Reseller Details

Type:    Form

Description: Provides access to the reseller modification options.

Items:

Save		Saves all changes on the form.

Close

Closes the form without saving any changes.

Detail

Includes additional information about the selected reseller.

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Portfolio

Reference to the entity that represents the portfolio of the user defined for this reseller. References: Reseller.Portfolio FK

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ID

Identifier of the object used for references; auto-incremented integer value. References: Reseller.id

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Create Date

Date when the record was created. References: Reseller.createDate

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Code

Optional identifier of the Reseller that can be used to cross-reference the Reseller record between multiple systems. See Reference Code definition for additional information. References: Reseller.code

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Active

Indicates whether the record is active in the system. References: Reseller.isActive

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Name

Name of the reseller (company or person). References: Reseller.name

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Channel

Reference to the channel associated with this reseller.

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Merchant

The merchant defined for this reseller.

Settings

Includes various batch settings.

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Batch Processing Policy

Represents the selected (or current) type of batch processing policy. Allows to select policy for batch processing if a validation file was generated by the system. All Or Fail - if there is at least one invalid transaction in the request file, validation error file is generated and the request file is not processed at all. Any Valid - all valid transactions included in a request file are processed by a processor. Invalid transactions are placed into the validation error file and should be re-processed as a separate file after correcting all of the issues. References: Merchant.Batch Processing Policy CL

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Multiple return files per day

Indicates that processing of multiple return files during the business day is enabled.

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FTP Folder

FTP folder used for batch processing. Review folder structure for more detail.

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Create Folder

Allows to create a folder on FTP server used to store return files.

Onboarding

Includes information about the onboarding profile that the reseller is assigned to.

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Profile

Identifier of the processor used for onboarding of the merchants associated with a particular reseller. Assigned to the reseller. Code of the onboarding profile assigned within the system. References: Onboarding Application.Profile ID

Email Notifications

Includes the list of emails for notifications.

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Remittance

List of email addresses of people that will receive a pdf copy of remittance statement once it is generated. References: Reseller.remittanceEmailRecipientList

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Terminals

The list of terminals managers emails for notifications. References: Reseller.terminalManagersList

Minimum Fee

Includes information about minimum fees that are going to be collected from the merchants associated with the reseller.

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Basis

Basis used for minimum fee calculation.

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Individual

Indicates that the basis for a minimum fee is calculated as the amount of profit a payment facilitator gets from each particular merchant (on an individual basis). Applied when a reseller’s portfolio includes merchants of roughly the same size.

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Average

Indicates that the basis for a minimum fee is calculated as the amount of profit a payment facilitator gets as a simple average across the reseller’s portfolio. Applied when a reseller’s portfolio includes merchant of different sizes.

Policy

Allows to select to what type of fees minimum fees are applied.

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Processing

Indicates that minimum fees are applied to the processing fees.

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Flat

Indicates that minimum fees are applied to the flat fees.

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Reccurring

Indicates that minimum fees are applied to the recurring fees.

Min. Amount

Amount of fees set as a minimum that is going to be collected from the merchants associated with the reseller.

Distribution Information

Includes various distribution information about the reseller.

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Funds Distribution Type

Represents the selected type of funds distribution. References: Reseller.Funds Distribution CL

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Daily

Daily funds distribution.

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Monthly

Monthly funds distribution.

Terminals

Includes information about terminals associated with the selected reseller.

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Support Phone

Phone number used for discussing any terminal processing issues. References: Reseller.Terminal Support Number

Contact Information

Includes contact information of the reseller to be used to discuss any processing issues.

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Contact Name

Name of the primary business contact for the reseller. References: Reseller.Contact Name

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Street (line 1)

Street1 of the reseller's mailing address. References: Reseller.Street1

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Street (line 2)

Street2 of the reseller's mailing address. References: Reseller.Street2

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City

City of the reseller's mailing address. References: Reseller.City

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Country

Country code of the reseller's mailing address. References: Reseller.Country Code

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State

State of the reseller's mailing address. References: Reseller.State

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ZIP Code

ZIP (or postal) code of the reseller's mailing address. References: Reseller.ZIP Code

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Phone

Phone number associated with this reseller account. References: Reseller.Phone

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Fax

Fax number associated with this reseller account. References: Reseller.Fax

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Email

Email address associated with this reseller account. References: Reseller.Email

Deposit Information

Includes various deposit information about the reseller.

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Holder Name

Holder name associated with this reseller account.

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Account Number

Account number associated with this reseller account.

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View Token

Allows to view if token number associated with the reseller account number exists.

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Routing Number

Routing number associated with this reseller account.

Business Information

Includes information concerning reseller's business activity, e.g. legal name, types of tax ID, ownership structure etc.

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Legal Name

The legal name of the company. References: Business Info.Legal Name

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Web Site

URL of the corporate website of the company. References: Business Info.WEB Site

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Federal Tax ID

Federal Tax identifier of the company. References: Business Info.Federal Tax ID

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State Tax ID

State Tax identifier of the company. References: Business Info.State Tax ID

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Sales Tax ID

Sale Tax identifier of the company. References: Business Info.Sale Tax ID

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Ownership Structure

Enumeration of possible ownership types of the company. References: Business Info.Ownership Structure CL

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Estimation Period

Enumeration of possible time periods for which transaction volume and average transaction amount are defined. References: Business Info.Estimation Period CL

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Annually

Annual estimation period for transaction volume and average transaction amount.

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Daily

Daily estimation period for transaction volume and average transaction amount.

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Montly

Monthly estimation period for transaction volume and average transaction amount.

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Weekly

Weekly estimation period for transaction volume and average transaction amount.

Est. Transaction Volume

The estimated volume of transactions expected to be processed during the indicated estimation period. References: Business Info.Estimated Transaction Volume

Est. Transaction Amount

The estimated average amount of transactions expected to be processed during the indicated estimation period. References: Business Info.Estimated AVG Transaction Amount

Relationship Begin Date

Date when the business relationship with this company was officially established. References: Business Info.Relationship Begin Date

Currency

The code of currency which the company processes transactions in. References: Business Info.Currency Code

Notes

Includes additional notes related to the reseller within the system.

Data Export

Includes configuration settings of reports export.

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Deposit List

Allows to select options for reseller deposits list export.

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Export

Indicates that the deposit list will be exported only.

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No Export

Indicates that the deposit list won't be exported.

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Export and Notify

Indicates that the deposit list will be exported and the email notification will be sent to the client.

Merchant Statement Export

Allows to select options for merchant statement export.

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Export

Indicates that the merchant statement report will be exported only.

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No Export

Indicates that the merchant statement report won't be exported.

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Export and Notify

Indicates that the merchant statement report will be exported and the email notification will be sent to the client.