Merchant

The Merchant page allows you to set up and manage the merchants whose POS terminals are connected to Udara360. Each merchant configuration defines the fee structure, settlement account, and GL accounts that apply to transactions processed through their terminals. Merchants must be configured here before terminals can be added under them. This guide will walk you through all actions available on the Merchant page.

Accessing Merchant

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Terminal Management and Select Merchant from the dropdown list

Adding a Merchant

1. Click the Add button at the top left of the page

2. Fill in the following fields in the Add Merchant form:

Field	Description
Merchant Name	The name of the merchant
Use Flat Fee	Select Yes to apply a flat fee, or No to use a percentage-based fee
Enforce Serial Number On Creation	Select Yes to require a serial number when creating terminals for this merchant
Allow Terminal Fee Override	Select Yes to allow individual terminals to override the merchant's fee settings
Allow Terminal Settlement Account Override	Select Yes to allow individual terminals to override the merchant's settlement account
Percentage Fee	The percentage fee applied to transactions
Percentage Fee Cap	The maximum fee amount when using a percentage fee
Fee Income GL	The GL account where fee income is recorded
VAT GL	The GL account where VAT is recorded
Settlement GL	The GL account used for settlement
Settlement Account	The account number used to settle transactions
Branch Code	The branch code associated with this merchant
VAT Entry Code	The entry code used for VAT postings

1. Click Save to create the merchant

Viewing or Modifying a Merchant

1. In the Actions column, click the three vertical dots (⋮) next to the merchant you want to action

2. Select View to see the full merchant details, or

3. Modify to update the merchant configuration.

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter the Merchant Name, select a Status (Active or Inactive) and set a Start Date and End Date

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.