Mapping Commission Merchants

When a new Associate signs-up, the system provisions them with a default commission merchant. You have the option to extend this functionality by enabling commission merchant mapping. This feature allows you to create a mapping of possible commission merchants by region and Associate Type. You accomplish this by inserting values into the CRM_CommissionMerchant_Map Database table.

Important: Multiple merchants are allowed per region; however, only one can be a Credit Card merchant type.

Once you’ve configured this mapping, any new Associate accounts will automatically set their commission merchant assignment according to the mapping.

Note: Existing accounts will still follow the mapping, but their “Active” commission merchant may still be set to another merchant option in the Database.

Enabling the Setting

You’ll find that this feature is not available to all clients by default. A member of our Customer Care team must enable it for you:

  1. Contact Customer Care.
  2. Request to enable the “Commission Merchant Mapping” setting.

Adding Merchant Map Records to the Database

Admin: Corporate Admin
Page: Administration > Data Editor
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Admin/SQLEditor
Permission: EditSqlEditorAdvanced()

  1. Navigate to the Data Editor.

  2. You can either use the Visual or SQL tab.

    For Visual:

    1. Search for and select the CRM_CommissionMerchant_Map table.

    2. Add values to the following fields:

      • AssociateBaseType - Learn more about Base Associate Types.

      • RegionId - Learn more about regions. You can find the Region ID in a region’s URL:

        [CLIENTID].corpadmin.directscale.com/Corporate/Admin/RegionDetail?rID=13

        Or by querying the recordnumber of the region’s entry in the Regions table.

      • MerchantId - For a list of Merchant IDs, see Money In/Out Merchant IDs. Or, you can query the CRM_CommissionMerchants table.

      • IsPreferred - The system only lets you set IsPreferred to True for one record per region/Associate Type combination. For example, you can map multiple merchants for the US region and Distributor Associate Type; however, only one can have IsPreferred = True.

    3. Click the Checkmark for each field to save.

    For SQL:

    1. Write an INSERT statement INTO the CRM_CommissionMerchant_Map table that adds values to the fields:

      • AssociateBaseType - Learn more about Base Associate Types.

      • RegionId - Learn more about regions. You can find the Region ID in a region’s URL:

        [CLIENTID].corpadmin.directscale.com/Corporate/Admin/RegionDetail?rID=13

        Or by querying the recordnumber of the region’s entry in the Regions table.

      • MerchantId - For a list of Merchant IDs, see Money In/Out Merchant IDs. Or, you can query the CRM_CommissionMerchants table.

      • IsPreferred - The system only lets you set IsPreferred to True (1) for one record per region/Associate Type combination. For example, you can map multiple merchants for the US region and AssociateTypeID=1; however, only one can have IsPreferred=1.

      For example:

      INSERT INTO CRM_CommissionMerchant_Map (last_modified, AssociateBaseType, RegionId, MerchantId, IsPreferred)
      VALUES (GETDATE(), 1, 1, 99, 1)
    2. Click Run.

Testing The Settings

  1. Create a new Associate.
  2. Navigate to the new Associate’s Detail page.
  3. Locate the Billing & Payment section. The Payment Merchant should be set based on the settings the new Associate matches in the CRM_CommissionMerchant_Map table.
  4. Click the Edit icon. The Payment Merchant pop-up window opens.
  5. Click the Merchant dropdown and review the options. The available selections should appropriately reflect the Associate Type, Region, and Merchant for the Associate.
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