Locations
Hi there! Welcome to Dex, Forte's latest and greatest payments application. With Dex, you can view, create, and manage all your transaction data—including customers, payment methods, addresses, and schedules—in one convenient place. You can also view and maintain your merchant account, keep track of your funding entries, resolve disputed transactions, and generate API credentials to connect Dex with your third-party applications.
View Location Details
A Location's Details Screen enables users with appropriate permissions to view the details of a particular location. This information includes contact data, the type(s) of Forte transaction processing services this location offers, the merchant bank account where Forte funds the merchant for transactions, billing costs, and controller/owner information.
To view the details of a location, complete the following steps:
- Access the Locations Datagrid by clicking Locations in the Dex main menu.
- Search for the desired location record by Name or ID. You can also use the Status, States, Postal Code, and Services filters to narrow down the list of displayed results.
- When you find the desired location record, click the row on which the location's record displays. The Location's Detail Screen displays.
The following table describes what each data card on the Location's Details Screen displays:
Card/Tab | Description |
General | The status of the location. Supported values include the following: Live |
The unique, string ID number of the location. | |
The unique, string ID number of the location's assigned transmitter. | |
The Doing Business As name of the location. | |
The physical address of the location. This includes the street address, city, state/province, and postal code. | |
The business phone number of the location. | |
The time zone of this location's physical address. Supported options include the following: Alaska Standard Time (AKST) | |
The type of business this location maintains. For a full list of supported options, see Forte's Business Classification Codes. | |
The merchant organization to which this location belongs. | |
The partner organization to which this location's merchant organization belongs. | |
The date when Forte created the location. | |
The ID of this merchant's Forte application. This link accesses the Application's Details Screen. | |
Contact | The name, email, and phone number of this location's primary contact. |
Products and Services | A listing of all the transaction processing services this location provides and the add-on Forte services to which this location subscribes (e.g., Account Updater, Alternative Methods of Payment,IVR,PayPal, Validate/Validate+ and Authenticate verification services, BillPay, Secure Web Pay and Text to Pay). Clicking on a service's listing displays additional details about it, such as permissible SEC codes for eCheck transactions, location-specific ACH cutoff times, Services the card brands this location supports, debit and credit threshold limits, the conditions upon which a transaction will automatically decline with Validate+ and or Authenticate, the day of the month that Dex runs the Account Updater service, or the digital wallets enabled for a merchant. |
Bank Accounts | The merchant bank account(s) this location uses for Funding Debits, Funding Credits, Card Service Fees (e.g., Principal Only, Fee Only, Principal + Fee), and/or ACH Service Fees (e.g., Principal Only, Fee Only, Principal + Fee). |
Documents | This tab holds all attachments pertinent to this merchant location (e.g., a pdf copy of the original merchant application, rate plan, and merchant service agreement). Supported attachments include the following: .bmp |
Billing | A detailed list of the agreed upon product costs for each merchant location. The codes listed here depend on your merchant location. View a list of product codes: |
Controller/Owners | Displays the name and ownership percentage of all the owners for this location. Clicking on an owner displays more information about him/her, including contact information and personal identifying data. |
Transaction Settings | Visible only to users with appropriate permissions. Allows the ability to create and edit custom fields used in the add transaction modal and the add new schedule transaction modal. |
Billing | The billing details associated with a location, including a breakdown of product costs and billing options the merchant can choose (e.g., manual billing, statement printing, etc.). Only Forte employees, Merchant Admins, and Dispute Managers can view this tab. |
Search for a Location
The Locations Datagrid enables users with appropriate permissions to view the processing endpoints, or locations, that belong to an Organization. You can sort location records in ascending/descending order by Created Date or alphabetically by Location Name. To find a specific location, you can filter the displayed results by Status, States, Postal Code, and/or Services. You also can customize the number of items that display using the display dropdown in the bottom left corner.
