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Quick Guides
How to attach a channel to a merchant
Version:
V4.4
Added on:
04/29/16
Difficulty:
Time:
15 min
Category:
Quick Guides
Prerequisite Tutorials
Name
Added On
Difficulty
Time Required
Description
How to add a new channel
04/29/16
15 mins
In this tutorial we are going to learn how to add a new
channel
associated with POS software.
Useful Terms
Channel
How to attach a channel to a merchant
Are you ready?
In this tutorial we will learn how to attach a previously created
channel
to a new merchant and to an existing one.
We will use the following parameters:
Channel
: Test Channel (created in
How to add a new channel
tutorial)
Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
.
Channel can be attached in three ways:
to a new merchant using
New Merchant
form;
to a new merchant using
New Merchant (Extended)
form;
to an existing merchant using
General
form.
Let's learn how to attach a channel to a new merchant using
New Merchant
form.
Click
New
button in the top section of the screen.
Choose
Merchant
menu item from the list.
Fill out necessary information using
Creating a merchant (basic)
tutorial and then proceed with the steps below:
Locate
Merchant
groupbox
Select
Test Channel
in
Channel
dropdown
Click
Save
button
screenshot
Next, let's learn how to attach a channel to a new merchant using
New Merchant (Extended)
form.
Click
New
button in the top section of the screen.
Choose
Merchant (Extended)
menu item from the list.
Fill out necessary information using
Creating a merchant with processing settings
or
Creating a merchant with remittance settings
tutorial and then proceed with the steps below:
Locate
Settings
groupbox
Select
Test Channel
in
Channel
dropdown
Click
Save
button
screenshot
Finally, let's learn how to attach a channel to an existing merchant using
General
form.
Select appropriate
Merchant
or
Merchant Account
in the top left section of the screen.
Click
Details
button in the top section of the screen.
Choose
General
menu item from the list.
Locate
Detail
groupbox
Select
Test Channel
in
Channel
dropdown
Click
Save
button
screenshot
Congratulations, you are done!
You have learned how to attach a channel to a merchant. Now you can do this by yourself.
Tags
Merchant perspective
Merchant
View all available tutorials