Page Comparison

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.

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.

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

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

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!

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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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.

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.

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.

Enable Multi Currency: Seats "in cart" not count while add to cart: 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 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.

• tree (so the full tree will be re-created). New product category will have next settings:

  • the product category name will be the same as a course category name;

  • course category description will become as a product category description.

Display Create New Course/Product in Catalog: Enable this box to add a new block on Products Catalog > My Courses tab that will allow you to quickly create new course right from there without no need to navigate to Site Administration. User will not be enrolled into the course after creation. So he will not see course after creation.

NOTE: The block for product creation will appear for all users who have permissions of course creation on system or category (course category) level.

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Assigned to Product Courses Limit: Add the maximum number of courses that could be assigned to one product. "0" is set for unlimited. Read how to assign courses to products HERE.

I.e., you have entered "3" in this setting. In this case, you won't be able to assign to more than 3 courses to the product.

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Autoenroll Users to New Courses on Added to Product: Enable this box so that when you add new courses to product, users who are assigned to the product's vendors and have already purchased this product, will be automatically enrolled to the courses.

I.e., you have created product, assigned course A to that, and also assigned a vendor to this product. Then user from the vendor purchased a product, therefore was enrolled into the course A. After that you have assigned course B to the same product. In this case, user from vendor will be automatically enrolled into course B as well as he have already purchased selected product.

Enable Courses Search on ‘Product Details’ Page: Enable this box to add a search box to the Courses tab on Product Details page.

Sorting courses by User enrollments: Enable this box to sort courses in the enrollment order on Products Catalog > My Courses tab for users, so that courses most recently enrolled in by users will be shown in the very top of the tab.

Enable sorting courses by product assign courses order: Enable this box to sort courses on Products Catalog > My Courses tab in the order of their assignment to the product, so that courses most recently assigned to the product will be shown in the very top of the tab for end users.

Enable course availability by enrollment order and course completion: Enable this box to force users to complete courses in the order they enrolled in. So, even if they buy some new courses, but haven’t yet completed courses they previously enrolled in, they won’t be able to access new ones from Products Catalog > My Courses tab.
NOTE: Users will still be able to access the courses via a direct link, so this setting only affects the Products Catalog > My Courses tab.

Enable Application Pre-Approval: This setting allows you to create application pre-approval products, that users has to buy and admins should approve before customer will be able to purchase some other products. This adds an Application Pre-approval product type to the editing page (so that such products could be created), and Other Requests tab to the Sales page (so that admins or vendor managers will be able to approve purchasing).

NOTE: Vendor managers will be able to approve/reject requests made by users from their vendor only.

Select the option how the Application Pre-approval will be applied.

• None - An Application Pre-approval will be disabled, such type of products will be removed from options to select on the product editing page, and Other Requests tab won't be shown.

• Single - An Application Pre-approval type of products will be added to options to select on the product editing page, and Other Requests tab will be shown. When you create an app fee product, user has to purchase this one and this purchasing has to be approved by admin or manager before user's ability to buy others (even if he adds to cart another product). If this option is selected only 1 App Fee is allowed for all products and this has to be bought only once (IntelliCart won't force you to buy this one more time).

  NOTE: You can create only one "Application Pre-approval" product with this option selected.

  I.e., you have selected this option under the setting, and created a product A with Application Pre-approval type. Then you have also created a regular products B and C. User wants to buy the product B, and he clicks on Add to Cart button for this. As he didn't pay for an Application Pre-approval, he'll be promptly redirected to the checkout page for product A without any discounts and/or coupons and with all active payment methods. When paid, the notification will be sent to all site admins and managers, so that someone could approve or reject user's payment. When approved, user could purchase a product B without problems. And if he wants to buy product C in some days, he'll be able to do this without need to pay for a product A one more time.

• Multiple - An Application Pre-approval type of products will be added to options to select on the product editing page, and Other Requests tab will be shown. If this option selected, you will be able to create several products with mentioned type, and then assign them to different products under Assign “Assign Pre-Approval Product Product” setting on the product editing page. When user is going to purchase any of the products, he has to buy an app fee product assigned to the selected one. Then this purchasing has to be approved by admin or manager before user's ability to buy required product.

  NOTE: All other products where you haven't assign any "Application Pre-approval" will require a purchasing of the application fee product that was created first. Find next setting description to get known how to disable this.
  NOTE: You could share the direct link to application pre-approval product with customer. When he purchase that, and his request is approved, he'll be able to buy the main product without limitations. To get the link to product, navigate to IntelliCart > Products, click on product name you wish to share, and copy the URL (web page link).

  I.e., you have selected this option under the setting, and created products "App Fee 1" and "App Fee 2" with Application Pre-approval type. Then you have also created a regular products A and B. You have also assigned "App Fee 1" to product A and "App Fee 2" to product B. User wants to buy the product A, and he clicks on Add to Cart button for this. As he didn't pay for an Application Pre-approval for this product, he'll be promptly redirected to the checkout page for product "App Fee 1" without any discounts and/or coupons and with all active payment methods. When paid, the notification will be sent to all site admins and managers, so that someone could approve or reject user's payment. When approved, user could purchase a product A without problems. And if he wants to buy product B, he'll need to pay for an "App Fee 2" first and be approved again before purchasing exactly product B.

