Organizations - Corporate

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.

Enterprise Organizations

Create Enterprise Organizations

In Dex, an enterprise organization is a grouping of merchant organizations with different Tax ID numbers. By logging in at the enterprise level, a user can access all the merchant accounts and locations that belong to that enterprise organization. In WebTools, the enterprise organization was known as the Hierarchy MID. Only Enrollment and Implementation have the permissions to create enterprise organizations.

To create an enterprise organization, complete the following steps:

Navigate to the Organizations Datagrid by clicking Organizations in the Dex main menu.
Click the Create New button in the upper-right corner. The Create Organization Modal displays.
Select the Enterprise option. The Select a Partner Organization field displays.
Use the dropdown menu in the Select a Partner Organization field to select the partner hierarchy to which this enterprise organization will belong.
Click the Next button. The Create Organization Modal displays merchant data fields.
Complete the following fields:

Field	Required?	Description
Legal Name	R	The legal name of the business.
Display Name	O	The Doing Business As name of the business.
Street Address	R	The first line (i.e., street name and number) of the business's physical address.
Street Address 2	O	If necessary, the second line (i.e., suite or apartment number) of the business's physical address.
Postal Code	R	The zip code of the business's physical address.
City	R	The city of the business's physical address. This field auto-populates after you enter the zip code in the Postal Code field.
State/Province	R	The state of the business's physical address. This field auto-populates after you enter the zip code in the Postal Code field.
Country	--	The country of the business's physical address. Dex auto-populates this read-only field with the value United States.
Tax ID	O	The Tax ID Number associated with the business. Supported values include the following: Social Security Number of the Primary Owner Individual Taxpayer Identification Number of the Primary Owner Employer Identification Number of the business
Ownership Structure	R	The legal structure of the business. Use the dropdown to select the following supported options: Sole Proprietor Partnership Limited Liability Company Non-Profit C-Corporation Publicly-Held Corporation Government/Public Sector Other S-Corporation
Website	O	The URL of the merchant's website.

Click the Create button. If Dex created the organization without issue, the Create Organization Modal displays a success message and the organization ID of the enterprise organization.
Click the Close link on the Create Organization Modal to return to the Organizations Datagrid. The new enterprise organization should display in the datagrid.

After creating an enterprise organization, you can now add and remove merchants to/from its hierarchy and view its details.

View Enterprise Organizations

Enterprise organization are a grouping of merchant organizations with different Tax ID numbers. By accessing an enterprise organization, a partner can access these different organizations and locations all at once rather than having to individually access each merchant by switching home organizations. Enterprise organizations make accessing and managing merchant data easier for partners.

Use one of the following methods to view the details and hierarchy of an enterprise organization:

Navigate to the Organizations Datagrid by clicking Organizations in the Dex main menu and then search for the organization by name or ID and/or select Enterprise on the Type filter dropdown field. After finding the desired enterprise organization, click the row on which its listed to view the Organization's Details Screen.
Access the enterprise organization's home account and then click Organizations in the Dex main menu. Search for the organization by name or ID and/or select Enterprise on the Type filter dropdown field. After finding the desired enterprise organization, click the row on which its listed to view the Organization's Details Screen.

The following table displays what data each card on the Enterprise Organization's Details Screen displays:

Card/Tab	Parameter	Description
General	Status	The status of the enterprise organization. Supported values include the following: Active Suspended
	ID Number	The ID number of the enterprise organization.
	Display Name	The Doing Business As name of the enterprise organization.
	Legal Name	The legal name of the enterprise organization.
	Address	The physical address of the enterprise organization.
	Ownership Structure	The legal structure of the enterprise organization. The following options are supported: Sole Proprietor Partnership Limited Liability Company Non-Profit C-Corporation Publicly-Held Corporation Government/Public Sector Other S-Corporation
	Portfolio ID	The partner that owns the enterprise organization. When merchants are removed from enterprise organizations, they are placed directly under the partner's hierarchy.
Created On		The date when Forte created the enterprise organization.
Merchant Organizations		A list of merchants within the enterprise organization displayed in ascending order according to their organization ID.

Add Merchants to Enterprise Organizations

NOTE: Only Enrollment and Implementation have the permissions to add merchants to enterprise organizations.

Enterprise organizations in Dex give partners the ability to access, view, and manage multiple merchant organizations with unique tax IDs all at once. Each merchant organization must be manually added to an enterprise organization's hierarchy from either the Organizations Datagrid or the Organization's Details Screen.

To add a merchant to an enterprise organization, complete the following steps:

Navigate to the Organizations Datagrid by selecting Organizations from the Dex main menu.
Search for the merchant organization by name or ID and/or filter the list of displayed organizations by using the Legal Name, Status, Portfolio ID, Tax ID, or Type (Merchant).
Access the Add to Enterprise Modal using one of two methods:
1. From the Organizations Datagrid, click > Add to Enterprise next to the organization's listing.
2. Access the Organization's Details Screen and click Actions > Add to Enterprise.
Use the dropdown in the Select Enterprise Organization field to select the enterprise organization to which you want to add the merchant. You can also search for the enterprise organization by name or ID in the search field that displays.
Click the Add button. If successful, Dex displays a success message.
Click the Close link on the Add to Enterprise Modal to return to the previous screen. The merchant organization's Portfolio ID should display the enterprise organization's name and ID in either the Organizations Datagrid or the "General Information" card of the Organization's Details Screen.

Remove Merchants from Enterprise Organizations

NOTE: Only Enrollment and Implementation have the permissions to remove merchants from enterprise organizations.

Enterprise organizations in Dex give partners the ability to access, view, and manage multiple merchant organizations with unique tax IDs all at once. The enterprise organization's hierarchy must be manually created and maintained. Merchant organizations can be removed from an enterprise hierarchy and "re-parented" back into the partner's direct hierarchy. Once removed from the enterprise hierarchy, the partner will have to individually access that merchant organization and location to view and manage its data.

To remove a merchant from an enterprise organization complete the following steps:

Navigate to the Organizations Datagrid by selecting Organizations from the Dex main menu.
Search for the merchant organization by name or ID and/or filter the list of displayed organizations by using the Legal Name, Status, Portfolio ID, Tax ID, or Type (Merchant).
Access the Remove from Enterprise Modal using one of two methods:
1. From the Organizations Datagrid, click > Remove to Enterprise next to the organization's listing.
2. Access the Organization's Details Screen and click Actions > Remove from Enterprise.
Click the Remove button to confirm the action. If successful, Dex displays a success message.
Click the Close link on the Remove from Enterprise Modal to return to the Organizations Datagrid. The merchant's Portfolio ID now displays the partner's name and ID in the Organizations Datagrid or in the "General Information" card on the Organization's Details Screen.

Search for Organizations

The Organizations Datagrid enables users with appropriate permissions to view the settings and configurations of an Organization. You can sort organization records in ascending/descending order by Created Date, alphabetically by Organization Name, or numerically by Organization ID. To find a specific organization, you can filter the displayed results by Legal Name, Status, Type, Parent ID and/or Tax ID. You also can customize the number of items that display using the display dropdown in the bottom left corner.

To access the Organizations Datagrid, click Organizations from the Dex main menu. To view the details of a specific organization without having to filter through a long list, enter one of the following values in the search bar:

Organization Name
Organization 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
Status	The status of the organization. Supported options include: Active Pending Suspending
Legal Name	The legal name of the organization.
Display Name	The DBA name of the organization and the Forte-assigned Organization ID.
Contact	The name of the organization's primary contact.
Phone	The primary phone number of the organization.
Address	The physical address of the organization. This includes the city, state/province, and postal code.
Ownership Type	The type of organization. Supported values include the following: Partner Merchant Enterprise
Tax ID	The redacted Tax ID number associated with the organization and the type of Tax ID. Supported Tax ID types include the following: SSN TIN EIN
Parent Organization	The partner organization to which this organization belongs.
Dispute Funding Mode	The funding mode used for transaction disputes. Supported funding modes include the following: Immediate Deferred
Created Date	The date when Forte created this organization.

Filtering the Organizations Datagrid

You can apply the following filters to customize the displayed organization datagrid:

Filter	Description
Legal Name	The legal name of the organization.
Status	The status of the organization. Supported options include: Active Pending Suspending

If you would like to refine the results of an organization list further, you can use more specific filter parameters located under the More Filters dropdown menu. The following filters are available.

Filter	Description
Parent ID	The phone number associated with this customer.
Tax ID	The ID of the partner organization to which this organization belongs.
Type	The type of organization. Supported values include the following: All Partner Merchant Enterprise

View Organization Details

An Organization's Details Screen enables users with appropriate permissions to view the details of a particular organization. This information includes contact data, bank account, and security configurations.

To view the details of a organization, complete the following steps:

Access the Organizations Datagrid by clicking Organizations in the Dex main menu.
Search for the desired organization record by Name or ID. You can also use the Legal Name, Status, Parent ID, Tax ID, and Type filters to narrow down the list of displayed results.
When you find the desired organization record, click the row on which the organization's record displays. The Organization's Detail Screen displays.

The following table describes what each data card on the Organization's Details Screen displays:

Card/Tab	Parameter	Description
General	Status	The status of the organization. Supported options include: Active Pending Suspending
	Organization IDOrganization ID	The unique, string ID number of the organization.
	Display Name	The name displayed in the “Display Name” column on the Organizations data grid and can be used to search for the organization.
	Name	The "Doing Business As" name of the organization. Note: This is applicable to Partner Organizations only
	Partner Type	Partners are classified by type. The Partner types supported are: ISV Retail ISV Wholesale ISO Retail ISO Referral ISV Referral Gov Referral Referral ISO ISO Plus Integrated Integrated Plus Enhanced Gateway Financial Institution Note: This is applicable to Partner Organizations only.
	Website	If applicable, the website associated with the organization.
	Legal Name	The legal name of the organization.
	Address	The physical address of the organization. This includes the street address, city, state/province, and postal code.
	Parent Organization	The organization name and ID to which this organization belongs.
	Business Ownership Structure	Business Ownership Structures include: Sole Proprietor Partnership Limited Liability Corporation Non-Profit C-Corporation Publicly Held Corporation Government/Public Sector Other S-Corporation Individual
	Tax ID/Tax ID Type	Last 4 of the Organizations Tax ID Tax ID Types: TIN SSN
	Primary Contact	The primary contact information of the organization Primary Contact Name Primary Contact eMail Primary Contact Phone number
	Time Zone	The time zone of this organization's physical address. Supported options include the following: Alaska Standard Time (AKST) Atlantic Standard Time (AST) Central Standard Time (CST) Eastern Standard Time (EST) Hawaii-Aleutian Standard Time (HAST) Mountain Standard Time (MST) Newfoundland Standard Time (NST) Pacific Standard Time (PST) Note: This is applicable to Merchant Organizations only.
Portfolios		Displays all the active portfolios of this partner organization. Use the dropdown to search for a portfolio by Portfolio Name, ID or Status. This tab also displays the details of this portfolio, including the Buy Rates, Rate Plans, and associated Bank Accounts.
Contacts		The name, email, and phone number of this organization's sales, billing, support, and technical contacts.
Documents		This tab holds all attachments pertinent to this organization (e.g., a pdf copy of the original merchant application, rate plan, and merchant service agreement). Supported attachments include the following: .bmp .jpeg .jpg .png .tiff .txt .pdf
Comments		Displays comments about the organization and enables you to create and reply to comments.
Settings		The configuration settings of this organization. Only corporate users can view organization settings.
History		Displays a chronological and filterable list of events that have occurred with this organization.
Hierarchy		Displays this organization's merchant and location hierarchy
Security		This tab enables Admins to create and manage IP allow lists and suspended users.

