Offer bulk purchasing through your portal store
Let buyers shop for courses for their teams or organizations, to distribute by email. Buyers can invite new users by email, and enroll existing learners by assigning them a course seat.
Availability: depends on your LearnUpon plan
Sell courses in batches, and let customers distribute as required
The bulk purchase feature lets you offer courses or course bundles for sale in volume, and lets one person buy multiple seats for one course to share across a team or organization.
They can buy courses even if the buyer doesn't yet know who will take the course: they can assign courses to learners or invite learners later.
What buyers see
From the course page, the buyer can add multiple seats for courses or bundles to their cart.
After payment, the platform displays a confirmation page, with a Manage seats button that takes you to Orders. From Orders you can open Seat management.
From Seat management, the buyer can:
- track the number of seats bought, that are available to assign to learners
-
invite learners to join a course. When the application sends an automated email:
- new learners can register for a portal account by accepting the invite
- existing learners with portal accounts must accept the invite to start the course
- buy more seats, as required, when you use up all the purchased seats
- change the owner of the licensed seats - for example, if the owner is leaving the organization. This step transfers ownership of the seats already purchased. The new owner can assign the remaining seats as required
The following screenshot shows Orders > Seat management.
Prerequisites
- Spree eCommerce platform set up and active
- published courses ready to sell
See:
Access permissions
- admins with full portal permissions: can add bulk purchases to your Spree eCommerce platform
Ask your Customer Success Manager to add the new eCommerce features to your portal. You set up each portal in your realm separately.
Admins: add bulk purchases to eCommerce
- From your portal’s main navigation go to Settings > eCommerce > Settings.
- Select Enable bulk purchases in your store.
- Save to finish.
The following screenshot shows the eCommerce settings page before selecting Enable bulk purchases in your store.
Admins: track bulk orders in the portal
From your portal’s main navigation go to Settings > eCommerce > Bulk orders.
View the courses ordered by customers. You can use Search to find individual orders, or filter by:
- Date purchased
- Product name
- Product type - course or bundle
- Order number
For courses, admins can:
- change the owner of the seats purchased
- view enrollments through the course page
- view the order in the eCommerce platform
For course bundles, admins can:
- change the owner of the seats purchased
- view the order in the eCommerce platform
The following screenshot shows the admin view of Bulk orders.
Admins: change owner of the order
When you change the owner of an order of course seats, the application sends an email invite to the new owner.
When the new owner accepts the invite, they can allocate seats and order more.
The former owner loses access to the order, and can no longer allocate seats or view enrollments.
- From your portal’s main navigation go to Settings > eCommerce > Bulk orders.
- Select a course.
- Select Change owner.
- In the Change owner dialog, enter the email address of the new owner.
- Select Change owner to finish.
The following screenshot shows the Change owner dialog.
See: