Features Settings

Hide empty categories: Enable this box to hide categories from the product catalog that don't have any assigned products.

Enable featured products: Enable this box to add an action to products for ability to make product(s) as featured. In other words, be able to add products to the product roulette in the top of the Products Catalog.

Enable ending soon products: Enable this box to add the Ending Soon block to the Products Catalog, where users can see products whose Display End Time expires.

Ending soon products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product will appear in the Ending Soon block. I.e., you added 3 days to this setting, today is February 25, and product's end time is February 26, the product will appear in the Ending Soon block.

Enable just released products: Enable this box to add the New Products block to the Products Catalog, where users can see products whose Display Start Time is just started.

Just released products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product will appear in the New Products block. I.e., you added 3 days to this setting, today is February 25, and product's start time is February 24, the product will appear in the New Products block.

Enable best-sellers products: Enable this box to add the Best Sellers block to the Products Catalog, where users can see products which were sold the specific amount of time by the specific period (that can be set up below).

Best-sellers sold times: Add the number of products (seats, sessions) to identify how many times should the product be sold to appear in the Best Sellers block.

Best-sellers products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product must be bought to appear in the Best Sellers block. I.e., you added 5 weeks to this setting and 10 to the "Best-sellers sold times" setting above, so if the product will be bought 10 times during 5 weeks (at any period of time, not just after you set this up), it'll appear in the Best Sellers block.
NOTE: Products can only be added to this block when conditions are met. They will remain in this block until you remove the entire product from the LMS system.

Use user time zone: Enable this box for automatic filtering of product displaying on the Product Catalog page. I.e., you want to start showing the product at 9 am for all users depending on their timezone. Enabling this setting will display the product to French users at their 9 am (8 am GMT), to USA users and their 9 am (2 pm GMT), etc.

Hide featured products on product page: Enable this box to hide the product roulette on the Details page for product.

Track user view history: Enable this box to track which products user reviewed (clicked on the product's Details page). This will be displayed in the Recent Products block that described below.

Enable Recent Products: Enable this box to add the Recent Products block to the Products Catalog, where users can see products which they have reviewed before.

Enable Recommended Products:Enable this box to add the Recommended Products block to the Products Catalog, where users can see products that are most similar to the ones they already bought. Products appear in the recommendation list if at least one of conditions below was met:

• If minimum 1 product course tag is same as User Profile Interests

• If only two or more tags are same of courses that user has already enrolled/finished and new product courses

• User has already something in the cart with minimum 2 same tags

• If user bought 3 or more courses with 1 same tag, then more courses with the same tag are recommended

  

Hide Purchased Products in Products Catalog: Enable this box so that products that customer has already bought will disappear from the products catalog for him.

Buy the same product only once: Enable this box so that each product can be sold only once to the same customer (Add to cart button will disappear for user after 1st purchase). This setting also adds Enable multiple selling setting on product editing page, that allows you to set up products for selling more than once.

I.e., you enable this setting, and set up 2 products:

• product A - has Enable multiple selling setting ticked OFF

• product B - has Enable multiple selling setting ticked ON
  Then user buys both products. When it's done, user will still be able to see product A in Products Catalog, but not buy it. And he/she will still be able to see and buy product B again.

Alternative Catalog URL: Add a URL link to the page where you have places the Product Catalog block, so the user will be automatically redirected after product purchasing. I.e., by default, users are automatically redirected to the Dashboard page (/my). But you added the Product Catalog block on the Home page instead of Dashboard and want your users are directed to that one. Adding a link to the LMS Home page here will help with problem solution.

Alternative Login URL: Add the URL link that you want your guests will be directed to when they click on Add to cart button in the Products Catalog page. This can be used for the case if you want to show some additional page for guests before they log in to purchase it. I.e., you add a URL to purchasing terms in your LMS system, guest clicks on Add to cart button and he is directed to this terms page, where in the bottom may be a note that guest should sign in/sign up before purchasing.

NOTE: This setting requires Enable Guest Access setting to be turned on, and Enable guest checkout to be turned off.

Default Dashboard Page: Add a URL link here so that all users who have an access to the IntelliCart managing will be directed to when they go to IntelliCart from the navigation menu. I.e., you want you and you managers are directed to the All Sales page instead of Dashboard. Adding a link to the All Sales page here will help with problem solution.

