Wiki source code of Product Status - How to Create and Manage Product Statuses (v12.x)
Version 3.1 by melanie@one-count_com on 2016/11/17 18:39
Show last authors
author | version | line-number | content |
---|---|---|---|
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"/}} |