Product status values and order-taking eligibility
Key Takeaway
A product can be added to an order only when its State is Active and it is inside a valid Delivery or Field status date range. Valid dates alone are not enough.
Every Agentforce Consumer Goods product has two separate controls: the State field and a set of product statuses. Together they decide whether field reps can add the product to an order. Setting the correct product status is central to advanced order processes.
State and product status
State and status are easy to mix up, so keep them apart. State is one field on the product that records its lifecycle stage. The State field options are:
- None
- Preparation
- Plan
- Check
- Startup
- Active
- Paused
- Phase Out
- Remainders
- Passive
- Deleted
Product statuses are a set of date ranges. Each status controls where the product appears and what it can be used for during its date range. The product statuses are Delivery, Field, KAM, New Item and Fund.