Last modified by Admin User on 2025/04/15 18:35
From version 5.1
edited by melanie@one-count_com
on 2016/12/08 11:21
Change comment: There is no comment for this version
To version 11.1
edited by caterina
on 2021/09/24 15:04
Change comment: There is no comment for this version

Summary

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Title
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1 -Products - How to Manage Products (v12.x)
1 +Packages - How to Manage Packages
Parent
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1 +Create and Manage Your Inventory
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to edit and delete products.
7 +This lesson will describe how to edit and delete packages.
8 8  
9 -Please refer to the Quick Start Guide - Products for information on basic concepts and rules relating to products, terms, and resources and/or:
10 - Products - How to Create a Product Part 1: Create, Name, Attach Forms
11 - Products - How to Create a Product Part 2: Product Terms
12 - Products - How to Create a Product Part 3: Attach / Remove / Create a Resource for complete detail on creating products.
9 +Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
10 +Products - How to Create a Package Part 1: Create, Name, Attach Forms
11 +Products - How to Create a Package Part 2: Package Terms
12 +Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.
13 13  
14 -=== OPEN THE "MANAGE PRODUCTS" WINDOW ===
14 +=== OPEN THE "MANAGE PACKAGES" WINDOW ===
15 15  
16 -=== 1. Select INVENTORY from the main menu. ===
16 +=== 1. Select SETUP from the main menu. ===
17 17  
18 -[[image:attach:media_1428438297755.png||align="center"]]
18 +=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
19 19  
20 -=== 2. Select PRODUCTS from the sub-menu. ===
20 +=== 2. Select PACKAGES from the sub-menu. ===
21 21  
22 -[[image:attach:media_1428438313124.png||align="center"]]
22 +=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
23 23  
24 -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)
24 +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)
25 25  
26 -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.
26 +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.
27 27  
28 28  [[image:attach:media_1428438502865.png||align="center"]]
29 29  
30 30  === QUICK EDIT ===
31 31  
32 -=== Click on the Expand icon to expand and show product details. ===
32 +=== Click on the Expand icon to expand and show package details. ===
33 33  
34 34  [[image:attach:media_1428438942438.png||align="center"]]
35 35  
36 -This will expand the product to show the Terms and Resources attached to the product.
36 +This will expand the package to show the Terms and Products attached to the package.
37 37  
38 -From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
38 +From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
39 39  
40 40  === To edit a term, click on the edit icon beside the term. ===
41 41  
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49 49  
50 50  This will open a pop-up window where you can quickly create and save the term.
51 51  
52 -=== To remove a resource, click the remove icon beside the resource. ===
52 +=== To remove a product, click the remove icon beside the product. ===
53 53  
54 54  [[image:attach:media_1428439474116.png||align="center"]]
55 55  
56 -=== To add a new resource, click "+ Add". ===
56 +=== To add a new product, click "+ Add". ===
57 57  
58 58  [[image:attach:media_1428439613481.png||align="center"]]
59 59  
60 -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.
60 +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.
61 61  
62 62  To close the drop-down, click anywhere outside of it.
63 63  
64 -To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
64 +To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
65 65  
66 66  [[image:attach:media_1428439822691.png||align="center"]]
67 67  
68 -Newly added resources will now appear in the list of resources for the product. (As shown below)
68 +Newly added products will now appear in the list of products for the package. (As shown below)
69 69  
70 70  [[image:attach:media_1428439961593.png||align="center"]]
71 71  
72 72  === FULL EDIT ===
73 73  
74 -=== Click the Edit icon to the right of the product name. ===
74 +=== Click the Edit icon to the right of the package name. ===
75 75  
76 76  [[image:attach:media_1428440608777.png||align="center"]]
77 77  
78 -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.
78 +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.
79 79  
80 80  [[image:attach:media_1428440651935.png||align="center"]]
81 81  
82 82  (1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
83 - (2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
84 - (3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
83 +(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
84 +(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
85 85  
86 -=== DELETE A PRODUCT ===
86 +=== DELETE A PACKAGE ===
87 87  
88 88  === Click the delete icon. ===
89 89  
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101 101  {{/layout-cell}}
102 102  
103 103  {{layout-cell}}
104 -**Search all Documentation:**
104 +{{panel title="Search all Documentation:"}}
105 105  
106 106  
107 +{{livesearch/}}
108 +{{/panel}}
107 107  
108 -{{livesearch/}}
110 +{{panel title="Search INVENTORY Documentation:"}}
109 109  
110 -
111 111  
112 -**Search INVENTORY Documentation:**
113 -
114 -
115 -
116 116  {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
114 +{{/panel}}
117 117  
118 -
119 -
120 -{{expand title="More INVENTORY Documentation"}}
121 -
122 -
116 +{{panel title="More INVENTORY Documentation:"}}
117 +{{expand}}
123 123  (% style="margin-left: 30.0px;" %)
124 124  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
125 125  
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142 142  [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
143 143  
144 144  (% style="margin-left: 30.0px;" %)
145 -[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||shape="rect"]]
140 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
146 146  
147 147  (% style="margin-left: 30.0px;" %)
148 148  [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
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171 171  (% style="margin-left: 30.0px;" %)
172 172  [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
173 173  {{/expand}}
169 +{{/panel}}
170 +
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174 174  {{/layout-cell}}
175 175  {{/layout-section}}
176 176  {{/layout}}
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1 -67434
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67434/Products - How to Manage Products (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages