Sales Overview

All Sales Overview

All Sales is a list under Sales tab that shows all product purchasing that were done in the IntelliCart. Seats assignment is also shown in this report. This differs from Invoices report by the ability to review sale details (such as amount paid, discounts applied, etc.) and to do a refund if required.

Status filter - Filter sales by their status (Completed, Pending, Rejected, Suspended, In cart, Waiting for payment, Deleted, Refunded, Refunded Partial, Expired).
Billing Type filter - Filter sales by the billing type customers selected when purchasing.
Date filter - Filter sales by the date when the product was purchased.
Search - Search sales by order ID number, customer name or full email address, or product name.
Order ID - The ID number of the order in IntelliCart.
Customer - User's First and Last Name as entered in the LMS system who bought a product.
Email - User's Email as entered in the LMS system who bought a product.
Seat Owner - User's First and Last Name as entered in the LMS system who bought the product seat that we used.
Seat Status - Current status of purchased seats (active/expired (inactive)).
Products - Product Name(s) as entered that was bought by user.
Paid On - Date when the product was bought by user.
Amount Paid - The actual amount user paid for the product (including all taxes, discounts and coupons).
Total - The total price for the purchased product.
Discount - The amount of discount that was applied during purchasing.
Taxes - The amount of taxes that was applied during purchasing.
Refunded - The amount of refund.
Status - Current status of the order.
Quantity - The number of products that were purchased in the order (e.g., the number of purchased seats).
Invoice - The number of the invoice in IntelliCart (could be different from the Order ID).
Coupon Used - The coupon code that was applied during purchasing.
Billing Type - Product billing type that was selected for purchasing.
Notes - The note user added to the order when purchased.
Delete - Delete order from the sales list if needed.
Refund - Refund user payments if required. Read more about refunding in the Refund - Application article above.
Export - Select the file format (CSV / XLS / HTML / JSON / ODS) to download the All Sales list.

Invoices Overview

Invoices is a list under Sales tab that shows all invoices for product purchasing that were done in the IntelliCart. Seats assignment is also shown in this report, but the balance will be zero for them. This differs from All Sales report by the ability to review and download the order as a PDF file and approve or reject user invoice orders.

Status filter - Filter orders by their status (Completed, Pending, Rejected, Suspended, In cart, Waiting for payment, Deleted, Refunded, Refunded Partial, Expired).
Billing Type filter - Filter invoices by the billing type customers selected when purchasing.
Date filter - Filter invoices by the date when the order was issued.
Search - Search invoices by order ID number, customer name, or product name.
Invoice # - The ID number of the invoice in IntelliCart.
Customer - User's First and Last Name as entered in the LMS system who bought a product.
Products - Product Name(s) as entered that was bought by user.
Date Issued - Date when the order was issued by user.
Balance - The actual amount user has to pay/paid for the order (including all taxes, discounts and coupons).
Status - Current status of the order.
Payment Type - Payment method user used for purchasing.
Billing Type - Product billing type that was selected for purchasing.
Print - Open an invoice as the PDF document.
Mail - Send the invoice to the customer again if needed.
Edit - Edit user's order prior to approval/rejection (remove products from the order if needed).
NOTE: This is available only when Edit Pending Invoices setting is enabled.
Approve - Click on this to approve user's invoice order.
Reject - Click on this to reject user's invoice order.
Export - Select the file format (CSV / Excel) to download the Invoices list.

Seats Overview

Seats is a list under Sales tab that shows users who have bought product seats within their status and enrollments.