Enable Reviews: Enable this box to add an ability to add product and instructor reviews for your users. Users will be able add reviews to products and instructors and comment these reviews. This setting will also add additional block of settings to product editing page, where admin can specify review settings for every specific product.

Reviews limit: Add the number of reviews per page that will be displayed on the product/instructor details.

Buy one product at once: Enable this box so that users will be able to by only one product per time. They will be directed to the checkout page after adding product to the cart.

Enable product video: Enable this box to add an ability to add videos to products that will be shown on the Product Details page instead of product image. Read more about product videos HERE (under Product Description block).

Enable Multi Select Categories on Product Catalog: Enable this box so that users will be able to filter products in catalog by several categories. Filtering will be applied automatically after each category selected.

Click "view" button for display products of multi select categories: Enable this box so that users will be able to filter products in catalog by several categories only after clicking View selected button.
NOTE: This setting works in collaboration within “Enable Multi Select Categories on Product Catalog” setting above.

Search products after button click: Enable this box so when customers use a search box to find products in catalog, searching will be made only after magnifier icon in the bar or Enter on the keyboard is clicked. So, it won't search after each symbol entered.

Courses completion tracking: Enable this box to add course completion tracking to the Products Catalog on “My Courses” tab. When this box enabled, completion will be shown as a text.

Display courses progress as bar: This setting works in collaboration within previous one - “Courses completion tracking“. Enable this box to add a progress line up to the course completion text.

Display product schema: This setting works in collaboration with Guest Checkout functionality and an ability to open site for searching engines specifically. Enable this box to add product schema to product view page for guest. This helps searching engine to define product price with a “price” type to display a it correctly when product is searched.
NOTE: Enable this box during the process of setting up Guest Checkout. In case you do not do this, you may face with a problem that product price is 100 times bigger than expected when product is looked in a searching engine. This happens because searching engine reads decimal part as a main product price. It may take some time while searching engine update its' results within new price display, but you may update product description to speed up this process - it forces searching engine to read an updated version.

Featured products time duration enabled: This setting works in collaboration with “Enable featured products” setting above and “Featured products time duration“ setting below. Enable this box so that products marked as featured will be automatically unmarked after some period of time.

Featured products time duration: This setting works in collaboration with “Enable featured products” and “Featured products time duration enabled“ settings above. Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which product will be automatically unmarked from featured.

Hide add to cart button on catalog page: Enable this box so that “Add to Cart” button will disappear from the Products Catalog for products' preview, and will stay only on the Product Details page.

Enable Guest Access: Enable this box to give guests of your LMS system an ability to review product's details page. I.e., on a pic below I can review the product's page without need to log in.

Use Products Filters on Guest Access: Enable this box to allow guest see only products for general access. And vice versa, turn off this box so that guests can see all available products in your LMS system. I.e., if you assigned some product(s) to any cohort/vendor/etc., enabling this feature will hide the selected product for guests, too.

Enable Guest Checkout: Enable this box to add a cart for guests, so they can add products to this. After clicking the Proceed to checkout button they will be redirected to the log in page, where they can enter their credentials and keep buying products. And vice versa, disable this box to remove the cart from the guest's page, so when they click on Add to cart button, they'll be momentarily redirected to the log in page.

NOTE: Users will be linked to the Home page after sign up/in, so they will need to Proceed to checkout again after login. If you want them to be directed to the checkout page after login, set up an IntelliCart Authentication.

Guest Sign Up After Added to Cart: Enable this box so that guests will be linked to the IntelliCart Authentication sign up/in form after clicking the Proceed to checkout button. When guest is registered/logged in, he/she will be directed right to the Checkout page instead of Home.

Login user as guest when accessing direct product links: This setting works in collaboration with Guest Checkout functionality. Enable this box so that user will be automatically logged in as guest when they access your site by the direct product link. This may be useful for cases when you use direct product links and place them on a third site.

Redirect Guest to cart after sign in: Enable this box so that guests will be redirected from the Home to the cart page when they login.
NOTE: To make this setting work correctly, you must enable IntelliCart authentication plugin under Site Administration > Plugins > Authentication > Manage authentication. It’s not required to set that method as a registration one, you must only enable this.