Create Gateway Merchants

Partners and Forte Account Managers can quickly and efficiently create Gateway-only merchant organizations and locations directly from Dex. The Tax ID number (i.e., Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or Employer Identification Number (EIN)) provided by the merchant must be unique and cannot exist under another live merchant organization owned by your partner account. If you need this type of setup, contact your Forte Account Manager. If desired, Dex can automatically generate an invitation email to the merchant contact and/or create Virtual Terminal credentials, so they can get up and running faster.

To create a gateway-only merchant, complete the following steps:

Navigate to the Organizations Datagrid by clicking Organizations in the Dex main menu.
Click the Create New button in the upper right-hand corner of the screen. The Create Organization Modal displays.
Select Merchant from the Select Account Type menu. Your partner name and Organization ID automatically populate.
Click the Next button. The Business Information fields display.
Complete the following required fields:

Field	Description
Legal Name	The legal name of the business.
DBA Name	The Doing Business As name of the business.
Address Line 1	The first line (i.e., street name and number) of the business's physical address.
Address Line 2	If necessary, the second line (i.e., suite or apartment number) of the business's physical address.
Postal Code	The zip code of the business's physical address.
City	The city of the business's physical address. This field auto-populates after you enter the zip code in the Postal Code field.
State/Province	The state of the business's physical address. This field auto-populates after you enter the zip code in the Postal Code field.
Country	The country of the business's physical address. Dex auto-populates this field with the value United States.
Tax ID	The Tax ID Number associated with the business. Supported values include the following: Social Security Number of the Primary Owner Individual Taxpayer Identification Number of the Primary Owner Employer Identification Number of the business
Website	The URL of the website where the merchant will be capturing transactions.
Business Category	A broad description of the business or industry this merchant is in. The value selected in this field determines the options you can select in the Business Type field.
Business Type	The specific type of business and the Forte Business Classification Code that most closely represents this merchant's business.
Most Transactions Via	Indicates the method by which the merchant captures transactions. Supported values include the following: Internet Phone/Fax Mail Point-of-Sale

Click the Next button. The Contact fields display.
Complete the following required fields:

Field	Description
Name	The full name of the merchant's primary contact.
Phone	The phone number of the merchant's primary contact.
Email	The email address of the merchant's primary contact. If you select the Invite to Dex? checkbox, this email address will be where Dex sends the invitation and what the merchant will use as his or her username credentials to log into Dex.
Invite to Dex?	Indicates whether or not you want Dex to automatically send an invitation link to the email address specified in the Email field.

Click the Next button. The Processor Credentials fields display.
Click the Processor dropdown and select the credit card processor you wish to use. The following options are supported: Vantiv, GlobalPayments East, Vital, and FirstData. After selecting a processor, the processing credentials for that merchant account display. These credentials originate from the VAR sheet that the credit card processor provides to the merchant after setting up their merchant account for credit card processing.
Complete the following required fields:

Processor	Field	Description
Vantiv	Chain	The processing number that identifies Forte's relationship with Vantiv.
	Store	The identification number that identifies the store location.
	BIN/BankID	The Bank Identification Number that identifies the bank associated with the Vantiv merchant account.
	Merchant ID	The identification number (i.e., MID) that identifies the merchant account.
GlobalPayments, East	Bank ID Number	The 6-digit Bank Identification Number that identifies the bank associated with the Global Payments merchant account.
	Terminal ID	The 6 or more digit identification number assigned to the POS terminal used to capture credit card transactions.
	Merchant ID	The 6 or more digit identification number (i.e., MID) that identifies the merchant account.
Vital	Bank ID Number	The Bank Identification Number that identifies the bank associated with the Vital merchant account.
	Terminal ID	The identification number assigned to the POS terminal used to capture credit card transactions.
	Agent	The 6-digit bank number associated with the Vital merchant account.
	Chain	The 6-digit processing number that identifies Forte's relationship with Vital.
	Store	The 4-digit identification number that identifies the store location.
	Terminal	The 4-digit identification code that identifies the POS terminal used to capture credit card transactions.
FirstData	Merchant ID	The 6–11-digit identification number (i.e., MID) that identifies the merchant account.
FirstData	Terminal ID	The 6 or more digit identification number assigned to the POS terminal used to capture credit card transactions.

