Last modified by Admin User on 2025/04/15 18:35
From version 3.1
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 -
2 -
1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
3 3  {{id name="Start ScreenSteps Content"/}}
4 - This lesson will describe how to edit and delete products.
5 +This lesson will describe how to edit and delete packages.
5 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.
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.
10 10  
11 -=== OPEN THE "MANAGE PRODUCTS" WINDOW ===
12 +=== OPEN THE "MANAGE PACKAGES" WINDOW ===
12 12  
13 -=== 1. Select INVENTORY from the main menu. ===
14 +=== 1. Select SETUP from the main menu. ===
14 14  
15 -[[image:attach:media_1428438297755.png||align="center"]]
16 +=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
16 16  
17 -=== 2. Select PRODUCTS from the sub-menu. ===
18 +=== 2. Select PACKAGES from the sub-menu. ===
18 18  
19 -[[image:attach:media_1428438313124.png||align="center"]]
20 +=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
20 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 +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)
22 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 +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.
24 24  
25 -[[image:attach:media_1428438502865.png||align="center"]]
26 +[[image:attach:media_1428438502865.png||style="vertical-align:middle"]]
26 26  
27 27  === QUICK EDIT ===
28 28  
29 -=== Click on the Expand icon to expand and show product details. ===
30 +=== Click on the Expand icon to expand and show package details. ===
30 30  
31 -[[image:attach:media_1428438942438.png||align="center"]]
32 +[[image:attach:media_1428438942438.png||style="vertical-align:middle"]]
32 32  
33 -This will expand the product to show the Terms and Resources attached to the product.
34 +This will expand the package to show the Terms and Products attached to the package.
34 34  
35 -From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
36 +From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
36 36  
37 37  === To edit a term, click on the edit icon beside the term. ===
38 38  
39 -[[image:attach:media_1428439143595.png||align="center"]]
40 +[[image:attach:media_1428439143595.png||style="vertical-align:middle"]]
40 40  
41 41  This will open a pop-up window where you can quickly edit and save the term.
42 42  
43 43  === To create a new term, click on "+ Create New". ===
44 44  
45 -[[image:attach:media_1428439349580.png||align="center"]]
46 +[[image:attach:media_1428439349580.png||style="vertical-align:middle"]]
46 46  
47 47  This will open a pop-up window where you can quickly create and save the term.
48 48  
49 -=== To remove a resource, click the remove icon beside the resource. ===
50 +=== To remove a product, click the remove icon beside the product. ===
50 50  
51 -[[image:attach:media_1428439474116.png||align="center"]]
52 +[[image:attach:media_1428439474116.png||style="vertical-align:middle"]]
52 52  
53 -=== To add a new resource, click "+ Add". ===
54 +=== To add a new product, click "+ Add". ===
54 54  
55 -[[image:attach:media_1428439613481.png||align="center"]]
56 +[[image:attach:media_1428439613481.png||style="vertical-align:middle"]]
56 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 +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.
58 58  
59 59  To close the drop-down, click anywhere outside of it.
60 60  
61 -To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
62 +To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
62 62  
63 -[[image:attach:media_1428439822691.png||align="center"]]
64 +[[image:attach:media_1428439822691.png||style="vertical-align:middle"]]
64 64  
65 -Newly added resources will now appear in the list of resources for the product. (As shown below)
66 +Newly added products will now appear in the list of products for the package. (As shown below)
66 66  
67 -[[image:attach:media_1428439961593.png||align="center"]]
68 +[[image:attach:media_1428439961593.png||style="vertical-align:middle"]]
68 68  
69 69  === FULL EDIT ===
70 70  
71 -=== Click the Edit icon to the right of the product name. ===
72 +=== Click the Edit icon to the right of the package name. ===
72 72  
73 -[[image:attach:media_1428440608777.png||align="center"]]
74 +[[image:attach:media_1428440608777.png||style="vertical-align:middle"]]
74 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 +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.
76 76  
77 -[[image:attach:media_1428440651935.png||align="center"]]
78 +[[image:attach:media_1428440651935.png||style="vertical-align:middle"]]
78 78  
79 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 ".
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 ".
82 82  
83 -=== DELETE A PRODUCT ===
84 +=== DELETE A PACKAGE ===
84 84  
85 85  === Click the delete icon. ===
86 86  
87 -[[image:attach:media_1428440751296.png||align="center"]]
88 +[[image:attach:media_1428440751296.png||style="vertical-align:middle"]]
88 88  
89 89  A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
90 90  
91 -[[image:attach:media_1428440818488.png||align="center"]]
92 +[[image:attach:media_1428440818488.png||style="vertical-align:middle"]]
92 92  
93 93  === Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
94 94  
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95 95  
96 96  
97 97  {{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;" %)
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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;" %)
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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;" %)
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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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152 +(% style="margin-left: 30.0px;" %)
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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 +
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173 +{{/layout-cell}}
174 +{{/layout-section}}
175 +{{/layout}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66819/Products - How to Manage Products (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages