Apply a Pricing Template

To apply a pricing template:

1. Perform a Merchant Pricing search, then select the required merchant number.

   To search for a Merchant Pricing Profile on the Merchant Pricing Search page:

   

   1. If you know the Merchant ID, enter it, and then select Go.

      The Merchant Pricing Profile page for that merchant opens.

      -or-

      From the Offline Report Format drop-down list, select None (this is the default), enter the Search Criteria, and then select Search.

      Criteria Notes

      • Where a list icon or lookup icon is provided, click it to open a box where you can search for and select the criterion you want to search or report on.
      • In the Group ID and Association ID fields, you can specify a range of values by using a dash (-) between the low and high end values, and search on multiple values by using a comma (,) between each value.
      • These special characters cannot be used: : ` ^ = " < > [ ] |
      • Do not enter spaces before or after text entires.

      • Merchant DBA
      • Bank ID
      • Group ID
      • Association ID
      • From Start Date
      • To Start Date
      • From Stop Date
      • To Stop Date
      • Fee Category

        These fee categories are available for selection:

        • Authorization Other

          Fees associated with the authorization of a transaction not captured under the Authorization Transaction category.

        • Authorization Transactions

          Fees associated with the authorization of a transaction.

        • Card Brand Fees

          Acquirer type fees established by the major card brands, such as MC, NABU, VS TIF, and DS Data Usage.

        • Data Capture Other

          Other capture related fees. For example, Level 3.

        • Data Capture Transactions

          Fees associated with closing out terminal, sending batches, or settling online transactions (not funded).

        • Debit Network

          Fees for the network association or issuing bank. The surcharge for calling into the network for processing, PIN based debit only (online debit).

        • Discount

          Base discount fee based on sales activity or card type.

        • EBT

          Fees associated with Electronic Benefits Transfer.

        • Exceptions

          Fees for exception-type of activity, such as chargebacks, adjustments, and retrievals.

        • Interchange

          Fees as defined by major card brands.

        • Individual Plan

          Fees based on card type and/or transaction type, such as sales, cash and credit (returns).

        • MISC Fixed Fees

          Miscellaneous fixed fees, typically for non-transactional time-frame related services, such as training, residency, profile builds, and terminal downloads.

        • MISC Per Item Fees

          Miscellaneous per item fees, typically for front-end products and services, such as call center help, training, residency, profile builds, and terminal downloads.

      • From Percent Rate (%)
      • To Percent Rate (%)
      • From Per Item Rate ($)
      • To Per Item Rate ($)
      • Fee Name
      • GL Item Code
      • User Data Code
      • Combine Code
      • Volume Tier

        Select this check box to search on profiles/fee items that have Volume Tier pricing (or expense method) in place.

      Tip: When searching on the Merchant DBA, you can enter partial information (at least 3 characters).

      The page refreshes to list the Results Summary of merchants that meet the search criteria, along with a snapshot of the types of fees set up within their pricing profile, and provides icons you can select to export the report to PDF or Excel .

      Note: The x’s indicated in the search results summary only reflect merchant-level fee items, not hierarchy fee items which may be defaulted for that merchant. The indication of x’s reflect a match to the conditions of the search and do not necessarily represent the complete set of fees in that merchant’s pricing profile.

   2. Select a Merchant Number to open the Merchant Pricing Profile page for that merchant.
2. Hover over the Action icon , and then select Apply Template.

   The Apply Template box opens.

   

3. Enter the Pricing Template ID, then select Search.

   -or-

   Select a hierarchy level from the View drop down, then select Search.

   -or-

   Select Search to view all pricing templates.

   

4. From the Search Results, select the Pricing Template ID you want to apply.

   The box refreshes to list the Available Fees.

   

5. Select the check box for each fee item you want to apply, and then select Apply Selected.

   -or-

   Select Apply All to apply all fee items in the pricing template.

   Note: If a Minimum Discount amount is present, selecting Apply All will include the Minimum Discount settings as well.

   All selected Fee Items from the template will now be available for review, additional data entry, and saving to the merchant’s pricing profile.

   

6. Verify the Fee Item Details for each Fee Item, enter any additional settings needed, then select Save As Complete.

   -or-

   Select Remove This Fee to remove the fee item.

7. If you need to save your work, but are not ready to complete the Fee Item, select Save as WIP to save the Fee Item in a work in progress status.

   You will be able to complete and save the Fee Item at a later time.

   Note: Available fields will vary, depending on the fee item and the way in which the Pricing Template is configured..

8. Select Finished if all work with the Available Fees is complete and no other fee items need to be applied to the pricing profile.

   All remaining fee items in the Available Fees window will not be applied to the pricing profile.