Last modified by caterina on 2021/09/23 15:56
From version 15.1
edited by melanie@one-count_com
on 2016/12/14 11:39
Change comment: There is no comment for this version
To version 24.1
edited by caterina
on 2021/09/23 15:56
Change comment: There is no comment for this version

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1 -Products - How to Create a Product Part 1: Create, Name, Attach Forms (v12.x)
1 +Packages - How to Create a Package Part 1: Create, Name, Attach Forms
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson provides detail on the first step in creating a product: naming it and attaching forms.
7 +This lesson provides detail on the first step in creating a product: naming it and attaching forms.
8 8  
9 -Please refer to [[Quick Start Guide - Products>>doc:Quick Start Guide - Products and Resources (v12\.x)]] for information on basic concepts and rules relating to products, terms, and resources.
9 +Please refer to [[Quick Start Guide - Products>>doc:Quick Start Guide - Packages and Products]] for information on basic concepts and rules relating to products, terms, and resources.
10 10  
11 -=== OPEN THE "PRODUCTS" WINDOW ===
11 +=== OPEN THE "PACKAGES" WINDOW ===
12 12  
13 -=== 1. Select INVENTORY from the main menu. ===
13 +=== 1. Select SETUP from the main menu. ===
14 14  
15 -[[image:attach:media_1427229953580.png||align="center"]]
15 +
16 16  
17 -=== 2. Select PRODUCTS from the sub-menu. ===
17 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
18 18  
19 -[[image:attach:media_1427229976286.png||align="center"]]
19 +=== 2. Select PACKAGES from the sub-menu. ===
20 20  
21 -=== 3. Click "Create Product". ===
21 +
22 22  
23 -[[image:attach:media_1427230021995.png||align="center"]]
23 +[[image:attach:Screen Shot 2021-09-23 at 4.53.29 PM (2).png||thumbnail="true" height="250"]]
24 24  
25 -=== NAME THE PRODUCT AND ATTACH FORMS ===
25 +=== 3. Click "Create PACKAGE". ===
26 26  
27 -=== 1. Enter the product name (1) and a description of the product (2). ===
27 + [[image:attach:Creat button.png||width="827"]]
28 28  
29 -[[image:attach:media_1427230236584.png||align="center"]]
29 +=== NAME THE PACKAGE AND ATTACH FORMS ===
30 30  
31 -The Product Name and Description will appear on the Primary Form and any other forms the product is attached to.
32 - Product Name is a required field (note the red asterisk).
31 +=== 1. Enter the package name (1) and a description of the package (2). ===
33 33  
34 -Note that the Product Description field has a text editor that allows you style text as well as add/remove links, images, and special characters. (See screen shot below.)
33 + [[image:attach:Package name.png||width="600"]]
35 35  
36 -[[image:attach:media_1428354934449.png||align="center"]]
35 +The Package Name and Description will appear on the Primary Form and any other forms the package is attached to. It's worth mentioning that both the Package Name and Package Description are customer-facing.
37 37  
38 -=== 2. Select the primary form* for the product from the drop-down menu of forms. ===
39 39  
40 -[[image:attach:media_1427230291338.png||align="center"]]
38 +Package Name is a required field (note the red asterisk).
41 41  
42 -*You must select a form here, as a product cannot be purchased/subscribed to/registered for without a form.
40 +Note that the Package Description field has a text editor that allows you style text as well as add/remove links, images, and special characters. (See screen shot below.)
43 43  
42 + [[image:attach:Package edit.png||width="575"]]
43 +
44 +=== 2. Select the primary form* for the package from the drop-down menu of forms. ===
45 +
46 + [[image:attach:pack edit 2.png||width="575"]]
47 +
48 +*You must select a form here, as a package cannot be purchased/subscribed to/registered for without a form.
49 +
44 44  *
45 -** The primary form is the form that will be pulled up by default when someone clicks on the link the subscribe to the product, but the product may appear on other forms as well. This allows you to cross-sell products across multiple forms.
51 +** The primary form is the form that will be pulled up by default when someone clicks on the link the subscribe to the package, but the package may appear on other forms as well. This allows you to cross-sell packages across multiple forms.
