Difference between revisions of "Accounting Finance:Chase Paymentech-New Merchant"

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==New Merchant Form==
  
==New Merchant Form==
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#Email the Chase Relationship Manager and let him know we need a new merchant number. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
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#Email the '''Chase Relationship Manager''', cc: '''Manager, Finance''' and '''jpmc-rmboarding@chasepaymentech.ca''' to let him know we need a new merchant number'''. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
−
#Let the Chase Relationship Manager know to inform you once the merchant account is available and make sure to write it in the MID worksheet and to update the merchant account information in Mochasoft [[#Update Internal Records]]
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#Let the '''Chase Relationship Manager'' know to inform you once the merchant account is available and make sure to write it in the '''MID worksheet''' and to update the merchant account information in '''Mochasoft''' [[#Update Internal Records]]
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#Track the action item on worksheet until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}
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#Track the '''action item on worksheet''' until completed {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Outstanding Issues\Chase Paymentech Action Items.xlsx|Chase Paymentech Action Items}}
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#If the merchant wishes to have AMEX, you will need to fill out an AMEX form and fax cover sheet to obtain a new AMEX merchant number {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\AMEX Chain Addition Form.xlxs|AMEX Chain Addition Form}} {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\Fax form - AMEX.docx|AMEX Fax Form}}
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#If the merchant wishes to have '''AMEX''', you will need to fill out an '''AMEX form''' and fax cover sheet to obtain a new AMEX merchant number {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\AMEX Chain Addition Form.xlxs|AMEX Chain Addition Form}} {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Amex\Forms\Fax form - AMEX.docx|AMEX Fax Form}}
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#When you receive an email from AMEX, forward AMEX Merchant number to the Chase Relationship Manager (ask Chase to confirm that the AMEX merchant number has been programmed onto the new terminal).
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#When you receive an email from '''AMEX''', forward '''AMEX Merchant number''' to the '''Chase Relationship Manager''' (ask Chase to confirm that the AMEX merchant number has been programmed onto the new terminal).
   
 
==Add Contact to Resource Online==
  
==Add Contact to Resource Online==
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#Email the Relationship Manager and provide him the name and email address of each person to be added to Resource Online
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#Email the '''Relationship Manager''' and provide him the '''name''' and '''email address''' of each person to be added to '''Resource Online'''
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#Update the the ROL worksheet {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\MID Numbers\Unipharm ROL USERS FOR EACH LOCATION.xlsx|ROL Locations]]
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#Update the the ROL worksheet {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\MID Numbers\Unipharm ROL USERS FOR EACH LOCATION.xlsx|ROL Locations}}
   
 
==Update Internal Records==
  
==Update Internal Records==
 
#Goto UWD Extensions/70 Bank EDI and press '''F7'''
  
#Goto UWD Extensions/70 Bank EDI and press '''F7'''
 
#Press '''F6''' to add new record and add record for all payment types (note: the AMEX also has the Chase Merchant Number)
  
#Press '''F6''' to add new record and add record for all payment types (note: the AMEX also has the Chase Merchant Number)
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#Update the Chase Merchant Numbers worksheet {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Pricing and Terminals\Chase Merchant Form.pdf|Chase Merchant Form}}
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#Update the '''Chase Merchant Numbers worksheet''' {{unc|\\superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Pricing and Terminals\Chase Merchant Form.pdf|Chase Merchant Form}}
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==Free Case of Paper Rolls and Cleaning Card==
  
==Free Case of Paper Rolls and Cleaning Card==
−
As part of the roll out of the new Chase unit, a free case of thermal paper rolls and a cleaning card for the new terminal will be delivered to each store with their next delivery.
+
As part of the roll out of the new Chase unit, a '''free case of thermal paper rolls and a cleaning card''' for the new terminal will be delivered to each store with their next delivery.
   
 
*02533347- Thermal Rolls #5762 Debit (1 9/16”X2 ¼” 62” Long) $20.57 per case of 50's
  
*02533347- Thermal Rolls #5762 Debit (1 9/16”X2 ¼” 62” Long) $20.57 per case of 50's
 
*02535862-Terminal Cleaner Card (CC-10W)-$1.21 each
  
*02535862-Terminal Cleaner Card (CC-10W)-$1.21 each
   
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#Enter sales order to delivery one case and one cleaning card to merchant.
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#Enter sales order to delivery '''one case''' and '''one cleaning card''' to merchant.
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#Enter a credit to credit back the store for the free case of paper and the cleaning kit. Use item #02005312 for both the item and the PST and #02081263 for GST.
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#Enter a '''credit''' to credit back the store for the free case of paper and the cleaning kit. Use item '''#02005312''' for both the item and the PST and '''#02081263''' for GST.
  +
  +
[[File:Nancy38.PNG|500px]]
   
 
==Email Merchant with Instructions==
  
==Email Merchant with Instructions==
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Email the owner with additional information which will provide them basic and additional information.
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Email the owner with '''additional information'''.
   
