If a product is being replaced with a new product, the following process will ensure a smooth transition.
- Create the new product with the new details
- Add the new product to the appropriate active price books
- Put the name of the new product in the “Maps To” field of the old product. This ensures that any future automation will map to the new product.
- Leave the old product active, but mark it as "Admin Only'
Note: Products that are used in a Quote can never be deleted. Products that have never been used can be deleted. |