46 46  
47 47  === 3. Click "Save". ===
48 48  
49 -[[image:attach:media_1427230354764.png||align="center"]]
55 + [[image:attach:click save.png||width="650"]]
50 50  
51 -If you did not select a from from the Primary Form drop-down menu, you will be prompted to do so, as shown below.
57 +If you did not select a Primary Form from the drop-down menu, then the Package will be saved and you will be reminded to "Set it Later"
52 52  
53 -[[image:attach:media_1353008645053.png||align="center"]]
59 + [[image:attach:new saved message.png||width="670"]]
54 54  
55 -=== 4. When the product is saved, the following screen will appear, indicating that the product has been saved (1) and showing that the product has been attached to the primary form (2). (See note below.) ===
61 +=== 4. When the package is saved, the following screen will appear, indicating that the package has been saved (1) and showing that the package has been attached to the primary form (2). (See note below.) ===
56 56  
57 -[[image:attach:media_1427230586512.png||align="center"]]
63 + [[image:attach:Screen Shot 2018-12-20 at 11.07.28 AM.png||width="690"]]
58 58  
59 59  Note:
60 - You can stop the product creation process at this point and return at a later time to finish if you wish.
61 -See Steps 1 and 2 of "Open the 'Manage Products' Window" above to return to the Product Manager. After Step 2 (opening the Manage Products Window), you can then select to edit the product to continue with creating terms and adding resources.
66 +You can stop the package creation process at this point and return at a later time to finish if you wish.
67 +See Steps 1 and 2 of "Open the 'Manage Packages' Window" above to return to the Package Manager. After Step 2 (opening the Manage Packages Window), you can then select to edit the package to continue with creating terms and adding products.
62 62  
63 -=== Optional Step: At this point, you can change the position of the product on the Primary Form (if there are multiple products on the form) by clicking on "Manage Position". ===
69 +=== Optional Step: At this point, you can change the position of the package on the Primary Form (if there are multiple packages on the form) by clicking on "Manage Position". ===
64 64  
65 65  [[image:attach:media_1427909569963.png||align="center"]]
66 66  
67 -When you do this, you'll be brought to the "Attach Products" screen of the Form Manager where you can change the order that products appear on the form. (For more detail, see "How to Manage Forms".)
73 +When you do this, you'll be brought to the "Attach Packages" screen of the Form Manager where you can change the order that packages appear on the form. (For more detail, see "How to Manage Forms".)
68 68  
69 69  === Optional Step: You can add the product to other forms by clicking the Manage Forms link beside the Primary Form drop-down menu. ===
70 70  
71 71  [[image:attach:media_1428349672339.png||align="center"]]
72 72  
73 -This will bring you to the "Manage Forms" screen of the Form Manager where you can attach the product to different forms and set the order it will appear on each form. (For more detail, see "How to Manage Forms".)
79 +This will bring you to the "Manage Forms" screen of the Form Manager where you can attach the package to different forms and set the order it will appear on each form. (For more detail, see "How to Manage Forms".)
74 74  
75 -If you completed steps 5 and/or 6, you need to return to the product to create the terms and add a resource(s) to the product. (See Steps 1 and 2 of "Open the 'Manage Products' Window" above.)
81 +If you completed steps 5 and/or 6, you need to return to the package to create the terms and add a product(s) to the package. (See Steps 1 and 2 of "Open the 'Manage Packages' Window" above.)
76 76  
77 77  === All forms that the product is attached to, and the position of the product on each form, will be shown in the "Forms Attached" table. ===
78 78  
79 79  [[image:attach:media_1428351088858.png||align="center"]]
80 80  
81 -Please refer to Products - How to Create a Product Part 2: Product Terms for the next steps in the product creation process.
87 +Please refer to Products - How to Create a Package Part 2: Package Terms for the next steps in the package creation process.
82 82  
83 83  
84 84  
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153 153  {{/expand}}
154 154  {{/panel}}
155 155  
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159 159  
160 160  **
161 161  **
162 162  
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170 170  
171 171  **
172 172  **
173 173  
174 -
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175 175  
176 -
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177 177  {{/layout-cell}}
178 178  {{/layout-section}}
179 179  {{/layout}}
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1 -11927574
1 +66214
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927574/Products - How to Create a Product Part 1: Create, Name, Attach Forms (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66214/Packages - How to Create a Package Part 1: Create, Name, Attach Forms