Last modified by chris on 2018/12/21 15:35

From version 13.1
edited by chris
on 2018/12/21 15:35
Change comment: There is no comment for this version
To version 10.1
edited by chris
on 2018/12/19 14:47
Change comment: There is no comment for this version

Summary

Details

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1 -Create and Manage Your Inventory
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10 10  
11 11  (% style="color: rgb(255,0,0);" %)Remember that a package may not have a product attached (e.g. a print subscription product) and a single product may be attached to multiple packages.
12 12  
13 -Please refer to the [[Quick Start Guide- P>>doc:Quick Start Guide - Packages and Products]]ackages for information on basic concepts and rules relating to package, terms, and products.
13 +Please refer to the [[Quick Start Guide- Products>>doc:Quick Start Guide - Packages and Products]] for information on basic concepts and rules relating to products, terms, and resources.
14 14  
15 -
15 +[[image:attach:media_1428424176044.png||align="center"]]
16 16  
17 - [[image:attach:Screen Shot 2018-12-21 at 2.26.18 PM.png||height="250"]]
18 -
19 19  === ATTACH A PRODUCT ===
20 20  
21 21  === 1. Click "Add/Remove" in the PRODUCTS section. ===
22 22  
23 - [[image:attach:Screen Shot 2018-12-21 at 2.37.55 PM.png||width="950"]]
21 +[[image:attach:media_1428424242758.png||align="center"]]
24 24  
25 25  This will bring you to the Products window which lists all existing products in alphabetical order.
26 26  
27 - [[image:attach:PDT search.png||height="250"]]
25 +[[image:attach:media_1428424900830.png||align="center"]]
28 28  
29 29  Notice the Search functionality to quickly find products. More detail on the Search feature can be found in the Global Features section.
30 30  
31 31  === 2. Click in the check box to the left of the product(s) you would like to attach to the package. ===
32 32  
33 - [[image:attach:Screen Shot 2018-12-21 at 2.42.32 PM.png||width="550"]]
31 +[[image:attach:media_1428425281127.png||align="center"]]
34 34  
35 35  When you select the product, it will move to the top of the product list.
36 36  
37 37  === 3. Click on "Back to Edit Package" Link in upper right of page. ===
38 38  
39 - [[image:attach:Screen Shot 2018-12-21 at 2.44.10 PM.png||width="450"]]
37 +[[image:attach:media_1428425890816.png||align="center"]]
40 40  
41 41  You will then be brought back to the Edit Package window where you will see the selected product(s) attached to the package. (See below.)
42 42  
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63 63  
64 64  [[image:attach:media_1428426516752.png||align="center"]]
65 65  
66 - [[image:attach:Prod- Package button.png||width="350"]]
64 +[[image:attach:media_1428426648881.png||align="center"]]
67 67  
68 68  === 3. Click on the "Back to Edit Package" link (shown in screen shot directly above), and you will see the product has been removed from the package. ===
69 69  
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85 85  
86 86  === 2. Click "Create New Product" found in upper right of the Products page. ===
87 87  
88 - [[image:attach:Prod- Package button.png||thumbnail="true" width="300"]]
86 +[[image:attach:media_1428427539110.png||align="center"]]
89 89  
90 90  You will be directed to the New Product page.
91 91  
92 92  === 3. Enter a title for the product and description for the product. ===
93 93  
94 - [[image:attach:prod build.png||width="650"]]
92 +[[image:attach:media_1428427623454.png||align="center"]]
95 95  
96 96  The title should be as brief but descriptive as possible. For example if the product is a newsletter, the title could be the name of the newsletter, or if the resource is access to a series of videos on page or section of your website, then the title could be the name of the video series.
97 97  
98 98  === 5. Select the type of product (File, Newsletter, Page, Section). ===
99 99  
100 - [[image:attach:type select.png||width="700"]]
98 +[[image:attach:media_1428427672162.png||align="center"]]
101 101  
102 102  Further detail on the different types of product is given below.
103 103  
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171 171  
172 172  [[image:attach:media_1428432859520.png||align="center"]]
173 173  
174 -Select any other newsletter lists (if any) you wish to associate with this product.
172 +Select any other newsletter lists (if any) you wish to associate with this resource.
175 175  
176 -=== 3. Check the box beside Attach this product to [[package name>>doc:product name]]". ===
174 +=== 3. Check the box beside Attach this resource to [[package name>>doc:product name]]". ===
177 177  
178 178  [[image:attach:media_1428435885828.png||align="center"]]
179 179  
180 180  **If you do not check the box, the product will not be attached to the package.**
181 -You may need to scroll down the page to find "Attach this product to [[package name>>doc:product name]]" if you don't see it below the list of files.
179 +You may need to scroll down the page to find "Attach this resource to [[product name>>doc:product name]]" if you don't see it below the list of files.
182 182  
183 183  === 4. Click "Save", and the newsletter product and list will be saved. ===
184 184  
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210 210  
211 211  If you do not check the box, the product will not be attached to the package.
212 212  
213 -=== 3. Click "Save", and the page-type product will be saved. ===
211 +=== 3. Click "Save", and the page-type resource will be saved. ===
214 214  
215 215  [[image:attach:media_1428436137073.png||align="center"]]
216 216  
217 -You will receive a confirmation message that indicates the time the product was saved.
218 - To return to the resources listing page, which will show your new product in the alphabetical list, click on the Go Back button.