Click the Next button. The Billing fields display.
If your partner account is set up under a “Partner Billed” billing module, the billing fields auto-populate with your banking and fee information. If desired, you can adjust the Per Gateway Transaction, Gateway Monthly, and Enrollment and Setup Fee amounts, including fee amounts less than your Partner Buy Rate. If you prefer that Forte bill the merchant directly, click the Merchant radio button under the “Fees Billed To” section and complete the following fields:

Field	Description
Account Type	The type of bank account the merchant uses for billing. Supported options include Checking or Savings.
Routing Number	The Transit Routing Number (TRN) that uniquely identifies the merchant's bank.
Account Number/ Re-Enter Bank Account Number	The account number of the merchant's checking or savings bank account.
Per Gateway Transaction	The amount Forte charges the merchant for each credit card transaction captured using our gateway services.
Gateway Monthly	The monthly amount Forte charges the merchant for gateway services.
Enrollment & Setup Fee	The one-time fee Forte charges the merchant for setting up his or her Forte MID and gateway services.

Click the Next button. The Review screen displays.
Review the summary details to ensure you entered the merchant’s information correctly. If you spot a mistake or a typo, use the Back link to navigate to the appropriate fields to make changes. If the data is correct, click the Submit button. Dex displays a message indicating whether or not the merchant’s account was created successfully and displays the merchant’s Organization and Location IDs as well as Virtual Terminal login credentials (if the merchant prefers to use VT).
To create another gateway-only merchant account, click the Create New button and repeat steps 3–14 again. Otherwise click the Okay button to return to the Organizations Datagrid.

View Bank Account Settings

Once approved by Forte, merchant bank accounts can be assigned to specific locations and configured for specific activities, such as billing and funding. To view the bank account settings currently assigned to your merchant organization, complete the following steps:

Click Organizations in the Dex Main Menu.
Enter the Organization Name or ID in the Search field to find the desired merchant organization or use the filters to narrow down the list of displayed results. Click the row on which the Organization displays. The Organization's Details Screen displays.
Click the Bank Accounts tab. A list of all the bank accounts currently defined for this organization displays. This list includes bank accounts in Documents Needed and In-Review statuses. NOTE: You can only view settings for bank accounts in the Active status.
To view the unredacted bank account number, click .
To view the locations assigned to this bank account, click the Assigned to x Location(s) link. A dropdown displays showing the name and ID of the location and the type of funding account for which this bank account will be used. The following funding accounts are supported:
- Funding Debit
- Funding Credit
- Card Service Fee (e.g., Principal Only, Fee Only, Principal + Fee)
- ACH Service Fee (e.g., Principal Only, Fee Only, Principal + Fee)

Working with Buy Rates

NOTE: For the first billing cycle after a buy rate is created, the following roles can add and edit buy rates:

Admin
Base_Implementation
Implementation Lead

After the first billing cycle, the following roles can add, edit, and delete buy rates:

Admin
Base_Accounting
Accounting_Supervisor

Buy Rates are custom pricing models negotiated for Partners for each product. They include the following elements:

A minimum quantity of product or a minimum volume amount that the Partner must sell to get the negotiated buy rate,
A buy rate or base amount Forte charges them for the product once the minimum quantity/amount is sold
A percentage, which, when added to the base amount, is the product price that partners offer to their merchants.

Buy Rate listings can be found under the Portfolios tab of a partner's Organization Details Screen.

