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Configurations

Configurations

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IntelliCart Configuration can be found under IntelliCart > Settings > Configuration.

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  1. 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, and ability to apply coupons during purchasing.

  2. Display Coupons on Sales Report
    Enable this box to add the Coupon column to the All Sales table (IntelliCart > Sales > All Sales). This column will display coupon names that were applied in purchases.

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  1. 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.

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  2. 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.

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  3. 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, and ability to apply coupons during purchasing.

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  1. 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.

  2. 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.

  3. 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.

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  1. Enable categories tree
    Enable this box so that products categories will be shown in the navigation menu instead of Products Catalog. You will be able click on the category name to review products from that category, or if there are sub-categories, click on the arrow near the category name to review them as a drop-down.

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  2. Enable my products
    Enable this box so that My Products tab will appear in the navigation menu where users will be able to review products they have already purchased.

  3. Enable my courses
    Enable this box so that My Courses tab will appear in the navigation menu where users will be able to review courses from products they have already purchased.

  4. Enable my subscriptions
    Enable this box so that My Subscriptions tab will appear in the navigation menu where users will be able to review products they have already subscribed for.

  5. Enable my orders
    Enable this box so that My Orders tab will appear in the navigation menu where users will be able to review orders they made in the IntelliCart.

  6. Enable Table Sort Order
    Enable this box to add an ability to change the order of categories and/or products in the list. The drag-and-drop icon will appear on the left to the category/product name, so you will be able to click on that and move that up/down.

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  7. Enable Debugging
    This box is needed for developers. It allows payment systems (i.e., PayPal) to write all transactions to the log file that may be reviewed under System Logs. In addition, it will automatically send a notification to the admin about customer's problem with payment.

  8. Send payment errors to admin
    By default, all payment errors and debugging notifications are sent to the superadmin user(s). Enable this box to keep it like that.

  9. Send payment errors to email
    This setting will replace the superadmin email address which is receiving all payment errors/debugging notifications. Enable this box to send the notification to a different email address of choice.

  10. Currency
    Choose the currency in which your customers will pay for purchases.

    NOTE: This will be the main IntelliCart currency. Additional currencies could be added within multi-currency setting.

  11. Admin email

  12. Enable assign users to roles
    Enable this box to add an ability to manually assign required users to IntelliCart Roles.

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  1. Enable Guest Access
    Enable this box and save changes in order to get the link for the guest access and to then provide guests of your LMS system an ability to review Products Catalog and form the cart. After clicking the Continue button from the cart they will be redirected to the log in page, where they can enter their credentials and keep buying products.

  2. Enter the URL to log in/sign up to your LMS
    Add a URL link to the sign in/up page of your LMS system, so that users will be directed there after clicking Continue button from the cart in Guest Access mode.

 

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  1. Enable Payment Installment

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  1. Enable Invoice Payment
    Enable this box to add the ability to pay via invoice for the products. This will add an Invoice option to the checkout page in addition to payment gateways, so customers will be able to select this, and invoice will be emailed to them as a PDF file. This will also add an Invoices tab to Sales, where admins and/or managers will be able to approve or reject them.

  2. Attach invoice to checkout notification
    Enable this box so that PDF file with an invoice will be sent to all customers after checkout even if they selected any payment gateway for purchasing product(s).

  3. Edit Pending Invoices
    Enable this box to add an Edit action to Invoices tab, so that admins and/or managers will be able to edit pending invoices to remove some products from the order before approval/rejection.

    NOTE: This will be available only for orders where customer selected paying via invoice.

 

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  1. Send checkout notification copy to
    Add an email address to this box whom you want to send a copy of the checkout email (an email clients get when their order is completed).

    NOTE: Only one email can be added here.

  2. Pending period
    Add the number of weeks/days/hours/minutes (it's up to you!) after which a person who has pending products in a cart will get a notification about it.

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  1. 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.

  2. Enable Products Custom Fields
    Enable this box to add the Custom Fields option to products which will allow you to add additional setting for your product that will be displayed on the Details page.

  3. 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.

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  4. Hide empty categories
    Enable this box to hide categories from the Products Catalog that don't have any assigned products.

  5. Enable just released products

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

  7. Reviews limit
    Add the number of reviews per page that will be displayed on the product/instructor details. If there are more reviews to the product than entered number, pagination will appear.

  8. Enable Comments
    Enable this box to add an ability to comment product reviews for your users. Users will be able add comment existing product reviews.

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

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  1. Enable Seats Expiration
    Enable this box to hide the Key column from Sales > Seats tab, and add an ability to edit seats expiration date, so that when this date comes, user's seats and course enrollments become suspended, and they will need to by more seats to keep the enrollment.

