21Sales Catalogs

This chapter contains the following:

Using sales catalogs lets you:

  • Use product group as a territory dimension so assignments can be made based on product.

  • Give salespeople a mechanism to add product revenue to opportunities.

  • Let salespeople add products to leads.

  • Have product revenue available in forecasting and salesperson quota.

Note: While you can include individual products (also known as inventory items) in your catalog, they're not required unless you're integrating with a product application downstream, such as Oracle Configure, Price, and Quote Cloud (Oracle CPQ). For information on the setup of individual products, see the topics on sales products.

Sales Catalog Key Features

Here are the key features of the sales catalog:

  • Import your inventory list using standard import or import macros.

  • Quickly build and deploy sales catalogs in a single administration UI.

  • Build product groups in a hierarchy.

  • Translate product group display name and description into different languages.

  • Use the sales Products UI to create individual products that you add to the product catalog.

  • Use price books and the default pricing region in the Products UI to price "standalone" products outside of the catalog hierarchy.

Product Group Hierarchy Example

The following figure shows an example of a product group hierarchy.

In the example:

  • At the top of the product group hierarchy is the root product group, named Special Deals.

  • The nested groups begin with the child groups of the Special Deals root group. These include: Men, Women, and Kids.

  • Within the Kids group, more nested groups appear, including Girls and Boys.

  • Within the Girls group, a child group called Apparel appears.

  • Within the Apparel group, further nesting occurs, with the groups Pants, T-shirts, and Dresses.

Together, the root group and configuration of parent and child groups make up the sample hierarchy.

Sample product group hierarchy.

Setup Tasks

Creating your sales catalog involves a number of steps.

This table shows the high-level setup steps and where to find more information about the step:

Note: If you're using the Setup Assistant to create your catalog, consult the Getting Started with Your Sales Implementation guide first. When you use the Setup Assistant, many steps are done for you by the assistant.
Step Description Where to Find More Information

Ensure prerequisites are set up

Ensure that your prerequisite structures are set up before starting to create the catalog.

See the Prerequisite Setups for Sales Products topic in this chapter

Create the root product group

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.

See the Create the Root Product Group topic in this chapter

Create the product group hierarchy

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.

See:

  • Create the Product Group Hierarchy topic in this chapter

  • The topic, Options for Importing Data Into Your Application (linked below), as well as additional topics about importing products, in the Getting Started with Your Sales Implementation guide

Create or import products

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.

  • If using the sales Products UI, see the Products chapter in this guide

  • If using Oracle Supply Chain Management (SCM) Cloud product model see these guides:

    • Oracle SCM Cloud Implementing Product Management

    • Oracle SCM Cloud Using Product Master Data Management

  • To learn more about your import options, see the topic, Options for Importing Data Into Your Application (linked below), in the Getting Started with Your Sales Implementation guide

  • To import using quick import macros, see the topics about importing products in the Getting Started with Your Sales Implementation guide

  • To import using Import Management, see the Understanding Import and Export Management guide for CX Sales and B2B Service

Add products to the catalog

If you're going to use individual products in the catalog, add products to the product group hierarchy.

See the Add Products to the Catalog topic in this chapter

Publish the sales catalog

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.

See:

  • Publish the Sales Catalog topic in this chapter

  • Run the Refresh Denormalized Product Catalog Table topic in this chapter

Enable the sales catalog

To enable a sales catalog for use in the applications, you associate it with a "usage" called the Base usage.

See the Enable the Sales Catalog topic in this chapter

Run the scheduled process, Refresh Denormalized Product Catalog Table for BI

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 may not appear in the consuming applications.

See the Run the Refresh Denormalized Product Catalog Table topic in this chapter

Enable salespeople to browse the catalog

Set the profile option, Browse Sales Catalog in Opportunities Enabled, to Yes to enable Browse Sales Catalog button on the Products table.

See the Enable Salespeople to Browse the Catalog topic in this chapter

Let salespeople sort alphabetically

Salespeople browsing the sales catalog can sort products and product groups alphabetically after you set a profile option.

See Let Salespeople Sort the Sales Catalog Alphabetically in this chapter

Set usage options for searching and browsing

If you have set up the browse catalog feature, configure search and browse options.

See the Set Options for Sales Catalog Searching and Browsing topic in this chapter

Verify your setups

After you have published and enabled your catalog and, optionally, set up browsing, validate your setups.

See the Validate the Sales Catalog topic in this chapter

Set up eligibility rules for products

You can implement eligibility rules that enable salespeople to check product eligibility in opportunities.

See the Set Up Product Eligibility topic in the Products chapter of this guide

Set territory filtering options

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.

See the Filter Catalog Display by Territories topic in this chapter

Integrate with Oracle Configure, Price, and Quote (Oracle CPQ) for additional capabilities

You can use the prebuilt CX Sales-Oracle CPQ integration to let salespeople manage a variety of quote-related activities.

See the Quotes and Orders chapter in this guide and the Integrating CX Sales with Oracle CPQ guide on Oracle Help Center

Before you set up and use sales products, ensure that your environment has completed the prerequisite setups discussed in this topic.

Create a Location

You must create a location for your organization so that you can select it when you create the item organization. However, if you have already set up locations as part of your initial setup with another cloud service, then you don't need to perform this step.

  1. Sign in as a setup user and go to the following in Setup and Maintenance:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Show: All Tasks

    • Task: Manage Locations

  2. Click Create.

  3. In the Location Information region Name field, enter any name. For example, HQ.

  4. Enter any combination of letters or numbers without spaces in the Code field. For example, HQ.

  5. You don't need to change the other values.

  6. Click Submit.

    The application displays a warning informing you that the request will be submitted.

