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Vendors Overview for Moodle

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.

image-20240514-192305.png

  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

image-20240514-192425.png

  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:

 

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