How to Delete Products in Zoho

Zoho is a powerful suite of software that helps you manage your business processes, from customer relationships to inventory management. Sometimes, you might need to delete some products from your Zoho account, for various reasons. Maybe you want to declutter your inventory, consolidate your products, phase out outdated offerings, or simply streamline your Zoho experience.

Whatever the reason, deleting products in Zoho is not as hard as it might seem. In this guide, we will show you how to delete products in Zoho, step by step, for different platforms. We will also explain some key points to remember before you delete any product, and some alternatives to deletion that you might want to consider.

This guide is intended for general information only. Zoho’s features and policies can change over time. For the most up-to-date and specific guidance, always refer to Zoho’s official documentation or contact their support team.

Before You Delete Any Product: Key Points to Remember

Deleting a product in Zoho is a permanent action. Once you hit “delete,” there is no way to undo it. You will lose all the data and history associated with that product. Therefore, you should be absolutely sure that you want to delete a product, and that you have considered other options before proceeding.

Deleting a product in Zoho might affect other data and records that are related to that product. For example, if you delete a product that is used in quotes, sales orders, invoices, or other documents, those documents might become invalid or inaccurate.

You might also lose some reports or analytics that depend on that product. Therefore, you should understand the potential consequences of deleting a product, and how it might impact your business operations.

Identifying Your Zoho Platform

How to Delete Products in Zoho

Zoho offers various platforms for managing products, depending on your business needs and preferences. The process of deleting a product in Zoho might vary slightly depending on the platform you use. Here are the main platforms that Zoho provides for product management:

Zoho CRM:

This is the primary platform for managing customer relationships and sales pipelines. You can use Zoho CRM to create, edit, and delete products, as well as associate them with leads, contacts, accounts, deals, and other modules.

Zoho Inventory:

This is the platform for managing inventory and stock control. You can use Zoho Inventory to create, edit, and delete products, as well as track their quantity, location, movement, and availability.

Zoho Books:

This is the platform for managing accounting and invoicing. You can use Zoho Books to create, edit, and delete products, as well as use them in invoices, bills, expenses, and other transactions.

Zoho Bigin:

This is a lightweight CRM platform that is designed for small businesses and startups. You can use Zoho Bigin to create, edit, and delete products, as well as use them in deals, activities, and pipelines.

How To Delete a Product in Zoho CRM

How To Delete a Product in Zoho CRM

To delete a product in Zoho CRM, follow these steps:

StepActionDescription
1.Log in to your Zoho CRM account.Open your web browser and go to the Zoho CRM login page. Enter your username and password to access your account.
2.Click on the “Products” module on the left sidebar.Once logged in, navigate to the left sidebar and locate the “Products” module. Click on it to access the list of products in your CRM account.
3.Select the product that you want to delete.Use the search bar at the top or scroll through the list of products to find the one you wish to delete.
4.Click on the “More” menu (usually three dots) next to the product name.Once you’ve found the product, locate the three dots next to its name. Click on these dots to open a dropdown menu.
5.Choose “Delete” from the dropdown menu.From the dropdown menu, select the option labeled “Delete.”
6.A confirmation message will appear, outlining the potential impact of deletion.After selecting “Delete,” a confirmation message will pop up on the screen. Take time to read and understand the message, which explains the consequences.
7.Select “Delete” again if you are sure about proceeding.If you’re certain you want to delete the product, click on the “Delete” button again. Be aware that Zoho CRM may prompt you for additional confirmation.
8.The product will be deleted from your Zoho CRM account.Once confirmed, the product will be permanently removed from your Zoho CRM account.

how to Delete a Product in Zoho Inventory

how to Delete a Product in Zoho Inventory

To delete a product in Zoho Inventory, follow these steps:

ActionDescription
1.Log in to your Zoho Inventory account.Open your web browser and go to the Zoho Inventory login page. Enter your username and password to access your account.
2.Navigate to the “Items” module on the left sidebar.Once logged in, locate the left sidebar and find the “Items” module. Click on it to access the list of items in your inventory.
3.Select the product that you want to delete.Use the search bar at the top or scroll through the list of products to find the one you wish to delete.
4.Click on the “More” menu (usually three dots) next to the product name.Once you’ve found the product, locate the three dots next to its name. Click on these dots to open a dropdown menu.
5.Choose “Delete” from the dropdown menu.From the dropdown menu, select the option labeled “Delete.”
6.A confirmation message will appear, outlining the potential impact of deletion.After selecting “Delete,” a confirmation message will pop up on the screen. Take time to read and understand the message, which explains the consequences.
7.Select “Delete” again if you are sure about proceeding.If you’re certain you want to delete the product, click on the “Delete” button again. Be aware that Zoho Inventory may prompt you for additional confirmation.
8.The product will be deleted from your Zoho Inventory account.Once confirmed, the product will be permanently removed from your Zoho Inventory account.

