--- title: Create a needs-based product offering recommendation description: Set the product offering to be used as a product recommendation for a needs template. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-product-recommendations.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Configuring needs analysis, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management] --- # Create a needs-based product offering recommendation Set the product offering to be used as a product recommendation for a needs template. ## Before you begin Product offerings must be defined and published before they can be set as a product recommendation. Role required: sn\_prd\_pm.product\_catalog\_manager, sn\_prd\_pm.product\_catalog\_admin, admin ## Procedure 1. In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view. 2. Navigate to **Needs** > **Needs Based Offering Recommendation** and select **New**. On the form, fill in the fields: |Field|Description| |-----|-----------| |Name|Name of the recommended offering displayed to the agent. For example: Recommend Flex or Recommend Quad Play service bundle.| |Description|Brief description of the recommendation. For example: Recommending flex offers based on customer needs.| |Product Offering|Product offering to be recommended.| 3. Select **Save**. The selected product offering is available as a product offering recommendation and can be selected as a guidance node in a needs decision tree. ## What to do next [Create a decision tree for a needs template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-needs-decision-tree.md). **Related topics** [Using product catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-product-catalog.md) [Product Catalog Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/product-catalog-managment.md)