Entering Profile Details

The Profile Details page captures key business metrics, sales profile, and vendor details to assess transaction behavior and business operations.

1

Enter Business Volume Information

• Annual Volume: Enter the estimated total annual sales in USD.

• Average Ticket: Enter the estimated average transaction amount per sale.

• High Ticket: Enter the highest transaction amount.

2

Configure Sales Profile

• Use the Card Present slider to indicate the percentage of transactions where the card is physically present.

• Use the Card Not Present slider for the percentage of transactions processed remotely (such as online or phone orders).

3

Define E-Commerce Operations

• Select Yes/No for ECOMM to indicate if the business processes e-commerce transactions.

• Select Yes/No to indicate if the business provides products or services in the future after purchase, such as subscriptions or delayed product fulfillment.

4

Provide Vendor Details

• Vendor Name: Enter the primary vendor supplying critical products or services.

• Vendor Address: Enter the vendor’s address.

5

Save and Proceed

• Click Save to store the profile details.

• Click Next to proceed to the Site Survey section.