Merchant & Device Boarding Process

Last Updated: September 5, 2023

Initial Merchant Setup

The initial merchant setup lives entirely outside the AEVI Platform.

This will include processes such as:

  • Selling the solution to the merchant
  • Contracting with merchant / Tsys
  • Risk Assessment / KYC
  • Setup of merchant in TSYS Systems
  • Retrieval of MID/TID from TSYS Systems
  • Billing of merchant

Start Point

  • ISO onboarded to AEVI Starter pack
  • Merchant contracted to ISO for Starter pack
  • Merchant onboarded to Tsys- They have a Merchant Number/ TID's
  • ISO receives all Merchant data in an electronic system capable of communicating using an API

Step 1- Data Onboarding

This is a technical process undertaken between ISO and AEVI, or between Super ISO and AEVI

The ISO collects all merchant data required and enters into their own electronic systems

Data required can be summarized as:

  • Merchant Name
  • Merchant Number
  • Merchant Address
  • Merchant email address
  • Merchant Time zone
  • Terminal ID (s)
  • Config Profile- can currently be set to Retail or Retail with Surcharge

During phase 1, data will be provided by the ISO to AEVI

The ISO will create the ticket as an 'Onboarding Request' and fill out the pre-set form. Once complete, the ticket will be assigned to AEVI

AEVI will manually enter data into all AEVI systems (DMS, AP Admin, Gemview) and Smartvolution

Once complete, AEVI will assign the Jira ticket back to the ISO. Within this ticket will be the enrolment codes needed by the Merchant to use the device

Step 2- Hardware Provision

The ISO (or Super ISO) will now contact TPG and order a piece of hardware for the merchant

The ISO will need to specify:

  • Merchant name and delivery information
  • Terminal ID
  • That it is an AEVI TSYS unit
  • Any extra items to be delivered to the merchant- such as peripherals, documents, literature etc

This process is undertaken via a system called Elite, which TPG own and manage, with ISO's given access. Data is manually entered into Elite

ISO's can order the XAC AT170 unit, and a separate optional charging cradle

TPG will make arrangements for stock to be made available, depending on their contract with the ISO (this could be consignment or order on demand)

Once the stock is in hand, TPG will:

  • Perform key injection using instructions from AEVI
  • Perform the initial software load under instructions from AEVI
  • Perform Personalization (known as provisioning) under instructions from AEVI
  • There is no requirement for a test transaction
  • The unit is then packed and shipped

Step 3- Merchant Setup

This step is undertaken by the ISO, and should be completed in parallel to Step 2

The ISO will contact the merchant and supply:

  • Default Device Logins- These are standard for all devices. 
    • Manager-123123
    • Operator-456456
  • Smartvolution Portal Logins- This will be the Merchants email address for both the Username and Password. The portal will prompt for this to change on first login
  • Register Enrolment Codes- These are supplied by AEVI via the Jira ticket in step 1
  • Links to the quick start guide and other online documentation

Merchants should be encouraged to take time to complete setup of the Register App while they wait for delivery of their new device. 

From here, the Merchant can setup staff logins for Register, add products, taxes, and complete any other configuration they would like to in advance of the device arriving

Step 4- Quick Start

The device will be delivered to the merchant in a ready to use (activated) state, with a standardised login.

A generic quick start guide will be provided electronically by AEVI to ISO's. ISO's can then choose to brand and distribute this in a way that works for their business. This will cover charging the device, loading paper, switch on, login and connection to WiFi

Upon starting the Register app for the first time, Merchants will need to enter the Enrolment codes that have been provided in advance

They will immediately be able to log in to Register using the details they setup in the portal, and follow the Smartvolution Quick Start Guide to process transactions immediately. This guide and the more detailed manual will be supplied electronically to ISO's by AEVI, for ISO's to distribute in a way that works for their business


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