Publish a product, family, or bundle to make it available for selling (Sales)

When you're ready to sell a product or bundle, publish it to make it available to the sales agents so they can build orders or create opportunities for customers. By default, product records are created in a draft state, and are available to your sales agents only after you publish it. For products that don't have a parent product family, you can create them directly in an active state using a system setting, so that you don't have to publish them after creation. More information: System Settings dialog box - Sales tab

Note

You can only publish a product or bundle with a parent family if the parent product family is active.

Publish a product, family, or bundle (Sales Hub)

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

  2. Select the site map Site Map icon, then select App Settings, and then select Families and Products.

  3. Open the product, bundle, or family you want to publish, and on the command bar, select Publish.

    Product form with the Publish button

    This will change the product status to Active and make it available for selling.

Tip

You can't publish multiple product records at the same time. To publish all child products and families of a parent family at once, open the family, and choose Publish > Publish Hierarchy. For product records that don't belong to a product family, publish them individually after creating or editing them to make them available to your sales agents.

Publish a product or bundle (Sales)

  1. Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. In the Product Catalog area, select Families & Products.

  4. Open the product, bundle, or family you want to publish, and on the command bar, select Publish.

    This will change the product status to Active and make it available for selling.

Tip

You can't publish multiple product records at the same time. To publish all child products and families of a parent family at once, open the family, and choose Publish > Publish Hierarchy. For product records that don't belong to a product family, publish them individually after creating or editing them to make them available to your sales agents.

Typical next steps

Right arrow button Revise a product

Right arrow button Retire a product

Home button Set up a product catalog: Walkthrough

See also

Set up a product catalog: Walkthrough