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titleEnrollments

  1. Enable Manual Enrollment: Enable this box to add Enrollments action to products. Select user(s) who you want to be manually enrolled into the product and course(s) in it. You can select all users by enabling such checkbox under the drop-down.

    Click on Save changes to apply this filter in your LMS system. NOTE: Users who are manually enrolled will be displayed in All Sales report on the Sales tab with a Manual status and zeros in the payment columns.

    image-20240522-144301.png

  2. Enable Approval Enrollment: Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability to approve courses users want to be enrolled in.

    NOTE: This is working only for product's with seats.

    NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in.

    I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. The student will need to go to the course enrolling page to send a request to a manager for enrolling him into the specific course.

    image-20240522-144712.png

    This request will appear on the Requests tab Sales for a manager, where he can approve or reject this.

    image-20240522-144809.png

    Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

    image-20240522-144837.png

  3. Enable Free Enrollment: Enable this box to make ALL products in your LMS system free. In this case you (as an admin) won't be able to add prices to products, user's won't need to add products to the cart. They'll be able to enroll to / unenroll from the products and courses inside them by clicking the Enroll / Unenroll button that will appear instead of the Add to cart button.

    NOTE: When this option is enabled "Payment Types" tab on IntelliCart dashboard will be hidden!

    image-20240522-144949.png

  4. Enable Auto Enrollment: Enable this box so that users who were added to the vendor will be automatically enrolled into product(s) this vendor was assigned to. I.e., you assigned an Acme Corp vendor to the Math product. When you add a user to the Acme Corp vendor, he'll be momentarily enrolled into the Math product without need to pay for it.

  5. Enable user profile field auto enrollment: This setting works in collaboration with “Enable User Profile Fields” (enabled) and “Not filter empty Profile Fields data” (disabled) settings from Categories and Products block of settings above, and also with “Enable managing Users“ setting from Vendors block of settings.
    Enable this box so that users who were imported from the file (with some profile field set) will be automatically enrolled into the product(s) where is the same profile field assigned.
    I.e., you want to upload some users into the LMS system using IntelliCart importing from Vendors > Manage Users > Import. You created a file based on the example, and added a profile field “Country” to the file to define user’s placement. When you upload this file, user will be automatically enrolled into the product(s) where the same country is assigned for filtering.

  6. Enable Self Course Enrollment: Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability for students to manually enroll into courses.

    NOTE: This is working only for product's with seats.

    NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in.

    I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. The student will need to go to the course enrolling page to click on a enroll button for manual enrolling into the course.

    image-20240522-145135.png

    Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

    image-20240522-145219.png

  7. Enable Auto-Enrolling on Seats Checkout: Enable this box so that customers who buy more that fixed number of seats will be enrolled into the product course(s) for free.

    NOTE: This setting works in collaboration with Minimum seats number for Free enrollment and Role for Free enrollment settings below.

    I.e., you set up the Minimum seats number for Free enrollment setting to "2" and selected "Non-editing teacher" Role for Free enrollment. When customer buys 2 or more product seats, he will be automatically enrolled into product course(s) with a "Non-editing teacher" role without need for additional payment and all seats he bought will be available for assignment, as usual.

    NOTE: Users will be automatically enrolled with a protected role (no ability to remove that manually from the course participants). If you wish to disable this to be able manually remove the role, go to Site Administration > Plugins > Enrolments > IntelliCart enrollments and turn on Disable protected roles setting under Enrolment instance defaults block.

    image-20240522-145258.png

  8. Minimum Seats Number for Free Enrollment: Add the number of seats that customer should buy to be auto-enrolled into the product course(s). If customer buys this minimum or more seats, he'll be enrolled for free.

    NOTE: This setting works in collaboration with “Enable Auto-enrolling on Seats Checkout above” and “Role for Free enrollment” settings below.

  9. Role for Free Enrollment: Select role so that users will be auto-enrolled into product courses(s) with this specific role.

    NOTE: This setting works in collaboration with “Enable Auto-enrolling on Seats Checkout” and “Minimum seats number for Free enrollment” settings above.

  10. Enable Course Un-Enrollment: Enable this box to add an Unenroll “Unenroll” button to courses on the My Courses tab in the Product Catalog so that users can unenroll from courses by themselves.

    image-20240522-145352.png

  11. Hide unenroll button on products: This setting works in collaboration with “Enable instant enrollment for free products“ setting from Categories and Products block of settings. Enable this box to hide “Unenroll” button for users on Products Catalog, My Products tab, and product details pages.

  12. Continue Expired Enrollment After Purchase New: This setting works in collaboration with “Enable Approval Enrollment” above.

