Create a product offering catalog
Create a product catalog that lists the product offerings available to your customers. Catalogs are top-level entities in the catalog hierarchy. Catalogs have categories and categories can have sub-categories or product offers.
Before you begin
Role required: sn_prd_pm.product_catalog_manager
Procedure
- In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.
view.
Navigate to Offerings > Product Offering Catalogs.
Select New.
In the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System-generated number that identifies the product catalog. |
| Name | Name of the catalog. |
| Thumbnail image | Thumbnail image of your catalog. Select Attach Image to upload your image. |
| Image | Image of your catalog. Select Attach image to upl0ad your image. |
| Default | Option that indicates this catalog is the default catalog displayed to your agents. Agents can switch from one default catalog to another. |
| Description | A brief description of your product catalog, for example, . |
| State | State of the catalog. The supported life cycle states are Draft, Published, Retired, and Archived. |
| Start date | Date and time that the catalog 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 catalog is no longer available for use in Sales Customer Relationship Management. Select the Calendar icon to choose the end date and time, then select OK. |
| Code | System-generated product code for the catalog. The system automatically generates a code based on the catalog Name entered, but you can change the value to any desired alphanumeric string. |
Select Save.
The product offering catalog is in the Draft state.
Select Publish.
The catalog state changes to Published. The Categories tab opens for creating a product offering category.
What to do next
Create product offering categories.
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