Merchant Perspective

Type:    Perspective
Description: Arrangement of available forms and actions that are needed to work efficiently with Merchants and Accounts.
Allows management of Merchants registered in the system.
Modes:
Ignore Multiple Account Merchant
Items:

New
Provides access to the forms related to merchant creation.
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Merchant
Provides access to a new merchant creation options.
Opens Form: New Merchant
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Merchant (Extended)
Provides access to a new merchant creation options. Processing and remittance settings of the merchant can be configured as a part of creation process.
Opens Form: New Merchant (Extended)
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Account (Extended)
Provides access to a new merchant account creation options. Processing and remittance settings of the merchant account can be configured as a part of creation process.
Opens Form: New Account (Extended)
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Merchant (Provisioning)
Provides access to a new merchant creation options. Processing, remittance and underwriting settings of the merchant can be configured as a part of creation process.
Opens Form: New Merchant (Provisioning)
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Account (Provisioning)
Provides access to a new merchant creation options. Processing, remittance and underwriting settings of the merchant account can be configured as a part of creation process.
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Merchant (Provisioning *)
Provides access to a new merchant provisioning options.
Opens Form: Provisioning New Merchant
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Account (Provisioning *)
Provides access to a new merchant account provisioning options.
Opens Form: Provisioning New Account
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Merchant (Onboarding)
Provides access to onboarding wizard that allows onboarding of a merchant.
Opens Form: Onboarding Application Wizard (Merchant)
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Account (Onboarding)
Provides access to onboarding wizard that allows onboarding of a merchant account.
Opens Form: Onboarding Application Wizard (Account)
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Affiliate (Onboarding)
Provides access to onboarding wizard that allows onboarding of an affiliate.
Opens Form: Onboarding Application Wizard (Affiliate)
Merchant
Allows to select an appropriate merchant or merchant account. Note that selection influences the number of functions available within the form.
Manage Selection
Provides access to various merchant selection options.
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Modify Selection
Provides access to the form that allows to add or remove merchants and merchant accounts to the selection.
Opens Form: Select Merchants (Modify Selection)
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Select All Merchants
Allows to select all merchants available in the system.
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Load Accounts
Allows to load all merchant accounts associated with the selected merchant.
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Remove Merchants
Removes all merchants from the selection except for the selected merchant.
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Remove Accounts
Removes all accounts associated with the selected merchant from the selection.
... Select Single Merchant
Provides access to the form that allows to select a single merchant to work with.
Opens Form: Select Single Merchant
Details
Provides access to various individual merchant or merchant account settings.
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General
Provides access to the general information of the merchant including details, business information, legal name and contact information.
Opens Form: General
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Profiles
Provides access to the processing providers profiles.
Opens Form: Profiles
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Branding Profile
Provides access to the branding profile associated with a particular merchant.
Opens Form: Branding Profile (Merchant)
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Funding
Provides access to the funding options.
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Settings
Provides access to funding settings modification options.
Opens Form: Settings (Remittance)
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Deposit
Provides access to the deposit information and reserves configuration.
Opens Form: Deposit
Underwriting
Provides access to underwriting options.
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Business
Provides access to the contact information of the company to be used for discussing any processing issues.
Opens Form: Business
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Owners
Provides access to the business owner related information.
Opens Form: Owners
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References
Provides access to the business references related information.
Opens Form: References
Processing
Provides access to various processing settings.
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Settings
Provides access to processing settings modification options.
Opens Form: Settings (Processing)
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Limits
Provides access to the limits settings.
Opens Form: Limits
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Rules
Provides access to response codes rules checking options.
Opens Form: Rules
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Pre-Processing
Provides access to pre-processing response codes rules options.
Opens Form: Pre-Processing Rule List
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Post-Processing
Provides access to post-processing response codes rules options.
Opens Form: Post-Processing Rule List
Convenience Fees
Provides access to the convenience fees settings.
Opens Form: Convenience Fees
Billing
Provides access to various billing processing settings.
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Settings
Provides access to billing settings modification options.
Opens Form: Settings (Billing)
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Fees
Provides access to the customer fees settings.
Opens Form: Customer Fees
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Letters
Provides access to the letters settings.
Opens Form: Letters
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Emails
Provides access to the emails settings.
Opens Form: Emails
Provisioning
Provides access to the provisioning settings.
Opens Form: Provisioning New Merchant
Onboarding
Provides access to forms related to onboarding applications.
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Applications
Provides access to onboarding applications associated with the selected merchant.
Opens Form: Applications
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Agreements
Provides access to all onboarding agreements available for the selected merchant.
Opens Form: Agreements
Processing
Provides access to the processing-related forms.
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Transactions
Provides access to transactions creation and management.
Opens Form: Transactions
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Transactions (P)
Provides access to the transactions processed on a processor's side.
Opens Form: Processor Transactions
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Chargebacks
Provides access to chargeback cases management.
Opens Form: Chargeback Case Modify
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Tokens
Provides access to token profiles creation and management.
Opens Form: Tokens
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Subscriptions
Provides access to the subscription transactions.
Opens Form: Subscriptions
Accounts
Provides access to the list of accounts associated with the selected merchant.
Opens Form: Accounts
Submissions
Provides access to various submissions options based on the current merchant selection (entities selected in Merchant Perspective dropdown).
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Batches
Provides access to the batch list.
Opens Form: Batch List
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Files
Provides access to the files list of the Merchant.
Opens Form: Files
Terminals
Provides access to the list of terminals associated with the selected merchant.
Opens Form: Terminals
Remittance
Provides access to the remittance-related forms.
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Fees
Provides access to the processing fees configured for the selected merchant.
Opens Form: Fees
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Commissions
Provides access to the processing commissions configured for the selected merchant.
Opens Form: Commissions
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Distributions
Provides access to distributions configured for the selected merchant.
Opens Form: Distributions
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Split Schema
Provides access to split schemas configured for the selected merchant.
Opens Form: Split Schema
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Statements
Provides access to the list of merchant statements available for the selected merchant.
Opens Form: Merchant Statement List
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Adjustments
Provides access to scheduled adjustments creation and management options.
Opens Form: Adjustments List
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Charges
Provides access to charges search, creation and management options.
Opens Form: Charges
Resources
Provides access to various resources options based on the current merchant selection (entities selected in Merchant Perspective dropdown).
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Labels
Provides access to the merchant labels.
Opens Form: Merchant Labels
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Pages
Provides access to the pay pages of the merchant.
Opens Form: Pages
Equipment
Provides access to various terminal equipment options.
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Orders
Provides access to various terminal order options.
Opens Form: Terminal Order List
Reports
Provides access to the reports available for the merchant.
Opens Form: Reports
Security
Provides access to the security settings of the merchant.
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Users
Provides access to users creation and management options.
Opens Form: Users List
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Access Policy
Provides access to access policy management options.
Opens Form: Access Policy Roles
Perspective...
Allows the user to change current perspective that he/she is working with.
Opens Form: Portal
Log Out
Allows to sign out of the system and terminate current session.
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