Wiki source code of Products - How to Manage Products
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| 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. | ||
| 6 | |||
| 7 | Please refer to the Quick Start Guide - Products and Packages for information on basic concepts and rules relating to Packages, terms, and Products. | ||
| 8 | |||
| 9 | === OPEN THE Setup WINDOW === | ||
| 10 | |||
| 11 | [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] | ||
| 12 | |||
| 13 | === 1. Select Products form the SETUP sub-menu. === | ||
| 14 | |||
| 15 | [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] | ||
| 16 | |||
| 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. | ||
| 18 | |||
| 19 | For directions on how to create a new Product, see "Packages - How to Create a Package: Part 3 - Attach/Remove/Create a Product." | ||
| 20 | |||
| 21 | [[image:attach:media_1433267963071.png||style="vertical-align:middle"]] | ||
| 22 | |||
| 23 | === EDIT A Product === | ||
| 24 | |||
| 25 | === Click the Edit icon. === | ||
| 26 | |||
| 27 | [[image:attach:media_1433268091270.png||style="vertical-align:middle"]] | ||
| 28 | |||
| 29 | This will bring you to the "Edit Product" window where you can make changes to Product Title, Product Description, and Product Type. | ||
| 30 | |||
| 31 | === Make desired changes. === | ||
| 32 | |||
| 33 | [[image:attach:media_1433268161008.png||style="vertical-align:middle"]] | ||
| 34 | |||
| 35 | For further detail on Product Types, please see "Products - How to Create a Product". | ||
| 36 | |||
| 37 | === Save your changes. === | ||
| 38 | |||
| 39 | [[image:attach:media_1433268221432.png||style="vertical-align:middle"]] | ||
| 40 | |||
| 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. | ||
| 43 | |||
| 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. | ||
| 45 | |||
| 46 | === DELETE A Product === | ||
| 47 | |||
| 48 | === Click the Delete icon. === | ||
| 49 | |||
| 50 | [[image:attach:media_1433268283766.png||style="vertical-align:middle"]] | ||
| 51 | |||
| 52 | A confirmation window will pop up where you can select "OK" to delete the Product or "Cancel" to cancel the deletion process. | ||
| 53 | |||
| 54 | [[image:attach:media_1433268333868.png||style="vertical-align:middle"]] | ||
| 55 | |||
| 56 | Clicking "OK" will delete the Product, and clicking "Cancel" will cancel the deletion action. | ||
| 57 | |||
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| 59 | |||
| 60 | {{/layout-cell}} | ||
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| 63 | {{panel title="More INVENTORY Documentation:"}} | ||
| 64 | {{expand title="Click here to expand..."}} | ||
| 65 | (% style="margin-left: 30.0px;" %) | ||
| 66 | [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]] | ||
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| 68 | (% style="margin-left: 30.0px;" %) | ||
| 69 | [[Quick Start Guide - Packages & Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]] | ||
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| 72 | [[Packages - How to Create a Package Part 1: Create, Name, Attach Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66214||shape="rect"]] | ||
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| 78 | [[Packages - How to Create a Package Part 3: Attach/Remove/Create a Product>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66253||shape="rect"]] | ||
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| 102 | [[Products - How to Create a Product>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]] | ||
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