• Within Agent

  The six-digit agent number (or agent numbers, separated by commas) associated with the merchants you want to add to the custom hierarchy.

• Within Chain

  The chain number (or chain numbers, separated by commas) associated with the merchants you want to add to the custom hierarchy.

• Merchant ID beginning with

  Enter the full merchant ID number for the merchant you want to add to the custom hierarchy, or enter a partial merchant ID to yield all merchants whose IDs begin with that number.

• Merchant DBA Name beginning with

  Enter the full merchant doing-business-as (DBA) name for the merchant you want to add to the custom hierarchy, or enter a partial merchant DBA name to yield all merchants whose DBA names begin with those letters.

  You can also enter a number of full merchant DBA names, separated by commas, to yield all those merchants.

• Located in this State

  From the drop-down list, select the state for the merchants you want included in the hierarchy.

• Having Zip Code

  The ZIP code for the merchants you want to include in the custom hierarchy.

Note: If your criteria yield more than 100 merchants, this message box opens:



Click OK, adjust your criteria accordingly, and click Create Custom Hierarchy again.

Similarly, if your criteria do not yield any additional merchants, this message box opens:



Click OK, adjust your criteria accordingly, and click Create Custom Hierarchy again.

Providing you have entered sufficient criteria, the page refreshes to list the merchants meeting your criteria.

Tip: Click Toggle Checkboxes to clear or select the check boxes for all the merchants listed.