Create the Root Product Group

The root product group is a placeholder for product managers to organize their sales catalog hierarchy. The root catalog typically isn't a sellable product. It's a placeholder used to traverse and list the product hierarchy in the product lists of values.

Note: In Oracle Sales in the Redwood UX, the root product group doesn't display in the UI like it does in classic Oracle Sales.

If you're using the Sales Assistant to set up your initial implementation, then the assistant creates the root product group for you. See Overview of Sales Catalog Setup for more information.

Here's how to create the root product group:

In Setup and Maintenance, go to: Sales offering > Sales Catalog and Products functional area > Manage Product Groups task.
In the Manage Product Groups page, click the create icon (the add icon available in the toolbar in the left pane).
In the Name field, enter a unique name without spaces. This is the internal name of the group.
In the Display field, enter the product group display name. This is the name that displays in the UI to users in classic Sales, but not in the Redwood version.
Optionally, enter a description and start and end dates.
Select these checkboxes:
- 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.
Deselect the Allow Duplicate Children checkbox. You must deselect this checkbox because the same product groups can't appear multiple times in the sales catalog hierarchy.
Leave the Allow Selection checkbox checked.
Click Save and Close.
Verify that the root product group appears in the Manage Product Groups pane.