Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Merchants

Type:    Form

Description: Provides access to the list of merchants available within the system.

Items:

Merchant Search

Includes various search criteria to locate a merchant.

¦_

ID

Search criteria to locate merchants by an identification number.

¦_

Code

Search criteria to locate merchants by a code.

¦_

Name

Search criteria to locate merchants by entering either full or partial name.

¦_

Type

Search criteria to locate merchants with a specific type.

¦_

Affiliate

Selects records where merchant type is an Affiliate.

¦_

Merchant

Selects records where merchant type is a Merchant.

Find		Executes search based on predefined criteria.

Clear

Clears any selected criteria - resets the form to its original state.

Merchant List

Includes merchants found based on the specified search criteria.

¦_

Show Active

Allows to show only Active merchants or only Inactive merchants.

¦_

Id

Unique identifier of the merchant generated by the gateway. References: Merchant.id

¦_

Code

Optional identifier of the Merchant that can be used to cross-reference the Merchant record between multiple systems. See Reference Code definition for additional information. References: Merchant.code

¦_

Name

The DBA name of the merchant. References: Merchant.name

¦_

Create Date

Search criteria to locate merchants created within a certain date range. Either beginning or end date is necessary. Date when the record was created. References: Merchant.createDate

¦_

Active

Indicates whether the record is active and can process through the system. Indicates whether the record is active and can process through the system. References: Merchant.isActive

¦_

Modify Merchant

Allows to modify the selected merchant. Opens Form: General

¦_

Move Merchant

Allows to move the selected merchant.

¦_

ID

Allows to select an appropriate portfolio by ID.

¦_

Code

Allows to select an appropriate portfolio by code.

¦_

Name

Allows to select an appropriate portfolio by name.

¦_

Move

Allows to move selected portfolio.

¦_

Cancel

Closes the form without saving any changes and returnes to Merchants Form.

Actions

Allows to perform several actions with the selected merchant.

¦_

Resend Merchant Registration Info

Resends the logon information of the merchant via email.

Export

Allows a user to download a list of merchants associated with the selected portfolio.

Add		Allows to select the merchant based on the search criteria specified.