Prerequisites: This block may need to be enabled on your site. If it is not visible in the Add a Block list simply contact the Support Team and ask for it to be enabled.
Summary: Shopping Basket allows you to create products that learners can purchase access to. The products contain one or more courses, and learners have the option to purchase a licence which provides them with access to the course or courses for a predefined length of time.
Payment details
The payment details relate to the vendor that you use to process transactions and the basic settings for the transactions:
- Payment Provider – this is the vendor that you choose to process your transactions g. PayPal, SagePay etc.
- Vendor Identifier – this is the unique identifier that links directly to the account you have with the vendor.
- Sandbox Mode – this setting would be used if any testing is required with the processing of transactions. Essentially this means that the Shopping Basket is not yet live.
- Currency – this is the currency in which your prices and billing will be displayed
- Tax Ratio – this is the decimal ratio for the tax on each order g. 0.2 = 20%
- Alert Email Address – a notification will be sent to this address if any issues have been encountered in receiving or processing payment.
Basket settings
The basket settings are the default settings applied across all available products in Shopping basket:
- Enable Discount Vouchers – this allows you to enable the Discount Voucher Adding discount vouchers will give purchasers a discount off their order.
- Accept Purchase Orders – enabling this will allow the purchaser to commit to payment via purchase order as opposed to online payment.
- Require Purchase Order Address for PO Number Orders – this determines whether or not a purchaser must enter their address at the time of purchase if they are paying by purchase
- Purchase Order Address Category Name – this information can be pulled automatically from the profile should this be available. This field can be prepopulated by entering the profile field name here.
- Terms and Conditions – this field gives you the option of entering any terms and conditions that the purchaser/user must adhere to when purchasing and making use of the product.
- Force Acceptance of Terms and Conditions – the Terms & Conditions appear as a tick box and enabling this forces the user to accept in order to proceed with the transaction.
- Enrolment Starts from Purchase Date – enabling this means that the enrolment for courses within the products begins upon purchase completion.
- Address Category Name – this information can be pulled automatically from the profile should this be This field can be prepopulated by entering the profile field name here.
- Enable Expiry Reminders – if enabled the learner will receive an email notification regarding their unenrolment as their enrolment period is ending.
- Enrolment Expiry Reminder Threshold – if the reminders are enabled this setting allows you to determine the number of days before expiry that the learner will receive notification.
- Custom Expiry Reminder Message – here you can enter a custom message template to be sent to learners when they reach the enrolment expiry reminder threshold.
- Send Customer an Email Receipt After Purchase – enabling this will send an email confirmation of the purchase containing the details of the order.
- Hide Product Price Within the Licence Manager – if enabled the price of each product will not be displayed on the Licence Manager page.
Creating a product
To create a product, you must go to the Basket Settings page, scroll to the very bottom and click Products.
On the next page click the Add New Product button.
The first three fields are:
- Product Code – this is a unique code that is used as an identifier solely for this
- Name – here you can enter the name you wish to give to the
- Description – this optional field allows you to enter some details regarding the
The next option is whether to bundle categories.
Selecting Yes will allow you to select entire categories as part of your product, as opposed to individual courses. This is useful if you intend to provide access to all courses within a certain category as part of the purchase. You can simply select the category as opposed to adding all courses individually.
Selecting No will allow you to instead select one or more individual courses as part of your product. This option gives you more control over what content to add to the product.
The remaining fields are as follows:
- Cost – here you will enter the cost of the product.
- VAT – here you will enter the VAT percentage to apply to the product
- Enrolment duration – this determines how long the user will have access to the product for following the purchase.
- Visible – this determines whether the product is available or not.
Enrolment methods
After adding a course to a product, you must also ensure that you have adjusted the enrolment methods to reflect this. As the user will have a licence key, which they redeem to provide access, you must enable Premium Enrolment.
Firstly, go to the Administration block, then expand Users and click Enrolment Methods.
On the next page, you will see all the current enrolment methods on the course. Below these you will see a dropdown of the available enrolment methods. Here you will select Premium.
After selecting the enrolment method, you will be taken to the settings. These can be left as they are, but this gives you the opportunity to make changes if you wish. This includes adding a custom message that can be sent via email when the user accesses the course for the first time.