Show html blocks on custom frontpage: This setting works in collaboration with IntelliCart frontpage.php file that adds Products Catalog as a main content of the Home page for guests (more details are HERE). Enable this box so that HTML blocks used on the Home page for logged in users will be displayed above the Products Catalog for guests. By default, IntelliCart replaces such page content within Products Catalog, but this setting brings this back.

Show site home activities on custom frontpage: This setting works in collaboration with IntelliCart frontpage.php file that adds Products Catalog as a main content of the Home page for guests (more details are HERE). Enable this box so that Site Home activities and “Available courses” block from the Home page for logged in users will be displayed above the Products Catalog for guests. By default, IntelliCart replaces such page content within Products Catalog, but this setting brings this back.

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” 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” button on the product instead of “Add to cart”.

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.

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 this box to add an “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 a “Category” column to the courses table under Products Overview > “Assign courses” action. You’ll be able to use “Filter by Category” there you sort courses by their categories.

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.

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.

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.

    

  • 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.

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 Reports: Enable this box to add the Coupon Used column to the All Sales table (IntelliCart > Sales > All Sales). This column will display coupon names that were applied in purchases.

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 Discounts: Enable this box to add the ability to manipulate discounts in your LMS system. This will add the Discounts tab to the IntelliCart, Discounts Used report to the Reports tab, information about discounts to the Dashboard, etc.

Calculate and Display Prices with Discounts: Enable this box to display prices on the catalog page calculated with a discount. I.e., by default users will see the full price on the catalog page (left top picture below), and they can review the discount only by clicking on Details button (bottom picture below). But enabling this feature will show the price with discount right away (right top picture below), and clicking on Details button will show the discount, too.

Enable Manual Discount Selection: Enable this box so that users will be able to select a discount on the Product View page, if this product has more than 1 assigned discount. This discount will be applied during purchasing.

Use Parentheses to Display the Discount Negative Charge: Enable this box so that discounts will be shown in round brackets on the checkout page, cart pop-up, and on invoices.

Enable Discount Selection on Checkout Page: This setting works in collaboration with “Enable manual discount selection” setting above.

Enable this box so that users will be able to select a discount on the Checkout page, if this product has more than 1 assigned discount. This discount will be applied during purchasing.

More than one discount can be applied. I.e., if a user has added all the products for some discount to the shopping cart (based on "All Products" discount type), that discount will be applied automatically to all these products in addition to discounts selected by the user.

Enable times used discount option: Enable this box to add an extra discount setting called “Number of times can be used” where you’ll be able to limit the number of times the selected discount can be used by all LMS users.

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.

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 Certificates: Enable this box to add the the ability to manipulate certificates in your LMS system. This will add the Certificates button under Certifications tab in the IntelliCart and allow people to get certificates after certification completion.

Enable Award Certificates for Product: This setting works in collaboration with “Enable Award Certificates” setting above. Enable this setting to get an ability to assign certificate(s) right to the product on product editing page.

In this drop-down, you’ll be able to set next settings:

• Award Certificates: Select a certificate that will be assigned to the user when they complete selected product.

• Conditions for issuing an Award Certificate: choose how many courses user must complete so that product can be marked as completed, too.

  • All courses complete: User must complete all courses assigned to the product.

  • One course complete: User must complete at least one of the courses assigned to the product.

  • Conditions of completed courses: User must complete the selected number of courses, e.g., minimum 2 from 5 courses assigned to the product must be completed, so that product is completed, too.

    • Minimum number: Add the minimum number of courses that must be completed for product completion.

    • Maximum number: Add the maximum number of courses that must be completed for product completion (if user complete more, certificate will be unassigned).

Products certificates filtering by enroll method "cohort":

Enable Certificate Templates: Enable this box to add the the ability to manipulate templates for certificates in your LMS system. This will add the Templates button to the Certificates page under Certifications tab in the IntelliCart and allow you to assign templates to certificates that people will get after certification completion.

Save Certificate in File: Enable this box so that awarded certificates will be saved in file and sent to the user who issued the certification. The IntelliCart will send a notification to user with certificate(s) information.

NOTE: This is required setting for certificates.

