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Tutorials
Navigating Merchant perspective
Version:
V2.10.6528
Added on:
08/01/13
Difficulty:
Time:
15 min
Category:
Tutorials
Prerequisite Tutorials
Name
Added On
Difficulty
Time Required
Description
Useful Terms
Merchant Perspective
Navigating Merchant perspective
Are you ready?
In this tutorial we are going to learn how to navigate
Merchant perspective
.
We will proceed as follows:
Log in and switch to the
Merchant
perspective;
Add a merchant and an associated merchant account to the merchant selection;
Locate and review general information of the merchant;
Locate and review general information of one of the merchant's accounts.
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
.
Add an appropriate merchant and one of the associated accounts to the selection.
Note: To learn how to manage merchant selection, review prerequisite tutorial
Managing merchant selection
.
Firstly, let's locate and review general information of the merchant.
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.
Merchant's general information should now be visible on your screen.
Now, let's learn how to locate and review general information of the merchant account.
Click
Accounts
button in the top section of the screen.
Locate
Accounts
tab
Click
Modify Account
button to review general information of the merchant account.
screenshot
Congratulations, you are done!
Now you know how to navigate
Merchant prspective
based on the merchant selection. Also, you can see that certain operations around merchant accounts can be executed in a fewer number of clicks if that accounts were previously added to the selection. Let's try to do more advanced stuff. What about learning how to
create a new merchant
?
Related Tutorials
Name
Added On
Difficulty
Time Required
Description
Managing merchant selection
07/26/13
15 mins
Special tutorial explaining how to manage
Merchant_Selection
.
Creating a merchant (basic)
06/10/14
15 mins
This tutorial will teach you how to create a new
Merchant
and configure its settings.
Creating a merchant with processing settings
06/13/14
30 mins
In this tutorial we are going to create a new Merchant using more elaborate process which involves configuring processes settings.
Creating a merchant with remittance settings
06/16/14
30 mins
In this tutorial we are going to create a new Merchant with extended settings.
Creating a new merchant account
10/16/14
15 mins
This tutorial will teach ypu how to to create a
Merchant Account
using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts".
Tags
Navigation
Merchant perspective
View all available tutorials