Last modified by Admin User on 2025/04/15 18:35
From version 1.1
edited by melanie@one-count_com
on 2016/11/17 18:33
Change comment: There is no comment for this version
To version 11.1
edited by caterina
on 2021/09/24 15:04
Change comment: There is no comment for this version

Summary

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1 -Products - How to Manage Products (v12.x)
1 +Packages - How to Manage Packages
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
4 +
5 +
6 +{{id name="Start ScreenSteps Content"/}}
7 +This lesson will describe how to edit and delete packages.
8 +
9 +Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
10 +Products - How to Create a Package Part 1: Create, Name, Attach Forms
11 +Products - How to Create a Package Part 2: Package Terms
12 +Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.
13 +
14 +=== OPEN THE "MANAGE PACKAGES" WINDOW ===
15 +
16 +=== 1. Select SETUP from the main menu. ===
17 +
18 +=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
19 +
20 +=== 2. Select PACKAGES from the sub-menu. ===
21 +
22 +=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
23 +
24 +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)
25 +
26 +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.
27 +
28 +[[image:attach:media_1428438502865.png||align="center"]]
29 +
30 +=== QUICK EDIT ===
31 +
32 +=== Click on the Expand icon to expand and show package details. ===
33 +
34 +[[image:attach:media_1428438942438.png||align="center"]]
35 +
36 +This will expand the package to show the Terms and Products attached to the package.
37 +
38 +From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
39 +
40 +=== To edit a term, click on the edit icon beside the term. ===
41 +
42 +[[image:attach:media_1428439143595.png||align="center"]]
43 +
44 +This will open a pop-up window where you can quickly edit and save the term.
45 +
46 +=== To create a new term, click on "+ Create New". ===
47 +
48 +[[image:attach:media_1428439349580.png||align="center"]]
49 +
50 +This will open a pop-up window where you can quickly create and save the term.
51 +
52 +=== To remove a product, click the remove icon beside the product. ===
53 +
54 +[[image:attach:media_1428439474116.png||align="center"]]
55 +
56 +=== To add a new product, click "+ Add". ===
57 +
58 +[[image:attach:media_1428439613481.png||align="center"]]
59 +
60 +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.
61 +
62 +To close the drop-down, click anywhere outside of it.
63 +
64 +To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
65 +
66 +[[image:attach:media_1428439822691.png||align="center"]]
67 +
68 +Newly added products will now appear in the list of products for the package. (As shown below)
69 +
70 +[[image:attach:media_1428439961593.png||align="center"]]
71 +
72 +=== FULL EDIT ===
73 +
74 +=== Click the Edit icon to the right of the package name. ===
75 +
76 +[[image:attach:media_1428440608777.png||align="center"]]
77 +
78 +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.
79 +
80 +[[image:attach:media_1428440651935.png||align="center"]]
81 +
82 +(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
83 +(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
84 +(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
85 +
86 +=== DELETE A PACKAGE ===
87 +
88 +=== Click the delete icon. ===
89 +
90 +[[image:attach:media_1428440751296.png||align="center"]]
91 +
92 +A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
93 +
94 +[[image:attach:media_1428440818488.png||align="center"]]
95 +
96 +=== Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
97 +
98 +
99 +
100 +{{id name="End ScreenSteps Content"/}}
101 +{{/layout-cell}}
102 +
103 +{{layout-cell}}
104 +{{panel title="Search all Documentation:"}}
105 +
106 +
107 +{{livesearch/}}
108 +{{/panel}}
109 +
110 +{{panel title="Search INVENTORY Documentation:"}}
111 +
112 +
113 +{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
114 +{{/panel}}
115 +
116 +{{panel title="More INVENTORY Documentation:"}}
117 +{{expand}}
118 +(% style="margin-left: 30.0px;" %)
119 +[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
120 +
121 +(% style="margin-left: 30.0px;" %)
122 +[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
123 +
124 +(% style="margin-left: 30.0px;" %)
125 +[[Products - How to Create a Product Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]]
126 +
127 +(% style="margin-left: 30.0px;" %)
128 +[[Products - How to Create a Product Part 2: Product Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
129 +
130 +(% style="margin-left: 30.0px;" %)
131 +[[Products - How to Create a Product Part 3: Attach/Remove/Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]]
132 +
133 +(% style="margin-left: 30.0px;" %)
134 +[[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
135 +
136 +(% style="margin-left: 30.0px;" %)
137 +[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
138 +
139 +(% style="margin-left: 30.0px;" %)
140 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
141 +
142 +(% style="margin-left: 30.0px;" %)
143 +[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
144 +
145 +(% style="margin-left: 30.0px;" %)
146 +[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
147 +
148 +(% style="margin-left: 30.0px;" %)
149 +[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
150 +
151 +(% style="margin-left: 30.0px;" %)
152 +[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
153 +
154 +(% style="margin-left: 30.0px;" %)
155 +[[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
156 +
157 +(% style="margin-left: 30.0px;" %)
158 +[[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
159 +
160 +(% style="margin-left: 30.0px;" %)
161 +[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
162 +
163 +(% style="margin-left: 30.0px;" %)
164 +[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
165 +
166 +(% style="margin-left: 30.0px;" %)
167 +[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
168 +{{/expand}}
169 +{{/panel}}
170 +
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192 +{{/layout-cell}}
193 +{{/layout-section}}
194 +{{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66309/Products - How to Manage Products (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages