Edit Merchant || Admin Panel Impact

Merchants

Resend Document for Sign Back

Update Merchant

Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

Status

Product Type

Received Date

Approved Date

Activation Date

Closed Date

Address

Address 2

City

ZIP

Country

State

Contact

Email(comma separated)

Phone

Phone 2

Cell

Fax

URL

DBA Same as Legal Address

Address

City

ZIP

Country

State

Mailing Address Same as DBA

Address

City

ZIP

Country

State

File here *	Notes *	Status	Date	Action
Insert file...	pre app
Insert file...	signed app
Insert file...	voided check

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Invoice Number

Invoice Amount

Invoice Status

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

Bank Name

Account Name

Rounting Number

Account Number

Billing Type

Gross Settlement

Net Settlement

Bank 2 Information

Bank Name

Account Name

Rounting Number

Account Number

Overrides who receive partial commission on all of Neoga Package Liquor Store Inc Accounts Delete Overrides

Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Merchant

Month

Year

Merchant CMS

EIN/Federal Tax ID Type

MCC Code

EIN/Federal Tax ID #

State incorporated in

Business Start Date

Type of Legal Entity

Business Type *

Sub Business Type *

Types of Goods Sold

Primary Transaction Type

Card Swiped

%

Card Keyed In

%

Card Present

%

Card Not Present

%

Internet

%

Moto

%

B2B

%

B2C

%

Estimated Annual Sales Visa/MC/Discover/ AMEX Sales

Estimated Monthly Visa/MC/Discover/ AMEX Sales

Average Ticket

High Ticket

Persoanl Guarantor

Telephone Order

%

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Print Refund Policy On Footer
(If Yes Input Message In Notes)

Yes

No

Location Type

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Jun 24 2024 01:17 PM		Alexander Wilkins	Login Info for Neoga neogapackage@yahoo.com $Creditcardmoney1		Jun 24 2024 06:58 PM		Update Delete
2	Jun 14 2024 12:12 PM		Alexander Wilkins	Clover Deployment Form sent for Clover Flex and Cash Drawer		Jun 17 2024 05:17 PM		Update Delete
3	Jun 14 2024 01:12 PM		Alexander Wilkins	Merchant wanted to know if Clover Equipment comes with a warranty. Contacted PCS Support and they informed me that Clover Equipment has a 1 Year warranty from Clover not PCS.	Alexander Wilkins	Jun 14 2024 06:34 PM		Update Delete
4	Jun 14 2024 02:45 PM		Mike Thomas	Sent invoice for $1031.32 for Clover Flex and cash drawer	Mike Thomas	Jun 14 2024 02:46 PM		Update Delete
5	May 08 2024 07:56 PM		Emily Karawadra	Final upload of Inventory with corrected SKU numbers. Neil was notified.	Emily Karawadra	May 08 2024 07:57 PM		Update Delete
6	Apr 15 2024 04:41 PM		Charlotte Groff	received email from PCS regarding deployment of handheld scanner: Order # 61263598 Equipment: 2 d Handhel scanner Address: 106 W 7TH ST NEOGA IL - 62447	Charlotte Groff	Apr 15 2024 04:42 PM		Update Delete
7	Apr 15 2024 03:30 PM		Charlotte Groff	Emily's user name for merchant's clover system - she was able to upload the inventory. user- emilyk1975@gmail.com PSWD: 1164Vickery!	Charlotte Groff	Apr 15 2024 03:31 PM		Update Delete
8	Apr 12 2024 01:02 PM		Charlotte Groff	Placed order for Clover Handheld scanner - emailed Mike the information to invoice the merchant. $179 + tax + shipping	Charlotte Groff	Apr 15 2024 01:05 PM		Update Delete
9	Apr 08 2024 02:56 PM		Charlotte Groff	Equipment was shipped from PCS today. TR# 718476794444 / 718476794433 S/N# S055WG35221898 / C055UG35252977 / D0UH34767171 / H050UG40120116 / P050WQ34720113	Charlotte Groff	Apr 08 2024 02:56 PM		Update Delete
10	Apr 04 2024 09:29 PM		Charlotte Groff	received message from PCS that equipment was shipped - Order # 61187062 Equipment: Station Duo 2 Bundle with CD (Tablet, Printer, Terminal, Kit, Cash Drawer) Address: 106 W 7TH ST NEOGA IL - 32447	Charlotte Groff	Apr 04 2024 09:30 PM		Update Delete
11	Mar 27 2024 07:25 PM		Charlotte Groff	PCS Direct - Traditional - Clover Station Duo Starter Kit with Cash Drawer - Batch time: 12:00am	Charlotte Groff	Mar 27 2024 07:36 PM		Update Delete

Application Type

Discount

Business Type

MCC Code

Visa/MC/Discover Rate Category ]

Base/Qualified (%)

Mid Qualified (%)

Non Qualified (%)

Base Debit- Non Pin Debit(Sig Debit Rate) (%)

Rewards Discount (%)

Statement Fee

Card On File Fee

PCI Fee

Non PCI Compliance

Authorization Fee

Per Item Fee

EBT Fee

FNS/EBT Number

Pin Debit Item Fee

Pin Debit Discount

Amex Opt Blue Rate

Base/Qualified Rate (%)

Mid Qualified Rate (%)

Non Qualified Rate (%)

Program Cost Opt Blue (%)

Authorization Fee

Per Item Fee

Other Monthly Fee

Ancillary Fees

Batch Fee

Retrievel Fee

Chargeback Fee

ACH Change Fee

Voice Auth Fee

Gateway Monthly Fee

Setup Fee

Software Or POS Integration Questions Only

POS Software Integration

Yes

No

Software Name & Version:

Pricing Provided

Statement Analysis

Quote

POS Software Publisher

Seasonal Flag

Seasonal Months

Deposit Time Frame

Deposit Type

Network ID

MP/AP Name

RP Name

Receipt Header Message

Receipt Footer Message

Owner 1 Information

Officer/Owners Name

Title

Social Security

Form of ID

ID #

Issue Date

Expiration Date

State

DOB

Home Phone Number

% of Business Owned

Length of Ownership

Y N

Home Address

Home city

Home state

Home country

Home zip

Owner 1 Information

Officer/Owners Name *

Title

Social Security

Form of ID *

ID # *

Issue Date *

Expiration Date *

State *

DOB *

Home Phone Number

% of Business Owned

Length of Ownership

Y N

Home Address *

Home city *

Home state *

Home country

Home zip *