Sales Catalog High-Level Setup Steps
If you didn't use the Setup Assistant to get started creating your catalog, follow the steps here to create the catalog.
This table shows the high-level setup steps and where to find more information about the step:
| Description | Where to Find More Information |
|---|---|
| Step 1 Ensure that your prerequisite structures are set up before starting to create the catalog. |
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| Step 2 Create the root product group. The root catalog or root product group is the top of the product group hierarchy. All other product groups are nested underneath. |
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| Step 3 Add additional product groups to create the catalog hierarchy of product groups and subgroups. Once your hierarchy is set, you can add the product groups manually in the product groups pages, or you can import them. Importing products lets you use quick import macros or Import Management to create the entire product group and product hierarchy all at once. Note: If
you're not integrating with an order management application or doing
quoting, you can simply use a product group hierarchy without products.
There's no need to use individual products unless you need to for
downstream applications. |
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| Step 4 If you're going to use individual products in the catalog, add products to the application. You can create products using the sales Products UI or the product model available with Oracle Supply Chain Management Cloud. You can also import products and the product hierarchy all at once. Or, you can use Import Management to import products and the hierarchy. |
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| Step 5 If you're going to use individual products in the catalog, add products to the product group hierarchy. |
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| Step 6 Publish the product group hierarchy that makes up the sales catalog. Perform this step in the product groups pages in Setup and Maintenance. When you publish a catalog, the scheduled process, Refresh Denormalized Product Catalog Table for BI, runs automatically to update the current view of the product group hierarchy in consuming applications. |
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| Step 7 To enable a sales catalog for use in the applications, you associate it with a "usage" called the Base usage. |
Enable the Sales Catalog by Setting the Base Usage |
| Step 8 If you make a new assignment of Base to a root product group, you must run the scheduled process, Refresh Denormalized Product Catalog Table for BI. If you don't run the process, your product group hierarchy might not appear in the consuming applications. |
Run the Refresh Denormalized Product Catalog Table |
| Step 11 If you've set up the browse catalog feature (needed only for classic Sales only), configure search and browse options. |
Set Sales Catalog Search and Browse Options |
| Step 12 After you've published and enabled your catalog and, optionally, set up browsing, validate your setups. |
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| Step 13 You can implement eligibility rules that enable salespeople to check product eligibility in opportunities. |
Set Up Product Eligibility |
| Step 14 You can configure whether the sales catalog displays only product groups and products within a user's sales territories, or if it displays all product groups and products defined in the catalog. |
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| Step 15 You can use the prebuilt Fusion Sales-Oracle Configure, Price, and Quote (Oracle CPQ) integration to let salespeople manage a variety of quote-related activities. |