Agiled Docs

Keep the catalog clean so finance documents, checkout pages, and storefronts use the right item details.

Use edit for normal corrections, archive for products that should stop being sold, and delete only for mistakes or test records that do not matter historically.

Edit a Product

Open Products > Catalog.
Find the product in the table.
Use the row action to edit the item.
Update the fields you need.
Select Save changes.

Editing a product updates the catalog record. Review live storefronts, checkout links, templates, and finance documents that rely on the item before making a major pricing or description change.

For price changes, decide whether existing customer-facing records should keep the old price. Documents that already copied product details may need separate review.

Archive a Product

Archive a product when you want to stop using it but still preserve the record for history. Archived products should not be used for new selling flows.

Use archiving for discontinued items, retired packages, old pricing plans, and services your team no longer sells.

After archiving, review storefronts, checkout links, templates, and recurring invoices so they do not still guide customers or teammates toward the retired item.

Use table selection when you need to delete one or more products. Delete only test items or records that were created by mistake. For real historical items, archiving is usually safer because orders, invoices, estimates, and audits may still need context.

Before deleting, open the product and review whether it appears in finance documents, checkout links, storefronts, templates, or audit history. If you are not sure, archive it instead.

Bulk Cleanup

When cleaning a large catalog, filter first, select a small group, and review the selection before applying an archive or delete action. Keep one export or audit note when the cleanup affects reporting.

For large pricing cleanups, work in smaller batches grouped by category, tag, or status. Review each batch before applying an action so current products are not archived with old catalog entries.

Before Changing Pricing

Check whether the product is used in:

Invoices, estimates, and recurring invoices.
Checkout links.
Storefronts.
Document pricing blocks.
Templates used by your team.

After Editing A Product

After a product edit, test the places where teammates or customers choose that item:

Add it to a draft invoice or estimate.
Open any checkout link or storefront that should sell it.
Confirm the description, price, tax behavior, and category are correct.
Review recurring invoice templates if the product is billed repeatedly.

If the product is customer-facing, also check the public page or document PDF instead of relying only on the internal catalog table.

Troubleshooting

If a product still appears after archiving, check whether it is already copied into a storefront, checkout link, template, invoice, estimate, or recurring invoice.

If delete is unavailable or risky, archive the product instead and add a clear name such as Archived - old pricing.

If a pricing change caused confusion, review product audits and the related finance or commerce records to see where the old value was copied.

Edit, Archive, or Delete Products