IntelliCart Vendors combine selected users into one group. Products/discounts/etc. you assigned to the vendor, are visible only for that specific vendor.
Before you get started...
- You MUST have an IntelliBoard account.
- You have to be signed-in as a user with full admin rights.
- You should have an installed IntelliCart plugin.
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HOW TO CREATE INTELLICART VENDOR
OPTION 1 - Create an IntelliCart Vendor
- Choose IntelliCart and click on Vendors tab.
- In the top right corner of the tab, click on Create New.
Create Your Vendor!
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 (see point 5 in Vendor Settings article).
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.
OPTION 2 - Import Vendors
You can import vendors from the CSV file. Find instructions for doing this below.
- Choose IntelliCart and click on Vendors tab.
- In the top right corner of the tab, click on Import.
- Choose a file from your computer in the CSV format.
- Click on Preview button.
- When all files are uploaded, click on Import Vendors button.
- 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
When you are done creating, you'll see all vendors in the next view.
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.
For additional assistance, please email HelpDesk@IntelliBoard.net.