Add product catalog categories

task brazil Updated Sep 10, 2026 2 min read som-product-config-offering-categories.md
Raw file servicenow.com

Use the Product Offering Categories tab to organize your products in groups in Sales Customer Relationship Management.

Before you begin

Role required: sn_prd_pm.product_catalog_admin and sn_prd_pm.product_catalog_manager

About this task

Product catalog categories help organize products into groups, which makes it easier for order agents to find products while creating orders or building quotes. Catalog categories are associated with a catalog. For more information about catalogs, see Create a product offering catalog.

Product offering catalog categories must be published before products can be added.

This procedure explains the Product Offering Category tab. To set up categories before adding products, see Create a product offering category.

Note: Creating a product offering category and associating it to the product offering is required for validating product offerings before publishing them using the In Test and Staged intermediate life cycle states. For more information on the life cycle states, see Validating product offerings before publishing.

Procedure

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

  2. Navigate to Offerings > Product Offerings and select the product offering you are working with.

  3. Select the Product Offering Categories tab.

  4. Select New.

  5. On the form, fill in the fields.

    Field Description
    Category Select an existing published category.
    Product offering Name of the product offering you are working with.
  6. Select Save.

  7. Review the category information and select one of the following options.

    • Ready for Test
    • Publish The category is available to add product offerings or create child categories.

What to do next

Related topics

Validating product offerings before publishing

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