> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/e-channels/terminal-management/merchant.md).

# 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

<figure><img src="/files/WBXfC7DlxN5saslRH1rB" alt=""><figcaption></figcaption></figure>

## 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                                                   |

3. Click **Save** to create the merchant

<figure><img src="/files/Vzh4Y17u0q0oiA4NAkMS" alt=""><figcaption></figcaption></figure>

## 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&#x20;
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

<figure><img src="/files/szcCyhePsXyKQBbaN0rs" alt=""><figcaption></figcaption></figure>

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.