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This guide explains how to set a product’s status to active or inactive in QuoteCloud, helping you manage which products are available for selection in sales documents.
Setting a Product Status to Active or Inactive
Frequently Asked Questions
What does setting a product status to active or inactive mean in QuoteCloud?
Setting a product status to active or inactive controls whether that product is available for selection when creating new documents in QuoteCloud. Active products show up in the product selector and can be added to quotes, proposals, and invoices; inactive products remain in your catalogue but are hidden from the selector for new documents.
Why would I mark a product as inactive?
Marking a product inactive lets you remove items from day-to-day use without deleting their records. Common reasons include discontinued lines, out-of-season items, or temporarily unavailable products. This preserves pricing, descriptions, and history for reporting and future reactivation while keeping your sales quoting software and sales proposal software interfaces uncluttered.
Does making a product inactive remove it from existing quotes, proposals, or invoices?
No. Making a product inactive only prevents it from being selected in new documents. Existing documents retain their original line items, pricing, and descriptions, so quotes, proposals, and invoices that already include the product are unaffected.
How do I change a product's status to active or inactive in QuoteCloud?
Open your product catalogue in QuoteCloud, find the product record you want to change, and use the status toggle or the product edit settings to set it to active or inactive. The exact label or placement can vary by UI version, so look for a status switch, an edit button in the product details, or a catalogue management option.
Can I reactivate a product later if I marked it inactive?
Yes. Inactive products remain stored in your product catalogue and can be reactivated at any time. Reactivating restores the product to the selector so it can be added to new quotes, proposals, and invoices created with your quote software or proposal software.
Can I change the status of multiple products at once?
Many accounts support bulk updates through catalogue bulk-edit tools, CSV import/export, or admin management screens. If your interface doesn’t show a bulk action, check the product management area or contact your QuoteCloud administrator or support for the recommended workflow.
Who can change product statuses in QuoteCloud?
Users with access to product catalogue or administrative permissions can typically change product statuses. If you don’t see the status toggle or edit option, you likely need elevated permissions—check your user role or ask your account admin to update the product or change your access level.
Will marking a product inactive affect integrations, reporting, or accounting syncs?
Inactive products are kept in the catalogue and retain historical data, so past documents and reports remain accurate. However, how integrations (for example, accounting syncs) handle inactive items can vary by integration and settings. Verify your integration rules and reporting filters to confirm whether inactive products appear in synced systems or specific reports.