This topic contains field level details for adding a Merchant.

When you add a Merchant, a wizard steps you through each tab of information to be completed. Minimum required fields are marked with an asterisk (*).

How to add a Merchant

1.Click Merchants main menu tab.

2.Click the add option.

3.If you are ready to complete ALL required Merchant information, select the Enable Validation checkbox. This will stop progression through the Wizard and not allow you to save the Merchant unless all of the required fields are complete.

4.Complete the fields on each tab (defined below).

a.Review the field descriptions for each tab at least once as there is information regarding the field usage and dependencies where applicable.

5.IMPORTANT: Task in Salesforce. Add the appropriate Distribution Lists to the Account in Salesforce.

a.If this is not done, their Contacts will NOT receive Service Notifications even if they register to receive them.

Field descriptions by tab

There are seven tabs of data to complete when adding a Merchant as follows. There are validations in the Portal for values that must be unique within the systems.

hmtoggle_plus1 Merchant

hmtoggle_plus1 Consultant

hmtoggle_plus1 Contract products

hmtoggle_plus1 Services

hmtoggle_plus1 Environment

hmtoggle_plus1 Src system

hmtoggle_plus1 SAP

hmtoggle_plus1 Oracle

hmtoggle_plus1 XiPay (B2B Gateway)

hmtoggle_plus1 BillPay

hmtoggle_plus1 Activate

hmtoggle_plus1 Review