How to Delete a Product in Zoho Books

How to Delete a Product in Zoho Books

To delete a product in Zoho Books, follow these steps:

StepActionDescription
1.Log in to your Zoho Books account.Open your web browser and go to the Zoho Books login page. Enter your username and password to access your account.
2.Click on the “Items” tab on the top menu bar.Once logged in, locate the top menu bar and find the “Items” tab. Click on it to access the list of items in your Zoho Books account.
3.Select the product that you want to delete.Use the search bar at the top or scroll through the list of products to find the one you wish to delete.
4.Click on the “Edit” button next to the product name.Once you’ve found the product, locate the “Edit” button next to its name. Click on it to enter the edit mode for the product.
5.Scroll down to the bottom of the edit page.After entering the edit mode, scroll down the page to reach the bottom section.
6.Find the “Mark as Inactive” checkbox and mark it.Locate the checkbox labeled “Mark as Inactive.” Check this box to hide the product without completely deleting it. You can still view and restore the product later.
7.Click “Save changes.” While not a complete deletion, this allows you to effectively remove the product from active use and reports.Once you’ve marked the product as inactive, click on the “Save changes” button to apply the changes.

How to Delete a Product in Zoho Bigin

How to Delete a Product in Zoho Bigin

To delete a product in Zoho Bigin, follow these steps:

StepActionDescription
1.Log in to your Zoho Bigin account.Open your web browser and go to the Zoho Bigin login page. Enter your username and password to access your account.
2.Click on the “Products & Services” module on the left sidebar.Once logged in, navigate to the left sidebar and locate the “Products & Services” module. Click on it to access the list of products and services in your Bigin account.
3.Select the product that you want to delete.Use the search bar at the top or scroll through the list of products to find the one you wish to delete.
4.Click on the “More” menu (usually three dots) next to the product name.Once you’ve found the product, locate the three dots next to its name. Click on these dots to open a dropdown menu.
5.Choose “Delete” from the dropdown menu.From the dropdown menu, select the option labeled “Delete.”
6.A confirmation message will appear, outlining the potential impact of deletion.After selecting “Delete,” a confirmation message will pop up on the screen. Take time to read and understand the message, which explains the consequences.
7.Select “Delete” again if you are sure about proceeding.If you’re certain you want to delete the product, click on the “Delete” button again. Be aware that Zoho Bigin may prompt you for additional confirmation.
8.The product will be deleted from your Zoho Bigin account.Once confirmed, the product will be permanently removed from your Zoho Bigin account.

Additional Considerations: Alternatives to Deletion

Before you delete any product in Zoho, you might want to consider some alternatives that might suit your needs better. Here are some options that you can explore:

Mark as Inactive:

This option allows you to hide the product from active use and reports, but still keep the data and history associated with it. You can mark a product as inactive in Zoho Books, as explained above. You can also mark a product as inactive in Zoho CRM and Zoho Inventory, by editing the product and changing its status to “Inactive”. You can view and restore inactive products later if you need to.

Archive:

This option allows you to move the product to a separate archive folder, where it will not be visible or accessible in the normal modules. You can archive a product in Zoho CRM and Zoho Inventory, by selecting the product and choosing “Archive” from the “More” menu. You can view and unarchive archived products later if you need to.

Merge:

This option allows you to combine two or more similar products into one, and transfer all the data and history from the merged products to the new product. You can merge products in Zoho CRM and Zoho Inventory, by selecting the products and choosing “Merge” from the “More” menu. You can choose which product will be the primary product, and which fields will be retained in the new product.

These alternatives might help you declutter your inventory, consolidate your products, phase out outdated offerings, or simply streamline your Zoho experience, without permanently deleting any product or losing any data.

We hope this guide has helped you understand how to delete products in Zoho, for different platforms. If you have any questions or feedback, please feel free to contact us. We are always happy to help. 😊

Conclusion

Hey there! Deleting stuff in Zoho might sound scary, but it’s actually pretty easy once you know how. Just remember, once you delete something, it’s gone forever, so make sure you really want to get rid of it!

But you know what? Sometimes getting rid of old stuff can make room for new and exciting things! Whether you’re cleaning up your inventory, getting rid of things you don’t need anymore, or just making your Zoho account more organized, this guide will help you do it with confidence.

And hey, if you get stuck or have any questions, don’t worry! Zoho has lots of resources and a support team that’s always ready to help you out. So go ahead, tidy up your Zoho products and enjoy managing them like a pro!

FAQs

Can I undo deleting a product?

Nope, once it’s deleted, it’s gone for good. Make sure you have copies of your data before deleting anything.

Will deleting a product erase all related data?

It might affect things like quotes, sales orders, and reports. Pay attention to the confirmation message and think about alternatives like marking it as inactive instead.

What if I delete the wrong product by mistake?

Don’t panic! Contact Zoho support right away. They might be able to help you recover the product if it hasn’t been completely wiped out.

Are there other options besides deleting a product?

Yep, you can:

  • Mark it as Inactive: This hides the product but keeps its data for later use.
  • Archive it: Similar to inactive, but with limited access to details.
  • Export your data: This saves all the info about the product before you delete it.

Can I move products to a different platform?

Sure! Look into export/import options or Zoho’s data migration services if you’re switching platforms.

Where can I get more help or info?

Check out Zoho’s official documentation for your specific platform (like CRM or Inventory) for the latest info. And if you need more help, their support team is there to lend a hand!

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