Creating an Offering
You can create an offering.
You can create an offering for your merchant. An offering is a bundle of pricelist templates that is created by the partner. An offering can be created for more than one merchant or more than one signup link. Offerings can also be created without being associated with a merchant.
For a complete list of terms that appear when building an offering, see Offering Key Terms for more detailed definitions.
Sign in as described in Signing In To the Partner Portal and navigate to the Offerings tab.
The Offerings page appears.
Click on the + Create offering button in the upper right corner.
The Create new offering page appears.
In the Offering name section, enter the offering name in the text box.
Select the MCC (Merchant Category Code) for the merchant’s industry or business activity. The MCC is a 4 digit code.
Click the MCC drop down. Then click to expand the categories to view the individual codes. Select the MCC by checking the box.
MCC Selection
You can select multiple MCCs, but they must be within the same Risk Level. Once the MCCs are selected from one Risk Level, the MCCs from other Risk Levels will be disabled. To re-open the selection, simply unselect the MCC.
Once you click the Continue button, you cannot change the MCC selection. You will need to exit from the Offering Builder and re-create a new offering if the MCC selection needs to be changed after clicking the Continue button.
(Optional) Enter the Minimum monthly fee in the field.
Note: The Minimum monthly fee (MMF) currency will be USD as the default. If a different currency is selected for the merchant, then an FX conversion will take place.
Click Continue.
The Pricing template section appears.
Select the settlement currency from the Settlement currency drop-down. This is required.
Note: The settlement currency is displayed per tab. You can add more settlement currencies by opening additional tabs.
Select the transaction currency from the drop down if applicable.
Note: For the first currency set, the transaction currency will include all available currencies and cannot be changed. For additional currency sets with different settlement currencies (additional tabs), individual transaction currencies can be selected. Once the individual currencies are selected in other tabs, they will be removed from the main tab to prevent currency overlap.
Select the Pricing method for each listed transaction type by checking or unchecking the box if available.
Transaction Types
A minimum set of 7 pricelist templates must be selected when building an offering. Each template must include a different required transaction type: Payment-in-store, Payment Online, Refund, Pre-dispute, Chargeback, Payment Authorization, and Settlement Fee.
Each set (tab in the Offering Builder) you include must have the same settlement currency for the selected pricelist templates. You can include multiple sets in one offering, where each set has a different settlement currency per set.
Enter the following for each transaction type:
Pricing method
Percentage fee
Fixed fee
FX Markup
(Optional) You can click the + symbol in the Actions column to add a new pricelist.
Card Configurations
You can exclude specific card configurations and use different pricing by adding sub-pricing under each Transaction Type. Set the new card configuration, including the region, network, platform, and category. The main pricing row will display all values not included in the sub-pricing.
Select the new pricelist name and click Add.
You can select the gear symbol in the Actions column to configure additional pricelist settings.
The Additional pricing settings window appears.
Select the Transaction fee currency and the Invoice currency from the drop-down menus.
Click Save.
(Optional) Click the + icon next to the settlement currency tab at the top of the page to add additional settlement currencies.
Select the settlement currency for the currency set.
(Optional) Click the Duplicate set button to duplicate the currency set. This will preserve the same entered values for the transaction types, and allow you to select a different transaction currency for the new set.
Click the x button on the tab to delete the currency set.
Click Delete if you wish to delete the set.
Note: This action cannot be undone.
When you have finished configuring your offering, click the Create button at the bottom of the page.
The Offering summary window appears.
Review the details of your offering. Scroll down to view the currency set of the offering.
Once you are ready to proceed, click Save Offering.
The success window appears.
(Optional) You can select to create a new offering, or to create a linked merchant.
Click the x button to close the window.
Your new offering appears in the Offerings page.
