1. Customer Relationship Management Fundamentals Implementation Guide
  2. Understanding Item Catalogs

Understanding Item Catalogs

You create item catalogs, also known as item hierarchies, using the Item Hierarchy (Web) program. You can then access and manage those catalogs using the Item Catalog program (P90CA106). The Item Catalog program enables you to view catalog information and add catalog items to a sales order, quote, opportunity, or lead.

The Item Catalog program provides these features for all CRM, sales, support, and service users:

  • Locate catalog items quickly.

  • View catalog item information such as the item description, stocking type, unit of measure, product model, and product family.

  • View a catalog item's list of features, availability, and base price.

  • View the opportunities and partners that are associated with a catalog item.

  • View catalogs in single select or multiple select mode.

  • Associate an entire catalog to a lead, opportunity, quote, or sales order.