Last modified by caterina on 2021/10/08 15:02
From version 4.1
edited by melanie@one-count_com
on 2016/12/08 11:11
Change comment: There is no comment for this version
To version 1.1
edited by melanie@one-count_com
on 2016/11/17 18:39
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/66887/Product Status - How to Create and Manage Product Statuses (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66492/Product Status - How to Create and Manage Product Statuses (v12.x)