Merchant Management
The Merchant Management page allows partners to create, manage, and maintain merchants within their SoftPOS ecosystem. From this page, partners can onboard new merchants and control their operational settings after creation.
Creating a Merchant
To create a new merchant, partners must provide basic business and contact information. This information is used to identify the merchant, configure their account, and enable SoftPOS services.
Required Merchant Details
| Field | Description |
|---|---|
| Merchant Image | Optional logo or image representing the merchant (PNG, JPG, or HEIF, up to 2MB) |
| English Name | Merchant name in English |
| Arabic Name | Merchant name in Arabic |
| Email Address | Primary contact email for the merchant |
| Mobile Number | Merchant mobile number (international format supported) |
| Country | Country where the merchant operates |
| City | Merchant’s operating city |
| Currency Code | Transaction currency used by the merchant |
| Business Category | Business classification assigned to the merchant |
| Active Merchant | Enables or disables the merchant account |
Once all required fields are completed, the merchant can be created and added to the system.
Merchant Status
Each merchant can be marked as:
- Active – Merchant is enabled and can process transactions
- Inactive – Merchant is disabled and cannot perform operations
This allows partners to control merchant availability without deleting their data.
Merchant Actions
After a merchant is created, several management actions become available to partners.
Available Actions
| Action | Description |
|---|---|
| Edit | Update merchant information such as name, contact details, or business settings |
| Configurations | Manage merchant-level configurations and settings |
| Terminal Options | Create and manage terminals assigned to the merchant |
| Delete | Permanently remove the merchant from the system |
These actions allow partners to fully manage the merchant lifecycle from onboarding to daily operations.
Key Notes
- Merchant creation is required before assigning branches or terminals
- Disabling a merchant immediately prevents transaction processing
- Deleting a merchant removes access to all related services and configurations
- All changes take effect immediately after saving
Updated 25 days ago