1. How do I get started with the Sales Catalog?
  2. Overview of Sales Catalog Setup

Overview of Sales Catalog Setup

The Setup Assistant completes all the prerequisites for creating your sales catalog, so you're ready to import the product groups and products and publish the catalog.

The Setup Assistant:

  • Creates the root product group.
  • Creates all the prerequisites for creating and importing products. This includes creating the required item master organization and the units of measure provided by Oracle Fusion Product Model.
  • Enables the sales catalog for use by selecting the root node as the "Base usage". This step tells the application which product groups to display in the sales catalog.
  • Runs the scheduled process, Refresh Denormalized Product Catalog Table for BI. This process must be run each time you change the base usage.

Sales Catalog Setups to Do Manually

Here's an overview of the setups you must complete manually.

Note: This guide explains how to create products in your catalog by importing them. For information about creating individual products in the UI, start with Sales Products High-Level Setup Steps.
Description Where to Find More Information
Step 1

Review the units of measure to make sure you have all you need.

 Review Units of Measure (UOMs) for Products
Step 2

Obtain the reference number for the root product group Setup Assistant created for you. You need the reference number to create the link between the root and the product groups you import.

 Get the Reference Number for the Root Product Group
Step 3

Enter the product group hierarchy information.

 Import Product Group Hierarchy Information
Step 4

Validate the sales catalog on the Manage Product Groups page.

 Validate the Sales Catalog
Step 5

If using classic Sales, enable browsing of the sales catalog while editing opportunities by setting the profile option Browse Sales Catalog in Opportunities Enabled.

There's no setup needed to set up the browsing of the catalog in the Redwood UX version.

 Enable Sales Catalog Browsing in Opportunities (Classic Sales Only)
Step 6

Sign in as a sales user and validate that your sales catalog shows up in opportunities.

 Validate the Sales Catalog
Step 7

Let salespeople filter the catalog display by only their own territories or with products or product groups from all territories they have access to.