product Catalog used to add products to orders

Products with options have a Customize button that opens the product configurator, which lets you select product options.
Figure 2. Product configurator for selecting product options

The product configurator consists of three columns. The Product Hierarchy column displays product catalog items and child products associated with the product. The Option Selection column shows any available
options for the product or service and order lines and order tasks. The Current Selections column shows the products options selected and the pricing.

## Procedure

1. In the Configurable Workspace, select the List ![]() view.
2. Navigate to Customer OrdersAll.
3. Select your order.
4. Add products to your order.
   * Select Add to add a simple product (product with no options) to your order.
   * Select Customize to add products that have configurable options.  
     The product configurator opens for choosing available options for the product or service. For details on the configurator interface, see [Using Sales Customer Relationship Management applications](https://servicenow-prod.fluidtopics.net/k3R6MO33psYU1jk0cC1xbA "As agents and managers, you use the CRM Workspace to complete various tasks when using the Sales Customer Relationship Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You can also use the product configurator to add configurable products to opportunities, quotes, and orders, manage sold products and product inventory, and work on MACD orders."). As you are configuring your product, you use the following options:{#som-add-products-services-to-orders__table_ksy_whv_x2c__entry__2}

     | Option | Description |
     |-|-|
     | Reprice | Resets the pricing and updates the total price when changes are made. If cascading pricing is enabled, pricing information is cascaded from parent to child line items. See [Control cascading quantity values in child product offerings](https://servicenow-prod.fluidtopics.net/_eILbtoMg9oxrPcrX25aow "Control how the quantities for child line items in a product offering for an opportunity, quote, or order are calculated by using the sn_prd_pm.enable_cascade_quantity system property.") for more information. |
     | Validate | Validates the product and prices when changes are made. |
     | Add | Adds the product to the order after you've configured it. |
     [Table 1. Product configurator options]

     {#som-add-products-services-to-orders__table_ksy_whv_x2c}

   The product or service is added to the order as an order line item.
5. Select the Order Line Item tab to view products and services in your order.
**Related tasks**   

* [Set up and review product order lines in Order Management](https://servicenow-prod.fluidtopics.net/XiGmlgO5DxV_tTMSYdHKZQ "Once products and services are added to an order in Order Management, you can set up order lines with order characteristics, pricing adjustments, and other items.")

*[\>]: and then