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Creating a test merchant

Version: V4.4
Added on: 11/25/15
Difficulty:
Time: 30 min
Category: Tutorials

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a merchant (basic) 06/10/14 15 mins This tutorial will teach you how to create a new Merchant and configure its settings.

Useful Terms

Host Emulator     Merchant Profile    

Creating a test merchant

  1. Are you ready?

    In this tutorial we are going to learn how to create a test merchant configured with the host emulator (proxy configuration). Test merchant will be set up for processing of ACH, batch, real-time transactions, as well as for tokenization. In addition, out test merchant will process convenience fees and tokenize bank accounts.

    We will use the following parameters:
    Name: Test Merchant
    Code: T001

    Accounts: Multiple
    Tax IDs: Single
    Descriptors: Single
    Deposit Accounts: Single
    Monthly Fees: Per Merchant
    (See Merchant Profile for more information)

    Configuration: Proxy

  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. Click   Newbutton in the top left section of the screen.
  4. Choose   Merchant (Extended)  menu item  from the list.
  5. Locate   Merchant  groupbox
  6. Locate   Profile  groupbox
  7. Click Multiple radio button for Accounts.
  8. Click Single radio button for Tax IDs.
  9. Click Single radio button for Descriptors.
  10. Click Single radio button for Deposit Accounts.
  11. Locate   Recurring Fees:  label - Per Merchant shoud be greyed out automatically after step 10.
  12. Locate   General  groupbox
  13. Enter T001 into the Codetextbox
  14. Enter Test Merchant into the Nametextbox
  15. Locate   Password  textbox and enter or generate password.

    Note: If you entered your own password, you have to confirm it manually using the Confirm password field. If you chose system generated password, it will be confirmed automatically.
  16. Locate   Configuration  groupbox
  17. Locate   [configurations list]  dropdown and select "Proxy" from the list.
  18. Locate account-updater/proxy, amex-batch/proxy and amex-realtime/proxy checkboxes and uncheck them.

    Only ach/proxy, cards-batch/proxy, cards-realtime/proxy and tokenization/proxy checkboxes should be checked off.
  19. Now, let's learn how to enable tokenization and convenience fees in real-time processing with the host emulator.
  20. Locate   cards-realtime/proxy  groupbox
  21. Locate   Tokenization Required  checkbox and check it off to enable tokenization.
  22. Locate   Convenience Fee Enabled  checkbox and check it off to enable convenience fees for testing.
  23. Locate   tokenization/proxy  groupbox
  24. Locate   Bank Account Tokenization  checkbox and check it off to enable bank accounts tokenization.
  25. Click   Savebutton
  26. Congratulations, you are done!

    You have learned how to create a test account. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
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.

Tags

Merchant perspective   Merchant  
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