Last modified by caterina on 2021/10/08 15:02
From version 2.1
edited by melanie@one-count_com
on 2016/11/17 18:39
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:11
Change comment: There is no comment for this version

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6 +{{id name="Start ScreenSteps Content"/}}
7 + 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".
8 + See the User Operations - Bulk Operations section for more information on switching product statutses.
9 +
10 +This lesson describes how to manage – including creating, editing, and deleting – product statuses.
11 +
12 +Please refer to the Product Manager Quick Start Guide for information on basic concepts and rules relating to products, terms, and resources.
13 +
14 +=== OPEN THE INVENTORY WINDOW ===
15 +
16 +=== Select INVENTORY from the main menu. ===
17 +
18 +[[image:attach:media_1433448609717.png||align="center"]]
19 +
20 +=== 2. Select "Product Status" from the sub-menu. ===
21 +
22 +[[image:attach:media_1433448661746.png||align="center"]]
23 +
24 +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.)
25 +
26 +[[image:attach:media_1433449220759.png||align="center"]]
27 +
28 +Note the page-through and search functionality.
29 +
30 +=== ADD A NEW PRODUCT STATUS ===
31 +
32 +=== 1. Click on the "Create Product Status" button. ===
33 +
34 +[[image:attach:media_1433449419510.png||align="center"]]
35 +
36 +This will bring you to the "Add Product Status" window.
37 +
38 +=== 2. Enter the Title and Description of the new product status, then click the "Add" button. ===
39 +
40 +[[image:attach:media_1433449453867.png||align="center"]]
41 +
42 +A confirmation message will appear indicating the new product status has been saved and added to the system. (See below.)
43 +
44 +To cancel creation of the new status, click "Go back" before clicking on "Add".
45 +
46 +[[image:attach:media_1362510142922.png||align="center"]]
47 +
48 +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.
49 +
50 +=== EDIT A PRODUCT STATUS ===
51 +
52 +=== 1. Select the Edit icon. ===
53 +
54 +[[image:attach:media_1433449622537.png||align="center"]]
55 +
56 +This will bring you to the "Update Product Status" window, as shown below.
57 +
58 +=== 2. Edit the Title and/or Description and click "Update". ===
59 +
60 +[[image:attach:media_1433449654702.png||align="center"]]
61 +
62 +You will receive a confirmation message indicating that the product status has been updated. (See below.)
63 +
64 +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.
65 +
66 +[[image:attach:media_1362510650691.png||align="center"]]
67 +
68 +=== DELETE A PRODUCT STATUS ===
69 +
70 +=== 1. Select the Delete icon. ===
71 +
72 +[[image:attach:media_1433449718014.png||align="center"]]
73 +
74 +This will bring up a message, as shown below.
75 +
76 +=== 2. Select "OK" to proceed with the deletion or "Cancel" to cancel it. ===
77 +
78 +[[image:attach:media_1405112119839.png||align="center"]]
79 +
80 +You will receive a confirmation message indicating that the product status has been deleted. (See below.)
81 +
82 +[[image:attach:media_1362510934420.png||align="center"]]
83 +
84 +
85 +
86 +{{id name="End ScreenSteps Content"/}}
87 +{{/layout-cell}}
88 +
89 +{{layout-cell}}
90 +**Search all Documentation:**
91 +
92 +
93 +
94 +{{livesearch/}}
95 +
96 +
97 +
98 +**Search INVENTORY Documentation:**
99 +
100 +
101 +
102 +{{pagetreesearch/}}
103 +
104 +
105 +
106 +{{expand title="More INVENTORY Documentation"}}
107 +(% style="margin-left: 30.0px;" %)
108 +[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
109 +
110 +(% style="margin-left: 30.0px;" %)
111 +[[Quick Start Guide - Products & Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
112 +
113 +(% style="margin-left: 30.0px;" %)
114 +[[Products - How to Create a Product Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]]
115 +
116 +(% style="margin-left: 30.0px;" %)
117 +[[Products - How to Create a Product Part 2: Product Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
118 +
119 +(% style="margin-left: 30.0px;" %)
120 +[[Products - How to Create a Product Part 3: Attach/Remove/Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]]
121 +
122 +(% style="margin-left: 30.0px;" %)
123 +[[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
124 +
125 +(% style="margin-left: 30.0px;" %)
126 +[[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
127 +
128 +(% style="margin-left: 30.0px;" %)
129 +[[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"]]
130 +
131 +(% style="margin-left: 30.0px;" %)
132 +[[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
133 +
134 +(% style="margin-left: 30.0px;" %)
135 +[[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
136 +
137 +(% style="margin-left: 30.0px;" %)
138 +[[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
139 +
140 +(% style="margin-left: 30.0px;" %)
141 +[[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
142 +
143 +(% style="margin-left: 30.0px;" %)
144 +[[Resources - How to Create a Resource>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
145 +
146 +(% style="margin-left: 30.0px;" %)
147 +[[Resources - How to Manage Resources>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
148 +
149 +(% style="margin-left: 30.0px;" %)
150 +[[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
151 +
152 +(% style="margin-left: 30.0px;" %)
153 +[[Product Status - How to Create and Manage Product Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
154 +
155 +(% style="margin-left: 30.0px;" %)
156 +[[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
157 +{{/expand}}
158 +{{/layout-cell}}
159 +{{/layout-section}}
160 +{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
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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/66887/Product Status - How to Create and Manage Product Statuses (v12.x)