To add a new merchant follow these steps:
- Go to Manage > Administration > Merchants > Add Merchant.
- Fill in the MID and DBA.
- Set the Group.
- Choose the Processor (and Datasource if applicable).
- Set the Days Until Notice, which is how many days must pass after a merchant does its last batch before you will be notified.
- Set the Open Date.
- Click Add.
Your new merchant will now be created, and you can continue to edit additional Merchant settings if needed:
Note that when you create a merchant using the above steps, a new Lead will also be automatically created and linked to the merchant. The lead's information will then be shown in the merchant's Profile tab on the Merchant Details page.
The automatic lead creation is important if the merchant is using a non-integrated processor and no merchant information is provided or available. You can use the lead (within the Profile tab) to post notes and attach files for the merchant.
Note that there are several other ways to add merchants in IRIS CRM. For more information please see this article.