Back to home page

Partner Portal User Guide

Sale Portal

1. Potential Merchant List

1

Select "Potential Merchant" on the menu bar.

2.1

Enter the search criteria and click [Search].

  • After finding the merchant, click the Edit icon to update the information.
  • Click [Save] to save the updated information.
  • Click [Back] to cancel the update and return to the search results screen.
2.2

Click [Add New Potential Merchant] to add a new record.

  • Enter/select the required fields on the Add New screen.
  • Click [Save] to complete adding the new merchant.
  • Click [Back] to cancel the action and return.

2. Application Status

1

Select "Application Status" on the menu bar

2

Enter the search criteria and click [Search]

3. Merchant List by Partner

1

Select "Merchants by Partner" on the menu bar

2

Enter the search criteria and click [Search]

3

Click the icon to view merchant details, which include 3 information tabs:

  • Service information - branch - terminal
  • Contract Information
  • Merchant Information

4. Register Application

1

Select "Register Application" on the menu bar

2

Enter the search criteria and click [Search]

4.1 Add New Merchant (Create New / Continue Submission)
1
  • Create New: After searching the application information and confirming that the merchant does not exist, select "Add New".
  • Continue Submission: After searching the application information and finding that the merchant already exists with the status "Initialized", in the Action column, click "Continue Submission".
2

Enter/Select/Upload the required fields in the tabs:

  • Service Registration Form for Payment Intermediary Service
  • Merchant Information
  • Service information-branch-terminal
  • Contract information
3

Click "Submit for Approval" to complete adding the new merchant and send the application for review.

4.2 Add new service
1

After searching the application information and finding that the desired merchant has the active status, select "Add New Service" in the Action column.

2

Enter/Select the required fields in the tabs:

  • Service Registration Form for Payment Intermediary Service
  • Service Registration
  • Contract Information
3

Click "Submit for Approval" to complete adding the new service and send the application for review.

4.3 Add new terminal
1

After searching the application information and finding the merchant with Active status, select "Add New Terminal" in the action column.

2

Enter/select the required fields in the tabs:

  • Terminal Registration
  • Contract Information
3

Click "Submit for Approval" to complete adding the new terminal and send the application for review.

5. List of requests pending partner approval

1

Select "Requests Pending Partner Approval" from the menu bar.

2

Enter the search criteria and click [Search].

3

Click the icon to view details of the request pending partner approval

4

Review the information and:

  • Click "Submit for Approval" if the request is correct and complete.
  • Click "Reject" if the request contains incorrect information.
  • Click "Request Additional Information" if the request is missing information.

6. Requests Pending Acceptance

1

Select "Requests Pending Acceptance" from the menu bar.

2

Enter the search criteria and click [Search].

3

Click the upload icon to upload the acceptance application.

4

Upload the acceptance application for the request:

  • Implementation services: QR / SoftPOS / Payment Gateway
  • Implementation services: SmartPOS
5

After uploading the acceptance application:

  • Click "Submit for approval" to complete.
  • Click "Cancel" to discard the action and return to the list of requests pending acceptance.

7. Task Management

1

Select "Task Management" on the menu bar.

2

Enter/select the search criteria and click [Search].

7.1 Update additional information
1

After completing the search, select the icon at the task with status "Pending Processing".

2
  • Click "Process" to supplement the application 🡺 Step 3.
  • Click "Back" to return to My Tasks.
3

Proceed to supplement the application and click "Submit for approval" to resubmit the application for review.

Other Guides
Sale Portal