Legacy product configurator

The legacy product configurator is a user interface that is embedded in various Sales and Order Management applications, such as the Opportunity, Quote, and Order Management applications, enabling agents to configure complex products or services dynamically according to customer requirements.

Note: Check your entitlements to determine if you have access to this feature.

The interface consists of three main sections: Product hierarchy : Lists the parent and child product relationships for configurable products. Product hierarchies are configured using relationships and relationship groups. These hierarchies help agents navigate the product at different nodes or levels within a nested bundle. To learn more about how to configure this section of the product configurator , see <a class="xref" href="https://servicenow.com/docs/bundle/zurich-order-management/page/product/tmt-order-mgt/task/som-product-config-offering-relationships.html" title="Create product relationships to bundle products and services together to make ordering more convenient. Product offering relationships drive the order capture experience by letting you group multiple product offerings into bundles. Bundles can also be added to other bundles in relationship groups.">Create product offering relationships . Option selection : Displays the product options or product characteristic options that can be selected. Characteristics and characteristic options are configured as you build your product offerings and appear in the product configurator . As your agents use the interface, visual indicators, alert messages, and contextual information about their entries are also displayed to help agents complete the order. For more information on configuring these options, see Create product characteristics and characteristic options . Current selection : Shows the pricing for the options that you select, which are calculated automatically and displayed. Pricing for selected options is shown and grouped as bundles as applicable. Also shown are the subtotals and total based on the recurring and one-time pricing methods. See <a class="xref" href="https://servicenow.com/docs/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-managing-product-pricing.html" title="Use the Pricing Management application to create the price lists and price list lines, define pricing adjustments, and manage other features that control pricing for product offerings. Product pricing is used by your sales and order agents when creating opportunities, quotes, and sales orders in Sales and Order Management and by customers using self service for orders.">Configuring product pricing for more information.

As an admin, you can use product configurator extension points and methods provided with the Open state management framework to customize the product configurator interface. To learn more about the framework, see <a class="xref" href="https://servicenow.com/docs/bundle/zurich-order-management/page/product/tmt-order-mgt/concept/som-open-state-management-model.html" title="The open state model is a programmatic framework in the Configuration State Model API, which lets you program variations in product options that appear in the product configurator in Sales and Order Management. The API framework provides certain states and helper API methods for controlling how nodes in the product configurator user interface are displayed.">Open state management .

Figure 1. Legacy product configurator interface