Page Comparison

Enable Direct Categories Links: Enable this box to add an ability to add the Category URL link to the categories list for quick navigation. Clicking on the category link will direct you to the selected category in the Products Catalog.

Use homepage URL for category link on categories manage page: This setting works in collaboration with “Enable direct categories links” setting above, and also when you place Products Catalog on the Home page instead of the Dashboard. Enable this box so that categories links will direct to the Products Catalog on the Home page filtered by the selected category.

Multiple Categories for Product: Enable this box to add the ability to assign product(s) for 2 or more categories.

Enable User Profile Fields: This setting allows you to filter your product(s) and/or discount(s) by the profile field(s). I.e., you want to display a product only for users from the NY state. Or you want to give a discount only for a special company.

Enable this box to add Filter by Profile Fields action to products and discounts. Click on Add Field button to add the Profile Field which product/discount will be sorted by.

After clicking on the Continue button additional boxes for adding Profile Field value will appear. Enter them and click on Save changes to apply this filter in your LMS system. You can also select the Matching Mechanism for the field (read more in the next point). NOTE: If you add 2 and more Profile Fields with values inside them, users who's Profile Field values matches at least with one of them will see the product in the catalog or have a discount.

Matching Mechanism: Select the mechanism for profile fields matching.

• Equal and case-sensitive. When you enter the Profile Field value for product or discount, you should put exactly the same value as it's entered in User Profile(s). E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put case-sensitive and full length field value. Here only users who has "IntelliBoard" in their Company profile field will see the product.

• Equal and not case-sensitive. When you enter the Profile Field value for product or discount, you should put the same value as it's entered in User Profile(s), but the case may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put the full length field value without case matching. Here users who has "IntelliBoard", "intelliboard", "Intelliboard", etc. in their Company profile field will see the product.

• Partially equal (like). When you enter the Profile Field value for product or discount, you should put a part of the full value that was entered in User Profile(s), case and full length may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put a part of the full length field value without case matching. Here users who has "Intelli", "board", "Board", etc. in their Company profile field will see the product.

Not Filter Empty Profile Fields Data: Enable this box to allow users who don't have any information in the selected above Profile Field see all available products. And vice versa, turn off this box so these users can see only products for general access. I.e., if you filtered some product to be visible only for users from the NY state, enabling this feature will display the selected product for users who have the "State" profile field blank, too.

Enable User Interests:

Enable Cohorts: This setting allows you to filter your product(s) and/or discount(s) by cohort(s). I.e., you want to display a product only for users from the cohort A. Or you want to give a discount only for this cohort.

Enable this box to add Filter by Cohorts action to products and discounts. Select cohort(s) which the product/discount will be sorted by. You can select all cohorts by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system. NOTE: If you add 2 and more cohorts, users who's at least in one of them will see the product in the catalog or have a discount.

Enable Custom Fields of Products: Enable this box to add the Manage custom fields option to products which works the same way as Custom User Profile Fields in Moodle.

Enable Product Instructors: Enable this box to add an ability to add instructors for products and sessions, where you can assign instructor(s) to a specific product (session) and select whether they will be visible on a special tab on the product's Details page.

Instructor Roles: Select role(s) so that only users who have the role mentioned here at least in one course can be assigned as an instructor for the product/session.

Display Instructors Description: Enable this box so that user description from profile will be shown on instructor details on product page.

Enable Groups: This setting allows you to select course group(s) users will be enrolled in when they buy a product. I.e., you want that users will be automatically enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session.

Enable this box to add Assign Groups action to products and sessions. Select group(s) customers will be enrolled in after product/session purchasing. You can select all groups by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system.
NOTE: If you assign 2 or more groups, customers will be enrolled into all selected groups.

Enable Groups Selection: This setting allows your customers to select a course group he/she wants to be enrolled in when they buy a product on the checkout page. This setting is an addition to the previous one (Enable Groups), so you have to enable that, too. I.e., the customer wants to be enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session. NOTE: If customer doesn't select any group here, he will be enrolled into the course out of groups.

Enable Offline Products: Enable this box to add an ability to select the product type (online or offline) in Product Options on the product editing page. ONLINE type will allow you to assign courses to the product (will add a specific action button to the product). OFFLINE type won't allow you to assign courses to the product, this can be used for selling something physical (e.g., books), recorded webinars, videos, etc.

