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 2.1
edited by melanie@one-count_com
on 2016/11/17 18:33
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 -66819
1 +66309
url
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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/66309/Products - How to Manage Products (v12.x)