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DOCUMENTATION

Merchant Portal User Guide

version 1.9 | publishing date: 25/02/2019 

Table of content:

1. Introduction

2. Required Information

3. Notification Flow


- Sample form post of asynchronous notification
- List of Applicable Data Field
- Mandatory Notes

1. Introduction

Octo3 Payment Service is the payment processing platform provided by Octo3 (“Octo3”). Octo3 incorporates high performance, highly reliable and secure payment processing infrastructure (“Octo3 Global Payment Transaction Platform”) connecting acquiring banks and merchants via TCP/IP.  It supports multiple payment channels including unified EFT/EDC terminals (Retail), virtual terminals (MOTO – Mail Order / Telephone Order) and online payment processing gateway (e-commerce and m-commerce).

 

Octo3 Merchant Portal is a secure web-based portal service empowered by the Octo3 Global Payment Transaction Platform.  It provides a user-friendly, single-access view for Octo3 merchants to manage their merchant profiles, setup user accounts, perform payment-related operations, as well as accessing reconciliation reports and consolidated transaction reports.

1.2. Purpose of This Document

This User Guide aims to provide usage guidelines for the merchants to use the Merchant Portal.

 

Section 1 introduces the purpose of this document.

Section 2 provides a list of requirements / pre-requisites for using the Merchant Portal.

 

Section 3 provides guidelines on setting up your merchant-specific information in the Merchant Portal and describes the general screen layout of the Portal.

 

Section 4 describes the basic operations that general users of the Portal (e.g. Finance or Helpdesk staff) will usually perform.

 

Section 5 describes the advanced and system administrative operations that the Portal Administrator on the merchant side should be performed.

Appendix 1 summarizes all functions of the Portal into a list for easy reference.

Appendix 2 provides a list of transaction response codes and error messages for reference.

1.3. Applicability of This Document

Unless otherwise stated in the future correspondence to the merchants, this User Guide is applicable to Octo3 Merchant Portal Release 3.1 and onwards.

1.4. Target Audience of This Document

The target audience of this User Guide can be roughly classified into three groups of users in the merchant:

  • Operator / Hotline / Helpdesk

These users will usually use the Transaction Search function and perform transactions (e.g. Refund).

  • Developer

These users will retrieve and configure data for system integration such as Hash Key, URLs, etc.

  • Accounts / Finance Department

These users will usually check the transaction summary and settlement reports and may download such reports for further processing.

1.5. Reference Documents
2. Preparation
2.1 System Requirement

The web-based Merchant Portal is accessible by most of the web browsers that are commonly used.  The following web browsers were test and confirmed to be compatible with the Portal.

 

Browser

Version

Internet Explorer

6

Firefox

3.5

Google Chrome

4.0

Safari for Windows

4.0

Safari for iPhone

iOS 3.0

Opera

9.6

 

Please note that the screenshots shown in this document may look slightly different than the ones that are displayed by your particular version of web browser.

2.2. Login Information

The following information is required for the users of Merchant Portal to access the system:

 

Field

Input

URL

https://portal.atn.network/np/portal/Octo3/signIn 

Merchant Code

(Provided by your Portal Administrator)

Username

(Provided by your Portal Administrator)

Password

(Provided by your Portal Administrator)

 

Initially, the login information of the Portal Administrator account will be provided by Octo3 to the merchant, who will create the operator accounts for other users in that merchant (please refer to Section 3.1).

3. Getting Started

3.1 Setup

Operator Accounts

All new merchants will be initially provided with an Administrator account for accessing the Merchant Portal. The merchant should assign a specific staff in its organization to be “Portal Administrator”; and this person will then be responsible to setup additional operator accounts for other users (e.g. users of Merchant Portal, users of Virtual Payment Terminal, etc.)  Please follow the instructions given in Section 5.2 for creating operator accounts in the Merchant Portal.

 

Merchant Business Day Cutoff Time

Each merchant will have a different cutoff time for its definition of “Business Day”.  For example, some may be 00:00 midnight, whereas some may be 02:00 of the next day.  Portal Administrator should define its specific Business Day Cutoff Time in the MID Details page of the Merchant Portal.  Please follow the instructions given in Section 5.1.1.

 

e-Commerce (ECOMM) Settings

If the merchant uses the ECOMM service provided by Octo3, the Portal Administrator may need to define the following settings as per the instructions given in Section 5.1.1:

  • Custom Hash Key

  • Return URL

  • Max. Retry Count

Virtual Payment Terminal (VPT) Settings

If the merchant also uses the VPT’s Invoice Payment service provided by Octo3, the Portal Administrator should define the following merchant-specific information as per the instructions given in Section 5.1.1:

  • VPT Invoice Terms and Conditions

  • VPT Receipt Template (HTML)

Requirement Information

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OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

Next Section

[placeholder text]

OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

Next Section

[placeholder text]

OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

OCTO3’s e-Commerce Payment Service (or simply the “e-Commerce Payment Service”) provides an efficient, secure and easy-to-use payment integration solution to enable merchant systems with online payment capability. Built on top of OCTO3 Platform, the e-Commerce Payment Service enables online payments to be conducted with high speed and high security.

 

This document provides technical guidelines on setting up OCTO3 Platform’s asynchronous notification via HTTP/HTTPS POST method and describe the specifications in details.

By combining advanced technologies with the latest innovation in security and regulatory requirements, Octo3 is the right solution provider to inspire your organization to deploy your latest business strategy in the shortest possible time. Octo3 employs a comprehensive range of Payment and Financial Infrastructure related products 

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