Enable duplicate certificate: This setting works in collaboration with “Enable Award Certificates” setting above. Enable this box to add an extra action to the Certificates Overview page called “Duplicate”. When clicked, the selected certificate will be cloned with next conditions:

• New certificate name will have “copy” word at the end.

• Template assigned to the original certificate will be copied, too (with a “copy” word at the end), and assigned to the new certificate.

Edit certificate after clone: This setting works in collaboration with “Enable Award Certificates” and “Enable duplicate certificate“ settings above. Enable this box so that editing page will open when a certificate is duplicated (by default, it just makes a copy, but you stay on the Certificates Overview page).

Display Gross Price: Enable this box to make Products Catalog to show end product prices to users. This will include and calculate product price within taxes, discounts, and fees before showing this to the end user.
I.e., you have a product that costs $100, and you set 10% tax usage for this one. You have also set a $20 discount for this product. In this case, when user navigates to Products Catalog, they’ll see a product priced at $90 ($100 product price + $10 tax - $20 discount).

Display included items of products gross price in cart: Enable this box to add a description to the cart with items included into the final price, so that user may know how the price was calculated.

Enable Sessions: Enable this box to add the ability to manipulate sessions in your LMS system. This will add the Sessions action for products to the IntelliCart and allow you to manipulate with them.

Disable Sessions in Products by Default: Enable this box so that sessions (“Enable Sessions” setting) will be disabled by default on product editing page.

Enable Session Enrollment: Enable this box so that users will be enrolled into product's course(s) when product's sessions starts. I.e., you created a session for a product that will start at 3pm on March 17 and add a course A to this product. Then user buys a product at 11am on March 17, he won't be enrolled into the course A until 3pm.

Enable Private Tutoring: NOTE: You have to Enable product instructors IntelliCart feature setting and assign instructor(s) to the product, and you have to enable Display Teaching Products Tab and Display Calendar tab in Product Catalog block (Site Administration > Plugins > Blocks > Product Catalog).

Enable this box to allow product instructors edit product settings and create new sessions in this product.

Default Seats Number: Add the default number of seats that can be bought in sessions. This number can be changed for every session manually in the Seats setting.

Enable Sessions Attendance: Enable this box to add Sessions Attendance settings to the product editing page such as Enable Sessions Attendance and Max Attendance Sessions for product per User. These settings allow you to create sessions for specific courses and define the number of sessions learner will be able to attend.

I.e., you have a product with course and 5 Q&A sessions assigned to this course. And you want that learner will be able to attend only 2 of these sessions at any time without additional payment. So you should create a product with putting "2" value to the Max Attendance Sessions for product per User field and assign the course to this one, as always. Then you are going to create all 5 sessions with assigning mentioned course to them, and adding an IntelliCart Sessions block to the course as well. So when the customer buys the product, he/she will be enrolled into the course as always, and this learner will have all 5 sessions in the list. Clicking Attend button for any session will enroll him/her to this and show a checkout information. Learner will be able to cancel a session enrollment at any time.

Assign Courses to the Session: Enable this box to add the ability to assign sessions to specific courses on the sessions editing page.

NOTE: If only one course was assigned to the product, sessions will automatically be assigned to that course and drop-down for course selection won't appear.

Disable Sessions Creation Popup: Enable this box to deactivation of the Quick Session Creation option for instructors in their Private Tutoring. When it's enabled, instructor will be directed to the session creation page when clicks on the calendar day.

Restrict Sessions Created in Past Time: Enable this box so that you and any of managers/instructors won't be able to create sessions on day and time that have passed.

Delete Not Active Sessions After Period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the past session will be deleted from the calendar if no-one payed for this. I.e., you created a session for October 13, set up 5 days here, and no-one buys this. So the session will be deleted from calendars for all instructors on October 18 as a past not-paid session.

Session Join Link Open Period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the join link button on selected session will appear before session start. I.e., you created a session that will start at 9 am, and set up 10 minutes here. So, when the user purchases this session, he'll find a Start Session button at 8:50 am on Products Catalog > My Sessions > [Session] tab.

Product Sessions Template

• Calendar: Choose this option so that sessions will be shown as separated blocks with calendar in the top on product editing page. This ways users will be able to select a calendar day (days with sessions will be written with black color), and then choose a required session.