    Enable this box so that user will be automatically enrolled into the course(s) he was enrolled before product expiration without need to approve course enrollment one more time.

    I.e., you have Enable Approval Enrollment and this setting enabled, and have a product that expires in 30 days after purchasing, so that user has to buy it again to continue passing the course(s). User buys a product and request some course enrollment. Manager approves enrollments. In a month product enrollment expires, and user buys the product one more time. In this case he won't need to send a request for course enrollment to manager again, because he'll be automatically enrolled back to courses that were already approved before.

  13. Users for Enrollment Limit: Add the maximum number of seats that could be assigned to users per one time.

    I.e., you have set up 50 seats in this setting, and have purchased 200 seats in the product. When you navigate to Sales > Seats, click on Details button for purchasing, from there go to Enroll Users, and tick Select all Users, only 50 first users will be enrolled. You still will be able to go to Enroll Users and tick Select all Users to enroll 50 more users.

Sales

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titleSales
image-20240522-145703.pngImage Removed

  1. Default Sales Page: Select the tab which will be loaded first when you navigating to Sales page from the IntelliCart menu.

    image-20240522-151030.png

  2. Enable Manual Invoices Approval: Enable this box to add an ability for admins to approve or reject invoices. If admin approves an invoice, user who bought a product via invoice will get an access to the product and course(s) in it. If admin rejects an invoice, user won't get an access to a product and will be able to try to buy it again.

    image-20240522-151116.png

  3. Need approve invoice with total price 0.00 after coupon applied: Enable this box to require admins to approve invoices when the user applies 100% discount coupons.
    E.g., user buys a product(s) and applies some coupon(s) during the checkout for 100% discount. In this case, they still should process payment and wait while admin will approve that (or any other user who has approval rights).

  4. Not Change Payment Method When Approve Invoice: Enable this box so that when you approve an invoice where customer selected some payment gateway for paying, the Payment Type won't be changed.

    E.g., customer selected paying within http://Authorize.Net payment method during checkout, but haven't finished paying process yet. The Invoices list under Sales tab will get a record about this customer after he selected the method. If you, as an admin, will approve this invoice manually, the Payment Type will be changed to "Invoice" from "http://Authorize.Net " automatically. But enabling this feature won't change the type, and the order will still be approved.

  5. Enable Shipping: Enable this box to add a Shipping setting to product editing page, so when the user purchases a product, he will be able to add his address information for delivering. This will also adds a Shipping tab on the Sales page, where you'll be able to review customer's shipping information.

  6. Enable Wishlist: Enable this box to add a WishList for your users, so they’ll be able to mark products as wanted, and track them through the list placed under the cart icon.

    image-20250115-145411.pngImage Added

  7. Enable Checkout Notes: Enable this box to add the ability for your users to add specific notes for product purchasing. When users click on Proceed “Proceed to checkoutcheckout”, they will have Add Notes “Add Notes” button clicking which will show them a text box for adding notes. These notes will appear under Sales > All Sales report in Notes column for admins and managers.

    image-20240522-151304.png

  8. Enable Trial Access: Enable this box so when users buy product via invoice, they will be momentarily enrolled into the product and courses in it until their invoice will be approved or rejected. This will also add Trial Expiration “Trial Expiration” column to Sales > All Sales report.

    NOTE: This feature works only for invoice payment.

  9. Trial Access Period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer will use the trial access and will be enrolled into the product. I.e., you added 1 week to this setting, customer buys the product in June 12, so he will be momentarily enrolled into this product and may use this until June 19.

    NOTE: Trial Access should also be enabled on the product editing page for user's trial course access.

    NOTE: This setting add an expiration date to the invoices. So, if this set up to 1 week and user requested an invoice, he/she will be able to pay by that invoice during a week. If user doesn't pay at that time, an invoice will become expired and should be requested again.

  10. Trial Expiration Enrollment Actions: Select the option what IntelliCart will do with trial accessed customers if their invoices won't be reviewed (approved or rejected) during Trial Access Period.

    • Unenroll Users: Customer will be unenrolled from product and courses in it until his/her invoice is approved

    • Suspend Users: Customer's product and course(s) usage will be suspended until his/her invoice is approved

    • Keep Users Enrolled: Customer will still have an access to product and courses in it

  11. Display Records for Suspended Users: Enable this box so that orders made by users who are suspended now will be shown in Sales reports (All Sales, Invoices, etc.).

    image-20240522-151437.png

  12. Display Scheduled Enrollment List: Enable this box to add a Scheduled Enrollment tab to Sales page where you'll be able to review users who bought products with delayed course enrollment.

    image-20240522-151510.png

  13. Enable Deleting Orders: Enable this box to add an ability to delete order from All Sales list.

    image-20240522-151546.png

  14. Close Paid Seats: Enable this box so that purchased seats (even if they have not been assigned to users yet) will be "closed" for other customers, they won't be able to buy them.

