Last modified by Admin on 2020/01/08 15:21
From version 14.1
edited by chris
on 2018/12/21 10:49
Change comment: There is no comment for this version
To version 15.1
edited by Admin
on 2020/01/08 15:21
Change comment: There is no comment for this version

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1 +Create and Manage Your Inventory
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1 -XWiki.chris
1 +XWiki.Admin
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - After you enter the package name, package description, and primary form (and optionally attach the package to other forms) and click Save, the window will expand. (See below.) You can now create the product terms.
7 +After you enter the package name, package description, and primary form (and optionally attach the package to other forms) and click Save, the window will expand. (See below.) You can now create the product terms.
8 8  
9 9  A term – – is the selling element for that package. It contains the price and duration defined for the package. Adding a term allows you to set the price and duration of a subscription/registration/purchase, set the package as active or not, assign a default package status (status that is applied upon subscription/registration/purchase and that can be used as criteria for generating lists – as described in the Lists and Reports > List Wizard section), and enter quantities.
10 10  
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34 34  
35 35  === 4. Price: Enter the price here. ===
36 36  
37 -[[image:attach:media_1428352641274.png||align="center"]]
37 + [[image:attach:Screen Shot 2018-12-21 at 11.04.46 AM.png||width="550"]]
38 38  
39 39  If a product is free, enter 0.00 .
40 40  
41 41  === 5. Access Duration: Use the text field and drop-down menu to enter the duration of the subscription/registration/purchase here. ===
42 42  
43 -[[image:attach:media_1428352751783.png||align="center"]]
43 + [[image:attach:term duration.png||width="550"]]
44 44  
45 45  For example, if you want the duration to be six months, type 6 in the text field and select Month(s) from the drop-down menu.
46 - No entry in the text field is required for "Indefinite".
46 +No entry in the text field is required for "Indefinite".
47 47  
48 48  === 6. Active: Select Yes or No from the drop-down to make the term active or not. ===
49 49  
50 -[[image:attach:media_1428352792116.png||align="center"]]
50 + [[image:attach:Screen Shot 2018-12-21 at 11.14.00 AM.png||width="550"]]
51 51  
52 52  Yes = Active term – The term will appear on the form(s) the package is attached to.
53 - No = Inactive term – The term will not appear on the form(s) the package is attached to.
53 +No = Inactive term – The term will not appear on the form(s) the package is attached to.
54 54  
55 55  (% style="color: rgb(204,0,0);" %)You may want to complete all steps of creating the package (including adding packages, as described below) prior to selecting "Yes", as once the selection is made and terms saved, the package will appear on forms.
56 56  
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57 57  2. Setting a package to not active prevents the package from being displayed on a form and under the list of User Packages in User Detail. Use this setting when you:
58 58  
59 59  • want to remove a package from a form (in which case you can simply change to inactive);
60 - • want to create a package to be placed on a particular form at a later date (in which case you would simply change from inactive to active);
61 - • wish to create a package that you don't intend to display on a form, e.g. when creating a package for back-end purposes only - such as for an import of extra, inactive records you wish to import into the system or a "dummy" package for imports to update existing records. Creating such a "dummy" package will allow you to select a package on import (an import requirement) , but the package won't be visible on any front-end forms so no users can subscribe to it.
60 +• want to create a package to be placed on a particular form at a later date (in which case you would simply change from inactive to active);
61 +• wish to create a package that you don't intend to display on a form, e.g. when creating a package for back-end purposes only - such as for an import of extra, inactive records you wish to import into the system or a "dummy" package for imports to update existing records. Creating such a "dummy" package will allow you to select a package on import (an import requirement) , but the package won't be visible on any front-end forms so no users can subscribe to it.
62 62  
63 63  === 7. Default Package Status: Select the default package status to be applied to a user's record in ONEcount when they subscribe to this term. ===
64 64  
65 -[[image:attach:media_1428353055126.png||align="center"]]
65 + [[image:attach:term pack status.png||width="550"]]
66 66  
67 67  A package status defines that status of a user during the registration/subscription term for a package. Using a qualified print magazine as an example:
68 68  
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96 96  
97 97  === 9. Save: Click the "Save" button to save the term. ===
98 98  
99 -[[image:attach:media_1428354339858.png||align="center"]]
99 + [[image:attach:save term.png||width="700"]]
100 100  
101 101  To return to the Edit Package window, click on "Continue editing package..." link as shown above. You will see your terms displayed as shown in the screen shot below.
102 102  
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185 185  {{/expand}}
186 186  {{/panel}}
187 187  
188 -
188 +\\
189 189  
190 -
190 +\\
191 191  
192 -
192 +\\
193 193  {{/layout-cell}}
194 194  {{/layout-section}}
195 195  {{/layout}}
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Confluence.Code.ConfluencePageClass[0]
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1 -19038260
1 +66234
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/19038260/Packages - How to Create a Package Part 2: Package Terms
1 +https://info.onecount.net//wiki/spaces/OD/pages/66234/Packages - How to Create a Package Part 2: Package Terms