  

• Time Slots: Choose this option so that Sessions tab on product details page will be shown as time slots (define slots length in the setting below) divided by weeks. This ways users will need to find the required week, then click on the time slot, and choose a session from the appeared window.NOTE: If there're more than 1 session on the time slot, they still will be shown as a 1 slot.

  

Time Slots Interval: Select the option for displaying time slots on Sessions tab on product details page. Whether it'll be within 30 minutes or 1 hour interval, it's up to you!

NOTE: This setting will be applied if you select Time Slots option in Product sessions template setting above.

NOTE: If there're more than 1 session on the time slot, they still will be shown as a 1 slot.

Hide Empty Timeslots Row: Enable this box so that rows with time slots on Sessions tab on product details page that have no sessions will be hidden. In the example below, the left picture is when this setting is disabled, and the right picture is when it's enabled.

NOTE: This setting will be applied if you select Time Slots option in Product sessions template setting above.

Prevent Meeting Access Before Instructor: Enable this box so that user won't be able to join the session before an instructor; there will be a notification displayed to wait for instructor.

NOTE: This works with Session Attendance functionality.

Enable sessions cancellation: Enable this box to add an ability to cancel session attending for your users. This will add “Session Cancel” button to all purchased sessions under “My Sessions” tab on Products Catalog, so when clicked, user becomes suspended in course(s) assigned to the product where this session was, and order status for that session purchasing will be changed to the “Cancelled” status.

If the product session purchased was NOT the only one in the order, it will get “Cancelled Partial” status when user cancels, and session cancelled will be shown with red color.

NOTE: Session cancellation doesn’t relate to refund functionality. If user cancels some session, IntelliCart won’t process a refund for that automatically, so admins should do that manually if needed.

Sessions cancellation confirmation message: Add a default message that will be shown to users in the confirmation pop-up while they cancel sessions.

Session cancellation reasons options (one per string): Add possible reasons (one per line) that will be shown to users as a drop-down on the confirmation pop-up, so they won’t need to enter a reason manually. This will also leave an “Other” option in pop-up message in case user doesn’t find an appropriate one.
NOTE: If you don’t feel this setting, users will have an “Other” option only in the confirmation pop-up.

Enable late session cancellation notification in "Sessions cancellation confirmation message": This setting works in collaboration with “Period before session start“ and “Late session cancellation alert“ settings below, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
Enable this box to add a specific notification addition (“Late session cancellation alert“) to the confirmation pop-up for users who are enrolled into cohort(s) from “Send session cancellation custom notification to users of cohorts“ setting, and cancels a session during the selected period of time (“Period before session start“).

Period before session start: This setting works in collaboration with “Enable late session cancellation notification in "Sessions cancellation confirmation message“ setting above, and “Late session cancellation alert“ settings below, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which “Late session cancellation alert” will appear in the confirmation pop-up when user cancels the session. E.g., if you set this setting to 5 days, and user cancels some session 3 days before it starts, they’ll see a specific notification addition (“Late session cancellation alert“) in the confirmation pop-up.

Late session cancellation alert: This setting works in collaboration with “Enable late session cancellation notification in "Sessions cancellation confirmation message“ and “Period before session start“ settings above, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
Add a message addition that will be shown in the confirmation pop-up to cohort users (“Send session cancellation custom notification to users of cohorts“) when they cancel sessions.

Enable custom session date format: This setting works in collaboration with “Session date format“ setting below. Enable this box to get an ability to change date format for product sessions.

Session date format: Select date format that will be applied to session’s day filter under the product in Products Catalog.

Enable Payment Installment: Enable this box to add an ability to select the installment billing type for product (recurring paying a bill in small portions throughout a fixed period of time). Users who select paying via installment method will be shown in Subscriptions list under Sales tab to review they payment cycles.

NOTE: This setting will work properly only if Buy one product at once setting is enabled.

NOTE: If you use installment within Pre-training Fee functionality (points 4-5), and user has paid a fee prior to the product, the amount paid will become a discount for the 1st installment payment.

Enable Subscription: Enable this box to add an ability to select the billing type for product (recurring (subscription) or regular payment). Enabling this feature will also add a Subscriptions tab to Sales, where you as an admin can review, suspend or cancel all subscriptions in your LMS system. You users will also get the Subscriptions tab on their Learner Dashboards, where they can also review and cancel them.

