Last modified by Admin User on 2025/04/15 18:35
From version 2.1
edited by melanie@one-count_com
on 2016/11/17 18:33
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

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.admin
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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="Search INVENTORY Documentation:"}}{{/panel}}
107 +
108 +{{panel title="More INVENTORY Documentation:"}}
109 +{{expand title="Click here to expand..."}}
110 +(% style="margin-left: 30.0px;" %)
111 +[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
112 +
113 +(% style="margin-left: 30.0px;" %)
114 +[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
115 +
116 +(% style="margin-left: 30.0px;" %)
117 +[[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"]]
118 +
119 +(% style="margin-left: 30.0px;" %)
120 +[[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"]]
121 +
122 +(% style="margin-left: 30.0px;" %)
123 +[[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"]]
124 +
125 +(% style="margin-left: 30.0px;" %)
126 +[[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
127 +
128 +(% style="margin-left: 30.0px;" %)
129 +[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
130 +
131 +(% style="margin-left: 30.0px;" %)
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;"]]
133 +
134 +(% style="margin-left: 30.0px;" %)
135 +[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
136 +
137 +(% style="margin-left: 30.0px;" %)
138 +[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
139 +
140 +(% style="margin-left: 30.0px;" %)
141 +[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
142 +
143 +(% style="margin-left: 30.0px;" %)
144 +[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
145 +
146 +(% style="margin-left: 30.0px;" %)
147 +[[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
148 +
149 +(% style="margin-left: 30.0px;" %)
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151 +
152 +(% style="margin-left: 30.0px;" %)
153 +[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
154 +
155 +(% style="margin-left: 30.0px;" %)
156 +[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
157 +
158 +(% style="margin-left: 30.0px;" %)
159 +[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
160 +{{/expand}}
161 +{{/panel}}
162 +
163 +
164 +
165 +
166 +
167 +
168 +
169 +
170 +
171 +
172 +
173 +{{/layout-cell}}
174 +{{/layout-section}}
175 +{{/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