  7. Click Yes.

  8. Click OK to close the confirmation message.

Create Item Master and Ensure Setup of Location

Sales products functionality relies on the item master organization, the organization that holds the definitions of all products your company plans to sell. Therefore, before you can use products in your catalog, you must set up a location and then an item master organization.

For more information, see the related topics and these guides:

  • Oracle Applications Cloud Understanding Enterprise Structures guide

  • Oracle SCM Cloud Implementing Product Management guide

  • Oracle SCM Cloud Using Product Master Data Management guide

  1. Sign in as a setup user and go to the following in Setup and Maintenance:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Item Organizations

  2. On the Manage Item Organizations page, click Create (the plus icon).

  3. Enter any name in the Name field, for example, Vision Item Master.

    You must select this name when setting the system profile option Sales Products Item Organization in a separate and related task. This name is visible only during setup.

  4. In the Organization field, enter any combination of up to 18 uppercase letters and numbers, for example, VISION.

    You must enter this name in the separate and related setup task: Manage Spoke Systems.

  5. In the Name field in the Location region, click the down arrow and select Search from the list.

    The Search and Select: Location Details window appears.

  6. In the Name field, enter the name of the location you created.

  7. Click Search.

  8. Select the organization name and click OK.

  9. On the Create Item Organization page, click Next.

  10. On the Manage Item Organization Parameters page, make sure the organization name you entered (Vision Item Master) is selected in the Item Master Organization list. This selection establishes the organization as the item master.

  11. In the Starting Revision field, enter a number. For example,1. Again, your entry doesn't matter.

  12. Click Save and Close.

  13. Click Done.

Ensure Setup of Units of Measure

Units of measure (UOMs) are standard definitions for product measurements; therefore, you must set up UOMs. If UOMs are already set up as part of your company's existing setups, then you can skip this step.

Setting up UOMs involves creating the larger UOM classes (or categories), as well as the UOMs themselves. For example:

  • If you're selling consulting services where you charge by the hour and minute, then you set up Time as the UOM class and Hour and Minute as UOMs.

  • If you're selling goods that are priced by the box and by the unit, you set up Quantity as the UOM class and Box and Each as the UOMs.

  • If you're selling and pricing goods by the meter, then you set up Dimension as the UOM class and Meter as the UOM.

Note: Each class can have only one base UOM. Base UOMs should generally be the smallest UOM in the class.
Tip: When disabling UOMs, disable the conversions first, then the UOM. It the UOM you're disabling is a base unit, the class should be disabled also. After an item has been defined in the item master, then the primary UOM for that item can't be modified.
  1. Sign in as a setup user and go to the following in Setup and Maintenance:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Units of Measure

  2. Create the class for the unit of measure:

    1. Click Manage UOM Classes.

    2. On the Manage UOM Classes page, set up each class:

      1. Click Add, (the plus sign icon in Search Results).

      2. Enter the class code (no spaces permitted), class name, and optional description.

        For example, for quantity, enter QUANTITY as the Class Code, Quantity as the Class Name.

      3. Enter a code (three-character limit) and name for the smallest unit you're selling in the UOM Code and Base UOM Name fields.

        For example, for the class Quantity, enter Ea as the UOM Code and Each as the Base UOM Name.

        Salespeople use your entry in the name field for entering opportunity quantities.

        Here's a screen shot of the Manage UOM Classes page:

        Screen capture of the Manage UOM Classes page with
two classes set up: the class Quantity with a UOM Code of EA and Base
UOM Name of Each and the Class Time with UOM Code of Mi and Base UOM
Name of Minute.
  3. Click Save and Close.

  4. You created the smallest unit of measure for each class. Now create any additional units of measure for each class:

    1. On the Manage Units of Measure page, click Add, (the plus sign icon) in Search Results.

    2. Enter the code (maximum of three characters) and the name of the unit of measure.

      For example, if your smallest unit of measure for the class Time was Minute, then create Hour as another unit of measure if your organization charges by the hour.

    3. Select a class from the Class Name list.

  5. Click Save.

    Here's a screen shot of the Units of Measure page with Hour and Minute units of time measure:

    A partial screen capture of the Units of Measure page
with the sample data discussed in the text.
  6. Click Manage UOM Standard Conversions.

  7. On the Manage UOM Standard Conversions page, enter the conversions for each of the additional units of measure you created:

    1. Enter the UOM name, for example, Hour, and click Search.

    2. Enter the conversion. For Hour, enter 60 to indicate there are 60 minutes in the hour.

      Here's a screen shot of the Manage UOM Standard Conversions page showing the conversion for the hour unit of measure.

       A partial screen capture of the Manage UOM Standard
Conversions page. The UOM Name field in the Search region displays
Hour. The Search results display the fields for the UOM name Hour.
The Conversion field displays 60. Base UOM Name is Minute. Class Name
is Time.
  8. After you enter all of the conversions, click Save and Close.

Specify the Item Master Organization for Sales Products

You must set the Sales Products Item Organization system profile option to the item master organization you just created.

  1. Sign in as a setup user and go to the following in Setup and Maintenance::

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Profile Display Name field, enter Sales Products Item Organization.

  3. Click Search.

  4. Click the name of the profile option in the search results.

  5. In the Profile Value field, select the item master organization you created from the list.

  6. Click Save and Close.

Identify the Item Master Organization as the Source of Import Data

You must specify the item organization as the default source of the import data using the Manage Spoke Systems task. Spoke systems (also called source systems) identify the source of import data.

