Published at: 2026-09-17

Relationships among products, items, and units


Understand the relationships among Product, Item, variant combination, and Unit objects to determine where to maintain information.

Object relationships

Object Purpose Typical relationship
Product Carries Product information used in business Can be referenced by Sales, Quotes, Orders, and Contracts
Item Maintains public Product information A non-variant Item maps to one Product; a variant Item maps to multiple Products
Variant combination Distinguishes different variant Products under one Item One variant Product maps to one variant combination
Unit Provides the Unit of measure used by a Product A Product can be associated with one or more Units

Products and Items

  • When the Item feature is disabled, Product is an independent object and Product Category and Unit are maintained on the Product.
  • When the Item feature is enabled, Product is associated with an Item. The Item maintains public Product information, while the Product carries information used in business.
  • A non-variant Item maps to one Product.
  • A variant Item can map to multiple Products, with one variant combination for each Product.
  • The Product Name of a variant Product is usually generated from the Item Name and variant values and can be edited.

Products and Units

  • When multiple Units are disabled, a Product supports only one Unit.
  • When multiple Units are enabled, a Product can be associated with multiple Units and conversion rules.
  • When both features are enabled, the Product maintains multiple Units for a non-variant Item.
  • When both features are enabled, the Item centrally maintains multiple Units for a variant Item, and all related Products share the configuration.
  • Product Price is determined by the Product, Unit, Account, and applicable Price Book conditions.

Public information and edit boundaries

Information Maintenance object Product page behavior
Product Category, Unit, and multiple Units Product in basic or non-variant multi-Unit mode; Item for variant Items In Item mode, inherited and displayed but not editable independently
Variant information Item and variant combination Product is distinguished by variant combination
Business-use information Product Product information is referenced in business documents

Synchronization rules

  • When public Item information changes, related Products remain synchronized.
  • When an Item’s multiple-Unit configuration changes, all related variant Products synchronize the update.
  • The Product page cannot independently edit information maintained centrally by the Item.
  • To adjust public information or multiple Units for a variant Item, maintain the corresponding Item object.

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