Status filter - Filter purchased seats by their status (active/inactive (expired)).
Date filter - Filter seats purchasing by the date when the they were purchased.
Search - Search purchased seats by customer or product name.
Customer - User's First and Last Name as entered in the LMS system who bought product seats.
Vendors - Vendors customer is enrolled in.
Product - Product Name as entered that was bought by user.
Created - Date and time when product seats were bought.
Seats Number - The number of seats that were purchased.
Seat Users - The number of seats which users have already been enrolled to.
Status - Current status of purchased seats (active/expired (inactive)).
Expiration - Date and time when purchased seats become expired.
NOTE: If you disable Enable Seats Expiration and Enable time on seats expiration settings, Status and Expiration columns will be hided and Key column will appear instead. This one contains a code that could be sent to any user so he will be able to apply that as a Coupon during product purchasing and he'll be enrolled into the seat. Also Edit action will be changed to Status action, where you'll be able to activate/deactivate the seat purchasing.
Delete - Delete seats purchasing from the list.
Edit - Edit an expiration date and time if required.
Details - Enroll users to the purchased seats so they get an access to the product and courses in it (see Seats Details below).
Export - Select the file format (CSV / XLS / HTML / JSON / ODS) to download the Seats list.
Multiple Actions - Select several seats purchasing to do the same action for them.
Import User Seats - Download a template to edit and import seats via a CSV file.
NOTE: if there are users already enrolled in some of the courses, they won't be enrolled again; if there are courses that users are not enrolled in (assigned to that product), they will be enrolled; if some users have already been assigned a seat, no new seat is assigned to them.

Seats Details Page

Clicking on Details action for any seats purchasing will link you to the list of users who were already enrolled into seats. You'll be able to enroll users from here, too.

Status filter - Filter enrolled users by their status (pending/completed/rejected).
Date filter - Filter enrolled users by the date when the they were enrolled.
Search - Search enrolled users by user or product name.
Enroll Users - Assign users to the purchased seats manually.
User Name - User's First and Last Name as entered in the LMS system who was enrolled into the seat.
Product - Product Name as entered where user was assigned in.
Date Used - Date when user was enrolled into the product seat.
Status - Current user status in purchased seats.
Expiration - Date and time when user becomes expired in purchased seat.
Edit - Edit an expiration date and time if required.
Delete - Delete user enrollment from the seat if required.
NOTE: This action will be hidden if user is enrolled into some courses. To delete user from the seat you'll firstly need to delete his course enrollments from Details.
Details - Assign courses to the user if you don't want him to have an access to all product courses (see Courses Enrollments below).
Export - Select the file format (CSV / XLS / HTML / JSON / ODS) to download the Seats Details list.
NOTE: If you disable Enable Seats Expiration and Enable time on seats expiration settings, Expiration column, Edit and Details actions will be hided.

Course Enrollments Page

Clicking on Details action for any user enrollment will link you to the list of product courses where this user is already enrolled. You'll be able to assign courses from here, too.

Courses filter - Select product courses to enroll user into them.
Category filter - Filter courses in the courses filter by their category in the LMS system.
Select all Courses - Add a checkmark to this setting so that user will be enrolled into all product courses after saving. You won't need to select all product courses manually in the courses filter.
Save changes - Save courses you've selected to enroll user into them.
Cancel - Click on this button to come back to Seats Details page.
Search - Search courses user has already been enrolled to by the course name.
Course - Course name as entered in the LMS system where user has already been enrolled to.
Enrolled - Date when user was enrolled into the course.
Start Time - Date when user started the course
NOTE: This could be different from the enrollment date depending on the Enrollment Option you've selected for the product, so that user could be in a Scheduled Enrollments list before course starts.
End Time - Date when user's course enrollment will become inactive (suspended).
Status - Current user status in the course he enrolled in.
Delete - Delete course from the list to unenroll user from that.
Note: You can delete in bulk by selecting multiple courses and clicking on Select Action > Delete in the bottom left corner.
Courses Assigned - The number of product courses where user is assigned.

Taxes Overview

Before setting up Taxes, you should enable Advanced Taxes in the IntelliCart Settings. Enable this box to get Taxes under the Sales tab on the main admin's dashboard. This setting allows you to add different tax values for different users depending on their User Profile Field(s). I.e., you want to add different taxes for states.

