---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a product offering recommendation

# Create a product offering recommendation {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create product offering recommendations that can be used by your sales agents to upsell or cross-sell additional products in quotes.

## Before you begin

Review the product offerings that your sales agents can add to quotes, then determine the complementary and supplementary products that can be recommended to upsell or cross-sell additional products for those products. The
source product offerings and also the recommended product offerings must be published in the product catalog.

Role required: Role required: sn_prd_pm.product-catalog_manager, sn_prd_pm.product_catalog_admin, admin

## Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to RecommendationsProduct Offering Recommendations and select New.  
   Fill in the form.{#create-offer-recommendation__table_upb_2sv_xdc__entry__2}

   | Field | Description |
   |-|-|
   | Source product offering | Product for which a recommended product offering is to be defined. The source product can be a simple or complex product. Select from the list of published product offerings. |
   | Recommended product offering | Product recommended for the source product offering. Select from the list of published product offerings. |
   | Type | Option that indicates the type of recommendation: * Upsell: Recommendation for upgrading or enhancing the source product, for example a better or bigger version of a product. * Cross sell: Recommendation for buying a product that is related to but different from the source product. {#create-offer-recommendation__ul_ec1_jyv_xdc} |
   | Active | Option that indicates the recommendation is active and displayed to agents when they're adding or updating quotes and quote line items. To deactivate the product offering recommendation, deselect this option. |
   | Order | Number that determines the sequence in which the recommendation is displayed in the contextual side panel of theCSM Configurable Workspace. |
   | Description | Brief description of the offering recommendation. |
   [Table 1. Create New Product Offering Recommendation]

   {#create-offer-recommendation__table_upb_2sv_xdc}
3. Select Save.  
   The product recommendation card for the product is displayed to your agents when they're updating a quote that has the source product offering for this recommendation. For more information on how sales agents use product offering recommendations, see [Get additional product offering recommendations for quotes](https://www.servicenow.com/docs/fXyEqQisdIvjwqZ3zd7~RA "Get product offering recommendations to upsell or cross-sell additional products in quotes.").
**Related concepts**   

* [Using product catalogs](https://www.servicenow.com/docs/zrKc~q2gpoLSyf3tuVZMGA "The product catalog provides a visual display of the available product offerings that can be added to a Sales Customer Relationship Management transaction, such as an opportunity, quote, or order. Use the catalog interface to add simple products and complex products that can be further customized.")
* [Product Catalog Management](https://www.servicenow.com/docs/jMd8j_ik0Z3CBtkQHcnmoQ "Product Catalog Management enables your organization to manage your product offerings by grouping them into catalogs and categories, which streamlines the ordering process and helps manage leads, opportunities, quotes, and orders in Sales Customer Relationship Management.")

*[\>]: and then