Capturing additional products using the same User Group ID
In some instances, based on the merchant’s business needs to accept various payment methods, there may be a requirement to have more than one iVeri solution. The process is simple, as there is no need for a user to replicate the entire take-on process.
Below, we will walk through the process of capturing an additional iVeri solution for a merchant using the same User Group ID.
1. From the menu, the user will navigate to:
Applications > Create.
Click on the Application found under ‘Search Results’.
2. Populate all the mandatory fields in yellow:
Product TypeID:
This crucial parameter is where the user will select from the dropdown, the iVeri solution for the merchant, based on the merchant agreement.
Default Provider:
The user will select the default provider/s listed here. This will vary per acquirer.
Suspend if application if inactive:
The user will check this box should they want a merchant application to suspend if inactive for a period of 3 months. Should the user check this box and the merchant’s application is suspended due to inactivity, the merchant will not be able to process transactions until the suspension has been lifted.
Send email notifications and technical email:
Checking the box will ensure that the merchant receives e-mail notifications. The technical e-mail address can be captured here and may be different from the e-mail address captured under the merchant’s general information. The technical e-mail address will allow the merchant to receive e-mail notifications for any updates/ changes that are made to their application.
Description:
The user will select a description for the application. This is entirely up to the user or acquirer on what the standard description should be when capturing this specific field.
Application Parameters
3. Here you would need to capture all the mandatory fields in yellow relating to the merchant:
Merchant name:
Trading name of the merchant
Country and city of merchant origin:
Accurately capture the country and city applicable to the merchant.
Merchant Category:
Accurately capture the applicable industry the merchant falls into.
Terminal ID:
This is a mandatory field that needs to be captured and is Acquirer dependent. The acquirer captures a terminal ID if the acquirer has a terminal ID. If the merchant belongs to an aggregator, then the acquirer would need to obtain the terminal id from the aggregator. Dummy values can also be supplied, in the event the acquirer has no terminal ID’s. The terminal must be 8 characters in length.
Card Acceptor ID:
This is a mandatory field that needs to be captured and is Acquirer dependent. The card acceptor ID’s maximum length is 15 characters in length. The character length of each card acceptor id is dependent on the Acquirer.
Once you have done your checks, click on the create tab.
BackOffice Services
1. The user will automatically be directed to the BackOffice Services menu.
The navigation path:
Applications > Update > BackOffice.
Note: The purpose of this update is to sync the new merchant application that you have created to iVeri BackOffice.
2. Under BackOffice Services, under ‘Local’, click on the dropdown and navigate your way to ‘FNB Back Office’.
This update will provide the Merchant access to BackOffice.
Once the user has captured the details under Local, click on the ‘Update’ tab.
Application Parameters
This following screen will now appear.
3. Under the ‘Update BackOffice’ tab, the user would need click on the ‘FNB Back Office’ tab.
4. This Merchant page will appear. Click on ‘Update’ to sync the new application to BackOffice for this Merchant.
5. The following screen will appear confirming the successful update.
Setting Application status to Active
Navigation path:
Applications > Update > General.
1. Select the Live Application ID/ iVeri Solution you would like to set to Active.
The user will be able to set applications that have been created to Active status including changing a merchant’s application that has been suspended due to inactivity, can be changed here.
2. From the Application menu, navigate your way to the Current Status tab. From the dropdown, select ‘Active’.
Lastly, to ensure that these changes are in effect, click on the ‘Update’ tab.
Note: The next step, the user will repeat the 3D Secure enablement process