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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
Logging in and navigating the application 06/29/13 15 mins Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.

Useful Terms

Navigating Merchant perspective

  1. 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.
  2. 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.
  3. 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.
  4. Firstly, let's locate and review general information of the merchant.
  5. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  6. Click   Detailsbutton in the top section of the screen.
  7. Choose   General  menu item  from the list.

    Merchant's general information should now be visible on your screen.
  8. Now, let's learn how to locate and review general information of the merchant account.
  9. Click   Accountsbutton in the top section of the screen.
  10. Locate   Accounts  tab
  11. Click   Modify Accountbutton to review general information of the merchant account.
  12. 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.
Locating chargeback cases 08/23/13 15 mins In this easy tutorial you will learn how to execute search on chargeback cases.
Handling chargeback cases 08/27/13 15 mins In this tutorial you will learn how to handle chargeback cases.
How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.
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.
How to issue a refund 09/17/14 15 mins This tutorial will give you knowledge how to issue a refund to a customer in cases when either there is no original transaction that you should be refunded or you only want to do a partial refund. For full transaction refunding tutorial, use How to void/refund a transaction tutorial.
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".

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