Siebel Order Management Guide Addendum for Financial Services > Setting Up Siebel Financial Services Customer Order Management for Banking >

Setting Up Products and Catalogs

Before you can create orders, you must:

Set up products. Define the products that are being sold. If the products have attributes, you can set up a class system to manage the attributes before defining the products. If you have customizable products that have other products as their components, you must specify the components and design the selection pages that users will see. For information about setting up products, see Siebel Product Administration Guide on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).

Set up product catalogs. Users can select products for customers from product catalogs and add them to an order. When you create a catalog, you specify what products are included in it, and arrange them in a hierarchy of categories. When catalogs are set up, users can browse through categories to find products, and they can search for products using full-text search or parametric search. For more information about setting up product catalogs, see Siebel Order Management Guide on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).