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 can have different pricing for high-volume merchants. You can also provide products only for a certain type of merchant. Associates can view the pricing and settings of the profile and assign sales profiles to merchants, but they cannot create or modify a sales profile. Only administrators can create and modify sales profiles.
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 because the sales pricing is already suitable for most merchants. You can 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. 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. Select the market type:
    Ecommerce
     or
    Retail
    .

    ADDITIONAL INFORMATION

    The e-commerce option includes the ability to process retail transactions, but if the merchants for this sales profile do not process e-commerce transactions, use the retail option instead.
  6. Select the sales profile type:
    Gateway only
     or
    Gateway + Merchant Account
    .

    ADDITIONAL INFORMATION

    Gateway-only accounts enable merchants to use their own merchant service provider and payment processor.
  7. Select the
    Acquirer Platform
     if you previously selected the
    Gateway + Merchant Account
     option.
  8. 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
       to discard your changes.
  9. 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
       to discard your changes.
  10. 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
       to discard your changes.
  11. Click
    Click or tap
    Tap
    Create sales profile
     to save the sales profile. Or,
    click
    click or tap
    tap
    Cancel
     to discard your changes.

RESULT

The sales profile is created and available for use.