Add products or services to an order in Order Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add order lines for products or service orders using the product catalog and product configurator in Order Management.

    Before you begin

    Note:
    Check your entitlements to see if the product configurator is available.

    Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_agent

    About this task

    The product catalog displays tiles that contain product information. Simple products have an Add button that adds the product with no options available to the order.

    Products with options have a Customize button that opens the product configurator, which lets you select product options.

    When the  product configurator opens you can select from the available options for the product or service. The product configurator consists of three columns.
    • The product hierarchy displays product catalog items and child products associated with the product.
    • The option selection displays any available options for the product, service, order lines, and order tasks.
    • The Current Selection displays the selected products options and the pricing.

    Depending on your configuration, you'd either see a CPQ Configurator or product configurator. To learn more about these, see Using the CPQ Configurator and Using the legacy product configurator.

    As you configure your product, use the following options:
    Option Description
    Reprice Resets the pricing and updates the total price when you make changes.

    If cascading pricing is enabled, pricing information is cascaded from parent to child line items. See Control cascading quantity values in child product offerings for more information.
    Validate Related Items Validates the product and prices when changes are made.
    Add Adds the product to the order after you've configured it.
    Note:
    If you added a sales agreement while creating the order, only the products listed in the sales agreement are available for selection.

    Procedure

    1. Navigate to  Workspaces > CSM/FSM Configurable Workspace .
    2. Select the List icon .
    3. Navigate to Customer Orders > All.
    4. Select an order.
    5. In the Catalog tab, choose a catalog from the drop-down menu.
    6. Add products to your order.
      • Select Add to add a simple product.
      • Select Customize to add products with configurable options.
    7. Select the Line items tab to view products and services in your order.