Sales Products High-Level Setup Steps

Set up sales products so that you can use them in your sales catalog. The setup involves several implementation steps.

Note: We highly recommend you use the Setup Assistant to set up your sales catalog. The Sales Assistant creates the root product group of the catalog for you and performs other steps that you'd otherwise need to do manually. See Overview of Sales Catalog Setup for details.

Setup Steps for Sales Products

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

Step	Where to Find More Information
Step 1 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	Sales Products Prerequisites
Step 2 Ensure the users who will create and manage products have the privilege, Manage Product, in their user role.	User Requirements for Sales Products
Step 3 Enable products and product groups in Adaptive Search.	Enable Products and Product Groups in Adaptive Search
Step 4 Add products to Sales. The recommended way to get products into the application is to import them. Oracle provides spreadsheet files containing import macros that can make the import much easier than standard Import Management. You also can create products manually in the UI.	Overview of Importing Products and Product Groups Create Products Manually in the UI
Step 5 This step is only required if you're creating products manually in the UI. If you use the import macro files, you don't need to do this step. Set these attributes according to your business needs: Eligible to Sell Eligible for Service Enable Customer Self-Service	Product Attributes You Must Set Also see Sales and Service Catalogs and How do I define a catalog for Service?, if you plan to integrate with Oracle Fusion Service.
Step 6 Add your sales products to the sales catalog hierarchy to make them available in opportunities, leads, and contracts.	Add Products to the Catalog
Step 7 Build the item keyword index so that imported products are available in the browse catalog view.	Build the Item Keyword Index
Step 8 Run the Import Sales Products scheduled process any time you update or create products in the SCM Cloud Product Model.	Import Sales Products Scheduled Process

See the More Concepts and Procedures for Sales Product section in this playbook to learn how you can add more capabilities to sales products, as well as increase your understanding of how sales products work.