Configure the category structure for product selection in business records

Before you start

[!IMPORTANT] - Permissions: You need configuration permissions for the product category object. - Prerequisites: Product category data is maintained, and products relate to the correct categories. - Impact: After you save, product selection pages in related business records use the new display style.

Configuration steps

1. Open the Product Categories list in the CRM frontend.
2. Click Category Structure Style in the upper-right corner of the list page.
3. Select Tree or Flat.
4. Check how product categories and products appear in the preview area.
5. Click Save.

Selection guidance

• Tree: Shows a category tree on the left and a product list on the right. Use it when categories have several levels and users locate products by directory.
• Flat: Shows categories and products in a flat list. Use it when there are few category levels or users need to browse quickly.

Validation

1. Open the product selection entry in an opportunity, quote, sales contract, or sales order.
2. Confirm that the category display matches the preview.
3. Select a category and confirm that its products appear in the product list.

How to revert this configuration

Related topics

• Product category configuration overview
• Select products in a tree structure
• Select products in a flat structure