How to Set Up and Manage Multiple Stores Under a Single Softpay Merchant Account when using manual onboarding
Managing multiple stores under a single merchant account in Softpay is a straightforward process when you follow the setup and management procedures. This guide explains how to group stores under one merchant umbrella and manage them effectively.
Overview of Merchant Account Setup
Softpay allows merchants to create and manage multiple stores under a single merchant account. This setup is particularly useful for businesses with multiple locations or operational units. Each store can be tied to a unique Merchant ID (MID) while still being grouped under the same merchant umbrella.
Grouping Multiple Stores Under One Merchant
To ensure that multiple stores are grouped under the same merchant umbrella when using manual onboarding excel sheets, follow these steps:
Consistent Merchant Naming: When onboarding stores, ensure that the merchant name is written exactly the same for each store on the onboarding sheet. The Softpay system uses the merchant name as the key identifier to group stores.
Re-Onboarding for Corrections: If stores were created with slightly different merchant names, you will need to re-onboard the affected store(s) using the exact matching merchant name. This ensures that all stores are correctly grouped under the same merchant umbrella.
If you've set a Merchant ID, set the same again next time. If you set it and they differ you will create separate merchants. Leave the field blank for name based matching.
Managing and Using Multiple Stores
Once the merchant account and stores are set up, you can manage and use the stores as follows:
Credential Issuance: After setup, credentials will be issued for the merchant account.
Store Selection: Merchants can select which store to use after logging into the app.
Common Issues and Resolutions
Issue: Stores not grouped under the same merchant umbrella. - Resolution: Verify that the merchant name is consistent across all onboarding sheets. Re-onboard stores with mismatched merchant names if necessary.
By following these guidelines, you can efficiently set up and manage multiple stores under a single Softpay merchant account.