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Creating a reseller

Version: V2.10.6528
Added on: 06/10/14
Time: 15 min
Category: Tutorials

Useful Terms


Creating a reseller

  1. Are you ready?

    In this tutorial we are going to learn how to create and configure a new reseller.
    We will use the following parameters:
    Name: My First Reseller
    Code: R001

    Deposit Information (bank account where commissions will be deposited):
    Holder Name: My First Reseller LLC
    Account Number: 4099999992
    Routing Number: 021000021

    Contact Information:
    John Smith
    300 5th Ave
    New York, NY 10001
  2. Log in to the system using your Username and Password and switch to the Management => Reseller 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 top left section of the screen.
  4. Locate   Detail  groupbox.

    Note: ID and Create Date are read-only fields. They are filled out automatically.
  5. Enter R001 into the Codetextbox
  6. Enter My First Reseller into the Nametextbox
  7. Locate   Email Notifications  groupbox
  8. Enter john.smith@email.com into the Remittancetextbox.

    Note: You can add several emails (comma separated). For example, jack.smith@email.com,rose.smith@email.com.
  9. Locate   Contact Information  groupbox
  10. Enter John Smith into the Contact Nametextbox
  11. Enter 300 5th Ave into the Street (line 1)textbox
  12. Enter New York into the Citytextbox
  13. Select United States in Countrydropdown
  14. Select New York in Statedropdown
  15. Enter 10001 into the ZIP Codetextbox
  16. Locate   Deposit Information  groupbox
  17. Enter My First Reseller LLC into the Holder Nametextbox
  18. Enter 4099999992 into the Account Numbertextbox
  19. Enter 021000021 into the Routing Numbertextbox
  20. Locate   Notes  groupbox to add additional notes (if needed).
  21. If you need to configure minimum fees, review this tutorial.
  22. Click   Savebutton
  23. Congratulations, you are done!

    You have learned how to create and configure a new reseller. Let’s now learn how to attach a reseller to a merchant.

Related Tutorials

Name Added On Difficulty Time Required Description
How to attach a reseller to a merchant 08/19/14 15 mins This easy tutorial will teach you how to attach a reseller to a merchant.
Navigating Reseller perspective 09/10/14 15 mins In this easy tutorial you will learn how to navigate Reseller Perspective as well as make basic operations with a reseller.
Configuring merchant charges 03/01/18 30 mins This tutorial will teach you how to configure merchant charges.
How to configure minimum fees 03/05/18 15 mins This tutorial will teach you how to configure minimum fees.