  1. Open the Manage Spoke Systems task from the implementation project. Alternatively, you can search for the task by name in the Setup and Maintenance work area. (You must use the side-panel search because the task isn't in the Sales offering.)

    The Manage Spoke Systems page appears. You can ignore any error message you receive regarding read permissions.

  2. In the Name column in the Search Results region, click the Product Information Management Data Hub link.

  3. On the Edit Spoke System: Product Information Management Data Hub page, Import Options tab, select the item master organization name you created earlier from the Default Organization list. For example, VISION.

    Here's a screen shot of the Edit Spoke System: Product Information Management Data Hub page highlighting the location of the Default Organization field:

    Screen capture of the Edit Spoke System: Product
Information Management Data Hub page with the Default Organization
field highlighted. The field displays the name VISION.
  4. Click Save and Close.

  5. Click Done.

The root product group is the top-level product group in your catalog. The display name you use appears in the UI for users.

Note: If you're importing product groups, follow the steps in the Getting Started with Your Sales Implementation guide.

Here's how to create the root product group:

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Sales Catalog (or Sales Catalog and Products)

    • Task: Manage Product Groups

  2. In the Manage Product Groups page, click the create icon (the add icon available in the toolbar in the left pane).

  3. In the Name field, enter a unique name without spaces. This is the internal name of the group.

  4. In the Display field, enter the product group display name. This is the name that displays in the UI to users.

  5. Optionally, enter a description and start and end dates.

  6. Select these check boxes:

    • Active: Your catalog must be active to be used in consuming applications.

    • Root Catalog: The root catalog is the top product group in the hierarchy. All other product groups created under it are considered subgroups. You can only add root catalogs to the Base usage in the Manage Product Group Usage page. You need to add your catalog to the Base usage so that it can be used in consuming applications.

    • Locked: A product group must be "locked" to be edited.

  7. Deselect the Allow Duplicate Children check box. You must deselect this check box because the same product groups can't appear multiple times in the sales catalog hierarchy.

  8. Leave the Allow Selection check box checked.

  9. Click Save and Close.

  10. Verify that the root product group appears in the Manage Product Groups pane.

If you're manually creating the product group hierarchy in the UI, create the remaining product groups under the root product:

  1. Click the root product group in the side pane.

    Keep in mind that when you view product groups in the Manage Product Groups page, you have two view options:

    • List view: When you first enter the Manage Product Groups page, you see the product groups as a list of folders. Click the tree view icon to enter tree view.

    • Tree view: Tree view shows the product groups as nested parent-child groups. To return to list view, click the list view icon. In order to see the list view icon and the list of product groups, you may need to expand the Manage Product Groups pane.

    Here's what the list view and tree view icons look like on the Manage Product Groups page:

    Manage Product Groups page showing the list view
and tree view icons
  2. In the Manage Product Groups page, click the Subgroups tab in the main work area.

    The product group information for the selected group appears in the main work area.

    Tip: A product group must be "locked" to be edited, so ensure that the parent of the product group you're creating is locked.
  3. Click the Create icon.

  4. In the Create Subgroup dialog box, enter the product group information.

    • In the Name field, enter a unique name without spaces.

    • In the Display field, enter the product group display name.

    • Enter a description and start and end dates if you want.

    • Select these check boxes:

      • Active: Only active product groups are available for use in the consuming applications.

      • Root Catalog: Don't select the Root Catalog check box. You can have only one root catalog.

    • Deselect the Allow Duplicate Children check box to make sure that product groups and products don't appear multiple times in the hierarchy.

  5. Click Save and Close.

  6. Verify that the product subgroup is visible in the Manage Product Groups pane. If the new subgroup doesn't appear, then click View and then Refresh.

  7. Repeat the steps to create additional levels in your sales catalog hierarchy.

Now that you have created products following the steps in the Products chapter of this guide, or, if you have imported them individually, your next step is to add them to the product groups that make up the sales catalog hierarchy.

Here's how to manually add products to the sales catalog product group hierarchy.

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Groups

  2. In the Manage Product Groups page, in the product group hierarchy, select the product group that you want to add products to.

  3. Lock the product group for editing by clicking the Lock button.

  4. Click the Products tab for the product group you selected.

  5. In the View filter, ensure that the Administration view is selected.

  6. In the products table, select Actions > Select and Add.

  7. In the Select and Add: Products screen, search for and select the product you're adding.

  8. Click Apply and then OK in the select and add window.

    The application returns to the Manage Product Groups page with the product added to the product group.

  9. Click the Publish button to publish the product group.

  10. Finally, click Yes in the Confirm Publish dialog window and then dismiss the confirmation message. The application publishes the product group.

  11. Save your changes.

For more information about how to create products manually in the sales UI, see the Products chapter in this guide. To understand how to import products and the product hierarchy, see the Getting Started with Your Sales Implementation guide.

Of course, if you're integrating with Oracle Supply Chain Management (SCM) Cloud, you may be creating product in that application's Products screens. To understand this integration a little more see the Products chapter in this guide.

After building your catalog, you must publish it. While your catalog may have many product group nodes, you must at least publish the root group.

After you publish the at least the root group, you enable the catalog by associating the root group with the Base usage. Find these steps in the topic, Make Your Sales Catalog Available for Use, available in the related links section.

Here's how to publish the root group:

  1. Lock the root product group and the remaining groups in your hierarchy that you want to make available to end users.

  2. Select the root group and click the Publish button.

    Caution: When you publish a node in the hierarchy, the application tries to also publish all of the locked product groups. So, if you have product groups in the application that you don't want published, be sure to unlock them so that they don't get published with the root and its subgroups.
  3. Click Yes in the Confirm Publish dialog box.

