Features Settings

Hide empty categories: Enable this box to hide categories from the product catalog that don't have any assigned products.

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.

Enable ending soon products: Enable this box to add the Ending Soon block to the Products Catalog, where users can see products whose Display End Time expires.

Ending soon products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product will appear in the Ending Soon block. I.e., you added 3 days to this setting, today is February 25, and product's end time is February 26, the product will appear in the Ending Soon block.

Enable just released products: Enable this box to add the New Products block to the Products Catalog, where users can see products whose Display Start Time is just started.

Just released products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product will appear in the New Products block. I.e., you added 3 days to this setting, today is February 25, and product's start time is February 24, the product will appear in the New Products block.

Enable best-sellers products: Enable this box to add the Best Sellers block to the Products Catalog, where users can see products which were sold the specific amount of time by the specific period (that can be set up below).

Best-sellers sold times: Add the number of products (seats, sessions) to identify how many times should the product be sold to appear in the Best Sellers block.

Best-sellers products duration: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the product must be bought to appear in the Best Sellers block. I.e., you added 5 weeks to this setting and 10 to the "Best-sellers sold times" setting above, so if the product will be bought 10 times during 5 weeks (at any period of time, not just after you set this up), it'll appear in the Best Sellers block. NOTE: Products can only be added to this block when conditions are met. They will remain in this block until you remove the entire product from the LMS system.

Use user time zone: Enable this box for automatic filtering of product displaying on the Product Catalog page. I.e., you want to start showing the product at 9 am for all users depending on their timezone. Enabling this setting will display the product to French users at their 9 am (8 am GMT), to USA users and their 9 am (2 pm GMT), etc.

Hide featured products on product page: Enable this box to hide the product roulette on the Details page for product.

Track user view history: Enable this box to track which products user reviewed (clicked on the product's Details page). This will be displayed in the Recent Products block that described below.

Enable Recent Products: Enable this box to add the Recent Products block to the Products Catalog, where users can see products which they have reviewed before.

Enable Recommended Products:Enable this box to add the Recommended Products block to the Products Catalog, where users can see products that are most similar to the ones they already bought. Products appear in the recommendation list if at least one of conditions below was met:

• If minimum 1 product course tag is same as User Profile Interests

• If only two or more tags are same of courses that user has already enrolled/finished and new product courses

• User has already something in the cart with minimum 2 same tags

• If user bought 3 or more courses with 1 same tag, then more courses with the same tag are recommended

Hide Purchased Products in Products Catalog: Enable this box so that products that customer has already bought will disappear from the products catalog for him.

Buy the same product only once: Enable this box so that each product can be sold only once to the same customer (Add to cart button will disappear for user after 1st purchase). This setting also adds Enable multiple selling setting on product editing page, that allows you to set up products for selling more than once.

I.e., you enable this setting, and set up 2 products:

• product A - has Enable multiple selling setting ticked OFF

• product B - has Enable multiple selling setting ticked ON
  Then user buys both products. When it's done, user will still be able to see product A in Products Catalog, but not buy it. And he/she will still be able to see and buy product B again.

Alternative Catalog URL: Add a URL link to the page where you have places the Product Catalog block, so the user will be automatically redirected after product purchasing. I.e., by default, users are automatically redirected to the Dashboard page (/my). But you added the Product Catalog block on the Home page instead of Dashboard and want your users are directed to that one. Adding a link to the LMS Home page here will help with problem solution.

Alternative Login URL: Add the URL link that you want your guests will be directed to when they click on Add to cart button in the Products Catalog page. This can be used for the case if you want to show some additional page for guests before they log in to purchase it. I.e., you add a URL to purchasing terms in your LMS system, guest clicks on Add to cart button and he is directed to this terms page, where in the bottom may be a note that guest should sign in/sign up before purchasing.

NOTE: This setting requires Enable Guest Access setting to be turned on, and Enable guest checkout to be turned off.

Default Dashboard Page: Add a URL link here so that all users who have an access to the IntelliCart managing will be directed to when they go to IntelliCart from the navigation menu. I.e., you want you and you managers are directed to the All Sales page instead of Dashboard. Adding a link to the All Sales page here will help with problem solution.

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

Reviews limit: Add the number of reviews per page that will be displayed on the product/instructor details.

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.

Enable product video: Enable this box to add an ability to add videos to products that will be shown on the Product Details page instead of product image. Read more about product videos HERE (under Product Description block).

Enable Multi Select Categories on Product Catalog: Enable this box so that users will be able to filter products in catalog by several categories. Filtering will be applied automatically after each category selected.

Click "view" button for display products of multi select categories: Enable this box so that users will be able to filter products in catalog by several categories only after clicking View selected button.
NOTE: This setting works in collaboration within Enable Multi Select Categories on Product Catalog setting above.

