Last modified by caterina on 2021/09/23 15:56
From version 19.1
edited by chris
on 2018/12/19 12:45
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To version 8.1
edited by melanie@one-count_com
on 2016/12/07 17:58
Change comment: There is no comment for this version

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Title
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1 -Packages - How to Create a Package Part 1: Create, Name, Attach Forms
1 +Products - How to Create a Product Part 1: Create, Name, Attach Forms (v12.x)
Author
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1 -XWiki.chris
1 +XWiki.melanie@one-count_com
Content
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6 6  {{id name="Start ScreenSteps Content"/}}
7 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 - Packages and Products]] for information on basic concepts and rules relating to products, terms, and resources.
9 +Please refer to Quick Start Guide - Products for information on basic concepts and rules relating to products, terms, and resources.
10 10  
11 -=== OPEN THE "PACKAGES" WINDOW ===
11 +=== OPEN THE "PRODUCTS" WINDOW ===
12 12  
13 13  === 1. Select INVENTORY from the main menu. ===
14 14  
15 15  [[image:attach:media_1427229953580.png||align="center"]]
16 16  
17 -=== 2. Select PACKAGES from the sub-menu. ===
17 +=== 2. Select PRODUCTS from the sub-menu. ===
18 18  
19 19  [[image:attach:media_1427229976286.png||align="center"]]
20 20  
21 -=== 3. Click "Create PACKAGE". ===
21 +=== 3. Click "Create Product". ===
22 22  
23 23  [[image:attach:media_1427230021995.png||align="center"]]
24 24  
25 -=== NAME THE PACKAGE AND ATTACH FORMS ===
25 +=== NAME THE PRODUCT AND ATTACH FORMS ===
26 26  
27 -=== 1. Enter the package name (1) and a description of the package (2). ===
27 +=== 1. Enter the product name (1) and a description of the product (2). ===
28 28  
29 29  [[image:attach:media_1427230236584.png||align="center"]]
30 30  
31 -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.
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).
32 32  
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 33  
34 -Package Name is a required field (note the red asterisk).
35 -
36 -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.)
37 -
38 38  [[image:attach:media_1428354934449.png||align="center"]]
39 39  
40 -=== 2. Select the primary form* for the package from the drop-down menu of forms. ===
38 +=== 2. Select the primary form* for the product from the drop-down menu of forms. ===
41 41  
42 42  [[image:attach:media_1427230291338.png||align="center"]]
43 43  
44 -*You must select a form here, as a package cannot be purchased/subscribed to/registered for without a form.
42 +*You must select a form here, as a product cannot be purchased/subscribed to/registered for without a form.
45 45  
46 46  *
47 -** 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.
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.
48 48  
49 49  === 3. Click "Save". ===
50 50  
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54 54  
55 55  [[image:attach:media_1353008645053.png||align="center"]]
56 56  
57 -=== 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.) ===
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.) ===
58 58  
59 59  [[image:attach:media_1427230586512.png||align="center"]]
60 60  
61 61  Note:
62 - You can stop the package creation process at this point and return at a later time to finish if you wish.
63 -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.
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.
64 64  
65 65  === 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". ===
66 66  
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88 88  {{/layout-cell}}
89 89  
90 90  {{layout-cell}}
91 -{{panel title="Search all Documentation:"}}
89 +**Search all Documentation:**
92 92  
93 93  
94 -{{livesearch/}}
95 -{{/panel}}
96 96  
97 -{{panel title="Search INVENTORY Documentation:"}}
93 +{{livesearch/}}
98 98  
95 +
99 99  
100 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
101 -{{/panel}}
97 +**Search INVENTORY Documentation:
98 +**
102 102  
103 -{{panel title="More INVENTORY Documentation:"}}
104 -{{expand}}
105 -(% style="margin-left: 30.0px;" %)
106 -[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
107 107  
108 -(% style="margin-left: 30.0px;" %)
109 -[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
110 110  
111 -(% style="margin-left: 30.0px;" %)
112 -[[Products - How to Create a Product Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]]
102 +{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
113 113  
114 -(% style="margin-left: 30.0px;" %)
115 -[[Products - How to Create a Product Part 2: Product Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
116 -
117 -(% style="margin-left: 30.0px;" %)
118 -[[Products - How to Create a Product Part 3: Attach/Remove/Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]]
119 -
120 -(% style="margin-left: 30.0px;" %)
121 -[[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
122 -
123 -(% style="margin-left: 30.0px;" %)
124 -[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
125 -
126 -(% style="margin-left: 30.0px;" %)
127 -[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
128 -
129 -(% style="margin-left: 30.0px;" %)
130 -[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
131 -
132 -(% style="margin-left: 30.0px;" %)
133 -[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
134 -
135 -(% style="margin-left: 30.0px;" %)
136 -[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
137 -
138 -(% style="margin-left: 30.0px;" %)
139 -[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
140 -
141 -(% style="margin-left: 30.0px;" %)
142 -[[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
143 -
144 -(% style="margin-left: 30.0px;" %)
145 -[[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
146 -
147 -(% style="margin-left: 30.0px;" %)
148 -[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
149 -
150 -(% style="margin-left: 30.0px;" %)
151 -[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
152 -
153 -(% style="margin-left: 30.0px;" %)
154 -[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
155 -{{/expand}}
156 -{{/panel}}
157 -
158 158  
159 159  
106 +{{expand title="More INVENTORY Documentation"}}
160 160  
161 161  
162 -**
163 -**
109 +== [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]] ==
164 164  
165 -
111 +== [[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]] ==
166 166  
167 -
113 +== [[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]] ==
168 168  
169 -
115 +== [[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]] ==
170 170  
171 -
117 +== [[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]] ==
172 172  
173 -**
174 -**
119 +== [[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]] ==
175 175  
176 -
121 +== [[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]] ==
177 177  
178 -
123 +== [[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]] ==
124 +
125 +== [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]] ==
126 +{{/expand}}
179 179  {{/layout-cell}}
180 180  {{/layout-section}}
181 181  {{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -19038221
1 +66812
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/19038221/Packages - How to Create a Package Part 1: Create, Name, Attach Forms
1 +https://info.onecount.net//wiki/spaces/OD/pages/66812/Products - How to Create a Product Part 1: Create, Name, Attach Forms (v12.x)