Last modified by caterina on 2021/09/23 15:56
From version 24.1
edited by caterina
on 2021/09/23 15:56
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To version 16.1
edited by mikef
on 2018/03/14 16:12
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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)
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1 -Create and Manage Your Inventory
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1 -XWiki.caterina
1 +XWiki.mikef
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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 - Packages and Products]] 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 - Products and Resources]] 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 -=== 1. Select SETUP from the main menu. ===
13 +=== 1. Select INVENTORY from the main menu. ===
14 14  
15 -
15 +[[image:attach:media_1427229953580.png||align="center"]]
16 16  
17 -[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
17 +=== 2. Select PRODUCTS from the sub-menu. ===
18 18  
19 -=== 2. Select PACKAGES from the sub-menu. ===
19 +[[image:attach:media_1427229976286.png||align="center"]]
20 20  
21 -
21 +=== 3. Click "Create Product". ===
22 22  
23 -[[image:attach:Screen Shot 2021-09-23 at 4.53.29 PM (2).png||thumbnail="true" height="250"]]
23 +[[image:attach:media_1427230021995.png||align="center"]]
24 24  
25 -=== 3. Click "Create PACKAGE". ===
25 +=== NAME THE PRODUCT AND ATTACH FORMS ===
26 26  
27 - [[image:attach:Creat button.png||width="827"]]
27 +=== 1. Enter the product name (1) and a description of the product (2). ===
28 28  
29 -=== NAME THE PACKAGE AND ATTACH FORMS ===
29 +[[image:attach:media_1427230236584.png||align="center"]]
30 30  
31 -=== 1. Enter the package name (1) and a description of the package (2). ===
31 +The Product Name and Description will appear on the Primary Form and any other forms the product is attached to. It's worth mentioning that both the Product Name and Product Description are customer-facing.
32 32  
33 - [[image:attach:Package name.png||width="600"]]
34 34  
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.
34 +Product Name is a required field (note the red asterisk).
36 36  
36 +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.)
37 37  
38 -Package Name is a required field (note the red asterisk).
38 +[[image:attach:media_1428354934449.png||align="center"]]
39 39  
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.)
40 +=== 2. Select the primary form* for the product from the drop-down menu of forms. ===
41 41  
42 - [[image:attach:Package edit.png||width="575"]]
42 +[[image:attach:media_1427230291338.png||align="center"]]
43 43  
44 -=== 2. Select the primary form* for the package from the drop-down menu of forms. ===
44 +*You must select a form here, as a product cannot be purchased/subscribed to/registered for without a form.
45 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 -
50 50  *
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.
47 +** 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.
52 52  
53 53  === 3. Click "Save". ===
54 54  
55 - [[image:attach:click save.png||width="650"]]
51 +[[image:attach:media_1427230354764.png||align="center"]]
56 56  
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"
53 +If you did not select a from from the Primary Form drop-down menu, you will be prompted to do so, as shown below.
58 58  
59 - [[image:attach:new saved message.png||width="670"]]
55 +[[image:attach:media_1353008645053.png||align="center"]]
60 60  
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.) ===
57 +=== 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.) ===
62 62  
63 - [[image:attach:Screen Shot 2018-12-20 at 11.07.28 AM.png||width="690"]]
59 +[[image:attach:media_1427230586512.png||align="center"]]
64 64  
65 65  Note:
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 + You can stop the product 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 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.
68 68  
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". ===
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". ===
70 70  
71 71  [[image:attach:media_1427909569963.png||align="center"]]
72 72  
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".)
69 +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".)
74 74  
75 75  === Optional Step: You can add the product to other forms by clicking the Manage Forms link beside the Primary Form drop-down menu. ===
76 76  
77 77  [[image:attach:media_1428349672339.png||align="center"]]
78 78  
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".)
75 +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".)
80 80  
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.)
77 +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.)
82 82  
83 83  === 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. ===
84 84  
85 85  [[image:attach:media_1428351088858.png||align="center"]]
86 86  
87 -Please refer to Products - How to Create a Package Part 2: Package Terms for the next steps in the package creation process.
83 +Please refer to Products - How to Create a Product Part 2: Product Terms for the next steps in the product creation process.
88 88  
89 89  
90 90  
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159 159  {{/expand}}
160 160  {{/panel}}
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165 165  
166 166  **
167 167  **
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176 176  
177 177  **
178 178  **
179 179  
180 -\\
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182 -\\
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183 183  {{/layout-cell}}
184 184  {{/layout-section}}
185 185  {{/layout}}
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1 +11927743
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66214/Packages - How to Create a Package Part 1: Create, Name, Attach Forms
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927743/Products - How to Create a Product Part 1: Create, Name, Attach Forms (v12.x)