Creating a merchant (basic)

Version: V2.10.6528
Added on: 06/10/14
Difficulty:

Time: 15 min
Category: Tutorials

Prerequisite Tutorials

Name	Added On	Difficulty	Time Required	Description
Logging in and navigating the application	06/29/13		15 mins	Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.

Useful Terms

Merchant Merchant Profile

Creating a merchant (basic)

Are you ready?

In this tutorial we are going to learn how to set up a merchant representing a fast-food restaurant with three cash registers.

We are going to create a new merchant with the following parameters:

Name: My First Merchant
Code: MP001

Contact Information:
John Smith
300 5th Ave
New York, NY 10001
john.smith@email.com

Accounts: Multiple (We need a separate account for each register)
Tax IDs: Single (All accounts represent cash registers that belong to one corporate entity; that is why Tax ID is the same)
Descriptors: Single (Same as Tax IDs, everything is done under the same entity and the same descriptor can be used)
Deposit Accounts: Single (All money process through the cash registers and deposit to the single account)
Monthly Fees: Per Merchant (All money is charged to the restaurant regardless of a number of cash registers)
Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Click Newbutton in the top left section of the screen.
Choose Merchant menu item from the list.
Locate Merchant groupbox
Locate Profile label
Click Multiple radio button for Accounts.
Click Single radio button for Tax IDs.
Click Single radio button for Descriptors.
Click Single radio button for Deposit Accounts.
Locate Recurring Fees: label - Per Merchant shoud be greyed out automatically after step 10.
Enter MP001 into the Codetextbox
Enter My First Merchant into the Nametextbox
Select EST in Time Zonedropdown
Locate Password password and enter or generate password.

Note: If you entered your own password, you have to confirm it manually using the Confirm password field. If you chose system generated password, it will be confirmed automatically.
Locate Contact Information groupbox
Enter John Smith into the Contact Nametextbox
Enter 300 5th Ave into the Street 1textbox
Enter New York into the Citytextbox
Select United States in Countrydropdown
Select New York in State/Province/Regiondropdown
Enter 10001 into the Zip Code/Postal Codetextbox
Enter john.smith@email.com into the Emailtextbox
Locate Notes groupbox to add additional notes (if needed).
Click Savebutton
Congratulations, you are done!

You have learned how to create and configure a new merchant. Let’s now learn how to create a merchant with processing settings.

Name	Added On	Time Required	Description
Navigating Merchant perspective	08/01/13	15 mins	This tutorial is aimed at showing how to navigate Merchant Perspective based on Merchant_Selection.
Creating a merchant with processing settings	06/13/14	30 mins	In this tutorial we are going to create a new Merchant using more elaborate process which involves configuring processes settings.
Creating a merchant with remittance settings	06/16/14	30 mins	In this tutorial we are going to create a new Merchant with extended settings.
Creating a new merchant account	10/16/14	15 mins	This tutorial will teach ypu how to to create a Merchant Account using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts".

Creating a merchant (basic)

Prerequisite Tutorials

Useful Terms

Creating a merchant (basic)

Related Tutorials

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