Manage Merchants and People

Owned by Tracy Archuleta
Last updated: May 02, 2022 by Emily Goleski
3 min read

Manage Merchants

Search for / Edit / Delete an existing Merchant

 From the Synar Tracking page:

  1. Click on the Take Action button underneath the Manage Merchants icon.

  2. Enter an Outlet ID.

  3. Enter a Merchant Name.

  4. Enter an Address.

  5. Enter a City.

  6. Click Search.

    1.  Tip: None of the Merchant fields are mandatory when searching for existing Merchants.  Clicking ‘Search’ without input in any of the search fields will display all existing Merchants.

  7. A list of Merchants is displayed.

  8. Click the Teal Edit button to edit the information for that Merchant.

  9. Click the teal Delete button to delete the Merchant.

 

Add a New Merchant

  1.  Click on the Take Action button underneath the Manage Merchants icon.

  2. Click the Add Merchant button.

  3. Enter an Outlet Id.

  4. Enter the Merchant Name.

  5. Enter the Merchant Owner Name.

  6. Enter the Address.

  7. Enter the City.

  8. Select the State from the drop-down list.

  9. Enter the Zip Code.

  10. Enter the County.

  11. Enter the Phone Number.

  12. Select a Geographic Area from the drop-down list.

  13. Enter the Latitude.

  14. Enter the Longitude.

  15. Select the Merchant Type from the drop-down list.

  16. Select the Stratum from the drop-down list.

 

Manage People

Search for / Edit an existing Person

 From the Synar Tracking page:

  1. Click on the Take Action button underneath the Manage People icon.

  2. Enter a Person ID.

  3. Select a Person Type from the drop-down list.

  4. Enter a Name.

  5. Select a Provider Location from the drop-down list.

  6. Select an Active status from the drop-down list.

    1. Tip: None of the Person fields are mandatory when searching for existing People.  Clicking ‘Search’ without input in any of the search fields will display all existing People.

  7. A list of People is displayed. 

  8. Click the teal Edit button to edit the information for that Person.

 

Add a New Person

  1. Click on the Take Action button underneath the Manage People icon.

  2. Click the Add Person button.

  3. Select Person Type from the drop-down list.

  4. Enter the First Name.

  5. Enter the Last Name.

  6. Enter the Date of Birth.

  7. Select the Gender from the drop-down list.

  8. Select the Provider Location from the drop-down list.

  9. Select the Active status from the drop-down list.

  10. Select the Begin Date from the calendar picker.