Vendors - Overview

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... 

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HOW TO CREATE INTELLICART VENDOR

Step 1: Create an IntelliCart Vendor

  • From IntelliCart open the Administration.
  • From Administration click on Vendors
  • In the top right corner of the tab, click on Create New.

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Step 2: Write Your Vendor

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1) Name - Name your vendor as you wish.

NOTE: This field is required.

2) ID Number - Add the vendor ID for better navigation. 

3) Email - Add the main email address for this vendor.

4) Company - Add the company name for this vendor.

5) URL - Add the URL address for this vendor.

6) Type - Select the vendor type (Corp/K12/Highered)

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

8) Save - Save your changes.

VENDOR FEATURES - OVERVIEW

When you are done creating, you'll see all vendors in the next view.

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1) Search - Search vendors by their names.

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

3) Multiple Actions - Select several vendors and do the same action for them.

NOTE: This feature will appear only when you select (tick the box) at least one item.

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

5) Name - Vendor's name as entered.

6) Type Vendor's type as entered.

NOTE: It shows the ID number or the selected type. 0 is Corp, 1 is K12, 2 is Highered.

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) Assign Users - Assign (enroll) users and managers to the vendor. Select the type (user or manager)  before assigning.

NOTE: Managers will only see users from their vendors. 

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

14) Delete - Delete your vendor.

 

For additional assistance, please email HelpDesk@IntelliBoard.net

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