The full-service merchant boarding process

The core merchant boarding process consists of the following steps in this sequence. Some steps are optional, depending on the manner in which you configure the merchant.

1. Create a merchant
2. Configure merchant parameters
3. Configure PCI compliance (optional)
4. Configure account settings
5. Configure gift card participation (optional)
6. Configure card plans
7. Create and maintain an AMEX SE number request (optional)
8. Create and maintain a Discover account number request (optional)
9. Configure charge records
10. Point to billing element tables (optional)
11. Configure Merchant Sales Representative information
12. Perform a MATCH inquiry (optional)
13. Create and maintain a Discover Registration record
14. Enter credit information
15. Enter leasing information (optional)
16. Pend a merchant
17. Board a merchant