Last modified by caterina on 2021/12/28 14:31
Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4
5
6 {{id name="Start ScreenSteps Content"/}}
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.
8
9 Please refer to the Quick Start Guide - Products and Packages for information on basic concepts and rules relating to Packages, terms, and Products.
10
11 === OPEN THE Setup WINDOW ===
12
13 [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
14
15 === 1. Select Products form the SETUP sub-menu. ===
16
17 [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
18
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.
20
21 For directions on how to create a new Product, see "Packages - How to Create a Package: Part 3 - Attach/Remove/Create a Product."
22
23 [[image:attach:media_1433267963071.png||align="center"]]
24
25 === EDIT A Product ===
26
27 === Click the Edit icon. ===
28
29 [[image:attach:media_1433268091270.png||align="center"]]
30
31 This will bring you to the "Edit Product" window where you can make changes to Product Title, Product Description, and Product Type.
32
33 === Make desired changes. ===
34
35 [[image:attach:media_1433268161008.png||align="center"]]
36
37 For further detail on Product Types, please see "Products - How to Create a Product".
38
39 === Save your changes. ===
40
41 [[image:attach:media_1433268221432.png||align="center"]]
42
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.
45
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.
47
48 === DELETE A Product ===
49
50 === Click the Delete icon. ===
51
52 [[image:attach:media_1433268283766.png||align="center"]]
53
54 A confirmation window will pop up where you can select "OK" to delete the Product or "Cancel" to cancel the deletion process.
55
56 [[image:attach:media_1433268333868.png||align="center"]]
57
58 Clicking "OK" will delete the Product, and clicking "Cancel" will cancel the deletion action.
59
60
61
62 {{id name="End ScreenSteps Content"/}}
63 {{/layout-cell}}
64
65 {{layout-cell}}
66 {{panel title="Search all Documentation:"}}
67
68
69 {{livesearch/}}
70 {{/panel}}
71
72 {{panel title="Search INVENTORY Documentation:"}}
73
74
75 {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
76 {{/panel}}
77
78 {{panel title="More INVENTORY Documentation:"}}
79 {{expand}}
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"]]
82
83 (% style="margin-left: 30.0px;" %)
84 [[Quick Start Guide - Packages & Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
85
86 (% style="margin-left: 30.0px;" %)
87 [[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"]]
88
89 (% style="margin-left: 30.0px;" %)
90 [[Packages - How to Create a Package Part 2: Package Terms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66234||shape="rect"]]
91
92 (% style="margin-left: 30.0px;" %)
93 [[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"]]
94
95 (% style="margin-left: 30.0px;" %)
96 [[Packages - How to Manage Packages>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
97
98 (% style="margin-left: 30.0px;" %)
99 [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
100
101 (% style="margin-left: 30.0px;" %)
102 [[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
103
104 (% style="margin-left: 30.0px;" %)
105 [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
106
107 (% style="margin-left: 30.0px;" %)
108 [[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
109
110 (% style="margin-left: 30.0px;" %)
111 [[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
112
113 (% style="margin-left: 30.0px;" %)
114 [[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
115
116 (% style="margin-left: 30.0px;" %)
117 [[Products - How to Create a Product>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
118
119 (% style="margin-left: 30.0px;" %)
120 [[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
121
122 (% style="margin-left: 30.0px;" %)
123 [[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
124
125 (% style="margin-left: 30.0px;" %)
126 [[Package Status - How to Create and Manage Package Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
127
128 (% style="margin-left: 30.0px;" %)
129 [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
130 {{/expand}}
131 {{/panel}}
132
133 \\
134
135 \\
136
137 **
138 **
139
140 \\
141
142 \\
143
144 \\
145
146 \\
147
148 \\
149
150 \\
151
152 \\
153 {{/layout-cell}}
154 {{/layout-section}}
155 {{/layout}}