--- schema_version: "1" id: 77be9ead67289d1e419caa78e84cdcf1735c4e58f65ae4dd0a341d69184b544a title: Offer Selection and Configuration in Enterprise Sales Management (Managed Package) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_offer_selection_56496.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_offer_selection_56496.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 49a0ee7b0a6fbb58d5baebc75ddc51897d5a45a29cbe4cf699466be667596c91 description: Manage product catalog categories and offer details, which display inline pricing characteristics such as monthly recurring charges and one-time charges. products: - Communications release: "264" --- # Offer Selection and Configuration in Enterprise Sales Management (Managed Package) Manage product catalog categories and offer details, which display inline pricing characteristics such as monthly recurring charges and one-time charges. ![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._ - Catalog-based browsing - Relevant promotions ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note On the Add Products page, promotions only appear in the Promotions section, regardless of the catalog that they belong to. ![The Add Products page showing product categories and products.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/esm_add_products.png) - **[Check Location-Based Serviceability](https://help.salesforce.com/s/articleView?id=ind.comms_t_offer_selection_56496.htm&release=264.0.0&type=5)** In your range of product offerings, some products might be available in some but not all locations. The availability of products could vary depending on certain prerequisite conditions, which could themselves depend on geographical location. Location-based serviceability allows you to check if selected products are available in all of the required locations. - **[Offer Configuration](https://help.salesforce.com/s/articleView?id=ind.comms_t_offer_selection_56496.htm&release=264.0.0&type=5)** After you have selected offers, you can configure them. - **[Assign Offers and View Summary](https://help.salesforce.com/s/articleView?id=ind.comms_t_offer_selection_56496.htm&release=264.0.0&type=5)** Learn how to assign offer configurations to one or more groups, quote members, or order members. ## Check Location-Based Serviceability In your range of product offerings, some products might be available in some but not all locations. The availability of products could vary depending on certain prerequisite conditions, which could themselves depend on geographical location. Location-based serviceability allows you to check if selected products are available in all of the required locations. 1. Click and expand the More Options ![Options Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/resources-product/images/serviceability_menu_esm_238.png) menu, and select **Check Serviceability.** 2. Select services in the Select the services for serviceability check dialog box, and click **Proceed**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note If a product isn't available in all the required locations, you can modify the enterprise quote or enterprise order to select only those locations where the selected product is available. ![List of available services including Internet, Landline, TV, and Mobile.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/esm_check_serviceability.png) 3. You can customize the services that appear in the **Select the services for serviceability check** dialog box: 1. In the App Launcher, search and click **Vlocity Cards** under **Items**. The Layouts & Cards page appears. 2. Expand **b2bSampleAppCard** and then click the latest active version. 3. Disable the **Activate** toggle button to temporarily deactivate the card. This step allows you to configure Layout Session Variables. 4. Find and configure the layout session variable **b2bProductFamily**. 5. When you're done configuring the layout session variable, enable the **Activate** toggle button to reactivate the card. See Also: [Communications Cloud TM Forum API](http://developer.salesforce.com/docs/industries/communications/overview) ## Offer Configuration After you have selected offers, you can configure them. The Configuration subtab provides: - Quote-level, order-level, and offer-level pricing - Inline attributes display and configuration ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note Empty read-only attributes are hidden in Enterprise Sales Management. However, attributes hidden by catalog configuration rules in the Enterprise Sales Quote interface display a placeholder label to maintain context. - Real-time validation with a visual error indicator - Applies offer configuration updates to all quote members, order members, or groups. ## Assign Offers and View Summary Learn how to assign offer configurations to one or more groups, quote members, or order members. After you select and configure offers, you can: - Assign offer configurations to one or more groups or enterprise quote members or enterprise order members and the offer configuration will be priced and validated together - View aggregate- and instance-specific offers, such as: - Mobile solutions, where aggregate quantities are quoted for the same set of offers - Network solutions, where the locations are required first to consider serviceability and pricing - View and filter items and pricing by member or product groupings - Expand and collapse group-level details ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note To prevent accidental removal, the Summary tab prompts for confirmation when you delete a Quote Line Item (QLI) in an Enterprise Sales quote. ![Summary tab showing the configured products.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/esm_summary_tab.png)