 
The delivery of your new Chase Paymentech terminal is fast approaching! Your Chase Paymentech merchant number is: ? and your American Express Merchant number is:?.
  
The delivery of your new Chase Paymentech terminal is fast approaching! Your Chase Paymentech merchant number is: ? and your American Express Merchant number is:?.

Latest revision as of 14:42, 7 September 2017

Overview

uniPHARM uses Chase Paymentech's as our credit card processor. Only shareholders are eligible to join our Chase Paymentech chain. All credit card and interact deposits must be deposited to uniPHARM in order to qualify to receive a free terminal. All supplies with the exception of the first case are paid by the merchant but can be ordered from uniPHARM. It will take at least 10 days to set-up the new merchant number and ship the terminal(s) to the merchant.

Contacts

Logging into Chase Orbital

  1. Open your supported web browser
  2. Logo into http://rol.paymentech.com/
  3. Enter User Name
  4. Enter Password and click 'Secure Login'

New Merchant Form

  1. Email the Chase Relationship Manager, cc: Manager, Finance and jpmc-rmboarding@chasepaymentech.ca to let him know we need a new merchant number. Basic information such as store trade name, physical address, estimated opening date (when terminal is required), contact person and phone number, type of terminal and where it should be linked: 1626312 or 1613455 (virtual terminals) will be required.
  2. Let the Chase Relationship Manager know to inform you once the merchant account is available and make sure to write it in the MID worksheet' and to update the merchant account information in Mochasoft #Update Internal Records
  3. Track the action item on worksheet until completed Chase Paymentech Action Items
  4. If the merchant wishes to have AMEX, you will need to fill out an AMEX form and fax cover sheet to obtain a new AMEX merchant number AMEX Chain Addition Form AMEX Fax Form
  5. When you receive an email from AMEX, forward AMEX Merchant number to the Chase Relationship Manager (ask Chase to confirm that the AMEX merchant number has been programmed onto the new terminal).

Add Contact to Resource Online

  1. Email the Relationship Manager and provide him the name and email address of each person to be added to Resource Online
  2. Update the the ROL worksheet ROL Locations

Update Internal Records

  1. Goto UWD Extensions/70 Bank EDI and press F7
  2. Press F6 to add new record and add record for all payment types (note: the AMEX also has the Chase Merchant Number)
  3. Update the Chase Merchant Numbers worksheet Chase Merchant Form

Free Case of Paper Rolls and Cleaning Card

As part of the roll out of the new Chase unit, a free case of thermal paper rolls and a cleaning card for the new terminal will be delivered to each store with their next delivery.

  • 02533347- Thermal Rolls #5762 Debit (1 9/16”X2 ¼” 62” Long) $20.57 per case of 50's
  • 02535862-Terminal Cleaner Card (CC-10W)-$1.21 each
  1. Enter sales order to delivery one case and one cleaning card to merchant.
  2. Enter a credit to credit back the store for the free case of paper and the cleaning kit. Use item #02005312 for both the item and the PST and #02081263 for GST.

Nancy38.PNG

Email Merchant with Instructions

Email the owner with additional information.

The delivery of your new Chase Paymentech terminal is fast approaching! Your Chase Paymentech merchant number is: ? and your American Express Merchant number is:?. As part of the roll out of the new Chase unit, a free case of thermal paper rolls and a cleaning card for the new terminal will be delivered to your store with your next delivery. Thereafter, the cost of supplies will be charged to your uniPHARM account. You will also be receiving an email from Chase Paymentech with your login access to your Merchant Account which will allow you to search for transactions, view and print your monthly statements, and create reports based on your account activity. Please note that all charges for the previous month are billed on the following month. Some additional information for your future reference Daily End of Day (automatic) You do not have to close out each terminal each night. The terminal will do it automatically at 11:30 PM and there will be a printed receipt on the device the next morning. However, if you choose to close it out yourself, it will work as well and the automatic deposit at 11:30 PM will end up to be $0.00.

Ordering Supplies To make ordering supplies easier, uniPHARM is now stocking the thermal paper rolls and cleaning cards in our inventory. You can place an order using the item numbers below:

  1. 02533347- Thermal Rolls #5762 Debit (1 9/16”X2 ¼” 62” Long) $20.57 per case of 50's
  2. 02535862-Terminal Cleaner Card (CC-10W)-$1.21 each

Refund Password Each location will be defaulted with a generic (P123456) password or a pre-set password (if you indicated one on your original request) . Please contact the Chase helpdesk (1-800-265-5158) to change the password or if you wish to have the password removed. However, It is not recommended that you remove the password for security purposes.

Merchant Number The Welcome kit has your merchant number on it. Also if you print a receipt of the terminal it can be found there. You will need the merchant number in order to call in and be verified for security purposes.


Please email me if you have any issues that the Chase helpdesk is unable to assist you with!

Warmest regards, Nancy

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