To access the Locations Datagrid, click Locations from the Dex main menu. To view the details of a specific location without having to filter through a long list, enter one of the following values in the search bar:
- Location Name
- Location ID
Dex auto-populates the results datagrid as you type. Use the search filters described below to further refine your results.The following table provides a brief description of what each column displays on the Customers Datagrid:
Column | Description |
Location | The name and ID of the location. |
Status | The status of the location. Supported options include: Live |
Address | The physical address of the location. This includes the street address, city, state/province, and postal code. |
Contact | The name of the location's primary contact. |
Services | The type of transaction processing services offered by the location. Supported options include the following: eCheck |
Organization | The merchant organization to which the location belongs. |
Partner ID | The partner organization to which this location's merchant organization belongs. |
Created Date | The date when Forte created this location. |
Filtering the Location Datagrid
You can apply the following filters to customize the displayed location datagrid:
Filter | Description |
Status | The status of the location in Dex. The following values are supported: Live (default) |
States | The state(s) where the location does business. |
Postal Code | The postal code where the location does business. |
Services | The type of transaction processing services offered by the location. Supported options include the following: eCheck |
Work with Forte Verify Settings
Working with Validate/Validate+ Settings
Merchant Admins can view and modify the bank account status verification settings of a merchant's account from the Location's Details Screen in Dex. Merchants can customize how much risk they're willing to accept when performing echeck transactions by defining the response to Validate and Validate+'s preauthorization checks.
Using proprietary methods, Validate and Validate+ check EFT accounts for the following characteristics:
- Has the account been reported as closed?
- Has the account issued a stop payment within the last 30 days?
- Has the account had one or more Non-Sufficient Funds (NSF) transactions with the last 90 year?
- Has the account had 3 or more NSF transactions with the last 90 days or 5 or more NSF transactions in the last year?
- Does the account accept debit activity?
Validate and Validate+ Merchants can then determine whether or not to approve a transaction based upon these characteristics and define those settings in Dex.
Viewing Validate/Validate+ Settings
To view the Validate/Validate+ settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations screen displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the down arrow next to Verification Services. The following account options and currently defined transaction responses display for Bank Account Status Verification:
Validate Plus:
- Account Closed - The account provided was reported as closed.
- Stop Payment - The account provided has issued a stop payment within the last 30 days.
- Non-Sufficient Funds (NSF) - The account provided had 1 or more NSF transactions within the last year.
- Excessive Non-Sufficient Funds (NSF) - The account provided has had 3 or more NSF transactions within the last 90 days or at least 5 NSF transactions within the last year.
- No Debits - The account provided does not accept debit activity.
Validate:
- Young Accounts - The account verified is in good standing for 90 days or less.
- Account Not Found - The account could not be verified. This could be a non-existent account and/or the issuing bank is not participating in the verification service
- Click the up arrow in the Verification Services box to close it.
Editing Validate+ Settings
To edit the Validate+ settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations screen displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the Edit button that displays on the Bank Account Status Verification Services row. The Validate or Validate+ Settings modal displays.
- Click either the Approve or Decline radio buttons next to the following options. These buttons define whether Forte should automatically decline transactions for accounts that meet the preauthorization criteria.
Validate Plus:
- Account Closed - The account provided was reported as closed.
- Stop Payment - The account provided has issued a stop payment within the last 30 days.
- Non-Sufficient Funds (NSF) - The account provided had 1 or more NSF transactions within the last year.
- Excessive Non-Sufficient Funds (NSF) - The account provided has had 3 or more NSF transactions within the last 90 days or at least 5 NSF transactions within the last year.
- No Debits - The account provided does not accept debit activity.
Validate:
- Young Accounts - The account verified is in good standing for 90 days or less.
- Account Not Found - The account could not be verified. This could be a non-existent account and/or the issuing bank is not participating in the verification service.
- Click the Save button to update the settings and return to the Location's Details screen.
Status | Message |
Pending | Onboarding Pending: Merchant has been queued for onboarding. |
Pending | Onboarding Pending: File(s) have been sent to Early Warning for onboarding. |
Active | Onboarded Successfully: Authenticate has been enabled for the merchant. |
Inactive | Onboarding Failed: Due to an enrollment error, we couldn’t onboard the merchant. |
Inactive | Onboarding Failed: Due to a validation error, we couldn’t onboard the merchant. |
Viewing Authenticate Status
To view the Authenticate status of a merchant location, complete the following steps:
-
Click Locations on the Dex Main Menu. The Locations screen displays.
-
Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
-
When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
-
If not already selected, click the Products and Services tab.
-
Click the down arrow next to Verification Services. The status of the Bank Account Owner Verification - Authenticate service will be displayed.