Adding Buy Rates

Complete the following steps to add a new buy rate to a partner's portfolio:

Navigate to the Organizations Datagrid by clicking Organizations on the Dex main menu.
Search for the organization by entering the Organization Name or ID in the search bar. Alternatively, you can filter the list of displayed organization by Legal Name, Status, Parent ID, Tax ID, and Type=Partner.
Click on the desired organization to display it's Details page.
If not already selected, click the Portfolios tab.
Use the dropdown field to select the correct Portfolio ID.
If not already selected, click the Buy Rates tab.
Click the Add New Item button that displays beneath the list of buy rates. Buy rate definition fields display beneath the list of existing buy rates.
In the Item field, use the dropdown to select the product you want to add to the buy rate list.
In the Comment field, enter a comment about why this buy rate is being added to this partner's portfolio. This comment will display on the Comments tab of the partner's Organization Detail page.
In the Level 1-8 fields, enter the minimum quantity or the minimum dollar volume, the partner's negotiated buy rate amount, and the percent over base percentage in that order in the three empty boxes for each level. If only the Level 1 field is completed, Dex will automatically add zeros to the Level 2-8 fields.
Click the Add button. Dex reloads the Organization's Details page with the new buy rate displayed.

Editing Buy Rates

Complete the following steps to edit a buy rate:

Navigate to the Organizations Datagrid by clicking Organizations on the Dex main menu.
Search for the organization by entering the Organization Name or ID in the search bar. Alternatively, you can filter the list of displayed organization by Legal Name, Status, Parent ID, Tax ID, and Type=Partner.
Click on the desired organization to display it's Details page.
If not already selected, click the Portfolios tab.
Use the dropdown field to select the correct Portfolio ID.
If not already selected, click the Buy Rates tab.
Find the buy rate you want to edit and click the to the right of it. The buy rate definition fields display.
In the Comment field, enter a comment about what and why this buy rate is changing. This comment will display on the Comments tab of the partner's Organization Detail page.
Enter the changes to the Level 1-8 fields. Only numbers are allowed in the Min Quantity/Min $ Volume and % Over Base fields. Both numbers and periods are allowed for the Buy Rate field.
Click the Save button. Dex reloads the Organization Details page with the updated buy rate displayed.

Deleting Buy Rates

Complete the following steps to delete a buy rate:

Navigate to the Organizations Datagrid by clicking Organizations on the Dex main menu.
Search for the organization by entering the Organization Name or ID in the search bar. Alternatively, you can filter the list of displayed organization by Legal Name, Status, Parent ID, Tax ID, and Type=Partner.
Click on the desired organization to display its Details page.
If not already selected, click the Portfolios tab.
Use the dropdown field to select the correct Portfolio ID.
If not already selected, click the Buy Rates tab.
Find the buy rate you want to delete and click the to the right of it. The buy rate definition fields display.
In the Comment field, enter a comment about why you are deleting this buy rate. This comment will display on the Comments tab of the partner's Organization Details page.
Click the Delete button. A deletion confirmation message displays.
To confirm the deletion, click the Delete button. To return to the Organization Detail page, click Cancel.
Once the buy rate is deleted, Dex reloads the Organization Details page.

Manage a Partner Hierarchy

he Hierarchy tab of an Organization's Details Screen gives corporate users the ability to view and maintain the child organizations and locations that belong to a partner. These child organizations can include both sub-partners and merchants. This tab enables you to migrate locations from one merchant organization to another, delete locations, and/or delete merchant organizations. NOTE: Deleting merchant organizations, removing locations from a merchant organization, and moving locations to a different merchant organization can only occur after accessing the partner organization's home organization. These actions cannot be taken at the corporate or merchant level.

Viewing and Searching a Hierarchy

To view a partner hierarchy, complete the following steps:

Click Organizations from the Dex main menu. The Organizations Datagrid displays.
Select the organization from the datagrid, the Organization's Details Screen displays.
Search for the partner organization by Organization Name or ID and/or use the Legal Name, Status, or Tax ID filters to narrow down the displayed list of results.
After finding the desired organization, click the row on which it's listed. The partner Organization's Detail Screen displays.
Click the Hierarchy tab. All the organizations that belong to that partner organization display.
To search for a specific organization within the hierarchy enter its Federal Tax ID (e.g., SSN, ITIN, EIN) in the Search field; otherwise, scroll through the list of organizations to view the entire hierarchy.
To view the locations (or in the case of sub-partners, merchant organizations) of an organization in the hierarchy, click on the box containing its Name, Organization ID, and redacted Federal ID. The locations display below the organization's box.

