Last modified by caterina on 2021/10/08 15:02
From version 1.1
edited by melanie@one-count_com
on 2016/11/17 18:39
Change comment: There is no comment for this version
To version 3.1
edited by melanie@one-count_com
on 2016/11/17 18:39
Change comment: There is no comment for this version

Summary

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1 +
2 +
3 +{{id name="Start ScreenSteps Content"/}}
4 + A feature available in the INVENTORY module is the ability to create and manage product statuses. Product statuses are applied on a per-product basis, and a default product status (e.g. "current subscriber", "pending review", or "nonqual digital" – you create them to best suit your needs) is assigned to each term of a product so that subscribers will be assigned that status by default when they subscribe to that term. Product statuses can be switched when a subscriber's status changes,e.g. if found to be qualified after review the status can be changed from "pending review" to "current subscriber".
5 + See the User Operations - Bulk Operations section for more information on switching product statutses.
6 +
7 +This lesson describes how to manage – including creating, editing, and deleting – product statuses.
8 +
9 +Please refer to the Product Manager Quick Start Guide for information on basic concepts and rules relating to products, terms, and resources.
10 +
11 +=== OPEN THE INVENTORY WINDOW ===
12 +
13 +=== Select INVENTORY from the main menu. ===
14 +
15 +[[image:attach:media_1433448609717.png||align="center"]]
16 +
17 +=== 2. Select "Product Status" from the sub-menu. ===
18 +
19 +[[image:attach:media_1433448661746.png||align="center"]]
20 +
21 +This will bring you to the "Product Status" window which shows all product statuses in alphabetical order with the option to create a new status or edit or delete an existing product status. (See below.)
22 +
23 +[[image:attach:media_1433449220759.png||align="center"]]
24 +
25 +Note the page-through and search functionality.
26 +
27 +=== ADD A NEW PRODUCT STATUS ===
28 +
29 +=== 1. Click on the "Create Product Status" button. ===
30 +
31 +[[image:attach:media_1433449419510.png||align="center"]]
32 +
33 +This will bring you to the "Add Product Status" window.
34 +
35 +=== 2. Enter the Title and Description of the new product status, then click the "Add" button. ===
36 +
37 +[[image:attach:media_1433449453867.png||align="center"]]
38 +
39 +A confirmation message will appear indicating the new product status has been saved and added to the system. (See below.)
40 +
41 +To cancel creation of the new status, click "Go back" before clicking on "Add".
42 +
43 +[[image:attach:media_1362510142922.png||align="center"]]
44 +
45 +Click the "Go back" button to return to the Product Status listing page, where you'll see the new product status added to the list.
46 +
47 +=== EDIT A PRODUCT STATUS ===
48 +
49 +=== 1. Select the Edit icon. ===
50 +
51 +[[image:attach:media_1433449622537.png||align="center"]]
52 +
53 +This will bring you to the "Update Product Status" window, as shown below.
54 +
55 +=== 2. Edit the Title and/or Description and click "Update". ===
56 +
57 +[[image:attach:media_1433449654702.png||align="center"]]
58 +
59 +You will receive a confirmation message indicating that the product status has been updated. (See below.)
60 +
61 +Click the "Go back" button to return to the Product Status listing page, where you'll see the new product status added to the list.
62 +
63 +[[image:attach:media_1362510650691.png||align="center"]]
64 +
65 +=== DELETE A PRODUCT STATUS ===
66 +
67 +=== 1. Select the Delete icon. ===
68 +
69 +[[image:attach:media_1433449718014.png||align="center"]]
70 +
71 +This will bring up a message, as shown below.
72 +
73 +=== 2. Select "OK" to proceed with the deletion or "Cancel" to cancel it. ===
74 +
75 +[[image:attach:media_1405112119839.png||align="center"]]
76 +
77 +You will receive a confirmation message indicating that the product status has been deleted. (See below.)
78 +
79 +[[image:attach:media_1362510934420.png||align="center"]]
80 +
81 +
82 +
83 +{{id name="End ScreenSteps Content"/}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -66492
1 +66858
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66492/Product Status - How to Create and Manage Product Statuses (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66858/Product Status - How to Create and Manage Product Statuses (v12.x)