Status | Message |
Inactive | Service is not enabled |
Pending | Service is in the process of being enabled |
Active | Service is Active |
Work with Card Settings
Working with Card Services Settings
User's with the appropriate permissions can view and modify the Address Verification Services (AVS) and Card Verification Value (CVV) settings of a merchant's account from the Location's Details Screen in Dex. Obtaining an AVS match and requiring CVV values reduces credit card fraud—especially for card-not-present merchants—and greatly reduces the merchant's risk of chargebacks and fraud dispute liability. CVV matches provide a quick method of customer identification and card verification for card-not-present transactions. The AVS system compares the ZIP or Postal Code provided by the customer to the ZIP or Postal Code of the customer billing address on file with the credit card issuer. In Dex, you can view and configure whether or not to require CVV values and configure your AVS settings to either warn you or decline the transaction in the event of a ZIP code mismatch.
Viewing CVV Settings
To view the CVV settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations Datagrid displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the
on the Card Services row. Details about the merchant's credit card services display. - Look for the Card Verification Value (CVV) field. This is the field applicable to CVV checks. The value in this field indicates whether CVV submission is Optional or Required.
- Click the
on the Card Services row to close it.
Editing CVV Settings
To edit the CVV settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations Datagrid displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the Edit icon that displays on the Card Services row. The Edit Card Services Modal displays.
- Click the CVV tab. The Card Verification Value (CVV) field displays.
- Select whether you want to make this value Required or Optional for customers by selecting the applicable radio button.
- Click the Save button to update the settings and return to the Location's Details screen.
Viewing a Merchant's AVS Settings
To view the AVS settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations screen displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the on the Card Services row. Details about the merchant's credit card services display.
- Look for the Postal Code and Postal Code Mismatch fields. These are the fields applicable to AVS checks. The values in these fields indicate whether you want to make the Postal Code field Required or Optional, and whether you want Forte to Warn you of a mismatch, to automatically Decline the transaction, or to not perform the AVS check at all (i.e., Don't Check).
- Click the on the Card Services row to close it.
Editing a Merchant's AVS Settings
NOTE: Only Merchant and Enterprise Admins can edit AVS settings.
To edit the AVS settings of a merchant location, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations screen displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- If not already selected, click the Products and Services tab.
- Click the Edit icon that displays on the Card Services row. The Edit Card Services modal displays.
- Under the Postal Code field, select whether you want to make this field Required or Optional for transactions. If you select Optional, the only Postal Code Mismatch options available are Don't Check or Warn.
- Under the Postal Code Mismatch field, select one of the following actions you want Forte to do in the event of a mismatch:
- Warn
- Decline
- Don't Check - Default
- Click the Save button to update your settings and return to the Location's Details screen.
Working with SWP Settings
Working with Secure Web Pay Settings
NOTE: Only Admins can view or edit a location's Secure Web Pay (SWP) settings.
To prevent toggling between two different products for merchant settings, we've added Virtual Terminal features to Dex. This gives you the ability to set up and maintain your organization settings from one product. In addition to creating legacy credentials and updating card settings, you can now also set up, view, and update your SWP settings. These settings apply to both the Checkout and Embedded (Capture and Charge Templates) versions of SWP.
Disabling/Enabling SWP
If you no longer need SWP, you can easily disable (or enable) it by completing the following steps:
- Navigate to the Locations Datagrid by clicking Locations in the Dex main menu.
- Enter the location's name or ID in the search field, or use the Status, States, Postal Code, Services, or PayFac Profile ID to narrow down the displayed list of locations.
- After locating the desired location, click the row on which it displays. The Location's Details Screen displays.
- If not already selected, click the Products and Services tab and scroll down to the Secure Web Pay (SWP) row.
- Click the toggle to disable (or enable) SWP. If successful, Dex displays a success message.
Viewing and Testing SWP Settings
To view a your SWP settings, complete the following steps.
- Navigate to the Locations Datagrid by clicking Locations in the Dex main menu.
- Enter the location's name or ID in the search field, or use the Status, States, Postal Code, Services, or PayFac Profile ID to narrow down the displayed list of locations.
- After locating the desired location, click the row on which it displays. The Location's Details Screen displays.
- If not already selected, click the Products and Services tab and scroll down to the Secure Web Pay (SWP) row.
- Click the View Code link. A View Code modal displays with the full HTML code of your SWP setup. From the View Code modal, you can copy the code by clicking the Copy button or view/test the code by clicking the Test Code button. After clicking the Test Code button, Dex automatically opens a sandbox browser window with a Pay Now button and its corresponding payment form.
- To return to the Location's Details Screen, click Cancel on the View Code modal.
Updating SWP Settings
To update your SWP settings, complete the following steps:
- Navigate to the Locations Datagrid by clicking Locations in the Dex main menu.