  2. Enable time on seats expiration
    Enable this box to add an ability to set up the seats expiration time in addition to the seats expiration date.

  3. Enable Seats Enrollment
    Enable this box to add the ability for admins and managers to manually enroll users to seats under Sales > Seats > [Seats Details for seats purchasing].
    NOTE: Vendor Managers could manually enroll only users from their vendor.

  4. Clean Seat after Unenrollment

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  1. Display products per page
    Add the number of products per page that will be displayed on the Products Catalog.

  2. Products list type
    Select how do you want products to be shown on Products Catalog. Will it be Greed or List view, or even a Combo (where customers will be able to choose the view on their own), it's up to you!

  3. Load more action
    Select how do you want pagination to be set up on the Products Catalog when you have a lot of products that can't be shown on one page. Choose Pages to display page numbers in the bottom of the page, or choose Load more to display a button clicking that will shown the next portion of products.

  4. Enable Wish list
    Enable this box to add a Wish List for your users.

  5. Display Catalog Price Filter
    Enable this box to add a Price Filter to the Product Catalog.

  6. Display Catalog Search Filter
    Enable this box to add a Search box to the Product Catalog.

  7. Catalog type
    Select how do you want the Products Catalog looks like. Will it be Products View where all available products will be shown without dividing them by categories (picture 1 below), or Catalog View where Products Catalog will show categories as cells first with Show More button clicking that will shown you sub-categories and products there (picture 2 below), it's up to you!

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  8. Display custom fields filter
    Enable this box to add a Custom Fields Filter to the Product Catalog.

  9. Custom fields list
    Select options from the drop-down here to display them to the Custom Fields Filter on Product Catalog, so that customers will be able to filter products only by selected fields.

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  1. Enable refunds
    Enable this box to add an ability to refund payments.

  2. Enable manual refunds
    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.

  3. 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.

  4. 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.

 

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  1. 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.

  2. Invoice Image
    Upload the picture and select the pic area which will be shown on invoices for customers.

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  3. Enable Multi Currency
    Enable this box to add an ability to assign currencies to payment types on the Currencies page. This also adds an ability to change the currency on the cart page. 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.

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  4. 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.

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  5. 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.

  6. Display Deleted Scheduled Enrollments
    Enable this box to add records about deleted user enrollments to the Scheduled Enrollment tab to Sales page.

  7. Enable Manual Invoices Approval
    Enable this box to add an ability for admins to approve or reject invoices on the Invoices tab. 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.

  8. 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.

     

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  1. Enable Sessions

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  1. 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, expire or cancel all subscriptions in your LMS system. Your users will also get the My subscriptions tab on their navigation menu, where they can also review and cancel them.
    NOTE: Not all payment systems allows you to pay for the subscription.

  2. Subscription suspend threshold
    Add the number of weeks/days/hours/minutes (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.

  3. Subscription notification threshold
    Add the number of weeks/days/hours/minutes (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.

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

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  5. 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 $230 per month with 5 recurring periods (top left picture). This feature will show the total price that customer have to pay over the hole period ($230 x 5 months = $1150 - top right picture). But customer still will need to pay $230 in a month (bottom picture). This feature just shows him the total price he'll have to pay.

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  6. 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).

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  1. Enable Taxes
    Enable this box to turn taxes on for your customers. Making this active will allow you to enable/disable taxes on product editing page under Product Seats block.

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  2. Tax Value
    Add the global amount of tax (in percent) that will be applied for products that have taxes enabled.

  3. Taxes Label
    Rename taxes if needed.

  4. Enable Advanced Taxes

  5. Enable Global Tax Value

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  1. Enable Seats Vendors
    Enable this box to add Seats tab to the Sales, so when users buy product seats, they will be displayed on this page. This setting also enable Max seats number per one user setting on the product editing page.

  2. Enable Vendors
    Enable this box to add the ability to manipulate vendors in your LMS system. This will add the Vendors tab to the IntelliCart, ability to assign vendors to items, etc.

  3. Enable filtering products by Vendors
    Enable this box so that users from vendors will see only products assigned to their vendor in the Products Catalog.

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  1. Enable Waitlist
    Enable this box to turn the waitlist on for your IntelliCart.

  2. Waitlist Duration
    Add the number of weeks/days/hours/minutes (it's up to you!) the IntelliCart will wait after sending a notification. If the user does not buy a seat during this period, he/she will be removed from the list and a notification will be sent to the next pending user. If there are no more people in the waitlist, the product will be opened for all users until all seats be bought again.

Frequently Asked Questions:

 

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