Vendors Overview for Moodle

Owned by Aprile Keith, created
May 14, 2024
3 min read

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IntelliCart Vendors combine selected users into one group. Products/discounts/etc. you assigned to the vendor, are visible only for that specific vendor.

To create IntelliCart Vendor:

  1. Choose IntelliCart and click on Vendors tab. 

  2. In the top right corner of the tab, click on Create New

    image-20240514-192035.png

  3. Create the vendor

    image-20240514-192106.png

  1. Name - Name your vendor as you wish. NOTE: This field is required.

  2. ID Number - Add the vendor ID for better navigation. NOTE: This field is required.

  3. Type - Select the vendor type (Corp/K12/HigherEd) NOTE: These types could be customized under Vendors Types Options setting

  4. Email - Add the main email address for this vendor.

  5. Company - Add the company name for this vendor.

  6. URL - Add the URL address for this vendor.

  7. Vendor Logo - Set the image for the vendor.
    NOTE: This will be shown on invoices instead of default logo.

  8. Address - Add the company address for this vendor.

  9. Save - Save your changes.

You can import vendors from the CSV file. Find instructions for doing this below.

  1. Choose IntelliCart and click on Vendors tab. 

  2. In the top right corner of the tab, click on Import.

  3. Choose a file from your computer in the CSV format.

  4. Click on Preview button.

  5. When all files are uploaded, click on Import Vendors button.

  6. Click on Continue.
    NOTE: Required columns for the CSV file are below (first line is required column names, second line is an example).

   name   

   idnumber   

   type   

   Vendor_1   

   20   

   corp   

 THIS EXAMPLE COLUMNS:

  • name:  Add the name for your vendor.

  • idnumber: Add the vendor ID for better navigation.

  • type: Add the type of vendor. Whether it will be a corporate, K12 or institute vendor, it's up to your! There are 3 possible options:  corp, k12, highered

Vendor Features Overview

  1. Status filter - Filter your vendors by their status (active/inactive).

  2. Search - Search vendors by their names.

  3. Manage Users - Manage users in your LMS system. NOTE: This requires the Enable managing Users IntelliCart setting to be turned on.

  4. ID - Vendor's system ID that was assigned automatically.

  5. Name - Vendor's name as entered.

  6. Type - Vendor's type as entered.

  7. Email - Vendor's email as entered.

  8. Company - Vendor's company as entered.

  9. URL - Vendor's URL as entered.

  10. Created - The date when vendor was created.

  11. Edit - Edit your vendor.

  12. Delete - Delete your vendor.

  13. Status - Choose whether the vendor is visible or hidden.

  14. Assign Manager - Assign (enroll) managers to the vendor: Note: Managers will only see users from their vendors. Vendor managers can see all courses available in the system when assigning them to products (if enabled in the Vendors Block); IntelliCart keeps filtering products by vendor, so managers can still only see their vendors data.

  15. Assign Users - Assign (enroll) users to the vendor.

  16. Assign Cohorts - Assign (enroll) cohorts) to the vendor.

  17. Multiple Actions - Select several vendors to do the same action for them.

 

Frequently Asked Questions:

 

For additional support, email us at helpdesk@IntelliBoard.net
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