Settings - Merchants

Description:
This article explains searching for, managing, and creating Merchants in Menu Manager. Merchants created in this section can be assigned to Revenue Centers and Menus under the Menus - Revenue Centers section in Menu Manager.

Understanding Merchants

• When your Database is first built the Merchant IDs are added to Menu Manager via a token representing your Merchant Account. These are then applied to the respective Revenue Centers or Menus directing funding to the correct processing account.
  • Note: You shouldn’t ever find yourself needing to modify the Merchants section of Settings. If you feel that your merchants are incorrect or information is missing please contact venuesupport@shift4.com.
    
    
• Each merchant typically matches the name of your Venue including your account number and Shift4 MID. They also include either a CP(Card Present) or CNP(Card not Present) identifier in the name.
  • Example:
    • SkyTab Venue Arena [CP] (Account #123456 / MID#1234567)
    • SkyTab Venue Arena [CNP] (Account #654321 / MID#7654321)
      
      
• Any CP(Card Present) Merchant would be used for Menus such as POS Belly Up, Kiosk, or POS Tabs. Any payment transaction where the card is taken in person with a payment device.
  
  
• Any CNP(Card not Present) Merchant would be used for menus such as Mobile Ordering, Delivery, or Preorder. Any payment transaction where the card is taken manually without the cardholder present.
  
  
• The CP Merchant gets assigned to the Menu Level and the CNP Merchant is assigned to the Revenue Center Level. 
  • Note: If the incorrect Merchants are assigned then this could affect funding and the ability to accurately refund. You may also experience processing errors.

Note: When new Revenue Centers or Menus are created you must manually select the merchant each time as it will not automatically be applied. 

How to Search for Merchants

1. Access Menu Manager Settings by going to your instance-menu.ordernext.com
2. In Menu Manager, select the Settings drop-down on the left side of the screen.
3. Choose Merchants from the list.
4. All available Merchants will be displayed on this page.
5. To search for a specific Merchant, use the search box on the right side of the page.
   Note: Enter the exact name of the desired merchant OR keywords and the search will automatically begin.
6. All Merchants matching the search criteria will appear on the page.