Archive products no longer offered from the Product Cataglogue

Hi Kim,

From the latest versions of Sugar, they have introduced a field called as Status in the Product Catalog where you can update the Product status as Inactive or Retired for the products which are no longer active can be used further for creating Quotes or Opps in Sugar. Only the Products which are marked as Active Status will be available by default to relate to records either will creating an Opportunity or Quote. Please check the field called Status in the Product Catalog and add to the record view layout if it is not available. Once added to the layout you can experiment with it to get more clarity on how it works.

Hope this information is helpful :)

Thanks and Regards,

PK,

Senior Solution Engineer.

www.bhea.com

Hi Kim,

From the latest versions of Sugar, they have introduced a field called as Status in the Product Catalog where you can update the Product status as Inactive or Retired for the products which are no longer active can be used further for creating Quotes or Opps in Sugar. Only the Products which are marked as Active Status will be available by default to relate to records either will creating an Opportunity or Quote. Please check the field called Status in the Product Catalog and add to the record view layout if it is not available. Once added to the layout you can experiment with it to get more clarity on how it works.

Hope this information is helpful :)

Thanks and Regards,

PK,

Senior Solution Engineer.

www.bhea.com

Thank you - this is very helpful! 

in Addition for older versions:

As the product catalogue is a "blueprint" for "products" historical information will not be messed up at all but to keep old items (i.e. for later use) but deactivate the visibility you can use teams and remove team global but add one that is called "not used" or something like this.

hope this helps :-)

Bests

Björn