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
Change comment: There is no comment for this version
To version 3.1
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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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}}
1 +
2 +
4 4  {{id name="Start ScreenSteps Content"/}}
5 -This lesson will describe how to edit and delete packages.
4 + This lesson will describe how to edit and delete products.
6 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.
6 +Please refer to the Quick Start Guide - Products for information on basic concepts and rules relating to products, terms, and resources and/or:
7 + Products - How to Create a Product Part 1: Create, Name, Attach Forms
8 + Products - How to Create a Product Part 2: Product Terms
9 + Products - How to Create a Product Part 3: Attach / Remove / Create a Resource for complete detail on creating products.
11 11  
12 -=== OPEN THE "MANAGE PACKAGES" WINDOW ===
11 +=== OPEN THE "MANAGE PRODUCTS" WINDOW ===
13 13  
14 -=== 1. Select SETUP from the main menu. ===
13 +=== 1. Select INVENTORY from the main menu. ===
15 15  
16 -=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
15 +[[image:attach:media_1428438297755.png||align="center"]]
17 17  
18 -=== 2. Select PACKAGES from the sub-menu. ===
17 +=== 2. Select PRODUCTS from the sub-menu. ===
19 19  
20 -=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
19 +[[image:attach:media_1428438313124.png||align="center"]]
21 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)
21 +This will bring you to a window displaying an alphabetical list of all products with the option to expand, edit, and/or delete each product. (See below)
23 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.
23 +To quickly find a product, use the Search functionality at the top of the page or use the page-through to move from page to page.
25 25  
26 -[[image:attach:media_1428438502865.png||style="vertical-align:middle"]]
25 +[[image:attach:media_1428438502865.png||align="center"]]
27 27  
28 28  === QUICK EDIT ===
29 29  
30 -=== Click on the Expand icon to expand and show package details. ===
29 +=== Click on the Expand icon to expand and show product details. ===
31 31  
32 -[[image:attach:media_1428438942438.png||style="vertical-align:middle"]]
31 +[[image:attach:media_1428438942438.png||align="center"]]
33 33  
34 -This will expand the package to show the Terms and Products attached to the package.
33 +This will expand the product to show the Terms and Resources attached to the product.
35 35  
36 -From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
35 +From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
37 37  
38 38  === To edit a term, click on the edit icon beside the term. ===
39 39  
40 -[[image:attach:media_1428439143595.png||style="vertical-align:middle"]]
39 +[[image:attach:media_1428439143595.png||align="center"]]
41 41  
42 42  This will open a pop-up window where you can quickly edit and save the term.
43 43  
44 44  === To create a new term, click on "+ Create New". ===
45 45  
46 -[[image:attach:media_1428439349580.png||style="vertical-align:middle"]]
45 +[[image:attach:media_1428439349580.png||align="center"]]
47 47  
48 48  This will open a pop-up window where you can quickly create and save the term.
49 49  
50 -=== To remove a product, click the remove icon beside the product. ===
49 +=== To remove a resource, click the remove icon beside the resource. ===
51 51  
52 -[[image:attach:media_1428439474116.png||style="vertical-align:middle"]]
51 +[[image:attach:media_1428439474116.png||align="center"]]
53 53  
54 -=== To add a new product, click "+ Add". ===
53 +=== To add a new resource, click "+ Add". ===
55 55  
56 -[[image:attach:media_1428439613481.png||style="vertical-align:middle"]]
55 +[[image:attach:media_1428439613481.png||align="center"]]
57 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.
57 +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 resource and select.
59 59  
60 60  To close the drop-down, click anywhere outside of it.
61 61  
62 -To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
61 +To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
63 63  
64 -[[image:attach:media_1428439822691.png||style="vertical-align:middle"]]
63 +[[image:attach:media_1428439822691.png||align="center"]]
65 65  
66 -Newly added products will now appear in the list of products for the package. (As shown below)
65 +Newly added resources will now appear in the list of resources for the product. (As shown below)
67 67  
68 -[[image:attach:media_1428439961593.png||style="vertical-align:middle"]]
67 +[[image:attach:media_1428439961593.png||align="center"]]
69 69  
70 70  === FULL EDIT ===
71 71  
72 -=== Click the Edit icon to the right of the package name. ===
71 +=== Click the Edit icon to the right of the product name. ===
73 73  
74 -[[image:attach:media_1428440608777.png||style="vertical-align:middle"]]
73 +[[image:attach:media_1428440608777.png||align="center"]]
75 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.
75 +This will bring you to the "Edit Product" window where you can make changes to Product Name, Product Description, Primary Form, Forms Attached, Terms, and Resources.
77 77  
78 -[[image:attach:media_1428440651935.png||style="vertical-align:middle"]]
77 +[[image:attach:media_1428440651935.png||align="center"]]
79 79  
80 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 ".
80 + (2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
81 + (3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
83 83  
84 -=== DELETE A PACKAGE ===
83 +=== DELETE A PRODUCT ===
85 85  
86 86  === Click the delete icon. ===
87 87  
88 -[[image:attach:media_1428440751296.png||style="vertical-align:middle"]]
87 +[[image:attach:media_1428440751296.png||align="center"]]
89 89  
90 90  A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
91 91  
92 -[[image:attach:media_1428440818488.png||style="vertical-align:middle"]]
91 +[[image:attach:media_1428440818488.png||align="center"]]
93 93  
94 94  === Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
95 95  
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96 96  
97 97  
98 98  {{id name="End ScreenSteps Content"/}}
99 -{{/layout-cell}}
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103 -
104 -{{/panel}}
105 -
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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/66819/Products - How to Manage Products (v12.x)