NOTE: Not all payment systems allows you to pay for the subscription.

Subscription Suspend Threshold: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer can pay for the subscription after its expiration day. I.e., you set up this setting for 10 days and user subscribed for a product with monthly recurring period. When the day for a payment comes, but the user can't pay for this, his subscription gets a "Suspended" status for 10 days, when he won't have an access to courses in this product. But he still has an ability to pay for it. If he won't pay during these 10 days, user's subscription will get an "Expired" status and then should be bought again.

Subscription Notification Threshold: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer will get a notification (an invoice for users who pay via invoice) to renew subscription before its expiration day. I.e., you set up this setting for 3 days and user subscribed for a product on February, 27 with monthly recurring period. He will get a notification on March, 24 (3 days before March, 27) with a new invoice for recurring payment.

Enable Subscriptions Coupons: Enable this box to add an ability to apply coupons in subscription purchasing.

Show Total Subscription Price Over Whole Period: Enable this box show total cost of the subscription over product lifetime instead of cost per billing cycle. It doesn't affect the amount billed to the customer. Notice that this only affects products with set number of billing cycles (1, 2, 3, etc., not zero). I.e., you have set up a product price to $500 per year with 2 recurring periods (top left picture). This feature will show the total price that customer have to pay over the hole period ($500 x 2 years = $1000 - top right picture). But customer still will need to pay $500 in a year (bottom picture). This feature just shows him the total price he'll have to pay.

Enable Subscription Start at Specific Date: Enable this box to allow subscription to start from enrollment date instead of payment date. When enabled, and product enrollment start date is any future date, and user subscribe to the product, he will be added to the Scheduled Enrollments list until the start date comes. I.e., today is March 5, you have selected a Subscription payment option for a product and selected a specific date - March 10 - when an enrollment will start. This setting will enroll user to the product course(s) only when the enrollment start date comes, and not when user actually paid for the subscription. So the user could subscribe for a product on March 7, but he still will be enrolled only on March 10.

NOTE: If this setting is disabled, but you selected any future date for enrollment starting, user will be enrolled into the product course(s) when he actually paid for the subscription. So he won't be added to the Scheduled Enrollments list.

Enable Subscriptions Enrollments Actions: Enable this box to add Subscription expiration action and Subscription cancellation action settings to product editing page that will allow you to define what to do with product enrollment when subscription expires or cancelled by user or admin (if available).

Enable Unsubscribe with Pending Expiration: Enable this box so that if user cancels subscription before expiration date, he still will have an access until the end of paid billing circle. He'll also get an IntelliCart Unsubscribe Notification within end date of his product access.

I.e., user subscribed on February 8 for a product with monthly requiring period. But in a week he canceled the subscription. In this case he still will have a access to course(s) he subscribed for until March 8.

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” 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.

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: 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.

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): 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: 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.

Display purchase time on the Sales tab: Enable this box to add a time stamp to the “Paid On” column in Sales > All Sales report and Reports > Refund Report.

Display Sales on the last days: Add the number so that Sales > All Sales report will show orders automatically filtered by the entered number of days. You still will be able to change filtering later.
NOTE: “0” stands for unlimited number, so that report will show orders for all time.

Enable cart expiration: This setting works in collaboration with “Cart expiration period“ setting below. Enable this box to emtify users' carts if they don’t complete an order during the selected period of time.

Cart expiration period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which users' carts will be emtified if they don’t complete an order.

Remove products with unavailable vendors from cart: Enable this box so that products assigned to vendor different from the user’s vendor will be automatically deleted from cart. This may be useful for cases when user added some vendor products to the cart, but didn’t purchase them, and then was re-assigned to some another vendor by any reason.
E.g., user is assigned to Vendor A. As a vendor’s participant, they see products for Vendor A in the Products Catalog, so they add one to the cart, but don’t proceed to checkout by some reason. Then admin re-assigns that user from Vendor A to Vendor B. In this case, when user comes back to their order, a previously added product will be automatilly removed from the cart as user is not allowed to see that anymore.

Enable Refunds: Enable this box to add an ability to refund payments.