  4. Click OK on the confirmation message that's displayed.

  5. Click Save and Close.

Every time 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 the applications.

In addition, each time you make a new assignment of Base to a root product group, you must run the process. If you don't run the process, your product group hierarchy may not appear in the applications.

Run the Process

Here's how to run the Refresh Denormalized Product Catalog Table for BI process:

  1. Sign in as a setup user and navigate to Scheduled Processes.

  2. In the Scheduled Processes page, click Schedule New Process.

  3. In the Schedule New Process dialog window, click the down-arrow next to the Name field and click Search.

  4. In the Search dialog window, enter %Refresh%, and click Search.

  5. Select the Refresh Denormalized Product Catalog Table for BI process in the results that are returned and click Ok.

  6. Click Ok again, if needed.

  7. In the Process Details window, click Submit.

After you publish and enable your catalog, validate that the product groups are appearing in leads and opportunities:

  1. Sign in as a sales manager or salesperson.

  2. Navigate to Sales > Leads and create a lead.

  3. In the Create Lead window, click the Primary Product search icon and verify that you can see the product groups in the search utility.

  4. Next, navigate to Opportunities and create an opportunity.

  5. Search for the opportunity you just created and edit it.

  6. In the Products region, click Add.

  7. For Type, select Group.

  8. In the Product list, verify that your product groups display.

  9. In the Products table, click the Browse Sales Catalog button. Ensure that you can browse the catalog. Note that this option is available only if the administrator has enabled it.

Usages, Options, and Actions

Each catalog is associated with an attribute called a "usage" that specifies the application areas where it's in use. Typically, it's the Base usage that you use for your catalog. It's the one predefined for the sales applications such as opportunities and leads. Oracle also supplies a few other usages that are described here.

Here are the predefined usages:

Usage Description

Base

Used for the sales applications, such as forecasting, territories, opportunities, and leads.

Help Desk HCM

Used for Human Capital Management Cloud.

Loyalty

Used for Loyalty Cloud.

Opportunity Management Alternate Catalog

Used as an alternate for opportunities, for example for Outlook integration.

Partner Management

Used for partner management.

Within a usage, you can set various options and actions, as described in the topic, Overview of Setting Sales Catalog Options and Actions.

You can configure various options and actions for your catalog.

The options and actions include:

  • Product Groups: Specify which catalogs the usage includes.

  • Modes: Create and maintain "modes", which in the catalog are departments within your organization that use a particular product group as their parent catalog. Modes are used in combination their parent product group and further with the usage options you set.

  • Templates: Select the template that determines how the catalog is displayed for this mode of usage.

  • Functions: Configure functions, such as whether to run the eligibility rules or enforce territory restrictions.

  • Miscellaneous: Change miscellaneous catalog display settings, such as button labels or number of items per page.

See the Set Sales Catalog Options and Actions topic for steps.

Functions

In the Functions tab, you can specify options for eligibility checks, display of prices, and product display filtering by territory.

Here are the function options:

Function Description Value Effect

Eligibility Engine

Determines whether to display the eligibility of products based on the eligibility rules in place.

Don't run

The eligibility service is off. Users can't check eligibility of products in the catalog.

Run

The eligibility service is on. Users can check eligibility of products in the catalog.

Pricing Engine

Determines whether to display prices for a product, if pricing integration is set up.

Don't run

The pricing service is off. Prices don't display in the catalog.

Not applicable

Not applicable

Complex

The pricing service is on. The catalog shows prices, such as List Price, Your Price, and Discount Price.

Not applicable

Not applicable

Simple

The pricing service shows List Price only.

Territory Engine

Determines whether to display product groups and products in a territory.

Don't run

Territory filtering is off. The Filter by Territory check box doesn't display.

Not applicable

Not applicable

Enforce territory

Territory filtering is on, but is transparent to the user. The Filter by Territory check box doesn't display.

Not applicable

Not applicable

Display user choices

  • Checked by default: Territory filtering is on. The territory filter check box is displayed and checked by default. The user can deselect the check box to disable the territory filtering.

  • Unchecked by default: Territory filtering is off. The territory filter check box is displayed and deselected by default. The user can check the check box to enable the territory filtering.

Miscellaneous Actions

In the Miscellaneous tab, you can set various catalog display preferences, such as the button labels, to display and the number of products to display per page.

This table shows the display options:

Name Description

Add item button label

The selected value is shown next to the product at runtime.

Add category button label

The selected value is shown next to the catalog or category at runtime.

Add category enabled indicator

Allows buttons to be shown next to the catalog or categories.

Enforce product group selection

Hides sales catalog product group hierarchy nodes in the runtime UI. Click Yes to make it so users can't select product groups while browsing and hide product groups in the opportunity Products table list of values.

Records per page

The number of records to be displayed per page.

Sort by format text

The sort format of the entire label that you want displayed in the runtime interface. The default is {ATTR}: {SORT_ORDER}.

Example: Name: A to Z.

Sort by product label prefix

The sort format of the prefix label that you want displayed.

Example: If the default is Name: A to Z, you can select an alternate label for Name. It could be Item: A to Z.

Sort by sequence product ascending label

The sort format of the ascending suffix label that you want displayed.

Example: If the default is Name: A to Z, you can select an alternate for A to Z. It could be Name: Ascending.

Sort by sequence product descending label

Sort format of the descending suffix label that you want displayed.

Example: If the default is Name: Z to A, you can select an alternate for Z to A. It could be Name: Descending.

Sort by sequence ascending first indicator

Select Yes to display ascending labels first in the Sort By list of values.

