How to use the IOMAD ecommerce block

Overview

The IOMAD ecommerce block uses the Moodle payment gateway plugins, which means it works with any payment gateway supported by Moodle. You can set up products within each tenant, choose single or block purchase capabilities, and apply different price structures.

Products can have one or more courses and can cover licensed courses or manual enrolment courses, and any licensed course has a license type defined just for that product. This flexibility allows a site owner to create tailored products for each company from the list of courses available to that company and with a license set up that works for them.

How to set up the IOMAD ecommerce block

Setting up a payment account

A payment account needs to be configured in Moodle before the e-commerce block can be used.

1. Go to Site administration -> General -> Payment -> Payment accounts.
2. Click Create payment account.
3. Fill in the account name and ID number fields, then hit Save changes.

NB: Configuring a payment gateway for the account needs to be done separately - you can find these settings under Site administration -> Plugins -> Payment gateways -> Manage payment gateways.

Configuring the block

Once a payment account is set up, the settings for the e-commerce block can be configured via Site administration -> Plugins -> Blocks -> IOMAD eCommerce. Once these are set, you are ready to begin creating products for sale.

NB: Still can't access the block? Make sure that all necessary fields on the IOMAD eCommerce configuration page are filled - including the admin first name, last name, and email address, which are empty by default.

Ecommerce customisation options

Products can be saved as template products which can be then imported to other tenants; alternatively, you can create template products for this purpose.

Access to the shop can be controlled on a per-tenant basis and will only be shown if allowed to the company, there are products in that tenant’s shop, and the tenant users have the capability. This can be turned off via the restrict roles options for that tenant.

All orders can be viewed for each tenant in the IOMAD dashboard Ecommerce tab. Here, you will see a list of all orders for the selected tenant showing who, when, how much and using which payment method. You can also see exactly what products were purchased as part of each order.

Setting up different payment accounts for different companies

Once the ecommerce plugin is set up, you can change the payment account on one or all of the companies:

1. Set up another payment account within Moodle following the instructions here.
2. Go to the IOMAD dashboard, select the company you want to change, and then click on Edit company.
3. Scroll down to Advanced company settings, untick the option for use default site payment account and choose the payment account you want to use instead:
   
4. Click save.