  NOTE: You could assign only 1 App Fee to the product, but you could assign the same App Fee to different products. E.g., you could have Product A, Product B and Product C, and "App Fee 1" and "App Fee 2". So you're able to assign an "App Fee 1" to Product A, and "App Fee 2" to Products B and C. User will need to pay for an "App Fee 2" in both cases - when he wants to purchase product B and/or product C.

Apply One For Products with Assigned Preapproval Product: Enable this box so that application pre-approval products will be applied only to the products that have assigned app pre-approval one.

I.e., you have created a product A with Application Pre-approval type, and a regular product B with Online type and product A as a pre-approval product. Also, you've created a regular product C with Online type, but without any pre-approval product. If this setting is disabled, IntelliCart will force users to purchase a product A even if they wish to buy product C (that has no assignation). But when this setting is enabled, and user wants to buy a product C, he won't need to purchase product A as an application pre-approval.
NOTE: This setting works in collaboration with "Multi" option from Enable Application Pre-approval setting above.

Pre-Approval Fee Amount: Add the global amount of pre-approval fee (in default currency) that will be applied for application pre-approval products as a default one (if you enter 0 to the Price field for product).

NOTE: You will be able to set up a custom pre-approval fee for products, too, by entering another value to the Price field to product editing page.

Enable Auto Approval Application Pre-Approval Requests: Enable this box so that application pre-approval requests will be automatically approved after customer's payment without need of intervention by admin or manager. As requests are going to be approved automatically, you may disable notifications sent to managers and users about approval by disabling Send Application Pre-approval Request instructor notification setting and enabling Not send Application Pre-approval Request Approved Notification (to User) setting.

Enable Pre-Training Fee: Enable this box to add an ability to set up a pre-training fee for products. User will have an ability to pay only Pre-Training price to get product. When paid, user will be enrolled into the product, and his seat will be used, but he will not be enrolled in course(s) until course start (use Scheduled Enrollment settings for this). This feature will use a Global Pre-training Fee (see below) for all products as a default one, but will also add a Pre-training Fee field to product editing page, where you can add other value than global. When user paid for the deposit, he will have Pay for Product button to be able to pay the rest of the full product price (or first subscription payment).

NOTE: This feature requires to have a Buy one product at once setting is enabled.

I.e., you enabled this feature and set up the Global Pre-training Fee to $10. Also you have created a product with scheduled enrollment and set a price as $100 to this product. When user is going to buy the product, IntelliCart will ask him to pay only $10 at first (this will become a deposit for the product place). After payment, the user will be marked as the product purchaser, but won't be enrolled into product course(s) for now. He will be added to the Scheduled Enrollment list instead until his enrollment starts. He will also need to pay the rest $90 before course starts.

Global Pre-Training Fee: Add the global amount of pre-training fee (in default currency) that will be applied for all products as a default one.

NOTE: You will be able to set up a custom fee for products, too, by entering another value to the Pre-training Fee field to product editing page.
NOTE: This setting works in collaboration with Enable Pre-training Fee and Buy one product at once settings.

Enable Payment Validation Before Training Start: Enable this box so that IntelliCart will check if the user fully paid for the product (with regular or first subscription payment) before scheduled course enrollment.

NOTE: This setting works in collaboration with Validate payment before and Action if training is not purchased settings below.

I.e., you set up the Validate payment before setting to check user payments for 1 day before course starts, and selected a Delete scheduled enrollments option under Action if training is not purchased setting. User is going to buy a product with pre-training fee. He has already paid a deposit and was added to the Scheduled Enrollments list (as he's not enrolled into the course yet). The product course will start on March 20. So the IntelliCart will check on March 19 whether the user has paid the full product product price, and if not, delete this enrollment from the scheduled list, so the user won't be enrolled into the course on March 20.

Validate Payment Before: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the IntelliCart will check whether the user paid for the product where he already has a pre-training fee.

NOTE: This setting works in collaboration with Enable Payment validation before training start above and Action if training is not purchased settings below.

Action if Training is Not Purchased: Select the action that will be done with user scheduled enrollment if he doesn't pay for the product where he already has a pre-training fee.

NOTE: This setting works in collaboration with Enable Payment validation before training start and Validate payment before settings above.

NOTE: This is validating by the IntelliCart Expiration cron task.

Display Deleted Scheduled Enrollments: Enable this box so that scheduled enrollments that were deleted from the system because user didn't pay for full product price (or first subscription payment) after pre-training fee will be shown in the Scheduled Enrollment list with the Deleted status.

Assign Courses to App Preapproval Product: NOTE: This setting works in collaboration with "Multi" option from Enable Application Pre-approval setting above.

Enable this box so that you'll be able to assign courses to products that have an Application Pre-approval type. Users who paid for app pre-approval product will be enrolled into assigned course after purchasing (or depending on product enrollment setting).

I.e., you have created a product A with Application Pre-approval type, and assigned course A to this. Also, you've created a regular product B with Online type and product A as a pre-approval product, and assigned course B to this. When user wants to buy product B, IntelliCart will navigate him to the purchasing page of product A (due to Enable Application Pre-approval setting). User buys the product A and is going to be enrolled into the course A momentarily (even before his request is approved, because course A assigned only to product A). When admin/manager approves his request, user will be able to purchase product B and be enrolled into course B.