Manage Products/Services¶
Manage Products/Services page allows users to view all Products in the database and to create a new product or modify an existing product.
The page can be accessed by clicking on Manage Products/Services link under the Manage Admin dropdown in the navbar.
Note
If the Products/Services switch is disabled at the Merchant level then Manage Products/Services link cannot be found under the Manage Admin in the navbar.
The default page of Manage Products & Services page looks as follows:
When clicked on Show Filters the page displays with the available filter drop-downs and
The page contains the following elements:
- A Hide Filters link that will hide the available page filters
- Available filter dropdowns
- Status — Multi-select filter drop-down to filter the page by Product status such as Active or Deleted or both.
- Product Type — Drop-down to select the type of the Product.
- Product Category — Drop-down to select a Product Category.
- Created By Username — Drop-down to filter the page with created by username.
- Reset— Button to reset the filters to their default values
- Filter— Button to filter the on-page data based on the selected filter value
- A dropdown to change the number of rows displayed in the table
- A dynamic search box that will show rows matching the user-entered criteria
- Table containing all the products that are saved
- Product Name — A link that will take the user to the Edit Product page for the selected product name
- Action — Dropdown to Delete or Clone products
- A pager to go between pages in case there are more product rows than what will fit on the page
- Add— Button which takes the user to Add Product page
If Logged in as Merchant Admin role user, then an another column called Default? with a radion button gets visible on the Products table. If the radio button is selected, then that product/service displays as default option on the Make A Payment page under Product/Service drop-down.
Actions¶
The Action drop-down of an Active Product/Service looks as below:
Clicking upon the Edit link the user is directed to the Edit Product/Service page where he can modify the product.
A Product can be deleted by selecting Delete from the Action dropdown in Manage Products/Services page.
A deleted product can again be restored by selecting Restore button from the Action dropdown.
A Product/Service can be set as Default by selecting Select As Default option. If the Product/Service is selected as default, then on the Make A Payment page, this Product will be auto-populated under the Product/Service drop-down.
Clone Product/Service¶
Clone Product/Service page can be accessed by selecting Clone from the Action dropdown of a Product row in the Manage Products/Services page.
This page looks and behaves very similar to the Add Product page with the exception that some fields are pre-filled with the values of original Product.
Clicking upon the Save button after the required fields are filled out the user is returned back to the Manage Products/Services page with a success message.
Updated As Of Version 6.0.0