Create a product offering recommendation

---
title: Create a product offering recommendation
description: Create product offering recommendations that can be used by your sales agents to upsell or cross-sell additional products in quotes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-offer-recommendation.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configuring product offering recommendations, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management]
---

# Create a product offering recommendation

Create product offering recommendations that can be used by your sales agents to upsell or cross-sell additional products in quotes.

## Before you begin

Review the product offerings that your sales agents can add to quotes, then determine the complementary and supplementary products that can be recommended to upsell or cross-sell additional products for those products. The source product offerings and also the recommended product offerings must be published in the product catalog.

Role required: Role required: sn\_prd\_pm.product-catalog\_manager, sn\_prd\_pm.product\_catalog\_admin, admin

## Procedure

1.  In the CRM Workspace, select the **List** view.

2.  Navigate to **Recommendations** > **Product Offering Recommendations** and select **New**.

    Fill in the form.

<table id="table_upb_2sv_xdc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Source product offering

</td><td>

Product for which a recommended product offering is to be defined. The source product can be a simple or complex product. Select from the list of published product offerings.

</td></tr><tr><td>

Recommended product offering

</td><td>

Product recommended for the source product offering. Select from the list of published product offerings.

</td></tr><tr><td>

Type

</td><td>

Option that indicates the type of recommendation: -   Upsell: Recommendation for upgrading or enhancing the source product, for example a better or bigger version of a product.
-   Cross sell: Recommendation for buying a product that is related to but different from the source product.


</td></tr><tr><td>

Active

</td><td>

Option that indicates the recommendation is active and displayed to agents when they're adding or updating quotes and quote line items. To deactivate the product offering recommendation, deselect this option.

</td></tr><tr><td>

Order

</td><td>

Number that determines the sequence in which the recommendation is displayed in the contextual side panel of theCRM Workspace.

</td></tr><tr><td>

Description

</td><td>

Brief description of the offering recommendation.

</td></tr></tbody>
</table>3.  Select **Save**.

    The product recommendation card for the product is displayed to your agents when they're updating a quote that has the source product offering for this recommendation. For more information on how sales agents use product offering recommendations, see [Get additional product offering recommendations for quotes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-get-product-offer.md).


**Related topics**  


[Using product catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-product-catalog.md)

[Product Catalog Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/product-catalog-managment.md)