POS Order Process Jennifer Perez Jun Park. Merchant Application Service Agreement Voided Check or Bank letter Two forms of business ID Copies of two consecutive,

POS Order Process

Jennifer PerezJun Park

Merchant Application Service Agreement Voided Check or Bank letter Two forms of business ID Copies of two consecutive, recent statements

(if they are currently processing) POS Account Setup Form Menu and Bar Helper for Hospitality Inventory for Retail

Introduction

What is needed for a successful POS order app submission?

POS ORDER REVIEW

4

5

1

2

3

Application received

Underwriting review/order admin review

File build process

Full data entry process

Order staged to factory

MERCHANT APPVoided check or bank letterTicket amountsPIN based debit/EBT pricingMerchant's initials where applicableEmail addressesPhone numbersDate of birth

SERVICE AGREEMENTIncorrect calculationsData added to the documentMissing initials or signatures

Most Commonly Missed Items

POS ACCOUNT SETUP FORMVerify business hoursConfirm business infoConfirm Internet accessCabling requirementsCaller ID and verify sales tax info

HARBORTOUCH SALES CENTERhttp://sales.harbortouch.com

Questions?