Sales Catalog High-Level Setup Steps

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 Implementing Sales 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, as well as additional topics about importing products, in the Implementing Sales 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 The topic, Options for Importing Data Into Your Application, as well as additional topics about importing products, in the Implementing Sales guide
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 by Setting the Base Usage 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 Sales Catalog Search and Browse Options 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 Sales Catalog Display by Territory s topic in this chapter
Integrate with Oracle Configure, Price, and Quote (Oracle CPQ) for additional capabilities	You can use the prebuilt Fusion Sales-Oracle CPQ integration to let salespeople manage a variety of quote-related activities.	See the quoting information in the Integrating Fusion Sales with Oracle CPQ guide on Oracle Help Center