Enable Products Expiration: This feature allows you to set up a number of weeks/days/hours/minutes/seconds from the product purchasing date after which users will be auto unenrolled from the product and course(s) inside it. Users will be able to buy a product again only after this period of time expires. I.e., you set up this setting to 50 days. User buys the product with a course inside on March 1, so he'll be enrolled into this course until April 19. He also won't be able to buy this product one more time until this date. If he wants to continue his enrollment in this course after April 19, he will need to buy the product again.

Enable this box to add a Product Expiration setting to the Product Options on the product editing page.

Enable product expiration to add the number of weeks/days/hours/minutes/seconds.

Enable Product Payment Code: Enable this box to add Payment Code and Payment Description “Payment Code” and “Payment Description” fields to the product editing page under the Product General Information. This data will be send to the Payment Gateway as an internal product identifying information instead of the product name.

NOTE: This information won't be visible in the LMS system.

Enable Products Sorting: Enable this box to add the ability to move products up or down in the list. This will add 2 arrows (Move Up and Move Down) to product actions.

Enable Instant Enrollment for Free Products: Enable this box so when you set price of the product to zero, users will see Enroll “Enroll” button on the product instead of Add “Add to cartcart”.

Enable Roles Filtering: This setting allows you to filter your product(s), coupons and/or discount(s) by user system role(s). I.e., you want to display a product only for teachers. Or you want to give a discount only for managers.

Enable this box to add Assign Roles action to products and discounts. Select role(s) which the product/coupon/discount will be sorted by.

Click on Save changes to apply this filter in your LMS system. NOTE: If you add 2 and more roles, users who has at least one of them will see the product in the catalog, could apply the coupon or have a discount.

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Not Filter User Without System Roles: Enable this box so products/coupons/discounts that don't have assigned role(s) will be visible (could be applied) for all users. I.e., product A has assigned role as Manager, product B doesn't have assigned roles. If this setting is enabled, user with Manager role will see both products, if disabled, user will see only the product A.

Use Any Context User Roles: Enable this box so that all context types (not only system) will be Enroll guests immediately on free products after login: This setting works in collaboration with Guest Checkout functionality and “Enable Instant Enrollment for Free Products” setting above. Enable this box to change “Add to cart” to “Enroll” button for guests. When guest clicks on this button for the product, they’ll be directed to the login page, and enroll them into product automatically after signing in.

Enable instant enrollment in a product with zero price due to a discount applied: This setting works in collaboration with next settings:

• Enable Instant Enrollment for Free Products (ON)

• Enable Discounts (ON)

• Calculate and display prices with discounts (ON)

• Enable manual discount selection (OFF)
  
  Enable this box so that if a product has a discount which reduces product’s price to zero (or multiple discounts that add up to reduce the price to zero), an “Add to Cart” button will be replaced with “Enroll” button.
  NOTE: If the setting “Enable manual discount selection” is ON and a product has multiple discounts, “Add to cart” won’t be replaced.

Enable Roles Filtering: This setting allows you to filter your product(s), coupons and/or discount(s) by user system role(s). I.e., you want to display a product only for teachers. Or you want to give a discount only for managers.

Enable this box to add “Assign Roles” action to products and discounts. Select role(s) which the product/coupon/discount will be sorted by.

Click on “Save changes” to apply this filter in your LMS system.
NOTE: If you add 2 and more roles, users who has at least one of them will see the product in the catalog, could apply the coupon or have a discount.

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Not Filter User Without System Roles: Enable this box so products/coupons/discounts that don't have assigned role(s) will be visible (could be applied) for all users. I.e., product A has assigned role as Manager, product B doesn't have assigned roles. If this setting is enabled, user with Manager role will see both products, if disabled, user will see only the product A.

Use Any Context User Roles: Enable this box so that all context types (not only system) will be checked for the role assigning. I.e., product A was assigned to be shown only for Teacher role. If the user has teacher role on some course, he/she will see the product in the Product Catalog.

Enable Product Terms and Conditions: Enable this box to add Terms & Conditions fields to the product editing page under the Product Description. When this enabled for the product and terms are entered, the pop-up window will appear for user after adding this product to the cart. User has to accept them to keep purchasing.

Allow Use Same Product Code: Enable this box to have an ability to enter the same Product Code for different products on the product editing page.

Check Max Number of Products Purchased/Enrolled: Enable this box to add an ability to set up the maximum number of products user could buy from the category. I.e., if you enable this setting and add 3 to Max number of products purchased/enrolled setting under category editing page, users will be available to buy only 3 products from this category.

