From the main menu select Merchants / Add.
Clarification:
Adding a merchant directly from the platform is only available in our DC PRO package.
All mandatory fields to create a merchant are marked with an asterisk (*).
Only users having the permission to create merchants will be able to do the following steps. If you do not see the "Add" option, contact the program administrator at your head office.
Merchant information
Enter the Merchant Information:
Merchant name and the Store No are a client reference and not used for processing any data.
Language determines the terminal application and receipt languages, when activating DataCandy on that locations terminal.
Status must be set to active to allow the merchant to transact. Note that you will be invoice monthly for all active merchants in your database.
Merchant type determines the nature of the location; set this as Point of Sale.
If applicable, you can assign a merchant to a banner by selecting the desired banner from the lists. Use Ctrl-Click. A merchant can only be in one banner at the same time.
Complete the contact information fields.
Complete the address fields. Once complete, click Click Calculate from Address. This will automatically populate the longitude and latitude of the location.
Useful tip: Although the full address is not mandatory, we recommend entering the complete information as this data is used to show your locations on a map, in the DataCandy member portal.
Financial and Payment Information
If you are using the automated clearinghouse module (ACH) or clearinghouse reports, and this merchant is participating, you must confirm whether they are to be included in the clearinghouse and provide their banking information.
Enter the Company, this is the name of the merchant at the bank (for example, Bob's Donuts or 12345 inc.),
For Clearinghouse, select Yes.
If applicable, for Administrative Fees, select Yes for this merchant to pay its share. Fees are determined by the client settings. You might set this to No for a merchant representing the head office or if a dummy merchant.
Enter the merchant's banking information and contact name
Password and Terminal Initialization
A merchant ID, password and a terminal initialization code are required to initialize a stand-alone payment terminal or a POS.
By default, generate standard password will be selected when you create a new merchant - no action is required in this section.
Click Save
The merchant credentials will be auto-generated and displayed at the top of the screen upon saving.
Your merchant is now created. The code and its expiry date are displayed in the Merchant Info area on the Merchant details screen.
Useful tip: We recommend writing down the codes displayed at the top of the screen in a safe place, as soon as they appear. Once you navigate away from the page, you will no longer have access to the merchant password field, and will need to generate a new one to get the value once more.
Got questions or need a hand? Just pop into the chat to talk to our team, or shoot us an email at [email protected]—we’re here to help!