Online Help

Creating Sales Profiles

Creating sales profiles enables you to set up various pricing rates and supported products for specific types of merchants. For example, you might want to have different pricing for high-volume merchants, or provide products only for a certain type of merchant. Associates can assign sales profiles to merchants and view the pricing and settings of the profile but they cannot create or modify a sales profile. Only Administrators can create and modify sales profiles.
It is recommended to configure a sales profile that can be used for most of your merchants and designate it as the default sales profile. The default sales profile saves time when adding merchants since the sales pricing is already configured to be suitable for most merchants. You always change the default sales profile to a different sales profile when necessary.
Follow these steps to create a sales profile:
  1. Choose
    Portfolios > Create Sales Profile.
  2. Required
    : enter the Sales Profile Name.
  3. Check the
    Set as default sales profile
     box to be presented with this sales profile when you add a new merchant.
  4. In the
    Sales Profile Description
     field, enter a description of the merchant.
  5. Edit the pricing for card processing:
    1. Click
      Click or tap
      Tap
      Edit pricing
      .
    2. Review the sell rates for each line item, and update as needed.
    3. Click
      Click or tap
      Tap
      Save
       when you have adjusted the sell rates for all line items. Or,
      click
      click or tap
      tap
      Cancel
       if you do not wish to save your changes.
  6. Edit the pricing for eCheck processing:
    1. Click
      Click or tap
      Tap
      Edit pricing
      .
    2. Review the sell rates for each line item, and update as needed.
    3. Click
      Click or tap
      Tap
      Save
       when you have adjusted the sell rates for all line items. Or,
      click
      click or tap
      tap
      Cancel
       if you do not wish to save your changes.
  7. Edit the default processor for the sales profile:
    1. Click
      Click or tap
      Tap
      Edit processor
      .
    2. Choose a processor from the
      Processor
       drop-down menu.
    3. Click
      Click or tap
      Tap
      Save
       to save the processor for this sales profile.
      Click
      Click or tap
      Tap
      Cancel
       if you do not wish to save your changes.
  8. Click
    Click or tap
    Tap
    Create sales profile
     to save the sales profile. Or,
    click
    click or tap
    tap
    Cancel
     if you do not wish to save your changes.

RESULT

The sales profile is created and available for use.