- Enter the location's name or ID in the search field, or use the Status, States, Postal Code, Services, or PayFac Profile ID to narrow down the displayed list of locations.
- After locating the desired location, click the row on which it displays. The Location's Details Screen displays.
- If not already selected, click the Products and Services tab and scroll down to the Secure Web Pay (SWP) row.
- Click the
to open the Secure Web Pay Settings modal.
- To update your contact information and payment settings, select the Main tab and edit the following fields:
Field | Description |
Company Name | The Doing Business As (DBA) name of your business. |
Your customer service email address. | |
Phone | Your customer service phone number |
Fax | Your customer service fax number, if applicable. |
Street Address | The first line of the street address of your physical business address. |
Street Address 2 | If necessary, the second line of the street address of your physical business address. |
Postal Code | The postal/ZIP code of your physical business address. |
City | The city of your physical business address. Dex auto-populates this field when you enter a value into the Postal Code field. |
State/Province | The state or province of your physical business address. Dex auto-populates this field when you enter a value into the Postal Code field. |
Accept Unsigned Transactions? | If you use the HTML integration method for SWP Checkout, select Yes. If you use the transaction signing integration method of SWP Checkout or the SWP Embedded Charge or Capture Templates in your desktop applications, select No. |
eCheck | To accept echeck transactions, toggle this field on (i.e., green). |
Transaction Types | Select what types of echeck transactions you want SWP to support by clicking the checkboxes next to the following options: Debit |
Credit Card | To accept credit card transactions, toggle this field on (i.e., green). |
Transaction Types | Select what types of credit card transactions you want SWP to support by clicking the checkboxes next to the following options: Debit |
Card Types | Select the type of card brands your organization supports from the following options: VISA |
Accept Scheduled Transactions? | If you want to allow customers to create schedules and make recurring payments, select Yes. If you do not want to support schedules or you're using the SWP Embedded Charge or Capture Templates, select No. |
b. To update the UI and Return Page URLs of SWP, click the Style tab and edit the following fields:
Field | Description |
Main Logo | Click the Browse button of the logo image box to open a File Explorer window and select the logo image that will display on the SWP payment form. Logo images must be in .jpg format and should be 900px x 100px. |
Side Image | Click the Browse button of the side image box to open a File Explorer window and select an industry- or brand-specific image to display on your payment form. Side images must be in .jpg format and should be 150px x 150px. |
Return Page URLs | Enter up to 10 different return page URLs. After the customer completes a transaction, SWP returns him/her to this return page. If the merchant does not provide a return page URL, Forte redirects the customer to a confirmation page. |
c. To update the Billing Fields of SWP, click the Billing tab and edit the following fields:
Field | Description |
Bill To Instructions | Enter a message that will instruct your customers on what billing information they must submit with their transactions (e.g., "Complete the required fields"). |
Bill To Fields | Click the radio buttons next to the following fields to define whether you want to make the field Required, Optional, or Hidden when collecting billing information from your customers: Company Name |
d. To edit the Shipping fields of SWP, click the Shipping tab and update the following fields:
Field | Description |
Ship To Instructions | Enter a message that will instruct your customers on what shipping information they must submit with their transactions (e.g., "Complete the required fields"). If Ship To instructions are unnecessary, leave this field blank. |
Ship To Fields | Click the radio buttons next to the following fields to define whether you want to make the field Required, Optional, or Hidden when collecting shipping information from your customers: Name |
e. To edit the payment/order instructions or update the order fields specific to your business, click the Order/Payment tab and update the following fields:
Field | Description |
Payment Instructions | Enter a message that will instruct or inform your customers of relevant payment information. If payment instructions are unnecessary, leave this field blank. |
Order Instructions | Enter a message that will instruct or inform your customers of relevant order information (e.g., "Orders made before 3PM CST will ship out same day"). If order instructions are unnecessary, leave this field blank. |
Consumer Order ID | The merchant-defined invoice or order number of the transaction. From the Option dropdown, select whether you want this field to be Required, Optional, or Hidden on the SWP Payment Form. Using the Format dropdown, select the acceptable format for this field using the predefined options or a custom option you create with the Validation Builder. Enter the customer-friendly label that will display on the SWP Payment Form in the Description field. |
Wallet ID | A merchant-defined description or reference ID related to the transaction. From the Option dropdown, select whether you want this field to be Required, Optional, or Hidden on the SWP Payment Form. Using the Format dropdown, select the acceptable format for this field using the predefined options or a custom option you create with the Validation Builder. Enter the customer-friendly label that will display on the SWP Payment Form in the Description field. |
Xdata 1 | Up to four lines of additional merchant data associated with a transaction or schedule of transactions. From the Option dropdown, select whether you want each field to be Required, Optional, or Hidden on the SWP Payment Form. Using the Format dropdown, select the acceptable format for each field using the predefined options or a custom option you create with the Validation Builder. Enter the customer-friendly label that will display on the SWP Payment Form in the Description field. |
Xdata 2 | |
Xdata 3 | |
Xdata 4 |
- Click the Save button to save your updates and return to your Location’s Details Screen.
