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
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| 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"]] | ||
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| 83 | {{id name="End ScreenSteps Content"/}} |