Online Help

Managing Sales Profiles

Follow these steps to manage existing sales profiles:
  1. Choose
    Portfolios > Manage Sales Profiles
    .
  2. To create a new sales profile,
    click
    click or tap
    tap
    Create sales profile
    . See Creating Sales Profiles for more information.
  3. If you want to narrow your search results, enter your search criteria in the
    Search sales profile
     box. You can search by either profile name or profile ID.
  4. To see more search results, use the pagination buttons at the bottom-left corner of the
    page
    page or screen
    screen
    .
  5. Click
    Click or ap
    Tap
     the sales profile that you wish to manage.
  6. Edit the sales profile, sales profile description, or both.
    1. Update the sales profile name.
    2. Update the sales profile description.
  7. 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.
  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
       if you do not wish to save 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
       if you do not wish to save your changes.
  10. If you are ready to save your changes,
    click
    click or tap
    tap
    Save
    . Or,
    click
    click or tap
    tap
    Cancel
     to discard changes.