SAP Knowledge Base Article - Public

3234767 - CMT : CPQ - How to create Product Categories in CPQ

Symptom

CPQ - How to create Product Categories in CPQ

Resolution

 

Applies To:

CPQ

Summary:

In this article learn how to create Product Categories in CPQ

Details:

Categories are used to logically segment products. Once created, products or sub-categories can be added to them. Categories, when displayed to the user, can include an image, a description, and can be visible only to users with the correct rights. Selecting the Categories link under the Products drop down menu will bring up the Categories Administration screen. New installations will show only an Add button. After Categories have been created they can be modified, deleted or made inactive.

To create categories follow the below listed simple steps:

1. Click Setup > Product Catalogue > Categories

2. Click Add New to open the Product Setup Wizard

 

3. Select a parent Parent category

4. Input Category name, system id is auto-generated upon inputting category name.

 

5. Enter Category Description, select rank for the category (input any numeric value)

Note* Rank- This number represents the sequence that the Category will be displayed to the user. Lower numbers will be shown first, higher numbers last.

 

 

 

6. Enter Effective start and end date

7. Upload Image for the category if you wish to 

 

8. Set the permission group as per your interest

 

9. Select catalog view that will be applied by default to this category (if none is selected, default catalog view based on user type will be applied). Click on save.

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Reference:

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Keywords

KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To

Product

SAP CPQ all versions