# Adding Hierarchy & Compensation Details

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

<figure><img src="https://content.gitbook.com/content/Us4U42giioY3jQj0TJQl/blobs/XeJouKJ25v0KmiAUwM8s/Merchant%20Onboarding%20via%20PP%20-%20Adding%20Hierarchy%20&#x26;%20Compensation%20Details.jpg" alt="" width="563"><figcaption></figcaption></figure>

{% stepper %}
{% step %}
**Enter DBA Name**

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

{% hint style="warning" %}
**Note**: Ensure that the name follows the required format and does not contain invalid characters.
{% endhint %}
{% endstep %}

{% step %}
**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.
  {% endstep %}

{% step %}
**Specify Merchant Type**

* Check the box if the merchant **belongs to a chain**.
* Select whether the business operates as **Brick & Mortar** or **E-commerce**.
  {% endstep %}

{% step %}
**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**.
  {% endstep %}

{% step %}
**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.
    {% endstep %}

{% step %}
**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)
    {% endstep %}
    {% endstepper %}