Wiki source code of Products - How to Manage Products

Last modified by caterina on 2021/12/28 14:31

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9.1	7	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	9	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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10.1	11	=== OPEN THE Setup WINDOW ===
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10.1	13	[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]]
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10.1	15	=== 1. Select Products form the SETUP sub-menu. ===
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10.1	17	[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png\|\|thumbnail="true" height="250"]]
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9.1	19	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	21	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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	23	[[image:attach:media_1433267963071.png\|\|align="center"]]
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9.1	25	=== EDIT A Product ===
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	27	=== Click the Edit icon. ===
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	29	[[image:attach:media_1433268091270.png\|\|align="center"]]
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9.1	31	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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	33	=== Make desired changes. ===
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	35	[[image:attach:media_1433268161008.png\|\|align="center"]]
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9.1	37	For further detail on Product Types, please see "Products - How to Create a Product".
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	39	=== Save your changes. ===
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	41	[[image:attach:media_1433268221432.png\|\|align="center"]]
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9.1	43	You will receive a confirmation message, as shown above, indicating the time the Product was saved.
	44	To return to the Products listing page, click on the "Go Back" button.
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9.1	46	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	48	=== DELETE A Product ===
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	50	=== Click the Delete icon. ===
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	52	[[image:attach:media_1433268283766.png\|\|align="center"]]
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9.1	54	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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	56	[[image:attach:media_1433268333868.png\|\|align="center"]]
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9.1	58	Clicking "OK" will delete the Product, and clicking "Cancel" will cancel the deletion action.
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7.1	66	{{panel title="Search all Documentation:"}}
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	72	{{panel title="Search INVENTORY Documentation:"}}
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	75	{{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
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	78	{{panel title="More INVENTORY Documentation:"}}
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	80	(% style="margin-left: 30.0px;" %)
	81	[[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180\|\|shape="rect"]]
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