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Set Up Trade Promotion Management
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          Create a Product Template

          Create a Product Template

          A product template segregates your products by sales organization. When you create a product using a product template, the product is available only in the sales organization that the template is assigned to. Create at least two product templates for your sales organization: one for products and the other for product groups. Product Groups are also Product2 records.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          User Permissions Needed
          To create a product template: CGCloud Business Admin
          1. From the App Launcher, find and select Product Templates.
          2. Click New.
          3. For the template type, select Product Group, and click Next.
          4. Enter a name for the product template, and select Active.
          5. If it's required to enter the price for the products using the template, select Price Required.
          6. Select the sales organization that the template belongs to.
          7. Save your changes.
          8. Enter descriptions for the template in languages that are configured for the sales organization that you selected.
          9. Repeat these steps to create a product template by selecting Product for the template type.
           
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