Delta 1st Boarding Process

Login to Delta 1st CRM PP #

Link: https://pp-crm.wnbpos.live/

Click 4 box square (Apps) #

Found on the top left-hand corner.

Click Customers #

Click the “+” button #

Located on the top right corner.

Insert Information #

• DBA Name in Customer Name

• Contact Title dropdown: Select “Owner”.

• Contact Name: Insert the Owner’s Name.

• MCC/SIC code assigned by Underwriting.

• Phone number of the business.

• Email address for the business.

• Enter the physical address in the Address section.
  If Corporate and Physical address are the same, insert the corporate address.

Branch Selection #

• Click “Select/Change Branch”.

• Choose “The Woodlands”.

• Click “Apply”.

Sales Agent Selection:

• Click “Select More”.
• Choose “John Walker”.
• Click “Apply”.

Save the information:

• Select “Save” in the bottom right corner.

Software Configuration #

• Select the Software tab.

• Click “+ Add”.

• Select the industry dropdown and choose the appropriate configuration from the ACH/Coversheet.

• Choose configurations from the ACH/Coversheet:
  • Delta 1st Enhanced: “VPC ENHANCED ‘VERTICLE’ 8-1-24”.
  • Delta 1st Lite: “VPC LITE ‘VERTICLE’ 8-1-24”.
  • Delta 1st Xpress: “VPC XPRESS ‘VERTICLE’ 10-29-24”.
  • Enhanced with Cash Discounting: “CDP VPC ENHANCED ‘VERTICLE’ 9-30-2024”.
  • Lite with Cash Discounting: “CDP VPC LITE ‘VERTICLE’ 10-28-2024”.
• Do not choosing the two PAX options.

POS Instance

• Click status from “Pending” to “Create POS Instance”.

Company Information:

• In the Website section, create a website using the DBA name.
  Example: http://www.dbatest.com

• Select the corresponding Time Zone using the physical address.

Go To Store Information:

• Enter the DBA Name in the Store Name section.

• Select the corresponding Time Zone using the physical address.

• Enter the MID assigned by Underwriting in the MID section.

• Click “Save” in the bottom right corner.