Create a needs-based product offering recommendation

task australia Updated Sep 10, 2026 1 min read create-product-recommendations.md

Raw file servicenow.com

Set the product offering to be used as a product recommendation for a needs template.

Before you begin

Product offerings must be defined and published before they can be set as a product recommendation.

Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin, admin

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

Navigate to Needs > Needs Based Offering Recommendation and select New.

On the form, fill in the fields:

Field	Description
Name	Name of the recommended offering displayed to the agent. For example: Recommend Flex or Recommend Quad Play service bundle.
Description	Brief description of the recommendation. For example: Recommending flex offers based on customer needs.
Product Offering	Product offering to be recommended.

Select Save.

The selected product offering is available as a product offering recommendation and can be selected as a guidance node in a needs decision tree.

What to do next

Create a decision tree for a needs template.

Related topics

Using product catalogs

Product Catalog Management

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---
title: Create a needs-based product offering recommendation
description: Set the product offering to be used as a product recommendation for a needs template.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-product-recommendations.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring needs analysis, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management]
---

# Create a needs-based product offering recommendation

Set the product offering to be used as a product recommendation for a needs template.

## Before you begin

Product offerings must be defined and published before they can be set as a product recommendation.

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

## Procedure

1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2. Navigate to **Needs** &gt; **Needs Based Offering Recommendation** and select **New**.

On the form, fill in the fields:

|Field|Description|
|-----|-----------|
|Name|Name of the recommended offering displayed to the agent. For example: Recommend Flex or Recommend Quad Play service bundle.|
|Description|Brief description of the recommendation. For example: Recommending flex offers based on customer needs.|
|Product Offering|Product offering to be recommended.|

3. Select **Save**.

The selected product offering is available as a product offering recommendation and can be selected as a guidance node in a needs decision tree.

## What to do next

[Create a decision tree for a needs template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-needs-decision-tree.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)