Wiki source code of Products - How to Manage Products
Last modified by Admin User on 2025/04/15 18:33
Show last authors
author | version | line-number | content |
---|---|---|---|
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}} |