Show immediate child products only

Shows immediate products of a given category disregarding the standard action of showing all products (including child categories) if narrow by is defined on the category.

Image server

Identifies the source of images for products and product groups.

Image server alternate path

Identifies an alternate image source location (URL)

Enable transactional attribute

Allows transactional attributes to show up in product detail page. Transactional attributes are attributes that can be selected such as color and size of shirt.

Hidden category optional attribute list

You can specify the attributes you would like to hide from the category list. Enter a comma-separated list of attributes to be hidden.

Hidden product optional attribute list

You can specify the attributes you would like to hide from the product pages. Enter a comma-separated list of attributes.

Hide quantity

To hide the quantity field shown in the product page, set this to Yes.

Hide unit of measure

To hide the unit of measure field shown in the product detail page, set this to Yes.

You can use the product group usage pages in Setup and Maintenance to change many actions of the sales catalog in the runtime UI. For example, you can configure whether the sales catalog shows only product groups and products within a salesperson's territories, or if it shows all product groups and products defined in the catalog.

Set Options and Actions

Here are the steps to set miscellaneous options and actions:

  1. Select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.) In the Details region of the page, the Product Groups tab shows the catalogs associated with the usage you have selected.

  2. To have the settings apply to a specific product node (or catalog), optionally, in the Product Groups tab, select the product group before making the changes in the other tabs.

  3. To modify functions, such as territory filtering, click the Functions tab in the Details section of the page.

    Within the Functions tab, click the Value drop-down list for the option you want to modify. If multiple applications have a row for an option, then select the row that has the application you want the setting to apply to. The applications that can use each option appear in the Mode column of the Functions tab. For example, click Territory engine for the Opportunity Management application shown in the Mode column.

  4. To set miscellaneous options, such as button labels to display and the number of products to display per page, click the Miscellaneous tab and then make your selection.

  5. Save your changes.

For more information on the options that can be set, see the topic, Set Sales Catalog Options and Actions.

Additional Configurations

If you want salespeople be able to browse the catalog in opportunities and leads, rather than select products from a list, set the profile option Browse Sales Catalog in Opportunities Enabled to Y.

The application shows the Browse Sales Catalog button on the Products table in opportunities and leads after you do this:

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Opportunities

    • Task: Manage Opportunity Profile Options

  2. Search for:

    • Profile Display Name: Browse Sales Catalog in Opportunities Enabled

      or

    • Profile Option Code: MOO_ENABLE_BROWSE_CATALOG

  3. In the list that's returned, click on the profile option name link.

  4. In the Profile Values region, set the Profile Value to Y.

  5. Save your changes.

The browse catalog feature lets salespeople search and browse product groups and products in a hierarchy view. When configuring search and browse, you set these two options:

  • Search Product Groups: Specifies whether the search returns product groups and products, or only products. If you're using not using products in your catalog, then you must set this option to yes.

  • Show Immediate Child Products Only: Specifies which products display in the Products heading in the Browse Catalog window. You can ignore this option if you're not using products in your catalog.

Search Product Groups Option

In the Browse Catalog window, users enter keywords to search for product groups and products. The Search Product Groups option specifies whether the search should return product groups and products, or only individual products.

Take a look at this table to understand how to use the Search Product Groups option.

Description Settings Example When Set to Yes Example When Set to No
  • Determines whether the search finds product groups and products or only products.

  • Searches names and descriptions.

  • The default setting is no.

  • Yes: Search returns both product groups and products. If you're using not using products in your catalog, then you must use this setting.

  • No: Search returns products only.

Search for the term Green: The application returns all product groups and products with that term in the name or description, such as Green Servers (product group), Green Server 3000 (product), and Green Server 6000 (product).

Search for the term Green: The application returns only products with that term in the name or description, such as Green Server 3000, Green Server 6000, and Green Server 9000.

Show Immediate Child Products Only Option

In the Browse Catalog window, salespeople can browse product groups and products by selecting product groups. The Show Immediate Child Products Only option specifies whether to display only the products immediately within the selected product group, or also to display the products contained within the subgroups of the selected product group.

Here's how to use the Show Immediate Child Products Only option.

Description Settings Example When Set to Yes Example When Set to No
  • Determines whether the browse feature shows only products within the selected product group in the catalog, or to also show products within the subgroups of the selected product group.

  • The default setting is yes.

  • Yes: Browse shows only the products within the selected product group.

  • No: Browse also shows the products within the subgroups of the selected product group. If you're not using products in your catalog, only product groups, then this setting has no effect on the browse feature.

The product group Servers has no products within it, but its subgroups, Green Servers and UltraPro Servers, each have several products within them. The user clicks the Servers product group in the catalog browse pane. No products display in the Products section of the display page.

The product group Servers has no products within it, but its subgroups, Green Servers and UltraPro Servers each have several products within them. The user clicks the Servers product group in the catalog browse pane. The products contained within the Green Servers and UltraPro Servers product groups display in the Products section of the display page.

Understand Catalog Usage Option Modes

Before you set the usage options discussed here, be aware of the concept of "modes" for the catalog usage options. Each catalog usage option has a corresponding Mode value. The Mode setting lets you specify which application or applications the usage option applies to. If you leave the Mode value blank, then the usage option applies to all applications where the catalog is in use.

Set the Search and Browse Options

Use these steps to set the sales catalog search and browse options.

  1. Sign in as the sales administrator.

  2. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Group Usage

  3. In the Product Group Usage list, select the Base usage.

  4. In the Base: Details region, click the Miscellaneous tab.

  5. Find the option in the list and set it as needed. For example, set Search Product Groups to Yes for the mode, Opportunity Management.

