Last modified by caterina on 2021/09/24 14:04
From version 2.1
edited by melanie@one-count_com
on 2016/11/17 17:33
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/11/17 17:33
Change comment: There is no comment for this version

Summary

Details

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1 +
2 +
3 +{{id name="Start ScreenSteps Content"/}}
4 + This lesson will describe how to edit and delete products.
5 +
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.
10 +
11 +=== OPEN THE "MANAGE PRODUCTS" WINDOW ===
12 +
13 +=== 1. Select INVENTORY from the main menu. ===
14 +
15 +[[image:attach:media_1428438297755.png||align="center"]]
16 +
17 +=== 2. Select PRODUCTS from the sub-menu. ===
18 +
19 +[[image:attach:media_1428438313124.png||align="center"]]
20 +
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)
22 +
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.
24 +
25 +[[image:attach:media_1428438502865.png||align="center"]]
26 +
27 +=== QUICK EDIT ===
28 +
29 +=== Click on the Expand icon to expand and show product details. ===
30 +
31 +[[image:attach:media_1428438942438.png||align="center"]]
32 +
33 +This will expand the product to show the Terms and Resources attached to the product.
34 +
35 +From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
36 +
37 +=== To edit a term, click on the edit icon beside the term. ===
38 +
39 +[[image:attach:media_1428439143595.png||align="center"]]
40 +
41 +This will open a pop-up window where you can quickly edit and save the term.
42 +
43 +=== To create a new term, click on "+ Create New". ===
44 +
45 +[[image:attach:media_1428439349580.png||align="center"]]
46 +
47 +This will open a pop-up window where you can quickly create and save the term.
48 +
49 +=== To remove a resource, click the remove icon beside the resource. ===
50 +
51 +[[image:attach:media_1428439474116.png||align="center"]]
52 +
53 +=== To add a new resource, click "+ Add". ===
54 +
55 +[[image:attach:media_1428439613481.png||align="center"]]
56 +
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.
58 +
59 +To close the drop-down, click anywhere outside of it.
60 +
61 +To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
62 +
63 +[[image:attach:media_1428439822691.png||align="center"]]
64 +
65 +Newly added resources will now appear in the list of resources for the product. (As shown below)
66 +
67 +[[image:attach:media_1428439961593.png||align="center"]]
68 +
69 +=== FULL EDIT ===
70 +
71 +=== Click the Edit icon to the right of the product name. ===
72 +
73 +[[image:attach:media_1428440608777.png||align="center"]]
74 +
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.
76 +
77 +[[image:attach:media_1428440651935.png||align="center"]]
78 +
79 +(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
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 ".
82 +
83 +=== DELETE A PRODUCT ===
84 +
85 +=== Click the delete icon. ===
86 +
87 +[[image:attach:media_1428440751296.png||align="center"]]
88 +
89 +A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
90 +
91 +[[image:attach:media_1428440818488.png||align="center"]]
92 +
93 +=== Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
94 +
95 +
96 +
97 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66309
1 +66819
url
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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/66819/Products - How to Manage Products (v12.x)