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Clerk - Creating a Mercantile Application

This guide is for SDL Desktop users who need to set up a Mercantile Application for a business. Follow these steps when you want to enter the business's details, class, and applicable fees, link it to a property (block/lot), add contact information, and save the application — as the first step before creating the associated Mercantile License.

 

  1. To create a Mercantile Application click the Tasks button

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  2. In the Tasks menu, click Mercantile Application.

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  3. In the Business tab under the Business section, enter the name of the business.

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  4. In the Details section, you can enter other business information. 

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  5. Next, select the business class.

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  6. Once the business class is selected, the fees for that class can be loaded by clicking the Get Current List of Fees button.

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  7. A pop-up will ask if you are sure that you want to pull those fees. If the fees are the same for all mercantile applications with this class, click Yes.

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  8. Next, click on the Location tab.

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  9. In this tab, enter the block and lot and click the Link button.

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  10. A pop-up will ask to load the location information to the form. Click Yes.

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  11. Next, go to the Contacts tab.

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  12. In this tab, enter the contact information for the Business Owner and other contacts.

    There are two blue links that will copy the contact information from another section if that section is filled in.

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  13. Once the contact fields are filled out. Save the application by clicking OK.

    To learn how to create a Mercantile License, please return to our Guides.

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