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Retail Execution at Your Fingertips
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          Add Products to a Product Assortment

          Add Products to a Product Assortment

          To create an authorization list, add products to an assortment.

          Required Editions

          Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
          User Permissions Needed
          To create customer conditions:

          CGCloud Sales User

          OR

          CGCloud Retail Sales User AND CGCloud Retail User

          1. From App Launcher, find and open Product Assortments.
          2. Select an assortment.
          3. In the Products related list, click Add.
          4. Search and select one or more products.
            Search products by using an option:
            • From the Lookup section:
              • To search by product name, select Name.
              • To search by using fields of the product object, select All Fields, enter the search string, and then click Go.

            • Set filters in the Products section:
              Filter CriteriaDescription
              Description 1 Product description.
              Product Name Name of the product.
              GTIN Global trade item number of the product.
              Product Type

              Product type. The options are:

              • Commodity
              • Service
              • Advertising
              • Empty
              • Asset Type
              • Counting Group
              Product Level

              Product level used for defining product hierarchy. The options are:

              • Category
              • Sub Category
              • Brand
              • Flavor
              • Package
              • Product

              This field is populated by the product level selected in the product assortment template and isn't editable.

              Category Category of a product.
          5. Enter the assignment’s validity period.

          6. Click Add Products.
          7. Save your changes.
           
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          Salesforce Help | Article