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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a product offering category

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

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Define a product offering category used to organize similar product offerings in a catalog. Product categories make it easier for agents to browse and navigate product offerings when creating opportunities, quotes, and
orders.

## Before you begin

Role required: sn_prd_pm.product_catalog_admin and sn_prd_pm.product_catalog_manager

## About this task

Note:  
Creating a product offering category and associating it to the product offering is required for validating product offerings before publishing them using the In Test and Staged intermediate life cycle states. For more information on the life cycle states, see [Validating product offerings before publishing](https://www.servicenow.com/docs/pggwm7N_brGAm~12_PoYkg "Extended life cycle states add validation stages before publication, so you can assemble and review catalog hierarchies without publishing unfinished records.").

## Procedure

1. In the CRM Workspace, select the List view.
2. Navigate to OfferingsProduct Offering Categories.
3. Select New.
4. In the form, fill in the fields.  
   {#som-create-product-offering-category__table_klq_jdn_11c__entry__2}

   | Field | Description |
   |-|-|
   | Number | A unique system-defined number that identifies the product category. |
   | Name | Name of the category. |
   | Leaf | Option indicating there are no subcategories for this category. Selecting Leaf means the category can have product offers but not subcategories. If Leaf isn't selected, the category can only have subcategories but not product offers. |
   | Thumbnail image | Thumbnail image for the product offering category. Select Attach Image to upload your image. |
   | Image | Image of the product offering category. Select Attach Image to upload your image. |
   | Description | A brief description of the category. |
   | State | State of the category: * Draft: Initial state of the category, before it's published. * Published: The product category has been published to the catalog. After a category is published, you can update it. You can delete, retire, or archive it if there are no associated product offerings. * Retired: Category has been retired and is no longer active. The category can't be updated. * Archived: Category has been archived and is no longer available for use. * Copied to Catalog: The product category has been copied. {#som-create-product-offering-category__ul_fbn_qrw_1tb} |
   | Start date | Date and time that the category is available in the catalog. Select the Calendar icon to choose the start date and time, then select OK. |
   | End date | Date and time that the category is no longer used in the catalog. Select the Calendar icon to choose the end date and time, then select OK |
   | Code | Product code for the category. The system automatically generates a code based on the category Name entered, but you can change the value to any desired alphanumeric string. |
   [Table 1. Product Offering Category form]

   {#som-create-product-offering-category__table_klq_jdn_11c}
5. Select Save.
6. Associate the category to a catalog.
   1. In the Catalogs tab, select New.
   2. In the Catalog Category form, select the published Catalog to which this category belongs.
   3. **Optional:** Control where the category appears relative to the catalog's other categories by entering a value in the Order field.  
      If left empty, the categories are sorted alphabetically with other unordered categories in this catalog.
   4. Select Save.
7. In the Details tab for the category, select Publish.  
   The category state changes to Published and is added to the selected catalog.
8. If needed, define the parent category and subcategories for the category using the Parent categories and Child categories tabs.
{#som-create-product-offering-category__steps_nlx_22n_11c}

## What to do next

[Create product offerings](https://www.servicenow.com/docs/M~uiskdcLrcZnkWak1EzOQ "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/vpoMlw~0PugJdRxBuRLFfQ "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/8K~Vac4h7JQ7tgD76_21Iw "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