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Make Products Available in Catalogs
Control which products your field reps can see and add to a quoted order. Show products based on field reps' territory and account. Set up product availability after your product catalog and territories already exist, because product visibility depends on both.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Before you start.
- Use the Product2 object to create product records for all your sellable products. See Configure Products and Product Types.
- Add the sellable products to a catalog. See Organize Your Products with Catalogs and Categories.
- Add price book entries and define list prices in the price book associated with
quotes, for all your sellable products. You can use either standard or custom
price books. See Manage Price Books.
Note You can create a custom price book entry for a currency or a product selling model only if a standard price book exist for the currency or the product selling model. - Create assortments and add products to assortments. See Add Products to a Product Assortment.
- Configure territories. See Get Your Org Ready for the Customer Engagement Managed Package.
- Align your accounts with territories. See Territory Management Batch Jobs.
- Configure precise and targeted product-territory alignments by using territory exclusions to restrict field reps from selecting products that they aren't authorized to sell. See Align Products with or Exclude Products from Territories and Organize Products Aligned to a Territory by Priority.
| User Permissions Needed | |
|---|---|
| To make products available in catalogs: | Life Sciences Commercial Admin |
-
To retrieve territory-specific product availability, create a Product Territory
Availability record.
- From the App Launcher, find and select Product Territory Availability.
- Click New.
- Select a product, and then select a territory.
- Select the purpose as Quote.
-
Set the status as Queued.
Note A background job automatically generates a Product Territory Detailed Availability record for each Product Territory Availability record set to Queued status. Products become visible in a product catalog only when their corresponding Product Territory Detailed Availability record exists.
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Select the alignment type. These are the available options.
- Territory Inclusion: To include products in the selected territory.
- Territory Exclusion: To exclude products from the selected territory.
- Territory and Subordinates Inclusion: To add a product to a specific territory and all the child territories.
- Save your changes.
- Repeat steps b-g for all your products.
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Configure the browse product catalog flow.
- Clone the Browse Product Catalog flow and activate the new version.
-
If you have turned on multi-currency, in the new version of the Browse
Product Catalog flow, set the value of the
quoteCurrencyIsoCodevariable to{!GetQuoteRecord.CurrencyIsoCode}. - From Setup, use the Quick Find box to find and select Product Discovery Settings.
- For Select a Custom Flow for Browsing and Adding Products in Revenue Cloud, choose the version of the Browse Product Catalog flow that you've created.
- Save your changes.
During quoted order creation, products are filtered based on their catalog. If a product has multiple price book entries (with and without a product selling model), multiple records of the product are shown.
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