Adding Hierarchy & Compensation Details

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

Watch the interactive walkthrough below to add hierarchy and compensation details.

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)