Enable Manual Refund: Enable this box to add an ability to do manual refunding. This will add a Manual Refund checkbox to the refunding page. If you enable this, IntelliCart won't send a refund script to the payment gateway, so you'll be able to bring money back using any needed way. Thus, IntelliCart will only show the Refunded status.

Refund Reasons (one per string): Add reason(s) to this box (one reason per line). so they will appear as a drop-down when you refund some payments.

Action After Refund: Select the action that will be done with user's product enrollment after payment refund.

• Keep user enrolled: Selecting this option will leave user's product and course enrollment as active.

• Disable course enrollment: Selecting this option will change user's product and course enrollment to suspended.

• Unenroll user from course: Selecting this option will unenroll user from product and courses in it.

Enable ask for refund action: Enable this box to add a button to My Products tab on Products Catalog, so that users will be able to ask for a refund for purchased products. This will send an “IntelliCart Ask For Refund Request notification” to admins (or users who have refund permissions), so they will know someone should be refunded.

Enable Courses Integration: Select the option for synchronization courses with products and vice versa, if needed.

• None - Courses and products won't be synchronized and you'll be able to create them separately.

• Sync Course - Choose this option so that IntelliCart will create new course when new product is created. The course will be created under the most previously created category if sync of course categories is not enabled (see Enable Categories Sync setting below). The course will be automatically assigned to the product. New course will have next settings:

  • the full and short course names will be the same as a product name;

  • the course ID number will be the same as a product code (if set up);

  • the course will have the same start/end date as product displaying time (if set up);

  • product description will become as a course summary;

  • product image will become as a course image.

• Sync Product - Choose this option so that IntelliCart will create new product when new course is created. The product will be created under the most previously created category if sync of product categories is not enabled (see Enable Categories Sync setting below). The course will be automatically assigned to the product. New product will have next settings:

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

  • the product code will be the same as a course default ID;

  • the product will have the same displaying start/end time as course start/end dates (if set up);

  • course summary will become as a product description;

  • course image will become as a product image.

Enable On/Off Course Sync: Enable this box to add an extra setting to the product editing page called Do not sync with course under Product Options block turning that on will allow you to not create course automatically after product creation.

NOTE: This setting works in collaboration with "Sync Course" option from Enable courses integration setting above.

I.e., you have selected "Sync Course" option from Enable courses integration setting. By default, when you create new product, IntelliCart will automatically create new course to synchronize them (read more in description above). But if you enable this setting and turn on Do not sync with course setting during product creation, a new course won't be created for synchronization.

Auto-Enroll Instructor in Course: Enable this box so that Instructor, which was added to the product, will be automatically enrolled into assigned products courses.

NOTE: This setting works in collaboration with Role for instructor is enrolled to course setting below.

Role for Instructor is Enrolled to Course: Select role so that Product Instructor will be auto-enrolled into product courses(s) with this specific role.

NOTE: This setting works in collaboration with Auto-enroll instructor in course setting above.

Enable Categories Sync: Select the option for synchronization course categories with product categories and vice versa, if needed.

• None - Course and product categories won't be synchronized and you'll be able to create them separately.

• Sync Courses Categories - Choose this option so that IntelliCart will create new course category when new product category is created. The course category will be created on a Top level in all cases. New course category will have next settings:

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

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

• Sync Products Categories - Choose this option so that IntelliCart will create new product category when new course category is created. The product category will be created on a Top level if the course category was created on a Top level, and under the correct top category if there was a categories 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.

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.

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.

Enable this box so that user, on the checkout page, will see only payment methods linked to the same vendors as products in cart. Payment methods that are not assigned to any vendor will become a "general" and will be visible for all products.

E.g., you have assigned product A to the vendor A, and product B to the vendor B. Also you assigned vendor A to the Stripe payment method, vendor B to the PayPal, and haven't assign any vendor to the QuickBooks payment gateway. In this case, if customer adds product A to the cart, he'll see the Stripe (as it's assigned to the same vendor as the product selected) and the QuickBooks (as it's a "general" one) payment options on the checkout page. And if customer adds product B to the cart, he'll be able to pay only within PayPal and QuickBooks.

NOTE: If you have enabled this setting within “Enable filtering products by Vendors” and “Enable Vendors Filter with empty values” settings turned on, users may not see all products. Be mindful with enabling all of them.

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 Pre-Approval 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.