Adding Hierarchy & Compensation Details

Hierarchy and Compensation Details ensures that the merchant is correctly classified within the organization and compensation preferences are set.

1

Enter DBA Name

• In the DBA (Doing Business As) Name field, enter the merchant’s business name.

Note: Ensure that the name follows the required format and does not contain invalid characters.

2

Select Service Organization/Hierarchy

• Click inside the Choose a Service Organization/Hierarchy field.

• Use the search icon to find and select the appropriate service organization.

3

Specify Merchant Type

• Check the box if the merchant belongs to a chain.

• Select whether the business operates as Brick & Mortar or E-commerce.

4

Declare Product Sales Information

• Indicate if the business sells CBD products or other goods associated with CBD program by selecting one of the available options.

• If the business does not sell CBD products, select No.

5

Set Compensation Preferences

• Choose how you would like to be compensated upon the completion of the onboarding process:

  • All Residual: Receive ongoing residual payments.

  • Signing Bonus with Residual: Get a one-time bonus along with residuals.

6

Enter Additional Merchant Identifiers (Optional)

• If applicable, enter a Referral Partner name.

• To associate this merchant with an external system, enter:

  • SFOpportunityId (Salesforce Opportunity ID)

  • ExternalCustomerId (Customer ID from another system)