Last modified by Admin User on 2025/04/15 18:35
From version 10.1
edited by chris
on 2018/12/21 18:04
Change comment: There is no comment for this version
To version 12.1
edited by Admin User
on 2025/04/15 18:33
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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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 -
5 -
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to edit and delete packages.
5 +This lesson will describe how to edit and delete packages.
8 8  
9 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.
8 +Products - How to Create a Package Part 1: Create, Name, Attach Forms
9 +Products - How to Create a Package Part 2: Package Terms
10 +Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.
13 13  
14 14  === OPEN THE "MANAGE PACKAGES" WINDOW ===
15 15  
16 -=== 1. Select INVENTORY from the main menu. ===
14 +=== 1. Select SETUP from the main menu. ===
17 17  
18 - [[image:attach:INVENTORY Select.png||width="560"]]
16 +=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
19 19  
20 20  === 2. Select PACKAGES from the sub-menu. ===
21 21  
22 - [[image:attach:Package Select.png||width="560"]]
20 +=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
23 23  
24 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 25  
26 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 27  
28 -[[image:attach:media_1428438502865.png||align="center"]]
26 +[[image:attach:media_1428438502865.png||style="vertical-align:middle"]]
29 29  
30 30  === QUICK EDIT ===
31 31  
32 32  === Click on the Expand icon to expand and show package details. ===
33 33  
34 -[[image:attach:media_1428438942438.png||align="center"]]
32 +[[image:attach:media_1428438942438.png||style="vertical-align:middle"]]
35 35  
36 36  This will expand the package to show the Terms and Products attached to the package.
37 37  
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39 39  
40 40  === To edit a term, click on the edit icon beside the term. ===
41 41  
42 -[[image:attach:media_1428439143595.png||align="center"]]
40 +[[image:attach:media_1428439143595.png||style="vertical-align:middle"]]
43 43  
44 44  This will open a pop-up window where you can quickly edit and save the term.
45 45  
46 46  === To create a new term, click on "+ Create New". ===
47 47  
48 -[[image:attach:media_1428439349580.png||align="center"]]
46 +[[image:attach:media_1428439349580.png||style="vertical-align:middle"]]
49 49  
50 50  This will open a pop-up window where you can quickly create and save the term.
51 51  
52 52  === To remove a product, click the remove icon beside the product. ===
53 53  
54 -[[image:attach:media_1428439474116.png||align="center"]]
52 +[[image:attach:media_1428439474116.png||style="vertical-align:middle"]]
55 55  
56 56  === To add a new product, click "+ Add". ===
57 57  
58 -[[image:attach:media_1428439613481.png||align="center"]]
56 +[[image:attach:media_1428439613481.png||style="vertical-align:middle"]]
59 59  
60 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 61  
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63 63  
64 64  To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
65 65  
66 -[[image:attach:media_1428439822691.png||align="center"]]
64 +[[image:attach:media_1428439822691.png||style="vertical-align:middle"]]
67 67  
68 68  Newly added products will now appear in the list of products for the package. (As shown below)
69 69  
70 -[[image:attach:media_1428439961593.png||align="center"]]
68 +[[image:attach:media_1428439961593.png||style="vertical-align:middle"]]
71 71  
72 72  === FULL EDIT ===
73 73  
74 74  === Click the Edit icon to the right of the package name. ===
75 75  
76 -[[image:attach:media_1428440608777.png||align="center"]]
74 +[[image:attach:media_1428440608777.png||style="vertical-align:middle"]]
77 77  
78 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 79  
80 -[[image:attach:media_1428440651935.png||align="center"]]
78 +[[image:attach:media_1428440651935.png||style="vertical-align:middle"]]
81 81  
82 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 ".
81 +(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
82 +(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
85 85  
86 86  === DELETE A PACKAGE ===
87 87  
88 88  === Click the delete icon. ===
89 89  
90 -[[image:attach:media_1428440751296.png||align="center"]]
88 +[[image:attach:media_1428440751296.png||style="vertical-align:middle"]]
91 91  
92 92  A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
93 93  
94 -[[image:attach:media_1428440818488.png||align="center"]]
92 +[[image:attach:media_1428440818488.png||style="vertical-align:middle"]]
95 95  
96 96  === Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
97 97  
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102 102  
103 103  {{layout-cell}}
104 104  {{panel title="Search all Documentation:"}}
105 -
106 -
107 -{{livesearch/}}
103 +
108 108  {{/panel}}
109 109  
110 -{{panel title="Search INVENTORY Documentation:"}}
106 +{{panel title="Search INVENTORY Documentation:"}}{{/panel}}
111 111  
112 -
113 -{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
114 -{{/panel}}
115 -
116 116  {{panel title="More INVENTORY Documentation:"}}
117 -{{expand}}
109 +{{expand title="Click here to expand..."}}
118 118  (% style="margin-left: 30.0px;" %)
119 119  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
120 120  
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137 137  [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
138 138  
139 139  (% 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"]]
132 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||shape="rect" style="text-decoration: underline;"]]
141 141  
142 142  (% style="margin-left: 30.0px;" %)
143 143  [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
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168 168  {{/expand}}
169 169  {{/panel}}
170 170  
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191 191  
192 192  {{/layout-cell}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/54198298/Packages - How to Manage Packages
1 +https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages