Entering Profile Details

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

Watch the interactive walkthrough below to enter the merchant profile information.

To enter profile details:

Screenshot: Profile page

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.