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Deleting a Custom Merchant Category

Custom merchant categories are currently available with selected plans.

Please Note:

  1. Only the Administrator who first created a Custom Merchant Category can delete it.
    • If the Administrator who created the Custom Merchant Category has left your organization, then send an email to adminsupport@pexcard.com. PEX Support can help you with the issues regarding editing and deleting Custom Merchant Categories when the person who created them is no longer available.
  2. PEX Categories. You cannot delete the 13 original PEX Merchant Categories (Associations & Organizations, Automotive Dealers, Educational Services, and so on), which are indicated with the blue PEX logo.
  3. Locked Categories. You cannot delete any Merchant Categories that are indicated with a lock.

How to Delete a Custom Merchant Category:

  1. Log into the Administrator Site
  2. Click the "Cards" tab
  3. Click "Merchant categories" in the blue bar
  4. Click on the “X” at the end of the Custom Merchant Category row
    • If the category is assigned to cards, then the PEX system will provide a warning
    • You can then either cancel the action to delete the category, or you can proceed to delete the category

Delete_Custom_Category_4.png

Click the "X"to delete the Custom Merchant Category 

 

Note:

  • Spending Rulesets and cardholder Spend Rules that had the deleted Custom Merchant Category in them will be updated in real-time.
  • The deleted category will no longer be listed in the Merchant Category tab. Nor will it  be listed as an option for Spending Rulesets, or under cardholder Spend Rules.
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