---
schema_version: "1"
id: 864848c5379219641bdb45f3eea2686f11bcec7428724f56147e3b3fd2f9e05f
title: Configure Product Qualification
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/advanced_orders_configure_product_qualification.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_configure_product_qualification.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed11d40bf7da251cfb33ac5dc450e55e0ef99c62d8937df0c41af8840797451c
description: Product Internal Organization Unit (IOU) qualification filters the products a rep can order so that they see only the products qualified for their internal org unit. Create a single product qualification procedure and add the qualification steps your business needs.
release: "264"
---
# Configure Product Qualification

Product Internal Organization Unit (IOU) qualification filters the products a rep can order so that they see only the products qualified for their internal org unit. Create a single product qualification procedure and add the qualification steps your business needs.

### Required Editions

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            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_editions_permissions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions</a></p>
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d2838e72">User Permissions Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2838e72 ">To create product catalogs and categories:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2838e72 ">Order Capture for Manufacturing AND Product Catalog Management</td>

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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-advanced_orders-264-0-0-production-enus/3f520262-6313-4d80-b68f-bf760562aa0b/images/icon_note.png)

Note You can add other qualification types, such as product qualification, category qualification, and disqualification, to the same procedure. For details, see the [Product Catalog Management](https://help.salesforce.com/s/articleView?id=ind.product_catalog_qualification_rules.htm&language=en_US&type=5).

Complete these steps in order:

1. Create and activate the Product IOU Qualification decision table.
2. Create the product qualification procedure.
3. Configure and activate the procedure plan for qualification.

- **[Create and Activate the Product IOU Qualification Decision Table](https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_create_activate_product_iou_qualification_decision_table.htm&release=264.0.0&type=5)**  
    Set up the decision table that maps products to internal org units, and then activate it.
- **[Create the Product Qualification Procedure](https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_create_product_qualification_procedure.htm&release=264.0.0&type=5)**  
    Create one qualification procedure and add the Product IOU Qualification step, which is the required step. Add any other qualification steps you need in the same procedure.
- **[Configure and Activate the Procedure Plan for Qualification](https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_configure_activate_procedure_plan_qualification.htm&release=264.0.0&type=5)**  
    Associate the qualification procedure with its procedure plan and activate the plan so that it runs at order capture.