Wiki source code of Products - How to Manage Products

Last modified by Admin User on 2025/06/27 12:14

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9.1	5	This lesson will describe how to manage Products, including editing, deleting, and linking a Product to a sponsor. Linking a Product to a sponsor allows that sponsor/advertiser, if granted permissions, to view lead data for their sponsored Products using the Dashboard tool.
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9.1	7	Please refer to the Quick Start Guide - Products and Packages for information on basic concepts and rules relating to Packages, terms, and Products.
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11.1	9	=== OPEN THE Setup WINDOW ===
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11.1	11	[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]]
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11.1	13	=== 1. Select Products form the SETUP sub-menu. ===
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11.1	15	[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]]
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9.1	17	This will open the Products listing page, where all existing Products are listed in alphabetical order (see below) with the option to edit or delete. If there is a large number of Products, there is search and page-through functionality.
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9.1	19	For directions on how to create a new Product, see "Packages - How to Create a Package: Part 3 - Attach/Remove/Create a Product."
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12.1	21	[[image:attach:media_1433267963071.png\|\|style="vertical-align:middle"]]
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9.1	23	=== EDIT A Product ===
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	25	=== Click the Edit icon. ===
	26
12.1	27	[[image:attach:media_1433268091270.png\|\|style="vertical-align:middle"]]
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9.1	29	This will bring you to the "Edit Product" window where you can make changes to Product Title, Product Description, and Product Type.
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	31	=== Make desired changes. ===
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12.1	33	[[image:attach:media_1433268161008.png\|\|style="vertical-align:middle"]]
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9.1	35	For further detail on Product Types, please see "Products - How to Create a Product".
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	37	=== Save your changes. ===
	38
12.1	39	[[image:attach:media_1433268221432.png\|\|style="vertical-align:middle"]]
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9.1	41	You will receive a confirmation message, as shown above, indicating the time the Product was saved.
	42	To return to the Products listing page, click on the "Go Back" button.
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9.1	44	Note: You may cancel changes by clicking on the "Go Back" button before clicking Save. Doing so will bring you back to the Products listing page without saving changs.
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9.1	46	=== DELETE A Product ===
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	48	=== Click the Delete icon. ===
	49
12.1	50	[[image:attach:media_1433268283766.png\|\|style="vertical-align:middle"]]
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9.1	52	A confirmation window will pop up where you can select "OK" to delete the Product or "Cancel" to cancel the deletion process.
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12.1	54	[[image:attach:media_1433268333868.png\|\|style="vertical-align:middle"]]
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9.1	56	Clicking "OK" will delete the Product, and clicking "Cancel" will cancel the deletion action.
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	66	[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180\|\|shape="rect"]]
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