New Merchant

Type:    Form
Description: Provides access to creation of a new Merchant.
Items:

Synchronize with external sources
Indicates whether the information is synchronized with external sources.
Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

Merchant

Includes general information about the merchant.
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Portfolio
Reference to the entity that represents the portfolio attached to the merchant.

References: Merchant.Portfolio FK
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Tax ID
Federal Tax identifier of the company.

References: BusinessInfo.federalTaxId
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Verify
Allows to verify entered Federal Tax ID.
Reseller
Reference to the entity that represents the reseller associated with the merchant.

References: Merchant.Reseller FK
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Reset Defaults
Allows to apply selected reseller settings to the merchant.
Profile
A set of parameters that are used to govern the setup of the merchant with the respect to its merchant account, merchant IDs, descriptors and deposit accounts. Its parameters define how a merchant / merchant account should be configured.
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Accounts:
Defines whether it is a multi-location / multi-terminal or single-location / single-terminal merchant
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Single
If this flag is activated, everything is configured at the merchant level. Other parameters in the profile are ignored.
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Multiple
If this flag is activated, multiple accounts are setup. The settings are configured based on the remaining parameters within the profile.
Tax IDs:
Defines whether a single federal tax ID is used for all locations or whether separate tax IDs are specified for each location.
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Single
A legal entity owning the tax ID is represented with a merchant. Background verification is done on merchant level.
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Multiple
A legal entity owning the tax ID is represented with an account. Bbackground verification is done on account level.
Descriptors:
Is the text that appears on cardholder’s statement and explains the nature of a charge. Defines the desired number of descriptors (soft descriptors) to use for transactions processing.
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Single
Single descriptor is used for all transactions. Single merchant ID (MID) is required for processing.
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Multiple
Multiple descriptors are necessary for the majority of processors. Multiple MIDs are required for processing - one MID per descriptor.
Deposit Accounts:
Defines the number of deposit accounts to use for remittance.
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Single
All the remittance settings are configured on the merchant level. Regardless of the number of MIDs all of the money is funded to a single deposit account regardless of the number of merchant accounts used.
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Multiple
All the remittance settings are configured on the merchant account level. The money processed to each merchant account is funded separately in a separate deposit account.
Recurring Fees:
Defines how the monthly fees are charged.
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Per Merchant
This type of fee is charged only once regardless of merchant accounts number.
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Per Account
This type of fees is charged for each account setup under a merchant.
Type
Allows to select an appropriate type of merchant account.
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Merchant
Indicates that the type of a merchant that is going to be created is merchant.
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Remitter
Indicates that the type of a merchant that is going to be created is remitter.
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Reseller
Indicates that the type of a merchant that is going to be created is reseller.
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Fee Processor
Indicates that the type of a merchant that is going to be created is fee processor.
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Affiliate
Indicates that the type of a merchant that is going to be created is affiliate.
ID
Internal identifier of a Merchant Account "Submerchant" within the system. For more see Merchant Account Code.
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Generate
Allows to create a new merchant number in the system.
Code
Unique identifier of the merchant generated by the gateway.

References: Merchant.id
Name
The DBA name of the merchant.

References: Merchant.name
Active
Indicates whether the record is active and can process through the system.

References: Merchant.isActive
Time Zone
Time zone of a merchant.

References: Merchant.timeZone
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Time Zone
Time zone of a merchant.

References: Merchant.Time Zone Code
Password
Merchant's password for transaction processing API. This value in combination with Merchant Code serves as a set of credentials to authenticate the submitter of a transaction.

References: Merchant.password
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Generate
Allows to create a new unique password for the merchant.
Confirm Password
Merchant's password for transaction processing API. This value in combination with Merchant Code serves as a set of credentials to authenticate the submitter of a transaction.

References: Merchant.password
Fee Processor
Reference to the entity that reresents processor's fee.

References: Merchant.Fee Processor FK
Channel
Reference to the entity that represents the channel.

References: Merchant.Channel FK
Create Date
Date when the record was created.

References: Merchant.Create Date
FTP Access Required
Indicates whether an FTP folder associated with the merchant should be created.

Notes

Any notes related to this Merchant Account.

Contact Information

Includes contact information of merchant to be used to discuss any processing issues.
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Copy From
Allows to copy the information from the selected source.
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business-info
Allows to copy the information from the business information of the merchant.
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primary-owner
Allows to copy the information from the primary owner information of the merchant.
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contact-info
Allows to copy the information from the available contact information of the merchant.
Contact Name
Name of the primary business contact for the merchant.

References: MerchantContactInfo.contactName
Street 1
Street address (line 1) of the Merchant's postal address.

References: MerchantContactInfo.street1
Street 2
Street address (line 2) of the Merchant's postal address.

References: MerchantContactInfo.street2
City
City of the Merchant's postal address.

References: MerchantContactInfo.city
Country
Country code of the merchant.

References: MerchantContactInfo.countryCode
State/Province/Region
State of the Merchant's postal address.

References: MerchantContactInfo.state
Zip Code/Postal Code
ZIP code of Merchant's postal address.

References: MerchantContactInfo.zipCode
Phone
Merchant's contact phone.

References: MerchantContactInfo.phone
Fax
Merchant's fax number.

References: MerchantContactInfo.fax
Email
Merchant's contact email.

This value is used to send remittance statements.

References: MerchantContactInfo.email

Submerchant

Includes general information about submerchant.
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Name
Name of the submerchant in thesystem.
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Code
Code of the submerchant in thesystem.

Terminals

Includes various settings for creating one or more terminals for test purposes.

Enter Terminal ID Range

Includes terminal ID range.
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From
Minimum value of terminal ID range.
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To
Maximum value of terminal ID range.

Details

Includes detailed information about terminals associated with this merchant.
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Type
Reference to the entity that represents enumeration of possible types of terminal.

References: .type
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Automated Fuel Pump
Indicates terminals associated with fuel stations. The client can pay for fuel by inserting a credit or debit card or a fuel card into a slot on the pump.
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Kiosk
Indicates an interactive kiosk (a computer terminal) for minor payments.
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General POS
Indicates general POS terminal.
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Virtual
Indicates virtual terminal.