Summary

Merchant accounts can be created in one of two ways: From the Point-of-Sale (POS) or from the Payment Portal. The method for this mostly relies of the POS and the options available to them based on their software. This article outlines how both options work and the differences between the two.

Processor

Available to both Adyen and Stripe

Processor	Available
Adyen	✅
Stripe	✅

Availability

Available to all brands, no additional development needed.

Brand	Portal Creation	POS/Software Creation
Atlantic Systems (ASI)	✅	❌
Bottle POS	✅	❌
C-Store POS	✅	❌
CellSmart	✅	❌
Cigars POS	✅	❌
Comcash	✅	❌
DiveShop 360 (360 POS)	❌	✅
eTailPet (ETP)	❌	✅
FrameReady	✅	❌
GrazeCart	✅	❌
IT Retail (ITR)	✅	❌
Jewel360 (ASC)	✅	❌
LifeSaver	✅	❌
Markt POS	✅	❌
POS Nation (POSN)	✅	❌
POSIM	✅	❌
PowderCoat360	✅	❌
Rain Retail (Rain Payments)	❌	✅
TAKU Payments (ACE)	✅	✅
ThriftCart Pay	❌	✅

Salesforce

Before an account is created in either the Payment Portal or the POS, the merchant must be sold on our PayFac. This process can vary depending each Brand’s use of Salesforce (SFDC).

The Sales team representative marks the opportunity as closed won, a case will be opened in Sales Force and sent to the onboarding team. The onboarding team will begin to create the account and initiate the welcome to be sent to the merchant to complete the application. The email will contain a link to finish filling in the application.

When creating the merchant account from the Adyen processor in the Payment Portal it will ask for the Opportunity ID. The Stripe hosted setup does not use the Salesforce ID’s to link the account in the portal back to Salesforce.

There are 2 places to locate the Opportunity ID:

The first, when you first open the opportunity, the ID will be listed in the URL as shown in the screen shot below:

Sales Force Oportunity ID location 1.png

The second location to find the Opportunity ID, is in the company details on the left side there is a Opportunity details section that will also have the Opportunity ID listed as shown in the screen shot below:

Sales Force Opportunity ID location 2.png

If the POS does not have a unique CRM ID then the SFDC Account ID may be used but it is always recommended to use the POS CRM ID if possible. In circumstances where that is not available, the SFDC Account ID can be found by looking up the account in Salesforce and looking under Main Account Fields > 18 Digit Account ID:

Salesforce ID's.png