Last modified by Admin User on 2025/04/15 18:33

Show last authors
1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
3 {{layout-cell}}
4 {{id name="Start ScreenSteps Content"/}}
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
58
59
60 {{id name="End ScreenSteps Content"/}}
61 {{/layout-cell}}
62
63 {{layout-cell}}
64 {{panel title="More INVENTORY Documentation:"}}
65 {{expand title="Click here to expand..."}}
66 (% style="margin-left: 30.0px;" %)
67 [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
68
69 (% style="margin-left: 30.0px;" %)
70 [[Quick Start Guide - Packages & Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66207||shape="rect"]]
71
72 (% style="margin-left: 30.0px;" %)
73 [[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"]]
74
75 (% style="margin-left: 30.0px;" %)
76 [[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"]]
77
78 (% style="margin-left: 30.0px;" %)
79 [[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"]]
80
81 (% style="margin-left: 30.0px;" %)
82 [[Packages - How to Manage Packages>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66294||shape="rect"]]
83
84 (% style="margin-left: 30.0px;" %)
85 [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
86
87 (% style="margin-left: 30.0px;" %)
88 [[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||shape="rect" style="text-decoration: underline;"]]
89
90 (% style="margin-left: 30.0px;" %)
91 [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
92
93 (% style="margin-left: 30.0px;" %)
94 [[Forms - How to Manage Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66370||shape="rect"]]
95
96 (% style="margin-left: 30.0px;" %)
97 [[Forms - How to Enable/Disable Lookup/Login Page>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66386||shape="rect"]]
98
99 (% style="margin-left: 30.0px;" %)
100 [[Brand - How to Create and Manage Brands>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66391||shape="rect"]]
101
102 (% style="margin-left: 30.0px;" %)
103 [[Products - How to Create a Product>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66411||shape="rect"]]
104
105 (% style="margin-left: 30.0px;" %)
106 [[Products - How to Manage Products>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66435||shape="rect"]]
107
108 (% style="margin-left: 30.0px;" %)
109 [[Promo Codes - How to Create and Manage Promo Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66445||shape="rect"]]
110
111 (% style="margin-left: 30.0px;" %)
112 [[Package Status - How to Create and Manage Package Statuses>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66479||shape="rect"]]
113
114 (% style="margin-left: 30.0px;" %)
115 [[Source Codes - How to Create and Manage Source Codes>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66463||shape="rect"]]
116 {{/expand}}
117 {{/panel}}
118
119
120
121
122
123
124
125
126
127
128
129 {{/layout-cell}}
130 {{/layout-section}}
131 {{/layout}}