  6. Save your changes.

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. Furthermore, you can configure whether to have territory filtering off by default, and to let users turn the territory filter on or off.

In the sales catalog runtime UI, the territory filter appears as follows, if enabled:

  • While browsing the catalog, users can select the Filter by Territory option in the Settings menu. For example, while editing an opportunity, a sales representative clicks Browse Catalog on the Products table, which launches the catalog where she can browse product groups and products. In the Settings menu, she enables the Filter by Territory option, to have the display of product groups and products limited to only those in her assigned territories.

  • While searching for products or product groups, users can select the Filter by Territory check box. For example, while editing an opportunity, a sales representative searches in the products or product groups lists in the Product table. In the Select: Products or Product Groups pages, she enables the Filter by Territory check box, to have the display of product groups and products limited to only those in her assigned territories.

Setting the Territory Filter

You set the territory filtering options in the product groups setup pages.

Use the following procedure to configure the territory filter.

  1. Sign in as the sales administrator.

  2. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Group Usage

  3. Select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.)

  4. Click the Functions tab in the Details section of the page.

  5. Click the Value drop-down list for the Territory engine option. If multiple applications have a Territory engine row, then select the row that has the application you want the filtering to apply to. The applications that can use the territory filtering functionality appear in the Mode column of the Functions tab. For example, click Territory engine for the Opportunity Management application shown in the Mode column.

  6. Make your filtering selection, using the information in the following table.

    Option Description

    Do not run

    Territory filtering is off. The Filter by Territory check box does not display.

    Enforce territory

    Territory filtering is on, but is transparent to the user. The Filter by Territory check box does not display.

    Display choice - checked by default

    Territory filtering is on. The territory filter check box is displayed and checked by default. The user can deselect the check box to disable the territory filtering.

    Display choice - unchecked by default

    Territory filtering is off. The territory filter check box is displayed and deselected by default. The user can check the check box to enable the territory filtering.

  7. Click Save and Close.

You can hide sales catalog product group hierarchy nodes in the runtime UI if you don't want users to see or select them. By default, nodes of the product group hierarchy can be seen and selected by users in the product group list of values and in the browse view of the catalog.

After you set the option to hide product group hierarchy nodes in the runtime UI, the UI changes as follows:

  • In the opportunity Products table, when a user selects a the list of values to select a product group, product groups do not display.

  • In browse catalog view, the product groups display but cannot be selected.

For more information about creating and editing product groups, see the Creating the Sales Catalog: Getting Started topic.

Disable Group Nodes During Creation or Editing

You can hide a product group and its child product groups from displaying in the runtime UI by deselecting the Allow Selection check box while creating or editing the group in the product groups pages.

Here's how you hide a product group and its child product groups:

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Groups

  2. If you're creating a product group, click the create icon and fill in the require fields. Be sure to deselect the Allow Selection check box.

  3. If you're editing a product group, select the product group and lock it for editing.

  4. Deselect the Allow Selection check box.

  5. Click Save and Close.

Disable Groups Nodes

You also can configure the display of product group hierarchy nodes using Enforce product group selection option available in the Miscellaneous tab of the Product Group Usages page.

Here's how:

  1. In Setup and Maintenance, go to:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Group Usage

  2. Select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.)

    In the Details region of the page, the Product Groups tab shows the catalogs associated with the usage you have selected.

  3. To have the settings apply to a particular product node (or catalog), optionally, in the Product Groups tab, select the product group before making the changes in the other tabs.

  4. Click the Miscellaneous tab and modify the Enforce product group selection option.

    • A setting of Yes means that the product groups are disabled in the product selection list of values and in the browse catalog view.

    • A setting of No means that the product groups are not disabled.

  5. Click Save and Close.

Salespeople browsing the sales catalog can sort products and product groups alphabetically after you set a profile option.

Enable the sorting by setting the profile option, Default Sort By Behavior in Browse (ORA_QSC_SORT_BY_NAME), to yes in Setup and Maintenance:

  1. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Catalog and Products

    • Task: Manage Product Group Profile Option Values

  2. Search for the profile option and set it to yes.

  3. Click Save and Close.

Set Performance-Tuning for Opportunity Products Search

By setting a profile option, you can enable or disable the smart list in the Product list of values in the Products table in opportunities. The smart list is a pre-fetched list of products. For performance reasons, Oracle recommends that if you have more than 5,000 products in the application, then you should prevent the entire smart list from being pre-loaded when a user clicks the pre-loaded list.

As a user types, the application searches against the product smart-list entries. If the user clicks the drop-down list then the application initializes the complete smart-list. To disable the preload of the smart list, set the profile option Preload Territory-Filtered Product List Enabled (ZBS_ENABLE_PRODUCTLOV_SMARTLIST) to No. By default, the profile option is set to yes.

Set the Profile Option

Here's how to set the Preload Territory-Filtered Product List Enabled profile option.

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. In the Manage Administrator Profile Values page, search for and select the profile option name, Preload Territory-Filtered Product List Enabled, or the code, ZBS_ENABLE_PRODUCTLOV_SMARTLIST.

