Merchant Onboarding

Using this option, Bank AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. can create and maintain merchant details in the application.

The following features are available for merchant maintenance:

• Create Merchant
• View Merchant Details
• Edit Merchant details
• Delete Merchant

How to reach here:

Admin Dashboard > Merchant Onboarding

Create Merchant

Using this option the bank administrator can create a merchant.

Field Description

Field Name	Description
Merchant Onboarding	Type of maintenance. View / Edit: to view and modify the details of existing merchant Create: to create a new merchant

To create a merchant:

1. Click the Create tab. The Create function gets enabled.

Field Description

Field Name	Description
Merchant ID	The unique Id assigned to a specific merchant by the bank.
Merchant Description	Description of the merchant.
Account Type	Type of account that is, GLGeneral Ledger is bank’s accounting records. The formal ledger contains all details of financial accounts with records of debits and offset credits. or CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money. account, associated with the merchant.
Account ID/ Number	The merchant’s CASA or GL account ID or number.
Successful Transactions
Static URL	The static URL to send transaction response to merchant in case of success.
Dynamic URL	The dynamic URL to send transaction response to merchant in case of success.
Failure Transactions
Static URL	The static URL to send transaction response to merchant in case of failure.
Dynamic URL	The dynamic URL to send transaction response to merchant in case of failure.

• In the Merchant ID field, enter the id of the merchant.
• In the Merchant Description field, enter the description of the merchant.
• From the Account Type list, select the appropriate account.
• In the Account ID/ Number field, enter the account number of the merchant.
• In the Successful Transactions section, enter the valid url in the Static URL field.
• In the Failure Transactions section, enter the valid url in the Static URL field.
• Click Save.
• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
• The success message appears. Click Done to complete the transaction.

View Merchant

Using this option, bank administrator can search and view the details of any merchant based on the search parameters. If the search parameters are not specified, records of all the merchants maintained in the application are displayed.

To search merchant:

• Click the View tab. The View maintenance got enabled.

Field Description

Field Name	Description
Merchant ID	The unique Id to search for a merchant.
Merchant Description	Description of the merchant.

• To search merchant, click Search.
• The Merchant Onboarding screen with search results appears based on the search parameters. Click Reset to reset the search parameters.
• To view the details of a specific merchant, click the record.
• The detailed Merchant Onboarding screen appears. Perform the desired action.

Update Merchant

Using this option, bank administrator can edit the details of any merchant maintained in the application.

To edit a merchant:

1. Repeat steps 1 to 2 of View Merchant section.
2. Click the record which you want to edit.
3. To edit the merchant details, click Edit. The Edit Merchant Onboarding screen appears.
4. Update the required fields, click Save.
5. The Review screen appears, click Confirm to confirm the details.
   OR
   Click Cancel to cancel the transaction.
6. The success message appears, click Done to complete the transaction.

Delete Merchant

Using this option, you can search and delete an existing merchant maintained in the application.

To delete a merchant:

1. Repeat steps 1 to 2 of View Merchant section.
2. Click the record which you want to delete.

• To delete the merchant, click Delete. The Edit Merchant Onboarding screen appears.
• Click Delete.

5. The Delete Warning message appears, click Confirm to confirm the deletion.
6. The Merchant Onboarding screen with the successful object deletion message appears. Click Done to complete the transaction.

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