Search products after button click: Enable this box so when customers use a search box to find products in catalog, searching will be made only after magnifier icon in the bar or Enter on the keyboard is clicked. So, it won't search after each symbol entered.

Enable Guest Access: Enable this box to give guests of your LMS system an ability to review product's details page. I.e., on a pic below I can review the product's page without need to log in.

Use Products Filters on Guest Access: Enable this box to allow guest see only products for general access. And vice versa, turn off this box so that guests can see all available products in your LMS system. I.e., if you assigned some product(s) to any cohort/vendor/etc., enabling this feature will hide the selected product for guests, too.

Enable Guest Checkout: Enable this box to add a cart for guests, so they can add products to this. After clicking the Proceed to checkout button they will be redirected to the log in page, where they can enter their credentials and keep buying products. And vice versa, disable this box to remove the cart from the guest's page, so when they click on Add to cart button, they'll be momentarily redirected to the log in page.

NOTE: Users will be linked to the Home page after sign up/in, so they will need to Proceed to checkout again after login. If you want them to be directed to the checkout page after login, set up an IntelliCart Authentication.

Guest Sign Up After Added to Cart: Enable this box so that guests will be linked to the IntelliCart Authentication sign up/in form after clicking the Proceed to checkout button. When guest is registered/logged in, he/she will be directed right to the Checkout page instead of Home.

Enable Direct Categories Links: Enable this box to add an ability to add the Category URL link to the categories list for quick navigation. Clicking on the category link will direct you to the selected category in the Products Catalog.

Multiple Categories for Product: Enable this box to add the ability to assign product(s) for 2 or more categories.

Enable User Profile Fields: This setting allows you to filter your product(s) and/or discount(s) by the profile field(s). I.e., you want to display a product only for users from the NY state. Or you want to give a discount only for a special company.

Enable this box to add Filter by Profile Fields action to products and discounts. Click on Add Field button to add the Profile Field which product/discount will be sorted by.

After clicking on the Continue button additional boxes for adding Profile Field value will appear. Enter them and click on Save changes to apply this filter in your LMS system. You can also select the Matching Mechanism for the field (read more in the next point). NOTE: If you add 2 and more Profile Fields with values inside them, users who's Profile Field values matches at least with one of them will see the product in the catalog or have a discount.

Matching Mechanism: Select the mechanism for profile fields matching.

• Equal and case-sensitive. When you enter the Profile Field value for product or discount, you should put exactly the same value as it's entered in User Profile(s). E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put case-sensitive and full length field value. Here only users who has "IntelliBoard" in their Company profile field will see the product.

• Equal and not case-sensitive. When you enter the Profile Field value for product or discount, you should put the same value as it's entered in User Profile(s), but the case may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put the full length field value without case matching. Here users who has "IntelliBoard", "intelliboard", "Intelliboard", etc. in their Company profile field will see the product.

• Partially equal (like). When you enter the Profile Field value for product or discount, you should put a part of the full value that was entered in User Profile(s), case and full length may be ignored. E.g., you want to should product only for people from "IntelliBoard" company, so when you select the Company profile field for filtering, you should also put a part of the full length field value without case matching. Here users who has "Intelli", "board", "Board", etc. in their Company profile field will see the product.

Not Filter Empty Profile Fields Data: Enable this box to allow users who don't have any information in the selected above Profile Field see all available products. And vice versa, turn off this box so these users can see only products for general access. I.e., if you filtered some product to be visible only for users from the NY state, enabling this feature will display the selected product for users who have the "State" profile field blank, too.

Enable User Interests:

Enable Cohorts: This setting allows you to filter your product(s) and/or discount(s) by cohort(s). I.e., you want to display a product only for users from the cohort A. Or you want to give a discount only for this cohort.

Enable this box to add Filter by Cohorts action to products and discounts. Select cohort(s) which the product/discount will be sorted by. You can select all cohorts by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system. NOTE: If you add 2 and more cohorts, users who's at least in one of them will see the product in the catalog or have a discount.

Enable Custom Fields of Products: Enable this box to add the Manage custom fields option to products which works the same way as Custom User Profile Fields in Moodle.

Enable Product Instructors: Enable this box to add an ability to add instructors for products and sessions, where you can assign instructor(s) to a specific product (session) and select whether they will be visible on a special tab on the product's Details page.

Instructor Roles: Select role(s) so that only users who have the role mentioned here at least in one course can be assigned as an instructor for the product/session.

Display Instructors Description: Enable this box so that user description from profile will be shown on instructor details on product page.

Enable Groups: This setting allows you to select course group(s) users will be enrolled in when they buy a product. I.e., you want that users will be automatically enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session.

