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PRODUCT CATALOG REVIEW · Workflow idea

Keep your sales catalog and payment details aligned.

When a product is added to the sales catalog, prepare the corresponding payment product and its price options. Show the source product, names, currencies, and amounts together so an authorized owner can catch mistakes before the catalog changes or a customer is offered a price.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
New sales catalog product
Produces
A product-and-price proposal tied to its source catalog entry, with duplicates, currencies, and amounts ready for authorized review before creation.
Category
Commerce

01 / The starting point

A clear request.
A useful direction.

A newly recorded product with its description and proposed price details

“Match the new catalog entry to an existing payment product, prepare a proposed product and price set when needed, and hold all external changes for approval.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Helps sales and finance keep their product information aligned while preserving a human check on prices and payment-catalog changes.

  1. Review the new product details

    Check the product name, description, status, and source record before preparing a matching catalog item.

  2. Look for an existing payment product

    Compare stable identifiers and names, and hold possible duplicates for an owner to resolve.

  3. Prepare product and price proposals

    Show each proposed amount, currency, billing interval, and product relationship in a reviewable summary.

  4. Check commercial terms and catalog status

    Have sales or finance verify the approved terms and decide whether the item should remain unavailable until launch.

  5. Approve each external catalog change

    Require an authorized owner to approve the exact product and price records before they are created or offered for purchase.

  6. Confirm and document the result

    Verify which approved details were added and make any mismatches or failed changes visible to the catalog owner.

03 / The result

Something useful.
Something to build on.

A product-and-price proposal tied to its source catalog entry, with duplicates, currencies, and amounts ready for authorized review before creation.

AmbactiWorkflow folio · 6 steps

Approve catalog products and prices

Commerce · Example outcome

The handoff

A product-and-price proposal tied to its source catalog entry, with duplicates, currencies, and amounts ready for authorized review before creation.

Keep in mind

A product entry may be incomplete, duplicated, or priced in the wrong currency or interval. Verify its name, description, amounts, and billing terms; require an authorized owner to approve the exact product and every price before creating them or making them available to customers.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose product fields and eligible entries

Define which sales products qualify and which approved names, descriptions, and identifiers should be used.

Map price details and billing terms

Document currency, amount units, one-time or recurring terms, and how multiple prices are represented.

Set duplicate checks and catalog approvers

Name who resolves existing-product matches and who may approve product creation, price creation, and availability.

Test representative product cases

Check a new product, an existing match, multiple prices, and incomplete terms; verify nothing is created or offered before approval.

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