Configure store descriptors

Store descriptor information is demographic and account data that is created automatically when a terminal is added to Express Boarding and Servicing. This information is inherited by each of the store's terminals, or you can create a new store descriptor. Express Boarding and Servicing allows you to modify or delete this information at any time, with the changes you make reflected in each associated terminal record.

To configure a store descriptor:

1. If a merchant's terminal is not already in context, search for a terminal.

   To search for a terminal:

   1. Open the Advanced Search - Merchant Search page.

      Express Boarding and Servicing enables you to locate submitted front-end entities using hierarchy and demographic information. To search for a front-end entity, open to the Advanced Search - Merchant Search page, then enter search criteria based on the entity you are trying to find.

      Note: Search results are validated against the permissions associated with your User ID. If your search does not return the expected result, ensure that your search criteria are valid, then verify with your System Administrator that you have the appropriate level of access.
      Note: If the search date range specifies the current date as either the starting date or the ending date, the search results will include requests logged for the current day.

      To open the Advanced Search - Merchant Search page:

      1. From the Express Boarding and Servicing homepage, click the Advanced Search link.

         Tip: Click Main to open the Express Boarding and Servicing homepage.

         

         -or-

         From the Admin menu, click Advanced Search.

         

         The Advanced Search - Merchant Search page opens.

         

   2. From the Front-end Entity drop-down list, select Terminal.

      

   3. Click Select.

      The Advanced Search - Front-End Search page opens.

   4. In the BIN field, enter a valid BIN number; to narrow your search, enter values in the following fields:
      • Agent
      • Chain
      • POS Merchant Id
      • Store Number
      • Terminal Number
      • V Number

        Note: If you have user privileges to more than one BIN, entering a BIN will narrow your search.

   5. Click Search.

      A table of matching values displays. This table contains V Number, BIN Number, POS Merchant ID, Merchant Name, Store ID, and Terminal Number.

   6. To view details for a terminal, click the value in the V Number column of the record that you want to view.
2. From any of the merchant's Terminal-related screens, from the Quick Links menu, click Store Descriptor Information.

   

   The Store Descriptor Information page opens.

   

3. Click the Edit button.
4. Enter values in required fields and optional fields, as needed.
5. To delete the store descriptor, click the Delete button.

   

6. To board the store descriptor, click the Board button.