Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales and Order Management.

Product Catalog Management provides various features to implement product catalogs and categories in your organization.
  • Product catalog user interface: Launch from anywhere in opportunity, quote, and order capture workflows, enabling agents to browse and find products quickly with a full catalog search function.
  • Catalog category hierarchy: Use hierarchical structures of catalogs and categories to organize products and services logically.
  • Version control: Track changes made to product information over time, helping with transparency and auditability.
  • Product offer eligibility: Filter your product catalogs, product offering categories, or product offerings so that agents sell customers only the products for which they’re eligible.
Note: Check your entitlements to determine if you have access to these features.

To learn more about setting up product offering catalogs, see Configuring product offerings and catalogs.

Product catalog UI

The product offering catalog enables agents to do the following:

  • Browse and search product offerings by using keywords, descriptions, and industry codes​.
  • Review product offers that are organized by catalog category hierarchy, which streamlines catalog navigation.
Figure 1. Product catalog user interface
Product catalog interface that shows the product catalog hierarchy, product tiles with images, and search option.

You can also enable location-based transactions, which provides a location filter in the catalog interface. This filter enables agents to add product lines to opportunities, quotes, and orders by location. To learn more, see Configuring location-based product transactions.

Product offering catalogs and categories

Product offering catalogs and categories offer a way to organize product offerings so that agents can easily find products to create orders.
  • Product Offering Catalog: Hierarchical product offering structures of categories and product offerings.
  • Product Offering Categories: Categories are a logical grouping of product offerings.
  • Product Offerings: Physical goods or non-tangible services that are configurable.
  • Characteristic and Characteristic options: Product options that are created based on customer preferences.​
Figure 2. Example catalog hierarchy with categories and product offerings
Infographic shows how catalogs, categories, product offerings, product characteristics, and characteristic options are configured in Sales and Order Management

Product offer bundling

You can create product offer bundles with an offer hierarchy using product offer relationships and relationship groups. These bundle offers can have references to a product specification or specification hierarchy at any level in the bundle. For more information, see Product offer bundling with product specifications.

Product offer eligibility

As a product catalog admin or manager, you can use business rules to filter the product catalog, product offering categories, and product offerings dynamically, displaying only the appropriate catalog, categories, and offerings for which a customer is eligible. These rules enable your sales agents to sell the correct products to customers based on context, such as specific customer accounts, customer location, sales contracts, and more. You define these rules using product eligibility matrices. To learn more about using the product eligibility matrices, see Configuring product offer eligibility.