Product Catalog products - what happens to deals if you remove or inactivate them? | Community
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Product Catalog products - what happens to deals if you remove or inactivate them?

  • August 28, 2023
  • 1 reply
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Kelley12

I have not found an answer and keep finding my way back to the same article, https://support.zendesk.com/hc/en-us/articles/4408832174746. What happens on a deal if products are removed from the system? Do the products get removed from the deals they were attached to? Is the best action to set them as inactive? Does setting a product as inactive remove it from the products to select, but leave it attached to prior deals from when it was active? Thanks!

    1 reply

    M
    • Matthew40
    • September 4, 2023

    Hi Kelley, not affiliated to Zendesk but I have experience here so I can provide some info.

    When adding products to a deal, a "Line Item" is created. This copies the product info - name, price etc. This means that once a product has been added to a deal, it is no longer associated with the product in the account - you can edit & delete and the deal's line item is not affected.

    This might not be accurate anymore, since I last looked at this they've updated the deal product edit screen, but the API documentation - where I got "Line Item"s from hasn't been changed: https://developer.zendesk.com/api-reference/sales-crm/resources/line-items/

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