Last modified by Admin User on 2025/04/15 18:35
From version 13.1
edited by Admin User
on 2025/04/15 18:35
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To version 1.1
edited by melanie@one-count_com
on 2016/11/17 18:33
Change comment: There is no comment for this version

Summary

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Title
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1 -Packages - How to Manage Packages
1 +Products - How to Manage Products (v12.x)
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1 -Create and Manage Your Inventory
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1 -XWiki.admin
1 +XWiki.melanie@one-count_com
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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
4 -{{id name="Start ScreenSteps Content"/}}
5 -This lesson will describe how to edit and delete packages.
6 -
7 -Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
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.
11 -
12 -=== OPEN THE "MANAGE PACKAGES" WINDOW ===
13 -
14 -=== 1. Select SETUP from the main menu. ===
15 -
16 -=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
17 -
18 -=== 2. Select PACKAGES from the sub-menu. ===
19 -
20 -=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
21 -
22 -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)
23 -
24 -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.
25 -
26 -[[image:attach:media_1428438502865.png||style="vertical-align:middle"]]
27 -
28 -=== QUICK EDIT ===
29 -
30 -=== Click on the Expand icon to expand and show package details. ===
31 -
32 -[[image:attach:media_1428438942438.png||style="vertical-align:middle"]]
33 -
34 -This will expand the package to show the Terms and Products attached to the package.
35 -
36 -From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
37 -
38 -=== To edit a term, click on the edit icon beside the term. ===
39 -
40 -[[image:attach:media_1428439143595.png||style="vertical-align:middle"]]
41 -
42 -This will open a pop-up window where you can quickly edit and save the term.
43 -
44 -=== To create a new term, click on "+ Create New". ===
45 -
46 -[[image:attach:media_1428439349580.png||style="vertical-align:middle"]]
47 -
48 -This will open a pop-up window where you can quickly create and save the term.
49 -
50 -=== To remove a product, click the remove icon beside the product. ===
51 -
52 -[[image:attach:media_1428439474116.png||style="vertical-align:middle"]]
53 -
54 -=== To add a new product, click "+ Add". ===
55 -
56 -[[image:attach:media_1428439613481.png||style="vertical-align:middle"]]
57 -
58 -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.
59 -
60 -To close the drop-down, click anywhere outside of it.
61 -
62 -To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
63 -
64 -[[image:attach:media_1428439822691.png||style="vertical-align:middle"]]
65 -
66 -Newly added products will now appear in the list of products for the package. (As shown below)
67 -
68 -[[image:attach:media_1428439961593.png||style="vertical-align:middle"]]
69 -
70 -=== FULL EDIT ===
71 -
72 -=== Click the Edit icon to the right of the package name. ===
73 -
74 -[[image:attach:media_1428440608777.png||style="vertical-align:middle"]]
75 -
76 -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.
77 -
78 -[[image:attach:media_1428440651935.png||style="vertical-align:middle"]]
79 -
80 -(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
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 ".
83 -
84 -=== DELETE A PACKAGE ===
85 -
86 -=== Click the delete icon. ===
87 -
88 -[[image:attach:media_1428440751296.png||style="vertical-align:middle"]]
89 -
90 -A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
91 -
92 -[[image:attach:media_1428440818488.png||style="vertical-align:middle"]]
93 -
94 -=== Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
95 -
96 -
97 -
98 -{{id name="End ScreenSteps Content"/}}
99 -{{/layout-cell}}
100 -
101 -{{layout-cell}}
102 -{{panel title="Search all Documentation:"}}
103 -
104 -{{/panel}}
105 -
106 -{{panel title="More INVENTORY Documentation:"}}
107 -{{expand title="Click here to expand..."}}
108 -(% style="margin-left: 30.0px;" %)
109 -[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
110 -
111 -(% style="margin-left: 30.0px;" %)
112 -[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
113 -
114 -(% style="margin-left: 30.0px;" %)
115 -[[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"]]
116 -
117 -(% style="margin-left: 30.0px;" %)
118 -[[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"]]
119 -
120 -(% style="margin-left: 30.0px;" %)
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122 -
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125 -
126 -(% style="margin-left: 30.0px;" %)
127 -[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
128 -
129 -(% style="margin-left: 30.0px;" %)
130 -[[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;"]]
131 -
132 -(% style="margin-left: 30.0px;" %)
133 -[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
134 -
135 -(% style="margin-left: 30.0px;" %)
136 -[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
137 -
138 -(% style="margin-left: 30.0px;" %)
139 -[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
140 -
141 -(% style="margin-left: 30.0px;" %)
142 -[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
143 -
144 -(% style="margin-left: 30.0px;" %)
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150 -(% style="margin-left: 30.0px;" %)
151 -[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
152 -
153 -(% style="margin-left: 30.0px;" %)
154 -[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
155 -
156 -(% style="margin-left: 30.0px;" %)
157 -[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
158 -{{/expand}}
159 -{{/panel}}
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171 -{{/layout-cell}}
172 -{{/layout-section}}
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Confluence.Code.ConfluencePageClass[0]
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages
1 +https://info.onecount.net//wiki/spaces/OD/pages/66309/Products - How to Manage Products (v12.x)