  3. Set the profile option to No to disable the preload of the smart list.

  4. Save your changes.

Enable the Catalog for Languages Other Than English

For users to be able to view the sales catalog in session languages other than English, you need to enable languages in the applications:

  1. Sign in as a setup user and navigate to the Security Console in the Tools menu.

  2. Click Create Role and create a new role with these details:

    • Role Name: Custom_ProductOrgLang

    • Role Code: CUSTOM_PRODUCTORGLANG

    • Role Category: CRM - Job Roles

  3. Click Next until you get to the end of the train, and then click Save and Close.

  4. In the Security Console, search for the role you just created and edit it.

  5. In Function Security Policies, click Add Function Security Policy.

  6. Search for the privilege, Manage Item Keyword Search Organizations and Languages, and add it to the role.

  7. Click the Users train stop.

  8. Click Add User and add the user to the new role.

  9. Click Next until you get to the end of the train, and then click Save and Close.

  10. You should receive a confirmation message that the changes were saved.

  11. Next, navigate to Scheduled Processes in the Tools menu.

  12. Click Schedule New Process and run these two processes:

    • Import User and Role Application Security Data

    • Retrieve Latest LDAP Changes

    Tip: You may need to search for the processes in the search and select window available by clicking the Search link at the at the bottom of the Name list on the main search window.
  13. After these jobs have completed, sign out and back in.

  14. Go to the Setup and Maintenance > Sales offering.

  15. Use the search from the right task drawer to open the task, Manage Item Keyword Search Attributes.

  16. In the Indexed Organizations and Languages region, set up the languages as required.

For more information about setting up languages, see the related topics.

Catalog Use Case Examples

In this example, a Vision Corp. sells servers and is setting up the product catalog for the first time.

Create a Sales Catalog

  1. Navigate to the Setup and Maintenance work area and select the Sales offering.

  2. In the list of functional areas, click the Sales Catalog and Products area.

  3. Select the Manage Product Groups task.

  4. In the Manage Product Groups page, create a new product groups.

  5. In the Details dialog window, enter the data shown in the following table.

    Field Sample Data

    Name

    VisionCatalog

    Display

    Vision Catalog

    Description

    Contains servers for enterprise sales.

    Root Catalog

    Select this check box to make this a root catalog.

  6. In the Details tab, select the image that you want to display in this catalog.

  7. In the Subgroups tab, create the following product groups, which are the categories for this product catalog.

    Field Sample Data

    Subgroup Name

    • Sentinel Power Server 1000

    • Sentinel Power Server 3000

    • Sentinel Power Server 6000

  8. Add more categories within some subgroups by switching from list to tree view and selecting the categories within which you want subgroups.

    Tip: To show the catalog in hierarchy mode so that you can see the nesting of the product groups, click the hierarchy icon in the Manage Product Groups pane.

    Add the following categories within subgroups.

    Parent Subgroup Sample Data

    Sentinel Power Server 1000

    • Sentinel Power Server 1050

    • Sentinel Power Server 1100

    • Sentinel Power Server 1200

    Sentinel Power Server 3000

    • Sentinel Power Server 3050

    • Sentinel Power Server 3100

    • Sentinel Power Server 3200

    Sentinel Power Server 6000

    • Sentinel Power Server 6050

    • Sentinel Power Server 6100

    • Sentinel Power Server 6200

  9. In the Products tab, add products to all the subgroups that you created.

  10. Click Publish to publish the product hierarchy that you just created.

    A published catalog is available for use by different departments.

  11. You must enable a sales catalog for use by associating it with the Base usage. To associate a published catalog with a particular usage, go to the Product Group Usage page and select the Base usage. Then, click the Product Groups subtab and select the catalog you just created.

This example demonstrates how you can reuse a sales catalog. After creating a catalog for a business that sells chairs and sofas, you get a call from another division of the company that wants a similar catalog with the same look-and-feel.

You find that this division needs the products in the Chair category of your existing catalog, so you can reuse this category instead of creating a new catalog.

Note: To complete this task, an application developer must create an application that can use the sales catalog task flows, just like sales uses the task flows provided by the sales catalog team.

Prerequisite

You can select only product groups that are catalogs themselves. In other words, the catalog must be a root catalog. You realize the Chairs group is a category of your larger catalog, so you must make it a root catalog as a prerequisite to reusing the category.

  1. On the Manage Product Groups page, in the product group list, select Chairs.

  2. In the Details tab, select the Root Catalog check box.

  3. Save and publish the catalog.

Reuse the Sales Catalog

  1. On the Manage Product Group Usage page, create a new usage and name it the Call Center Division usage.

  2. Click the Product Groups subtab.

  3. In the Manage Product Groups Usage page, add the product group Chairs to the new usage that you created.

    The Chairs catalog is now available for the Call Center Division.

This example shows how to enable filtering by attributes in the sales catalog.

Use case: A business that sells furniture wants to provide filters in the catalog that let users narrow the product groups based on an attribute, such as color.

Prerequisite

Before you perform this task:

  • The filtering attributes must already be registered. You register attributes in the Manage Product Group Attributes page.

  • The filtering attributes must be associated with the products in the item master.

Filtering Product Groups by Attributes

  1. In Setup and Maintenance go to the Sales offering.

  2. In the list of functional areas, click the Sales Catalog and Products area.

  3. Select the Manage Product Groups task.

  4. In the Manage Product Group page, select a product group. For example, select the group named Chairs.

  5. With the product group selected, click the Lock button.

  6. Click the Filter Attributes tab.

  7. In the Filter Attributes tab, click New to add a new attribute.

  8. In the Create Filter Attribute dialog box, Name field, search for and select the filter attribute.

    For example, select the Color attribute.

  9. Optionally, in the Create Filter Attribute dialog box, select the Advanced Search, Narrow By, and Sort By check boxes for the attribute, so that this attribute will be displayed in those regions at runtime.

  10. Click OK in the Create Filter Attribute dialog box to save your changes.

  11. In the Attribute Values area, add records and enter values for the attributes.

    For example, add Blue, Pink, and Black as the values for the chair color.

  12. Unlock the group, save the changes, and publish the product group.

    After publishing the product group, you validate the changes in the catalog. You can see the attributes that you created and their values in the Advanced Search, Narrow By, and Sort options of the catalog.

Catalog Troubleshooting

Sales catalog and product group setup can be quite complex. Therefore, be sure to follow the best practices described in this topic.

Here are the main best practice areas covered in this topic:

  • Importing product groups

  • Finding and entering reference numbers

  • Checking your work before publishing or importing

  • Locking and publishing product groups

  • Associating the product group root with the Base usage

  • Creating a new product group hierarchy

  • Running a scheduled process after changing Base usage

Import Product Groups

If your import file contains spelling and other errors, you can make your corrections in the same file and import again. The import process overwrites the existing entries.

Find and Enter Reference Numbers

Unique product group reference numbers can be used to establish the relationships between parent and child product groups in some import spreadsheets. You can find the reference number in the Reference Number column in the Manage Product Groups page.

In your import spreadsheet, be sure any numbers are formatted as numbers (versus, for example, formulas), with zero digits to the right of the decimal. Otherwise, the import process can't recognize them. For example, generally, when you paste the reference number into a spreadsheet, the spreadsheet will automatically format it as something other than a plain number. In order for the import process to recognize the number as a number, you may need to explicitly format it as a number (with zero digits to the right of the decimal).

This figure shows an example of a reference number after being pasted into a spreadsheet cell (in the first highlighted box), and then the same reference number formatted as a number with no digits to the right of the decimal (in the second highlighted box).

Reference number formatted as other than a plain
number followed by reference number formatted as a number

Check Your Work Before Publishing or Importing

After you have published a product group, you can't delete it. You can only make it inactive. Thus, be sure to check your work before you publish the product groups you create in the UI and before you import. Importing publishes all unpublished product groups automatically, even those that aren't in your file.

  1. Click on the root group name in the list and then click the tree view icon in the tool bar.

  2. Check that the names are correct and that the hierarchy is set up as you want it.

Lock and Publish Product Groups

Any product group you want to edit must be "locked". You lock a group by selecting it in the UI and then clicking the Lock button. When you lock a product group, no one else can make changes to it until it's unlocked again.

Any product group hierarchy you want to use in consuming applications must be published. Publishing is done by clicking on the root node of the group and then clicking the Publish button or when you import your product group data file. When you publish, the application publishes all product groups that are locked. If you don't want some groups to be published, then you must unlock them.

Set Product Group Hierarchy Base Usage

The root product group you use for leads, opportunities, and territories must be assigned to a usage called "Base". You make this assignment in the Manage Product Group Usage page in Setup and Maintenance. Use the Manage Product Group Usage task to get to the page.

Note: The root product group must be published to be able to associate it with the Base usage.

Create a New Product Group Hierarchy

If for some reason you don't want to use a product group hierarchy that you have created, you can always create a new root and subgroups, publish them, and associate the Base usage with the new product group root.

Run a Scheduled Process After Changing Base Usage

Each time 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 may not appear in the consuming applications. Also, if you use future start or end dates for product groups, then you should schedule the refresh process periodically as well.

FAQs for Sales Catalogs

This section contains some frequently asked questions (FAQs) when setting up and maintaining sales catalogs. Scroll or search to find answers to common questions.

What's the difference between the administration and published product group versions?

The administrator who defines the product group uses the administration version.

The user of the sales catalog sees the published version.

Note: When you publish the administration version, you make it available as the published version.

What's a related group?

A related group shows the relationship between two different product groups. For example, you can see that a group with extended warranties for computers is related to a group with laptop computers. The application supports several relationship types, such as Revenue and Service.

What's a rollup catalog?

Use a rollup catalog to create a hierarchy that feeds data to the forecast.

A sales catalog can have the same product group appear multiple times in its hierarchy. For example, the product group Toys can be part of the Children category as well as the Electronics category within the same catalog. However, in forecasts, each product appears only once, so the rollup catalog can't have the same product group appear multiple times in its hierarchy.

Note: The Allow Duplicate Children check box controls whether a product group can have duplicate child nodes.

In the Filter Attributes tab of the Manage Product Group page, change the value in the Display field for the attribute.

You can also create a user-friendly name to display at runtime. Let's say that an attribute name is Laptop Color. You can change its display name to Available Colors. The user-friendly name shows up in the Narrow By or Advanced Search options at runtime.

How can I change sales catalog button labels?

You can change the default Add to Cart label, and you can select a different label, such as Add to Shopping Cart. On the Manage Product Groups page, select the Display Options tab and the Miscellaneous subtab.

Keep in mind that before you can select button label values, they must be values in the lookup type Add Item Label Values in the Manage Product Group Lookups page.

In the Manage Product Group Usage page, select a usage. For example, select the Base usage. Click the product group in the Product Groups tab, select the usage in the Modes tab, and use the other tabs to specify the exceptions for this usage.

You can use this method to modify the appearance of a product group in minor ways for different uses. For example, you might want a product group to look slightly different when it's used for lead management and for campaign management.

Why did some of the products in my published catalog disappear?

Products in your catalog are active for a specified period. Inactive products don't show up in a published catalog. You can activate products using the Products tab of the Manage Product Groups page.

How can I check whether my catalog is used by other catalogs?

You can get this information from the Sharing region in the Manage Product Groups page. By default, all product groups can be shared.

Why can't I modify a product group?

Lock a product group to modify it. Click Lock in the Manage Product Groups page. If the product group is locked by another user, then you can see the locked indicator and you can't modify the product group.