Wiki source code of Packages - How to Manage Packages

Last modified by Admin User on 2025/06/27 12:14

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11.1	5	This lesson will describe how to edit and delete packages.
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8.1	7	Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
11.1	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.
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8.1	12	=== OPEN THE "MANAGE PACKAGES" WINDOW ===
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11.1	14	=== 1. Select SETUP from the main menu. ===
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11.1	16	=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]] ===
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9.1	18	=== 2. Select PACKAGES from the sub-menu. ===
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11.1	20	=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png\|\|thumbnail="true" height="250"]] ===
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9.1	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)
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9.1	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.
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12.1	26	[[image:attach:media_1428438502865.png\|\|style="vertical-align:middle"]]
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	28	=== QUICK EDIT ===
	29
10.1	30	=== Click on the Expand icon to expand and show package details. ===
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12.1	32	[[image:attach:media_1428438942438.png\|\|style="vertical-align:middle"]]
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10.1	34	This will expand the package to show the Terms and Products attached to the package.
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10.1	36	From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
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	38	=== To edit a term, click on the edit icon beside the term. ===
	39
12.1	40	[[image:attach:media_1428439143595.png\|\|style="vertical-align:middle"]]
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	42	This will open a pop-up window where you can quickly edit and save the term.
	43
	44	=== To create a new term, click on "+ Create New". ===
	45
12.1	46	[[image:attach:media_1428439349580.png\|\|style="vertical-align:middle"]]
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	48	This will open a pop-up window where you can quickly create and save the term.
	49
10.1	50	=== To remove a product, click the remove icon beside the product. ===
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12.1	52	[[image:attach:media_1428439474116.png\|\|style="vertical-align:middle"]]
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10.1	54	=== To add a new product, click "+ Add". ===
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12.1	56	[[image:attach:media_1428439613481.png\|\|style="vertical-align:middle"]]
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10.1	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.
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	60	To close the drop-down, click anywhere outside of it.
	61
10.1	62	To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
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12.1	64	[[image:attach:media_1428439822691.png\|\|style="vertical-align:middle"]]
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10.1	66	Newly added products will now appear in the list of products for the package. (As shown below)
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12.1	68	[[image:attach:media_1428439961593.png\|\|style="vertical-align:middle"]]
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	70	=== FULL EDIT ===
	71
10.1	72	=== Click the Edit icon to the right of the package name. ===
3.1	73
12.1	74	[[image:attach:media_1428440608777.png\|\|style="vertical-align:middle"]]
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10.1	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.
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12.1	78	[[image:attach:media_1428440651935.png\|\|style="vertical-align:middle"]]
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	80	(1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
11.1	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 ".
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10.1	84	=== DELETE A PACKAGE ===
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	86	=== Click the delete icon. ===
	87
12.1	88	[[image:attach:media_1428440751296.png\|\|style="vertical-align:middle"]]
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	90	A confirmation window will pop up where you can select "OK" to delete the product or "Cancel" to cancel the deletion process.
	91
12.1	92	[[image:attach:media_1428440818488.png\|\|style="vertical-align:middle"]]
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	94	=== Click "OK" to delete the product or "Cancel" to cancel the deletion. ===
	95
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6.1	106	{{panel title="More INVENTORY Documentation:"}}
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