Adding Custom Validations to Order Fields
The Validation Builder gives you the ability to add input text validators to the Order fields on the Secure Web Pay Settings modal. Make your validators by choosing a template with a pre-defined format that you can customize or create a unique validator according to your own requirements. Once you create and save a validator, you can assign it to the Consumer Order ID, Wallet ID, or Xdata1–4 fields by selecting it from the Format dropdown on the Order/Payment tab.
To create a customer validator for the Order fields, complete the following steps:
- Navigate to the Locations Datagrid by clicking Locations in the Dex main menu.
- Enter the location's name or ID in the search field, or use the Status, States, Postal Code, Services, or PayFac Profile ID to narrow down the displayed list of locations.
- After locating the desired location, click the row on which it displays. The Location's Details Screen displays.
- If not already selected, click the Products and Services tab and scroll down to the Secure Web Pay (SWP) row.
- Click the to open the Secure Web Pay Settings modal.
- Click the Order/Payment tab and scroll to the bottom of the modal.
- Click the Validation Builder link that displays above the Order fields. A Validation Builder slider displays.
- If you'd like to use a template for your validator, use the dropdown menu in the Template field to select a pre-defined template. You can choose from a variety of date validators, a phone number validator, or a URL validator. Dex automatically populates the Type, Name, Error Message, and Definition fields based on your template selection. Use the Type radio buttons and free-text Name, Error Message, and Definition fields to customize the template. After testing the template, click the Add to List button.
- To create a unique validator, select the desired syntax from the Type radio buttons: String, Date, Regular Expression. Add an easily identifiable label to it in the Name field and type out the error message that will display in the Error Message field. Add the validator's string, date, or regular expression syntax pattern that SWP will use to match to input text. For help with Regular Expression Definitions, see Microsoft's Regular Expression Language Quick Reference, which is also referenced on the slider modal. After testing the validator, click the Add to List button.
- Click the Close button on the Validation Builder slider to return to the Secure Web Pay Settings modal.
- Find the order field to which you want to apply the validator. Use the dropdown menu in the Format field to select the desired validator.
- Click the Save button to save your SWP Payment Form settings.
Regenerate Legacy Credentials
Managing Legacy Credentials
Dex works not only with newer products like Forte Checkout and the REST API, but also Forte's legacy products like the Advanced Gateway Interface and Virtual Terminal. Rather than navigating between products to create and regenerate processing and web service credentials, we've given Merchant and Enterprise Organization Admins the ability to create and manage credentials for legacy products and integrations. These credentials include the Real-Time Password required for merchants using the following products
- Advanced Gateway Interface
- Forte Mobile App
As well as the API Login ID and Secure Transaction Key required for merchants using the following products:
- SOAP web services
- Secure Web Pay
- Forte.js
- Forte Checkout v1
Creating Credentials
To create any of these credentials, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations Datagrid displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Details screen displays.
- Click the Credentials tab.
- Click the Generate link under the credential you want to create. The credential displays in the applicable field.
- Click the Copy link to copy the value to your computer's clipboard.
Regenerate Credentials
To regenerate any of these credentials, complete the following steps:
- Click Locations on the Dex Main Menu. The Locations Datagrid displays.
- Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- Click the Credentials tab.
- Click the Regenerate link under the credential you want to regenerate. A Regenerate Modal displays asking you to confirm that you want to regenerate the credential.
- Click the Regenerate button on the Regenerate Modal. Dex returns you to the Location's Detail Screen with the newly generated credential displayed under the applicable field.
- Click the Copy link to copy the value to your computer's clipboard.
- Remember to update your product integrations with the new value to avoid errors.
Regenerating FTP Passwords
Merchant Admins and Developers can regenerate their FTP passwords if it becomes compromised or forgotten. Merchants must have existing FTP credentials, including a username that consists of a transmitter ID preceded by the letter U (e.g., U12345).
