Sales Products High-Level Setup Steps

Setup Steps for Sales Products

Here are the high-level steps to set up sales products:

Step	Description	Where to Find More Information
Ensure the setup prerequisites: Set up units of measure (UOMs) Create a location Create an item master organization Identify the Item Master Organization as the source of import data Specify the item master for sales products Note: We highly recommend you use the Setup Assistant to set up your catalog. The Sales Assistant creates the root product group for you and performs other steps that you would otherwise need to do manually.	UOMs: UOMs are standard definitions for product measurements; therefore, you must set up UOMs. Location: You must create a location for your organization location is required for creating another prerequisite for products: the item master organization. Item Master: The item master organization contains definitions of items that you can use across one or more item and inventory organizations. Import Data Source: If you're importing products, you must specify the item organization as the default source of the import data using the Manage Spoke Systems task. Item master for Sales: You must set the Sales Products Item Organization profile option to the item master organization the sales products are defined in.	See the Overview of Sales Catalog Setup topic in the Implementing Sales guide.
Add products to the application	Use the Sales > Products UI to create and edit the products you sell. Or, use the import macros to import products.	See: The Create Products topic in this chapter For import information, see the Download the Macros for Importing Products and Product Groups topic in the Implementing Sales guide
Set attributes for products you plan to sell	Set these attributes according to your business needs: Eligible to Sell Eligible for Service Enable Customer Self-Service	The topic in this chapter, Product Attributes You Must Set Also see the Implementing Fusion Service guide, if you plan to integrate with Oracle Fusion Service
Add products to the sales catalog	Add your sales products to the sales catalog hierarchy in order to make them available in opportunities, leads, and contracts.	The topic, Add Products to the Catalog, in the Sales Catalog chapter of this guide
Run the required scheduled process	Run the Import Sales Products scheduled process anytime you update or create products in the SCM Cloud Product Model.	The topic in this chapter,Import Sales Products Process
Build the search keyword index	Build the item keyword index so that imported products are available in the browse catalog view.	The Build the Item Keyword Index topic in this chapter
Enhance product display with attachments and images	Optionally, enhance the look and feel of your products in the catalog with attachments and images.	The topic in this chapter, Add Attachments, URLs, and Images The topic, Edit Product Details, in this chapter
Set up eligibility rules for products	Optionally, implement eligibility rules that enable salespeople to check product eligibility in opportunities.	The topic, Set Up Product Eligibility, in this chapter
Modify the list of values for the Product Type lookup type	Optionally, modify the list of product types that display in the sales UI.	These topics: Significance of the Sales Product Type Field General topics about lookup types
Understand how sales products and the SCM Cloud Product Model fit together	When you create or update product information in sales, the product information is automatically updated in the SCM Cloud Product Model. Keep in mind that certain attributes in products are named differently and map to different attributes in the SCM Cloud Product Model. For example, in products, the Number field maps to the Item field the SCM Cloud Items UI. Similarly, the Name field in products maps to the Description field in the SCM Cloud Items UI.	These topics: How Sales Products and SCM Cloud Products Work Together Create Products These guides: Oracle SCM Cloud Implementing Product Management Oracle SCM Cloud Using Product Master Data Management
Understand supported item life cycle phases and item classes for sales products	Remember that sales products support only: Production life cycle phase Root item class	These sections in this topic: Sales Products Support a Single Product Life Cycle Sales Products Use the Supplied Root Item Class The topic, Set Up Item Lifecycle Phases, in the Oracle SCM Cloud Implementing Product Management guide
Understand how the sales products business logic interacts with the Oracle SCM Cloud Product Model	Product data follows specific business logic that relates to the Oracle SCM Product Model.	The topic, Sales Products Business Object Logic, in this chapter
Display additional details about products using extensible flexfields in the Product Model	After you set up extensible flexfields and add more details to products, salespeople can browse the catalog and drill down further to view more details about the products. This setup requires a license to Oracle Fusion Product Hub (part of SCM).	The article, Extensible Flexfield Data Configuration for Product Information Management (Doc ID 2091164.1), available on My Oracle Support

Sales Products Support a Single Product Life Cycle

Sales products functionality supports a single product life cycle, called Production. If this default life cycle meets your business requirements, no implementation steps are required around product life cycle.

Sales Products Use the Supplied Root Item Class

By default, sales products functionality uses the supplied Root item class to classify products. Additional classifications are only available if you license the Product Hub.

Sales Products Support Custom Inventory Item Status Codes

When setting up products, you can use custom inventory Item Status codes. These codes don't have to be set as Active either. As long as you have the attributes like Eligible to Sell and Eligible to Service enabled, then products with custom inventory Item Status codes show up in your sales applications.

This change applies to these flows:

A user adds a product to the product catalog
A user adds a product to a transaction (for example, she adds a product to an opportunity or lead using the standard list of values or by browsing the catalog)
You add a product to a price book
Select product using custom product dynamic choice list

To read more about inventory Item Status codes, see the Oracle SCM Cloud Using Product Master Data Management guide.