Search Courses in Subcategories to: Enable this box so when you assign courses to the product and use a category filter for limiting, courses from child categories will be shown in the course filter, too. I.e., you have a tree of categories, where Course A is placed under Autumn 2020 / Year 1 sub-category, and Course B is placed under Autumn 2020 / Year 2 sub-category. If you select Autumn 2020 category in the category filter, both courses - Course A and Course B - will be displayed in the course filter.

Enable Duplicate Product: Enable this box to add a duplicate button in the product table under Actions. After clicking on the icon to duplicate the product, a new page opens with all the data from the existing product are displayed. After editing and clicking on Save changes, the product is duplicated and there is a copy of the chosen product.

Enable Author of Product:

Enable Coupons: Enable this box to add the ability to manipulate coupons in your LMS system. This will add the Coupons tab to the IntelliCart, Coupons Used report to the Reports tab, information about coupons to the Dashboard, etc.Display Coupons on Sales Reportsan “Author” column to the Products Overview page allowing to see who have created a selected product.

Show category name on product assigned courses: Enable this box to add the Coupon Used a “Category” column to the All Sales table (IntelliCart > Sales > All Sales). This column will display coupon names that were applied in purchases.

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Max Number of Coupons per Order: Add the number of coupons user could apply for 1 order. The value must be greater than 0 for the setting to work. E.g., if you put 2 here, user could apply only 2 coupons in 1 order.

Enable Product Fee: Enable this box to add an ability to set up a custom fee for each product. When this is enabled, 3 additional fields will be added to the product editing page - Fee, Fee Type and Fee Title, - where you will be able to customize the additional fee by adding a fee amount, selecting will it be a percentage or a currency, and put your own name for the fee. This fee will be shown in the cart as an additional cost.

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Calculate Tax on Products Fee: Enabled this box so that the tax will be calculated not by the product price only, but with a fee as well. E.g., you have a product that costs $100. The fee for this product is 10% that is actually $10. And the tax was set up to 20%. If this setting is enabled, the tax will be $20 for the product and $2 for the fee, so $22 in general.

Custom Fee Title: Rename fee on the site level if needed.

NOTE: If you then add another Fee Title for the product, that will replace this custom title.

Enable Gift Cards: Enable this box to add the ability to manipulate gift cards in your LMS system. This will add the Gift Cards tab to the IntelliCart and allow people to buy gift cards.

Enable Certifications: Enable this box to add the the ability to manipulate certifications in your LMS system. This will add the Certifications tab to the IntelliCart and allow people to review their certifications.

Enable Award Certificatescourses table under Products Overview > “Assign courses” action. You’ll be able to use “Filter by Category” there you sort courses by their categories.

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Enable category assignation to products: Enable this box to get an ability to assign full course categories to products instead of assigning courses separately. This setting will add “Categories” button to the courses table under Products Overview > “Assign courses” action. When course category is assigned to the product, an assignation will be automatically updated if you add/delete some courses from the category. If you remove category assignation on product’s side, you’ll have 2 options for enrolled users - keep them enrolled or unenroll from related courses. When you delete a course category from the system and move courses to another category, all courses remain assigned to the product, only category will be unassigned.

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Enable Advanced Filtering: This setting works in collaboration with “Use any context user roles“ setting above. Enable this setting to get an advanced product filtering which combines 3 filters (by vendors, by user profile fields, and by roles) into one allowing you to set filtering rules and their combination. When this is enabled, under Products Overview, you’ll find a new action called “Assign Filters”, that’ll bring you to the form where you may setup the filtering.

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The process of adding new product filtering is next:

• Click on “Add Group” button to initiate a group of filters.

• Click on “Add Filter” button to add new filter to the product.

• If you need to add another filter, click “Add Filter” once again, and a new line with a filters' connector will appear. Here you may set another filter for the product, and select a rule how selected filters will be combined:

  • AND - when selected, user must meet both filters to be able to see and buy the product from Catalog. E.g., you set filtering like below, user must be assigned to the NC Department vendor and have set their profile mentioned they’re from United States to get an ability to see and buy selected product.

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  • OR - when selected, user must meet only one of the filters to be able to see and buy the product from Catalog. E.g., you set filtering like below, user must be assigned to the NC Department vendor or have set their profile mentioned they’re from United States to get an ability to see and buy selected product.

• Add as much filters as needed, and be mindful with their combination. You may also divide filters into parts by adding more groups. In this case, a new group with a groups' connector will appear. Here you may set another group of filters for the product, and select a AND/OR rule how selected groups will be combined.

• Click “Save changes” button to save your filtering.
  NOTE: If you leave filter’s page without saving, you changes won’t be saved.