Prerequisite Lessons

Name Added On Description
Using online-portal 08/20/14 In this lesson you will learn how to access user interface of your gateway and how to do basic navigation.

Creating a Merchant

Added On:  08/20/14
Role: Facilitator
Status:  Active
In this lesson you will learn how to create a Merchant and configure its remmittance and processing settings.

Lesson Plan

  1.     Description Action
  1. 01 Let's start by learning some terms related to Merchant and Merchant Account.
  2. 02 Merchant represents a customer (tenant) within the system. Serves as a logical grouping of data and configuration settings.
  3. 03 Merchant Account is the subunit of a Merchant. Can represent location, store, club or department.
  4. 04 Merchant Account Code is a set of configuration settings that can be defined either on Merchant or Merchant Account level. Unlike Merchant Account Profile, which defines processing settings, includes settings related to remittance and commissions.
  5. 05 Merchant Profile is a set of parameters that are used to govern the setup of the merchant with the respect to its merchant account, merchant IDs, descriptors and deposit accounts. It comprises 5 parameters, defining of which will make it possible to determine how the merchant / merchant account should be configured.
  6. 06 Review Merchant Profile guide. This guide will help you to understand better what Merchant Profile is and what Merchant Profile settings are applicable for your business.
  7. 07 Now that you have enough knowledge about the Merchant, let's create our first Merchant with the following easy-to-do tutorial.
  8. 08 Practice How to create a basic Merchant tutorial.
  9. 09 To process transaction, a profile must be set up for a respective processor.
  10. 10 Practice Creating a new processor's profile tutorial.
  11. 11 Practice How to copy processor's profile settings tutorial.
  12. 12 The gateway allows to test your integration using host emulator (known as Proxy). It emulates particular responses depending on the incoming values.
  13. 13 Practice Creating a test merchant tutorial to learn how to test your integration using host emulator.
  14. 14 Now you are ready to get deeper knowledge about Merchant Settings. Let's review some additional terms.
  15. 15 Processing settings define how a transaction is going to be processed. These settings include configurations of provider profiles used to process transactions as well as various types of settings around settlement, cut-off times, etc.
  16. 16 Remmittance settings define how remittance processing is going to happen and how funding of the merchant is going to occur. These settings include deposit account information (where the money should go) reserves, merchant fees, etc.
  17. 17 Let's continue our lesson with tutorials that are aimed at teaching you to practice how to create a merchant with processing/remmittance settings, as well as modify an existent merchant.
  18. 18 Practice How to create a Merchant with processing settings tutorial
  19. 19 Practice How to create a Merchant with remmittance settings tutorial
  20. 20 Practice Modifying a Merchant tutorial.
  21. 21 Note that viewing and modifying processing and remmittance settings depends on the scope that you use such as merchant or merchant account scope. This is done to accommodate various types of business needs. To understand this better, review our Settings Scope guide.

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