Product Status - How to Create and Manage Product Statuses

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".

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See the User Operations - Bulk Operations section for more information on switching product statutses.

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This lesson describes how to manage – including creating, editing, and deleting – product statuses.

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Please refer to the Product Manager Quick Start Guide for information on basic concepts and rules relating to products, terms, and resources.

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=== OPEN THE INVENTORY WINDOW ===

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=== Select SETUP from the main menu. ===

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[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]

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=== 2. Select "Product Status" from the sub-menu. ===

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[[image:attach:Screen Shot 2021-10-08 at 3.53.14 PM (2).png||thumbnail="true" height="250"]]

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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.)

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[[image:attach:media_1433449220759.png||align="center"]]

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Note the page-through and search functionality.

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=== ADD A NEW PRODUCT STATUS ===

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=== 1. Click on the "Create Product Status" button. ===

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[[image:attach:media_1433449419510.png||align="center"]]

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This will bring you to the "Add Product Status" window.

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=== 2. Enter the Title and Description of the new product status, then click the "Add" button. ===

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[[image:attach:media_1433449453867.png||align="center"]]

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A confirmation message will appear indicating the new product status has been saved and added to the system. (See below.)

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To cancel creation of the new status, click "Go back" before clicking on "Add".

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[[image:attach:media_1362510142922.png||align="center"]]

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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.

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=== EDIT A PRODUCT STATUS ===

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=== 1. Select the Edit icon. ===

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[[image:attach:media_1433449622537.png||align="center"]]

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This will bring you to the "Update Product Status" window, as shown below.

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=== 2. Edit the Title and/or Description and click "Update". ===

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[[image:attach:media_1433449654702.png||align="center"]]

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You will receive a confirmation message indicating that the product status has been updated. (See below.)

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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.

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[[image:attach:media_1362510650691.png||align="center"]]

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=== DELETE A PRODUCT STATUS ===

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=== 1. Select the Delete icon. ===

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[[image:attach:media_1433449718014.png||align="center"]]

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This will bring up a message, as shown below.

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=== 2. Select "OK" to proceed with the deletion or "Cancel" to cancel it. ===

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[[image:attach:media_1405112119839.png||align="center"]]

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You will receive a confirmation message indicating that the product status has been deleted. (See below.)

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[[image:attach:media_1362510934420.png||align="center"]]