Default Sales Page: Select the tab which will be loaded first when you navigating to Sales page from the IntelliCart menu.
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.
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).
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.
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.
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.
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 to checkout”, they will have “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.
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” column to Sales > All Sales report.
NOTE: This feature works only for invoice payment.
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.
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
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.).
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.
Enable Deleting Orders: Enable this box to add an ability to delete order from All Sales list.
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.
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.
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.
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.
Set User Currency by Profile Field: NOTE: This setting works with turned on Enable “Enable Multi Currency Currency” (above) and Enable “Enable User Profile Fields 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 “Enable Multi Currency 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.
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.
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.
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.
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.