Migrating a Location

Locations within the same partner hierarchy can be moved from one merchant organization to another, as long as the location's associated Tax ID matches the new merchant organization's Tax ID. To migrate a location, complete the following steps:

Click Organizations from the Dex main menu. The Organizations Datagrid displays.
Select the organization from the datagrid, the Organization's Details Screen displays.
Search for the partner organization by Organization Name or ID and/or use the Legal Name, Status, or Tax ID filters to narrow down the displayed list of results.
After finding the desired organization, click the row on which it's listed. The Organization's Detail Screen displays.
Click the Hierarchy tab. All the organizations that belong to that partner organization display.
To search for a specific organization within the hierarchy, enter its Federal Tax ID (e.g., SSN, ITIN, EIN) in the Search field; otherwise, scroll through the list of organizations and click on the desired organization(s). The child locations display.
Select the location(s) you wish to migrate by clicking the checkbox(es) that display next to the location's name and ID. If all the locations selected have the same federal tax ID, a Move Selected Locations button displays. NOTE: Locations from different merchant organizations can be selected and moved into another merchant organization as long as they have the same federal tax ID number.
Click the Move Selected Locations button. The Move Locations Modal displays.
Use the dropdown menu in the New Organization field to select the merchant organization where you want to migrate the location(s). This field only displays merchant organizations that share the same federal tax ID with the selected location.
Click the Move button. Dex returns you to the partner's hierarchy with the locations moved to the new merchant organization.

Removing a Location

In addition to migrating locations, you can also un-migrate or remove locations from a partner hierarchy. Once removed, the location must then be manually migrated to a different merchant organization in a different Partner hierarchy using existing processes in Web Tools and Dex. To remove a location from a merchant hierarchy, complete the following steps:

Select the organization from the datagrid, the Organization's Details Screen displays.
Search for the Partner organization by Organization Name or ID and/or use the Legal Name, Status, or Tax ID filters to narrow down the displayed list of results.
After finding the desired organization, click the row on which it's listed. The Organization's Detail Screen displays.
Click the Hierarchy tab. All the organizations that belong to that Partner organization display.
To search for a specific organization, enter its Federal Tax ID (e.g., SSN, ITIN, EIN) in the Search field; otherwise, scroll through the list of organizations and click on the desired organization. Its child locations display.
Hover over the location you wish to un-migrate; a Delete button displays.
Click the Delete button. A Remove Location Modal displays.
Confirm that you selected the correct location and then click the Delete button. Dex returns you to the Partner's hierarchy with the selected location removed. NOTE: If you remove a merchant's only location from its hierarchy, Dex will no longer display that merchant in the Partner's hierarchy.

Deleting an Organization

Merchant organizations with no locations can be deleted from a Partner's hierarchy. To delete an organization, complete the following steps:

Select the organization from the datagrid, the Organization's Details Screen displays.
Search for the Partner organization by Organization Name or ID and/or use the Legal Name, Status, or Tax ID filters to narrow down the displayed list of results.
After finding the desired organization, click the row on which it's listed. The Organization's Detail Screen displays.
Click the Hierarchy tab. All the organizations that belong to that Partner organization display.
To search for a specific organization, enter its Federal Tax ID (e.g., SSN, ITIN, EIN) in the Search field; otherwise, scroll through the list of organizations and click on the desired organization. A Delete button displays.
Click the Delete button. A Delete Organization Modal displays.
Confirm that you selected the correct organization and then click the Delete button on the Modal. Dex returns you to the partner's hierarchy with the selected organization removed.

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Create Enterprise Organizations

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Add Merchants to Enterprise Organizations

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Search for Organizations

Filtering the Organizations Datagrid

View Organization Details

Create Gateway Merchants

View Bank Account Settings

Working with Buy Rates

Adding Buy Rates

Editing Buy Rates

Deleting Buy Rates

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Viewing and Searching a Hierarchy

Migrating a Location

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