Version 3.1 by melanie@one-count_com on 2016/11/17 18:33
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melanie@one-count_com 3.1 1
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3 {{id name="Start ScreenSteps Content"/}}
4 This lesson will describe how to edit and delete products.
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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.
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11 === OPEN THE "MANAGE PRODUCTS" WINDOW ===
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13 === 1. Select INVENTORY from the main menu. ===
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15 [[image:attach:media_1428438297755.png||align="center"]]
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17 === 2. Select PRODUCTS from the sub-menu. ===
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19 [[image:attach:media_1428438313124.png||align="center"]]
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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)
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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.
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25 [[image:attach:media_1428438502865.png||align="center"]]
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27 === QUICK EDIT ===
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29 === Click on the Expand icon to expand and show product details. ===
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31 [[image:attach:media_1428438942438.png||align="center"]]
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33 This will expand the product to show the Terms and Resources attached to the product.
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35 From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
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37 === To edit a term, click on the edit icon beside the term. ===
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39 [[image:attach:media_1428439143595.png||align="center"]]
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41 This will open a pop-up window where you can quickly edit and save the term.
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43 === To create a new term, click on "+ Create New". ===
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45 [[image:attach:media_1428439349580.png||align="center"]]
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47 This will open a pop-up window where you can quickly create and save the term.
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49 === To remove a resource, click the remove icon beside the resource. ===
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51 [[image:attach:media_1428439474116.png||align="center"]]
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53 === To add a new resource, click "+ Add". ===
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55 [[image:attach:media_1428439613481.png||align="center"]]
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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.
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59 To close the drop-down, click anywhere outside of it.
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61 To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
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63 [[image:attach:media_1428439822691.png||align="center"]]
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65 Newly added resources will now appear in the list of resources for the product. (As shown below)
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67 [[image:attach:media_1428439961593.png||align="center"]]
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69 === FULL EDIT ===
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71 === Click the Edit icon to the right of the product name. ===
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73 [[image:attach:media_1428440608777.png||align="center"]]
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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.
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77 [[image:attach:media_1428440651935.png||align="center"]]
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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 ".
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83 === DELETE A PRODUCT ===
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85 === Click the delete icon. ===
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87 [[image:attach:media_1428440751296.png||align="center"]]
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89 A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
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91 [[image:attach:media_1428440818488.png||align="center"]]
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93 === Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
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97 {{id name="End ScreenSteps Content"/}}