Create a product offering catalog

task australia Updated Sep 10, 2026 2 min read som-create-product-catalog.md
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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

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

  2. Navigate to Offerings > Product Offering Catalogs.

  3. 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.

Order

Number that sets where this catalog appears relative to other catalogs. Catalogs display in ascending order by this number, then alphabetically. Leave this field empty to sort the catalog alphabetically with other unordered catalogs.

4. Select **Save**.
The product offering catalog is in the Draft state.
  1. 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.

Related topics

Using product catalogs

Product Catalog Management

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