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Information can be grouped by merchants or viewed as a list of terminals. In this case, the merchant view is displayed.
This is the hierarchical view of terminals assigned to merchants
Here you can create new merchants, assign multiple terminals, some Group Actions and Report (generates a report on the devices assigned to each merchant)
More dropdown and Edit Merchant:
More: Allows to generate and consult the available API Key of the merchant, Reset the merchant password and Delete the merchant.
Edit merchant: Merchant information can be updated here if needed, and below this, terminal information can be updated.
A list of your assigned/unassigned terminals can be found here. Contact Handpoint to have new terminals added to this list.
More dropdown and Edit Merchant:
More: Unassign terminal from the merchant
Edit terminal: Terminal information can be updated here if needed.
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The TMS comes with a filtering tool to help you quickly find what you need. It updates the list view below dynamically based on what you input. The dataset it searches through is linked to the selected view (Merchants or Terminals) and is filtered based on all fields for that particular type of entity
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To search for a specific terminal, first ensure you are filtering by terminals. . The filter box will generate a suggestion of what was found according to what was entered by the user. To see the complete results of the search we have to press Enter.
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Then simply enter a part of the terminal's serial number into the filtering field – the last 4 digits should suffice. The list updates automatically when it finds data which matches the criteria.
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Creating a merchant is the first step in onboarding merchants to the Handpoint platform.:
Here you fill in the relevant information from the
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merchant (Merchant name, MCC, Location information, etc..).
Select the relevant
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ISV and Acquirer.
Select the Card Token Provider (If it is a card token it will be used).
The Shared Secret Key can be found
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in the Authentication information section. (Needed for Native Integrations).
Card NOT Present information. MOTO (Mail Order / Telephone Order) can be enabled from this point.
SmartPOS Terminals: The merchant is using the terminal integrated with a point of sale or The merchant is using the terminal as a standalone.
mPOS terminals: Select the default language.
The Handpoint Merchant ID is generated by the system based on what is input in the Merchant Name field.
After the information has been input, press Save. You can stop and restart this process. Once Once the Merchant Information is complete, you will be given the option to immediately Publish the information and activate the merchant.
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To Edit a terminal, locate the terminal in the management view and click Edit terminal.
Editing a terminal
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Editing a terminal is the final stage in finalizing the onboarding
You can copy duplicate information from the merchant setup to speed up the process.
Fields in the terminal information section might differ depending on which processor the merchant is setup for
Can I start creating a merchant without assigning terminals?
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The terminal serial number can be found on the back of the Card Reader and its packaging. It is a unique identifier for the terminal.
Editing a terminal
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Editing a terminal is the final stage in finalizing the onboarding
You can copy duplicate information from the merchant setup to speed up the process.
Fields in the terminal information section might differ depending on which processor the merchant is setup for
When do changes go live?
Changes are live as soon as they are published. However, changes that propogate propagate to the card reader do not go live until the card reader connects to the gateway, i.e., through a transaction or an update. Then the terminal will automatically download and update itself. This generally takes less than a minute to complete.
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