Merchant Management
Understand the current merchant / brand governance model: brand merge, display-name overrides, logo overrides, and merchant suggestions.
Last updated: 2026-06-02
Why merchant management matters
Merchant names influence reporting, duplicate review, categorisation hints, and logo display. Current shared code does not treat merchant governance as only a simple per-ledger text list. Instead, it uses a richer brand-governance model.
Current governance model
Shared backend and client code prove support for:
- platform merchant brands,
- brand merge operations,
- organisation-specific brand overrides,
- display-name overrides,
- logo overrides,
- merchant suggestions and merchant-logo resolution,
- merchant / brand usage data in organisation context.
Brand merge
Shared merchant-brand APIs include an explicit merge brand operation. This is the correct conceptual model when multiple merchant spellings or aliases should resolve to one canonical brand.
Display-name and logo overrides
Organisation-scoped merchant-brand overrides can store:
- a display-name override,
- a logo-file override.
This allows one organisation to present a merchant differently from the platform-wide default brand metadata.
Logo resolution
Shared merchant-resolution code can derive merchant logos from:
- brand-level logo assignments,
- organisation-level logo overrides,
- legacy merchant-logo mappings.
Where merchants show up
Even when a client does not expose a dedicated Merchant Management page, merchant and brand data still surfaces indirectly through:
- receipt detail views,
- top-merchants reporting,
- merchant search / suggestion lists,
- organisation brand-governance flows.
What this page does not assume
This page does not assume a universal per-ledger merchant list, a simple Delete Merchant action, or an end-user bulk merge screen unless your current client explicitly exposes those controls.