Vendor/Manager Overview

IntelliCart Profile Page Overview

IntelliCart Profile page displays user profile information based on the information entered in LMS system. This differs from the standard Moodle profile page and could be accessed by clicking on profile picture of instructor (to review Instructor's information) or by adding /local/intellicart/users/profile.php?id=[id_number] to the main user address ([id_number] here is an ID number of user that user has in the LMS system).

First and Last Names - User First and Last Name as entered in the LMS system.
Location - User city/town as entered in the LMS system.
Edit Profile - Edit user profile if needed. IntelliCart uses a standard Moodle profile editing here.
NOTE: This is available only for users who have permissions for profile editing.
Message - Send a message to the user if needed. IntelliCart uses a standard Moodle Messaging here.
Job - User institution and department as entered in the LMS system.
Rating - Instructor's rating based on reviews left.
NOTE: This will be shown only for users who are assigned as an Instructors to any product.
Instructor Statistic - Instructor's statistic based on his/her rating, # of reviews left, # of products where he/she is assigned as an Instructor and # of students who bought mentioned products above.
NOTE: This will be shown only for users who are assigned as an Instructors to any product.
Interests - User interests as entered in the LMS system.
Custom User Profile Fields - User profile information as entered in custom user profile fields in the LMS system.
About - User description as entered in the LMS system.
Contact Information - User contact information (such as prone, web site, etc.) as entered in the LMS system.
Instructor Products - Product(s) where the user is assigned as an Instructor.
NOTE: This will be shown only for users who are assigned as an Instructors to any product.
Reviews - Leave reviews about the instructor and comment them.
NOTE: This will be shown only for users who are assigned as an Instructors to any product.

Managing Users

Managing Users allows you, as a vendor manager, create, view, edit and delete users from your Vendor. This adds a Users tab to the IntelliCart menu. NOTE: Admins will see all users here.

Before you get started...
You have to be assigned to the vendor as a manager. Contact with admin of your LMS system to assign you.
Admin of your LMS system MUST enable managing users IntelliCart setting and the same role permission.

Status Filter: Filter your users by their status (active/inactive).
Vendor Filter: Filter your users by their vendor.
Search: Search users by their names.
Import button: Import users from the CSV file. Find instructions for doing this below.
- Choose a file from your computer in the CSV format.
- Click on Preview button.
- When all files are uploaded, click on Import Users button.
- Click on Continue.
  NOTE 1: This works like a standard Moodle users importing.
  NOTE 2: Admin could select the vendor user will be enrolled in by creating a specific User Profile Field.
  NOTE 3: When manager creates users, they will be automatically added to the manager's vendor. If manager is assigned to several vendors, he/she will be able to select the vendor for user.
Create New button: Createusers in the selected vendor.
NOTE 1: This works like a standard Moodle users creation.
NOTE 2: Admin could select the vendor user will be enrolled in by creating a specific User Profile Field.
NOTE 3: When manager creates users, they will be automatically added to the manager's vendor. If manager is assigned to several vendors, he/she will be able to select the vendor for user.
Name: User's First and Last Names as entered.
Email: User's email as entered.
ID Number: User's ID number as entered.
Created: The date when user was created.
Last Access: The date the user last accessed the LMS system.
Status (Column): The status of the learner in the LMS system (active/inactive).
Edit: Edit your user.
Delete: Delete your user.
Status (Action): Choose whether the user is visible or hidden.
Log In As: Log in as a specific user to view the LMS system from user's side.

Private Tutoring

Private Tutoring allows you, as a product instructor, edit products and create your own sessions. Find instructions for these functions below.

Before you get started...
You have to be assigned to the product as an instructor. Contact with admin of your LMS system to assign you.
Admin of your LMS system MUST enable private tutoring IntelliCart setting.

To find private tutoring:

From Products Catalog click on Teaching Products tab.
For the needed product click on Details button.

From the tutoring page click on Edit product button. You'll be navigated to the product editing page where you can change any product parameter you want.
NOTE: You can't assign more instructors to the product. It MUST be done by the admin.

Option 1: Via Create Session button

From the tutoring page on the Sessions tab click on Create Session button. You'll be navigated to the session creation page where you can add any session parameter you want.

NOTE: You can't assign more instructors to the session. It MUST be done by the admin.

Option 2: Quick Session Creation

From the tutoring page on the Sessions tab click on the day when you want to take a session (little "+" near the cursor will appear when you hover over a day).
In a window that appeared select the Start Time, End Time, and select Yes or No if you want/don't want this session repeat every week at the same time (if you select Yes here, the additional field for selecting the date - Repeat until - will pop up).

NOTE: The session will be repeated weekly at the start time and day of week. System will automatically create a session record for every repeat time.

I.e., you set up a session to be started on March 4, 2020 at 10 a.m. (Wednesday), and set the "Repeat until" date to March 30, 2020 11 a.m. In this case the session will be repeated on March 4, 11, 18, 25 at 10 a.m. (every Wednesday).

Click on Save when you finish with editing here. The created session will appear in your calendar.
If you need to add additional information for this session, follow steps below:
- From the tutoring page on the Sessions tab click on the session.
- Click on the editing button (pencil) in the top right corner of the session.
NOTE: You can delete a session here by clicking a trash can button.
- You'll be navigated to the main session editing page, where you can set it up as much as you want.
NOTE: You can't assign more instructors to the session. It MUST be done by the admin.
- Click on Save when you finish with editing here.

From the tutoring page on the Sessions tab OR from Products Catalog > My Calendar click on the session.
Users who bought (for regular sessions) or subscribed for attendance (for session attendance) the selected session will appear in the grey box.

Refund

Refund action in All Sales list allows you, as a manager, refund user payments in full or in parts.

NOTE: If all products of the order are hidden or deleted from system, Refund button won't be displayed on Sales page for this order.

To access Refund:

From IntelliCart go to Sales tab.
From Sales tab click on All Sales.
For any completed order you will have a Refund action.

Refund Page Overview

Product Name - Product name as entered in the LMS that was purchased.
Price box - Check box and text box that contain the total product price. If you enable/disable the check box, the product price will be added/subtracted from the Refund Amount. You could also change the amount in the text box to make a partial refund.
NOTE: You can't refund more than user paid. If you enter a large amount here, IntelliCart will still count the total product price.
Sub-Total - The total price for all products purchased in the order.
Discount - The discount amount user got when purchased product(s).
Tax - The tax amount user paid when purchased product(s).
Total - The total order amount including discount and tax user actually paid.
Refunded - The amount that was already refunded for the order.
Maximum refund amount - The total order amount that could be refunded.
Refund Amount - The text box that contain the refund amount for the order. You could change the amount in the text box to make a partial refund.
NOTE: You can't refund more than user paid. If you enter a large amount here, IntelliCart will still count the maximum refund amount.
Manual Refund - Enable this box so that IntelliCart won't send a refund script to the payment gateway, and you'll be able to bring money back using any needed way. Thus, IntelliCart will only show the Refunded status.
Refund - Refund entered amount. When you click on this, you should enter the Refund Reason or select one from the drop-down list if that was set up.

Multi-Tenancy Overview

Watch this video for more information