Home > Manuals > Tutorials > > Tutorials

Provisioning of a merchant's business (new)

Version: V5.2.0
Added on: 06/12/16
Difficulty:
Time: 45 min
Category: Tutorials

Useful Terms

Merchant    

Provisioning of a merchant's business (new)

1. Are you ready?
   
   In this tutorial we are going to learn how to provision a new Merchant.
2. 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.
3. Click   Newbutton in the right top section of the screen.
4. Choose   Merchant (Provisioning *)  menu item  from the menu.
5. Click select processorbutton
6. Choose propay  menu item  from the menu.
7. Locate   Detail  groupbox
8. Enter John Smith into the Nametextbox
9. Select EST in Time Zonedropdown
10. Locate   Settings  groupbox
11. Select Multiple in Accountslabel
12. Select Single in Tax IDslabel
13. Select Multiple in Descriptorslabel
14. Select Multiple in Deposit Accountslabel
15. Select Per Merchant in Recurring Feeslabel
16. Select TestReseller in Resellerdropdown
17. Click   Nextbutton
18. Locate   Business Information  groupbox
19. Enter 221234567 into the Federal Tax IDtextbox
20. Enter My Company LLC into the Legal Business Nametextbox
21. Enter My Company into the DBA Business Nametextbox
22. Select Limited Liability Company in Ownership Structuredropdown
23. Locate   Legal Address  groupbox
24. Enter 220 Park Ave into the Streettextbox
25. Enter New York into the Citytextbox
26. Select United States in Countrydropdown
27. Select New York in Statedropdown
28. Enter 10020 into the Zip Code/Postal Codetextbox
29. Enter www.my-company.com into the Web Sitetextbox
30. Locate   Contact Address  groupbox
31. Enter John Smith into the Contact Nametextbox
32. Enter 300 5th Ave into the Streettextbox
33. Enter New York into the Citytextbox
34. Select United States in Countrydropdown
35. Select New York in Statedropdown
36. Select 10001 in Zip Code/Postal Codetextbox
37. Enter john.smith@email.com into the Emailtextbox
38. Enter 2121234567 into the Phonetextbox
39. Click   Nextbutton
40. Locate   Primary Owner  groupbox
41. Click   Copy Data Frombutton
42. Choose   Contact Address  menu item  from the menu.
43. Enter John into the First Nametextbox
44. Enter Smith into the Last Nametextbox
45. Enter john.smith@email.com into the Emailtextbox
46. Enter 2121234567 into the Phonetextbox
47. Select 04/05/1985 in Birth Datedatebox
48. Enter 987654321 into the Social Securitytextbox
49. Select United States in Countrydropdown
50. Select New York in Statedropdown
51. Click   Nextbutton
52. Locate   estimates (m)  tab
53. Locate   Estimates (Transaction Am...  groupbox
54. Select Annually in Estimation Perioddropdown
55. Enter 100000 into the Total Volumetextbox
56. Enter 2000 into the Avg Tickettextbox
57. Enter 5000 into the Max Tickettextbox
58. Click   Nextbutton
59. Locate   deposit (m)  tab
60. Locate   Deposit Information  groupbox
61. Locate   Deposit Information  column
62. Enter Super Bank into the Bank Nametextbox
63. Enter John Smith into the Holder Nametextbox
64. Enter 4099999992 into the Account #textbox
65. Enter 021000021 into the Routing #textbox
66. Click   Nextbutton
67. Locate   settings (m)  tab
68. Locate   Descriptors  groupbox
69. Enter 7032 into the MCCtextbox
70. Enter Test Descriptor into the Card Descriptortextbox
71. Click   Nextbutton
72. Locate   process (m)  tab
73. Locate   Merchant Verify  groupbox
74. Click   Sendbutton . If everything is filled out correctly, a respective request to the processor will be submitted.
75. Locate   Provisioning Requests Lis...  groupbox
76. Locate   Status  column to check the status of provisioning request.
    
    The statuses can be the following:
    

    • Approved status means that merchant has been provisioned successfully;
    • Declined status means that processor has declined provisioning request. In this case, you have to re-check and correct all entered information if needed, then open process tab and click Verify button to send provisioning request once again.
77. Click   Nextbutton
78. Locate   profiles (m)  tab
79. Locate   Merchant Configure  groupbox
80. Select propay in Configuration Scriptdropdown
81. Click   Configurebutton to create ProPay billing profiles.
82. Click   Savebutton to save the progress.
83. Congratulations, you are done!
    
    You have learned how to provision a new merchant. Now you can do this by yourself.

Tags

Merchant perspective  

View all available tutorials