Adding a Merchant

Choose
Merchants > Add Merchant
.
Select a sales profile:
In the
Sales Profile
box,
click
click or tap
tap
(expand)
to select a sales profile from the list. It is recommended to use the designated default sales profile when possible. The default sales profile is configured with predefined sales pricing and a designated processor. Other sales profiles may be available but choose the default sales profile unless directed otherwise. An Administrator can adjust the sales pricing later, if needed. When none of the existing sales profiles are suitable, an Administrator can create a new sales profile. The Administrator can
click
click or tap
tap
Create a New Sales Profile
. For more information, see Creating Sales Profiles.
To view the pricing for a given product,
click
click or tap
tap
See pricing
. While Associates can view the pricing, only Administrators can modify the pricing. Any changes to pricing must be made to the sales profile from the Manage Sales Profile module. For more information, see Managing Sales Profiles.
To view the settings for the Advanced Fraud Detection Suite,
click
click or tap
tap
View settings
. Only Administrators can modify this setting.
To view the processor setting,
click
click or tap
tap
View processor
. Only Administrators can modify this setting.
To view the pricing for eCheck,
click
click or tap
tap
See pricing
. Only Administrators can modify this pricing
Click
Click or tap
Tap
Next
. Or,
click
click or tap
tap
Cancel
if you do not wish to save your changes.
Add the merchant account information:
Optional
: enter the merchant reference ID, if your business has one. The reference ID can be up to 20 characters.
Optional
: enter the sales rep ID if your business assigned you a unique ID for tracking sales. The sales rep ID can be up to 10 characters.
Enter the business name.
Enter the merchant category code (MCC) in the
Merchant Category Code
field, or
click
click or tap
tap
(expand)
to choose the merchant category code from a list.
Select the market type.
Select the business type.
Optional
: enter the website address.
Add the merchant's location:
Required
: enter the merchant's country in which they are based in the
Country
box, or
click
click or tap
tap
(expand)
to choose the country from a list.
Required
: enter the country code for the merchant's phone number in the
Country Code
box, or
click
click or tap
tap
(expand)
to choose the country code from a list.
Required
: enter the phone number for the merchant.
Required
: enter the address for the merchant.
Optional
: enter the second line of the merchant's address, if there is one.
Required
: enter the merchant's city.
Required
: enter the merchant's state, province, or region in the
State/Province/Region
box, or
click
click or tap
tap
(expand)
to select the state, province, or region from a list.
Required
: enter the ZIP code or postal code for the merchant.
Add the merchant's owner information:
Required
: enter the owner's first and last name.
Optional
: enter the owner's middle name.
Required
: enter the country code for the owner's phone number in the
Country Code
box, or
click
click or tap
tap
(expand)
to select the country from a list.
Required
: enter the phone number for the owner.
Required
: enter the owner's email address.
Click
Click or tap
Tap
Next
.
Edit the merchant's processor configuration:
Required
: under Card Processing,
click
tap
tap
Configure
.
Required
: from the
Acquirer
drop-down menu, select an acquirer.
Required
: from the
Processor Name
drop-down menu, select a processor.
Required
: from the
Currency
drop-down menu, select a currency.
Required
: enter the
Merchant ID
and the
Terminal ID
for the merchant.
Check or uncheck the
Accepted Card Types
boxes to match the cards accepted by the merchant for this processor.
Click
Click or tap
Tap
Save
to save the processor for this merchant. Or,
click
click or tap
tap
Cancel
if you do not wish to save your changes.
Edit the merchant's Advanced Fraud Detection Suite (AFDS) configuration:
Under Advanced Fraud Detection Suite (AFDS),
click
click or tap
tap
Configure
.
For the Daily Velocity filter, enter the number of transactions per day that you want to set as a limit, and choose an action from the
Take the following action
drop-down menu.
For the Transaction IP Velocity filter, enter the number of transactions per hour per unique IP address that you want as a limit, and choose an action from the
Take the following action
drop-down menu.
For the Hourly Velocity filter, enter the number of transactions per hour that you want as a limit, and choose an action from the
Take the following action
drop-down menu.
For the Transaction Amount filter, enter the minimum and maximum transaction amounts that you want as a limit, and choose an action from the
Take the following action
drop-down menu.
For the Fraud Pattern Filter, choose an action from the
Take the following action
drop-down menu.
Click
Click or tap
Tap
Save
to save the AFDS configuration for this merchant. Or,
click
click or tap
tap
Cancel
if you do not wish to save your changes.
Confirm the merchant information. If you need to make changes,
click
click or tap
tap
Edit
next to the section you wish to update.
Click
Click or tap
Tap
Add merchant
. Or,
click
click or tap
tap
Cancel
if you do not wish to save your changes.

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