  15. Seats "in cart" not count while add to cart: Enable this box so that seat(s) won’t be counted as used when user adds product to the cart. This will also check if there’re available seats in a product when user wants to buy them after having this product in the cart for some time.
    E.g., you set a product with 5 seats. User A adds 3 seats to the cart, but don’t buy that, and just leave the page. Then User B adds 3 seats to the cart and buy them - he can easily do that because previous 3 seats are not counted as used. Then User A comes back to his cart and wants to proceed to checkout. In this case, IntelliCart will show him a message that product doesn’t have that amount of available seats, asks to add seats one more time, and remove current product adding from the cart.

  16. Enable Multi Currency: Enable this box to add an ability to assign Currencies to payment types. This also adds an ability to change the currency on the Products Catalog. I.e., you added US Dollars to the PayPal payment gateway and Euro to the Stripe. In this case, if the user wants to buy a product using US Dollars, he'll need to pay by PayPal, and if he selects Euro, he should pay by Stripe.

    image-20240522-151639.png

  17. Display User Currency in Reports: Enable this box so that reports under Sales tab will show the currency customer used in purchasing. If this is not enabled, all sales will be shown in the default currency.

    image-20240522-151738.png

  18. Set User Currency by Profile Field: NOTE: This setting works with turned on Enable Multi Currency (above) and Enable User Profile Fields (read more about this setting HERE - point 3) settings.

    Enable this box to add an ability to filter currencies by user profile fields. Setting profile field for currency will automatically restrict user's ability to select currency by themselves (see Enable Multi Currency setting above), and will show product prices in the currency based on user's profile field.

    E.g., you want to show product prices in Euro for users from Italy, and in US Dollars for users from USA. In this case you assign Italy as a Country profile field to Euro currency, and United States as a Country to US Dollars. So, when user from USA reviews the Products Catalog, all pricing will be automatically shown in US Dollars for him. And the same for users from Italy - pricing will be in Euros for them.

  19. Display Vendors on Sales Seats Page: Enable this box to add Vendors column to the Seats tab on Sales page that will display all vendors customer is enrolled in.

  20. Set a Currency for Each Product (Based on Vendor Assigned to the Product): NOTE: This setting works in collaboration with next settings:

    • Set a currency for each product if multiple vendors are assigned - has to be enabled

    • Buy one product at once - has to be enabled

    • Enable Multi Currency - has to be enabled

    • Enable Vendors - has to be enabled

    • Filter payment methods by product vendor - has to be enabled

    • Enable filtering products by Vendors - has to be disabled
      Enable this box to add an ability to set up product prices within different currencies based on the vendor assigned. This setting works with a strict vendor assignation to products - you should assign only one vendor to the product, but you still may have several vendors assigned to the one currency. Also, notice that you can't assign one vendor to different currencies - in this case product price will be shown in default currency.

      I.e., you have assigned Vendor A to the US Dollar currency and to the Accounting product. Also, you assigned Vendor B to the Euro currency and to the Math product. In this case, Accounting product will have a price in dollars on the Products Catalog, and Math product will have a price in euros.

      image-20240522-151942.png

  21. Set a Currency for Each Product if Multiple Vendors are Assigned: NOTE: This setting works in collaboration with next settings:

    • Set currency for each product (based on vendor assigned to the product) - has to be enabled

    • Buy one product at once - has to be enabled

    • Enable Multi Currency - has to be enabled

    • Enable Vendors - has to be enabled

    • Filter payment methods by product vendor - has to be enabled

    • Enable filtering products by Vendors - has to be disabled
      Enable this box to add an ability to set up product prices within different currencies based on the vendor assigned. This setting allows you to assign several vendors to products, IntelliCart will check vendors crossing in currency and product assignations. So, you may have several vendors assigned to the one product and to the one currency. Also, notice that you can't assign one vendor to different currencies - in this case product price will be shown in default currency.

      I.e., you have assigned Vendor A and Vendor B to the Euros currency and Vendor A and Vendor C to the Math product. In this case, Math product will have a price in euros on the Products Catalog, because Vendor A was assigned to both product and currency.

      image-20240522-152120.png

  22. Enable Checkout Rules: Enable this box to add an ability to define checkout rules for your customers. This will add a Checkout Rules tab to the IntelliCart, where you'll be able to set up conditions for product purchasing.

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