Create a product offering family

task brazil Updated Sep 10, 2026 2 min read create-product-offering-family.md
Raw file servicenow.com

Create a product offering family for products with similar or common features that have multiple variations. You can apply common rules or attributes for product offerings at the product offering family level instead of applying them individually to each product offering.

Before you begin

Role required: sn_prd_pm. product_catalog_admin or sn_prd_pm.product_catalog_manager

About this task

A product offering family is a hierarchical classification of product offerings, like a category tree. Product families can have parent-child relationships (multi-level tree). You can define parent-child relationships, where each node in the family tree can have a parent, forming a multi-level hierarchy. With a product family you can:

  • Aggregate sales data by family, such as total revenue across sub-family products, as a rollup dimension for sales forecasting.
  • Define rules, such as a pricing rule, that target a family by referencing the product offering family field on the product offering.

For example, a product offering family hierarchy could be Hardware > Computers > Laptops. Rules aren't inherited through the family hierarchy. A rule defined for the Computers family doesn't automatically apply to the Laptops sub-family or to the product offerings under it. Define a rule for each family that you want it to apply to. After you create product offering families, you assign a product offering to a product offering family when you create a product offering.

Note: A product offering family can't be its own ancestor or descendant. If you select a parent family that would create a circular hierarchy, the save is blocked with an error.

Procedure

  1. Navigate to Workspaces > CRM Workspace.

  2. Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.

  3. Navigate to Offerings > Product Offering Families.

  4. Select New.

    Fill-in the form.

    Field Description
    Number System-assigned number for the product offering family.
    Name Product offering family name
    Description Short description of the product offering family.
    Parent family If the product offering family that you're creating is a child of an existing product offering family, select the parent product offering family.
  5. Select Save.

    The product offering family is available for use and can be selected when you create a product offering.

What to do next

Create product offerings

Related topics

Using product catalogs

Product Catalog Management

Search documentation
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