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Packages - How to Manage Packages

Last modified by Admin User on 2025/04/15 18:35

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This lesson will describe how to edit and delete packages.

Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
Products - How to Create a Package Part 1: Create, Name, Attach Forms
Products - How to Create a Package Part 2: Package Terms
Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.

OPEN THE "MANAGE PACKAGES" WINDOW

1. Select SETUP from the main menu.

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2. Select PACKAGES from the sub-menu.

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This will bring you to a window displaying an alphabetical list of all products with the option to expand, edit, and/or delete each package. (See below)

To quickly find a package, use the Search functionality at the top of the page or use the page-through to move from page to page.

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QUICK EDIT

Click on the Expand icon to expand and show package details.

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This will expand the package to show the Terms and Products attached to the package.

From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.

To edit a term, click on the edit icon beside the term.

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This will open a pop-up window where you can quickly edit and save the term.

To create a new term, click on "+ Create New".

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This will open a pop-up window where you can quickly create and save the term.

To remove a product, click the remove icon beside the product.

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To add a new product, click "+ Add".

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After clicking "+ Add", an empty drop-down menu will appear. Clicking in the empty space will bring up the drop-down menu to scroll through and select, or you can type in the name of the product and select.

To close the drop-down, click anywhere outside of it.

To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)

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Newly added products will now appear in the list of products for the package. (As shown below)

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FULL EDIT

Click the Edit icon to the right of the package name.

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This will bring you to the "Edit Package" window where you can make changes to Package Name, Package Description, Primary Form, Forms Attached, Terms, and Products.

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(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".

DELETE A PACKAGE

Click the delete icon.

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A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.

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Click "OK" to delete the product or "Cancel" to cancel the deletion.

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