---
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 family

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

Release version: Australia  
Updated April 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a product offering family for products with similar or common features that have multiple variations. You can apply common rules or attributes for product offerings at the product offering family level instead of
applying them individually to each product offering.

## Before you begin

Role required: sn_prd_pm. product_catalog_admin or sn_prd_pm.product_catalog_manager

## About this task

A product offering family is a hierarchical classification of product offerings, like a category tree. Product families can have parent-child relationships (multi-level tree). You can define parent-child relationships, where each node in the family tree can have a parent, forming a multi-level hierarchy. With a product family you can:

* Aggregate sales data by family, such as total revenue across sub-family products, as a rollup dimension for sales forecasting.
* Define rules, such as a pricing rule, that target a family by referencing the product offering family field on the product offering.

For example, a product offering family hierarchy could be Hardware \> Computers \> Laptops. Rules aren't inherited through the family hierarchy. A rule defined for the Computers family doesn't
automatically apply to the Laptops sub-family or to the product offerings under it. Define a rule for each family that you want it to apply to. After you create product offering families, you assign a product offering to a
product offering family when you create a product offering.  
Note:  
A product offering family can't be its own ancestor or descendant. If you select a parent family that would create a circular hierarchy, the save is blocked with an error.

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to OfferingsProduct Offering Families.
4. Select New.  
   Fill-in the form.{#create-product-offering-family__table_cnm_jth_k3c__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-assigned number for the product offering family. |
   | Name | Product offering family name |
   | Description | Short description of the product offering family. |
   | Parent family | If the product offering family that you're creating is a child of an existing product offering family, select the parent product offering family. |
   [Table 1. Create New Product Offering Family]

   {#create-product-offering-family__table_cnm_jth_k3c}
5. Select Save.  
   The product offering family is available for use and can be selected when you create a product offering.
{#create-product-offering-family__steps_ws5_r3t_33c}

## What to do next

[Create product offerings](https://www.servicenow.com/docs/KuMrHRsv8lDPjRWWNNJM0g "Create and publish a product offering in Sales Customer Relationship Management. Product offerings represent entities that are orderable from the provider of the catalog and includes pricing information. Once published, product offerings are available to agents as they create leads, opportunities, quotes, and orders and to customers placing orders.")
**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