To regenerate your password, complete the following steps:
- Navigate to the Locations Datagrid by clicking Locations on the Dex Main Menu. The Locations Datagrid displays.
- Enter the Location Name or Location ID in the Search field or use the Status, States, Postal Code, Services, or PayFac Profile ID filters to narrow down the list of locations.
- When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
- Click the Credentials tab.
- Click the Regenerate link under the FTP Password field. A Regenerate FTP Password modal displays.
- Select the Yes, I understand and wish to regenerate it checkbox to activate the Regenerate button.
- Click the Regenerate button. Dex returns you to the Location's Details Screen and displays the regenerated FTP password credential under the FTP Password field.
- Click the Copy link to copy the value to your computer's clipboard. To ensure continued service, update any software integrations or point-of-sale terminals that use FTP credentials to transmit files to Forte.
Working with PayPal settings
A new resource for PayPal has been created for users with appropriate permissions to view and manage PayPal settings of a Merchants account from the Location Details screen in Dex. See Users > Understanding Roles for more information.
Manage/View PayPal Settings
To manage/view PayPal settings of a merchant location, complete the following steps:
1. Click Locations on the Dex Main Menu. The Locations screen displays.
2. Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
3. When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
4. If not already selected, click the Products and Services tab.
5. A PayPal section will be displayed and one of the following Statuses will be displayed:
Status | Message |
Inactive | Onboarding Inactive: Merchant Onboarding link has been Generated for the Onboarding process to begin. Click the link to start the Onboarding process for your PayPal Merchant Account |
Pending PayPal Merchant ID | Onboarding Pending: Merchant has completed the Forte/PayPal Onboarding process. Connection process pending PayPal Merchant ID |
Error Connection to PayPal | Onboarding Error: Merchant Onboarding has an error during the onboarding process. Click the link to try again. |
Active | Onboarding Active: Merchant Onboarding has been completed and the Merchant account can begin processing PayPal transactions. |
6. Click the copy icon
of the Merchants PayPal Onboarding to share with the Merchant location, if required.
7. Once PayPal is ‘Active’ the Merchants PayPal Account information will be displayed with the PayPal Account email and PayPal Merchant ID (last 4 digits) in the PayPal card section.
Working with Transaction Settings
The transaction settings tab is visible only to users with appropriate permissions on the Location's Details Screen in Dex. This tab enables users to create custom fields to include in the transaction creation flow to obtain necessary information pertaining to the customer in upcoming transactions. In the transaction settings tab, users can change the label names, enable, disable or delete the custom fields and set the custom field as required or optional for the add new transaction and add new schedule transaction screen.
The configurable Custom Order Field labels are Order ID, Wallet ID, and data labels 1-4.
The configurable Custom Customer field labels are Email and Phone
To configure the label names, complete the following steps:
1. Click Locations on the Dex Main Menu. The Locations screen displays.
2. Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
3. When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
4. If not already selected, click the Transaction Settings tab.
5. If you want to add additional Custom Order fields, click in the option ADD NEW FIELD + and a new line will be displayed. Note: This action will be available on only for the Custom Order Fields. The maximum fields allowed is 4 fields (Data label 1-4)
6. In the new line change the Custom Label field will be enable and the label name will be available to be changed if needed. Note: By default the label names are Data label 1, Data label 2, Data label 3, Data label 4.
7. Choose one option in the “Required” section: Required or Optional. NOTE: by default the Optional will be selected.
8. The Discard option will cancel the configuration and the Save and Activate option will save the label
name configuration and activate the label in Dex.
Toggle Status | |
Inactive (Disable sate) | The field is not enabled. |
Active (Green) | The field is Active and visible. |
Required Status | |
Required | The field will be mandatory for the user and will be displayed with * icon. |
Optional | The field is optional and not need to be filled in compulsorily. |
Editing a field
To edit an existing custom field in the transaction settings, complete the following steps:
1. Click Locations on the Dex Main Menu. The Locations screen displays.
2. Enter Location Name or Location ID in the Search field or use the Status, States, Postal Code, or Services filters to narrow down the list of locations.
3. When you find the desired merchant location, click the row on which it's listed. The Location's Detail screen displays.
4. If not already selected, click the Transaction Settings tab.
5. Click in the pencil icon 
6. The Custom Label field will be enabled, and the label name will be available to be changed if needed.
7. Choose one option in the “Required” section: Required or Optional. Note :By default the Optional is selected.
8. The Discard option will cancel the configuration and the Save and Activate option will save the label name configuration and activate the label in Dex.