NOTE: IntelliCart Settings can be found under IntelliCart > Settings tab, OR under Site Administration > Plugins > Local plugins > IntelliCart.

Search - Search for a specific tax field.
Field Name - Name of the tax as created.
Category - Category of the tax as created.
Field Type - Type of the tax as created.
Created - Date and time when the tax field was created.
Delete - Delete the selected tax field.
Tax Value - Check the numeric value of the taxes (%) and edit or delete them.
Multiple Actions - Select several seats purchasing to do the same action for them.
Create New - Create a new tax field (see below for details).

Click on Create New button (9) to add the Profile Field which taxes will be sorted by.
After clicking on the Select button you'll be navigating back to the Taxes tab, where you should click on the List button near the added field. There you should select Create New button to add the Profile Field value and a tax for this. You can also import this data from the CSV file by clicking on the Import button from the "Taxes For [Profile Field]" page.
NOTE: Required columns for the CSV file are below (first line is required column names, second line is an example).
ufvalue: taxvalue
NY: 10
ufvalue: Add the field value that should match with the user's Profile Field value.
taxvalue: Add the tax value that users will have if their Profile Field value matches with the Field Value

On the example below users who have "NY" in their "State" Profile Field will need to pay a 10% tax, users with a "NC" in the "State" Profile Field will need to pay a 15% tax, etc.

NOTE: If you add two or more Profile Fields with values inside them, users who's Profile Field values matches with a few of them, will have double/triple/etc. tax. I.e., user is from the "NY" state and from the "IntelliBoard" company, so when he buys product(s), he'll have to pay 20% tax (10% for the "NY" + 10% for the "IntelliBoard").

Scheduled Enrollments Overview

Scheduled Enrollments is a list under Sales tab that shows users who have bought products with delayed course enrollment (see Enrollment Options on product editing page).

Date filter - Filter enrollments by the date when the product was purchased.
Search - Search enrollments by order ID number.
User Name - User's First and Last Name as entered in the LMS system who bought a product.
Product Name - Product Name as entered that was bought by user.
Purchased - Date and time when the product was bought by user.
Enrollment Time - Date and time when the user will be enrolled into product course(s).
Order ID - The ID number of the order in IntelliCart.
Enroll - Enroll user to the product course(s) right now so he/she won't need to wait for Enrollment Time.
Delete - Delete pending user so he/she won't be enrolled into product course(s) even when the Enrollment Time comes.
Export - Select the file format (CSV / XLS / HTML / JSON / ODS) to download the Scheduled Enrollments list.

Other Requests Overview

Other Requests is a list under Sales tab that shows users who have bought products that need an additional approval. Only admins and/or vendor managers can approve/reject requests.
NOTE: This tab is required for an application pre-approval and will appear only when Single or Multi option is selected under Enable Application Pre-approval setting.

IntelliCart products with application pre-approval force users to purchase a pre-approval product to get an ability to buy the main one. When user purchase an app pre-approval, you'll find such requests on this tab. After the request is approved, user will be able to buy the main product.

Status filter - Filter requests by their status (pending/approved/rejected).
Date filter - Filter requests by the date when they were created.
Search - Search requests by the customer, product or the name of user who processed the request.
Customer - User's First and Last Name as entered in the LMS system who bought a product and made a request.
Product Type - Product type as entered that triggered a request.
Product - Product Name as entered that was bought by user.
Order ID - The ID number of the order in IntelliCart.
Payment Status - The current status of the order payment.
Created - Date and time when the product was bought by user and request was initialized.
Processed By - User's First and Last Name as entered in the LMS system who approved or rejected a request.
Status - The current status of the request.
Approve - Approve user requests (an application fee) so that user will be able to purchase the product then.
Reject - Reject user requests (an application fee) so that user won't be able to purchase the product. He will need to pay for an application pre-approval again to be able to buy the product.
NOTE: This icon will become a Delete action after request approval/rejecting.
Export - Select the file format (CSV / XLS / HTML / JSON / ODS) to download the Other Requests list.