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How to attach a reseller to a merchant
Version:
V4.4
Added on:
08/19/14
Difficulty:
Time:
15 min
Category:
Quick Guides
Prerequisite Tutorials
Name
Added On
Difficulty
Time Required
Description
Creating a reseller
06/10/14
15 mins
This tutorial will teach you how to create a new
Reseller
and configure its settings.
Useful Terms
Reseller
Reseller Perspective
How to attach a reseller to a merchant
Are you ready?
In this tutorial we will learn how to attach a
reseller
to an existing merchant or a brand new one.
We will use the following parameters:
Reseller Name
: My First Reseller
(created in the
Creating a reseller
tutorial)
Merchant Name
: My Second Merchant
(created in
Creating a merchant with processing settings
tutorial)
Merchant Code
: MP002
You can attach a reseller to an existing merchant at the following places:
Reseller perspective => Merchants
Merchant perspective => Details
Additionally, a reseller can be attached to a brand new merchant at the following places:
Merchant perspective => New Merchant
Merchant perspective => New Merchant (Extended)
Firstly, let's learn how to attach a reseller to an existing merchant via
Reseller
perspective.
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
.
Locate
Reseller
dropdown and click on it.
Select
My First Reseller
in
Reseller
dropdown
Click
Merchants
button in the top section of the screen.
Click
Add
button
screenshot
Enter
MP002
into the
Code
textbox.
Note: It is enough to enter just one criteria, such as Name, Code, ID, etc, to find a merchant you need. If you want to find all available merchants, leave all fields empty.
Select
My Second Merchant
in
Merchants List
groupbox
Click
Find
button
Click
Apply
button to save all changes on the form.
The selected merchant should now be visible on your screen.
Using this form, you can
modify
or
remove
the selected merchant, as well as
resend
user or merchant registration info.
screenshot
Next, let's learn how to attach a reseller to an existing merchant via
Merchant
perspective.
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
.
Click
Details
button in the top section of the screen.
Choose
General
menu item from the list.
Locate
Detail
groupbox
Select
My First Reseller
in
Reseller
dropdown
screenshot
Click
Save
button
Now, let's learn how to attach a reseller to a new merchant via
New Merchant
form.
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
.
Click
New
button in the top section of the screen.
Choose
Merchant
menu item from the list.
Review
Creating a merchant (basic)
tutorial to configure a merchant.
Locate
Merchant
groupbox
Select
My First Reseller
in
Reseller
dropdown
screenshot
Click
Save
button
Finally, let's learn how to attach a reseller to a new merchant via
New Merchant (Extended)
form.
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
.
Click
New
button in the top section of the screen.
Choose
Merchant (Extended)
menu item from the list.
Depending on your needs, review
Creating a merchant with processing settings
or
Creating a merchant with remittance settings
tutorial to configure a merchant.
Locate
Merchant
groupbox
Locate
Hierarchy
groupbox
Select
My First Reseller
in
Reseller
dropdown
screenshot
Click
Save
button
Congratulations, you are done!
You have learned how to attach a reseller to a merchant. Now you can do this by yourself.
Related Tutorials
Name
Added On
Difficulty
Time Required
Description
Setting up reseller commissions
06/24/14
30 mins
In this tutorial we are going to learn how to set up commissions for resellers. The commission structure is based on
Setting Up Merchant Fees with Buy Rate
tutorial.
Tags
Reseller perspective
Reseller
Merchant perspective
View all available tutorials