Merchants

Type:    Form
Description: Provides access to the list of merchants available within the system.
Items:


Merchant Search
Includes various search criteria to locate a merchant.
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ID
Search criteria to locate merchants by an identification number.
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Code
Search criteria to locate merchants by a code.
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Name
Search criteria to locate merchants by entering either full or partial name.
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Type
Search criteria to locate merchants with a specific type.
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Affiliate
Selects records where merchant type is an Affiliate.
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Merchant
Selects records where merchant type is a Merchant.
Find
Executes search based on predefined criteria.
Clear
Clears any selected criteria - resets the form to its original state.

Merchant List
Includes merchants found based on the specified search criteria.
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Show Active
Allows to show only Active merchants or only Inactive merchants.
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Id
Unique identifier of the merchant generated by the gateway.
References: Merchant.id
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Code
Optional identifier of the Merchant that can be used to cross-reference the Merchant record between multiple systems.

See Reference Code definition for additional information.
References: Merchant.code
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Name
The DBA name of the merchant.
References: Merchant.name
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Create Date
Search criteria to locate merchants created within a certain date range.
Either beginning or end date is necessary.

Date when the record was created.
References: Merchant.createDate
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Active
Indicates whether the record is active and can process through the system.

Indicates whether the record is active and can process through the system.
References: Merchant.isActive
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Modify Merchant
Allows to modify the selected merchant.
Opens Form: General
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Move Merchant
Allows to move the selected merchant.
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ID
Allows to select an appropriate portfolio by ID.
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Code
Allows to select an appropriate portfolio by code.
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Name
Allows to select an appropriate portfolio by name.
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Move
Allows to move selected portfolio.
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Cancel
Closes the form without saving any changes and returnes to Merchants Form.
Actions
Allows to perform several actions with the selected merchant.
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Resend Merchant Registration Info
Resends the logon information of the merchant via email.
Export
Allows a user to download a list of merchants associated with the selected portfolio.
Add
Allows to select the merchant based on the search criteria specified.
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