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## 4 Merchant Management

This topic describes the information about Merchant Management option. Using this option, the system administrator can create and maintain merchant details in the application.

Merchant Onboarding facilitates the system administrator to set up and maintain merchants using the channel banking platform. This, in turn, enables the users to initiate merchant based payments using the channel banking facility. This is also helpful in maintaining merchant which will act as a payment aggregator for sourcing funds from external sources to the wallet account.

Administrators can map the CASA account of the merchant, to enable the merchant payments. The system administrator can also select the required remittance type to be mapped for the merchant payments while creating a merchant.

The remittance type can be:

- Funds Out
- Collect Funds

Pre-Requisites

- Transaction access is provided to the System Administrator
- Approval rule set up for System Administrator to perform the actions
- Checksum type and checksum algorithm is maintained
- Enterprise roles are maintained in the application
- Merchant’s account is maintained in the host system

Figure 4-1 Workflow

Description of "Figure 4-1 Workflow"

Features Supported In Application

The following features are available for merchant maintenance:

- Create Merchant
- View Merchant Details
- Edit Merchant details
- Delete Merchant

Navigation Path: Perform anyone of the following navigation to access Merchant Management.

- From System Administrator Dashboard, under Onboarding widget, click Merchant Onboarding and then click Merchant Management.
- From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Onboarding, Under OnBoarding , click Merchant Management.

Note:

This functionality is only available for QR based merchant payment.

- Merchant Management – Search
  This topic describes the systematic instruction to Merchant Management – Search screen. From this screen, the administrator is able to search existing merchant maintenances based on the search parameters provided.
- Merchant Management – Funds Out
  This topic describes the information about Merchant Management – Funds Out screen.
- Merchant Management – Collect Funds
  This topic describes the information about Merchant Management – Collect Funds feature.
- Merchant Management - Delete
  This topic describes the systematic instruction to Merchant Management - Delete option.
- FAQ