215 +You will receive a confirmation message that inidicates the time the resource was saved.
216 + To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
219 219  
220 -Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a product.
218 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
221 221  
222 -=== PRODUCT Type: Section ===
220 +=== Resource Type: Section ===
223 223  
224 224  [[image:attach:media_1404931109764.png||align="center"]]
225 225  
226 -To restrict access to an entire section of your site to subscribers/registered users only, select Product Type: Section.
224 +To restrict access to an entire section of your site to subscribers/registered users only, select Resource Type: Section.
227 227  
228 -Give the product a Title (1) and Description (2).
226 +Give the resource a Title (1) and Description (2).
229 229  
230 -When you select "Section" from the "Product Type:" drop-down menu, you will see the message “Entire sections of the web site can be protected by specifying a part of the URL that every page in that section has in common. ((% style="color: rgb(255,0,0);" %)DO NOT put in the initial http:~/~/(%%))"
228 +When you select "Section" from the "Resource Type:" drop-down menu, you will see the message “Entire sections of the web site can be protected by specifying a part of the URL that every page in that section has in common. ((% style="color: rgb(255,0,0);" %)DO NOT put in the intitial http:~/~/(%%))"
231 231  
232 232  === 1. Enter the part of the URL that every page in the section has in common. ===
233 233  
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235 235  
236 236  This will restrict access to all blogs pages in the onecount.com site. (The part of the URL that all pages have in common is the highest level page in the page hierarchy – all sub-pages below /blogs will be restricted, e.g. onecount/blogs/blog1, onecount/blogs/blog2, etc. would be restricted.)
237 237  
238 -=== 2. Click the box next to "Attach this product to [[package name>>doc:product name]]." ===
236 +=== 2. Click the box next to "Attach this resource to [[product name>>doc:product name]]." ===
239 239  
240 240  [[image:attach:media_1404931420199.png||align="center"]]
241 241  
242 -If you do not check the box, the product will not be attached to the package.
240 +If you do not check the box, the resource will not be attached to the product.
243 243  
244 -=== 3. Click "Save", and the section-type product will be saved. ===
242 +=== 3. Click "Save", and the section-type resource will be saved. ===
245 245  
246 246  [[image:attach:media_1428436362717.png||align="center"]]
247 247  
248 -You will receive a confirmation message indicating the time the product was saved.
249 - To return to the products listing page, which will show your new product in the alphabetical list, click on the Go Back button.
246 +You will receive a confirmation message indicating the time the resource was saved.
247 + To return to the resources listing page, which will show your new resource in the alphabetical list, click on the Go Back button.
250 250  
251 -Note: You may cancel product creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Products listing page without creating a products.
249 +Note: You may cancel resource creation by clicking on the Go Back button **before** clicking Save. Doing so will bring you back to the Resources listing page without creating a resource.
252 252  
253 -=== VIEWING PACKAGE WITH NEW PRODUCT ATTACHED ===
251 +=== VIEWING PRODUCT WITH NEW RESOURCE ATTACHED ===
254 254  
255 -=== 1. Select " PACKAGES" from the INVENTORY sub-menu. ===
253 +=== 1. Select " Products" from the INVENTORY sub-menu. ===
256 256  
257 257  [[image:attach:media_1428436690355.png||align="center"]]
258 258  
259 -This will bring you to the Manage Packages page, as shown below.
257 +This will bring you to the Manage Products page, as shown below.
260 260  
261 261  [[image:attach:media_1428436765753.png||align="center"]]
262 262  
263 -=== 2. Expand the package to see Terms and Resources (if any). ===
261 +=== 2. Expand the product to see Terms and Resources (if any). ===
264 264  
265 265  [[image:attach:media_1428436826360.png||align="center"]]
266 266  
267 -Note that you can edit and/or create new terms and add/remove products from this expanded view. For more detail, see How to Manage Packages.
265 +Note that you can edit and/or create new terms and add/remove resources from this expanded view. For more detail, see How to Manage Products.
268 268  
269 269  To view and edit all three parts of the product, go to Step 2.
270 270  
271 -=== 2. Click on the "Edit" icon for the package you attached the product to. ===
269 +=== 2. Click on the "Edit" icon for the product you attached the resource to. ===
272 272  
273 273  [[image:attach:media_1428437174458.png||align="center"]]
274 274  
275 -This will bring you to the "Edit Package" page.
273 +This will bring you to the "Edit Product" page.
276 276  
277 -=== 3. Scroll to the "Products" section at the bottom of the "Edit Package" page . ===
275 +=== 3. Scroll to the "Resources" section at the bottom of the "Edit Product" page . ===
278 278  
279 279  [[image:attach:media_1428437271572.png||align="center"]]
280 280  
281 -You will see the products that are attached to the package. This list should include your newly-created product.
279 +You will see the resources that are attached to the product. This list should include your newly-created resource.
282 282  
283 -=== View of a completed product-type package: ===
281 +=== View of a completed resource-type product: ===
284 284  
285 285  [[image:attach:media_1428437409819.png||align="center"]]
286 286  
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66253/Packages - How to Create a Package Part 3: Attach / Remove / Create a Product
1 +https://info.onecount.net//wiki/spaces/OD/pages/19038228/Packages - How to Create a Package Part 3: Attach / Remove / Create a Product