Products - How to Create a Product Part 1: Create, Name, Attach Forms

This lesson provides detail on the first step in creating a product: naming it and attaching forms.

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.

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=== OPEN THE "PRODUCTS" WINDOW ===

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=== 1. Select INVENTORY from the main menu. ===

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[[image:attach:media_1427229953580.png||align="center"]]

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=== 2. Select PRODUCTS from the sub-menu. ===

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[[image:attach:media_1427229976286.png||align="center"]]

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=== 3. Click "Create Product". ===

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[[image:attach:media_1427230021995.png||align="center"]]

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=== NAME THE PRODUCT AND ATTACH FORMS ===

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=== 1. Enter the product name (1) and a description of the product (2). ===

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[[image:attach:media_1427230236584.png||align="center"]]

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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.

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Product Name is a required field (note the red asterisk).

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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.)

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[[image:attach:media_1428354934449.png||align="center"]]

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=== 2. Select the primary form* for the product from the drop-down menu of forms. ===

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[[image:attach:media_1427230291338.png||align="center"]]

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*You must select a form here, as a product cannot be purchased/subscribed to/registered for without a form.

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** 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.

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=== 3. Click "Save". ===

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[[image:attach:media_1427230354764.png||align="center"]]

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If you did not select a from from the Primary Form drop-down menu, you will be prompted to do so, as shown below.

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[[image:attach:media_1353008645053.png||align="center"]]

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=== 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.) ===

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[[image:attach:media_1427230586512.png||align="center"]]

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Note:

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You can stop the product creation process at this point and return at a later time to finish if you wish.

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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.

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=== 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". ===

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[[image:attach:media_1427909569963.png||align="center"]]

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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".)

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=== Optional Step: You can add the product to other forms by clicking the Manage Forms link beside the Primary Form drop-down menu. ===

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[[image:attach:media_1428349672339.png||align="center"]]

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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".)

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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.)

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=== 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. ===

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[[image:attach:media_1428351088858.png||align="center"]]

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Please refer to Products - How to Create a Product Part 2: Product Terms for the next steps in the product creation process.