Navigating Merchant perspective

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.
    

    screenshot
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?
    

Navigation   Merchant perspective