Enable this box to add Assign Groups action to products and sessions. Select group(s) customers will be enrolled in after product/session purchasing. You can select all groups by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system.
NOTE: If you assign 2 or more groups, customers will be enrolled into all selected groups.

Enable Groups: This setting allows your customers to select a course group he/she wants to be enrolled in when they buy a product on the checkout page. This setting is an addition to the previous one (Enable Groups), so you have to enable that, too. I.e., the customer wants to be enrolled into the group A from the Math course when they buy a product and/or session.

NOTE: You MUST assign course(s) with group(s) for selecting before assigning group(s) to the product or session. NOTE: If customer doesn't select any group here, he will be enrolled into the course out of groups.

Enable Offline Products: Enable this box to add an ability to select the product type (online or offline) in Product Options on the product editing page. ONLINE type will allow you to assign courses to the product (will add a specific action button to the product). OFFLINE type won't allow you to assign courses to the product, this can be used for selling something physical (e.g., books), recorded webinars, videos, etc.

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 Options on the product editing page.

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

Enable Product Payment Code: Enable this box to add Payment Code and Payment Description fields to the product editing page under the Product General Information. This data will be send to the Payment Gateway as an internal product identifying information instead of the product name.

NOTE: This information won't be visible in the LMS system.

Enable Products Sorting: Enable this box to add the ability to move products up or down in the list. This will add 2 arrows (Move Up and Move Down) to product actions.

Enable Instant Enrollment for Free Products: Enable this box so when you set price of the product to zero, users will see Enroll button on the product instead of Add to cart.

Enable Roles Filtering: This setting allows you to filter your product(s), coupons and/or discount(s) by user system role(s). I.e., you want to display a product only for teachers. Or you want to give a discount only for managers.

Enable this box to add Assign Roles action to products and discounts. Select role(s) which the product/coupon/discount will be sorted by.

Click on Save changes to apply this filter in your LMS system. NOTE: If you add 2 and more roles, users who has at least one of them will see the product in the catalog, could apply the coupon or have a discount.

Not Filter User Without System Roles: Enable this box so products/coupons/discounts that don't have assigned role(s) will be visible (could be applied) for all users. I.e., product A has assigned role as Manager, product B doesn't have assigned roles. If this setting is enabled, user with Manager role will see both products, if disabled, user will see only the product A.

Use Any Context User Roles: Enable this box so that all context types (not only system) will be checked for the role assigning. I.e., product A was assigned to be shown only for Teacher role. If the user has teacher role on some course, he/she will see the product in the Product Catalog.

Enable Product Terms and Conditions: Enable this box to add Terms & Conditions fields to the product editing page under the Product Description. When this enabled for the product and terms are entered, the pop-up window will appear for user after adding this product to the cart. User has to accept them to keep purchasing.

Allow Use Same Product Code: Enable this box to have an ability to enter the same Product Code for different products on the product editing page.

Check Max Number of Products Purchased/Enrolled: Enable this box to add an ability to set up the maximum number of products user could buy from the category. I.e., if you enable this setting and add 3 to Max number of products purchased/enrolled setting under category editing page, users will be available to buy only 3 products from this category.

Search Courses in Subcategories to: Enable this box so when you assign courses to the product and use a category filter for limiting, courses from child categories will be shown in the course filter, too. I.e., you have a tree of categories, where Course A is placed under Autumn 2020 / Year 1 sub-category, and Course B is placed under Autumn 2020 / Year 2 sub-category. If you select Autumn 2020 category in the category filter, both courses - Course A and Course B - will be displayed in the course filter.

Enable Duplicate Product: Enable this box to add a duplicate button in the product table under Actions. After clicking on the icon to duplicate the product, a new page opens with all the data from the existing product are displayed. After editing and clicking on Save changes, the product is duplicated and there is a copy of the chosen product.

Enable Author of Product:

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, Coupons Used report to the Reports tab, information about coupons to the Dashboard, etc.

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

Max Number of Coupons per Order: Add the number of coupons user could apply for 1 order. The value must be greater than 0 for the setting to work. E.g., if you put 2 here, user could apply only 2 coupons in 1 order.

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, Discounts Used report to the Reports tab, information about discounts to the Dashboard, etc.

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.

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.

Use Parentheses to Display the Discount Negative Charge: Enable this box so that discounts will be shown in round brackets on the checkout page, cart pop-up, and on invoices.

Enable Discount Selection on Checkout Page: NOTE: This setting works in collaboration with Enable manual discount selection setting above.

Enable this box so that users will be able to select a discount on the Checkout page, if this product has more than 1 assigned discount. This discount will be applied during purchasing.

More than one discount can be applied. I.e., if a user has added all the products for some discount to the shopping cart (based on "All Products" discount type), that discount will be applied automatically to all these products in addition to discounts selected by the user.