What does this do?
This feature saves you from having to select a Merchant, and/or Store on a page by page basis while working on the Givex Portal.
When would this be helpful?
Any time you are planning to work on one Merchant and/or Store across multiple pages on the Givex Portal.
How does it work?
- Search and select the Merchant and/or Store that you want to work on.*
- This LOCKS your selection(s) so that you no longer need to select which Merchant or which Store you would like to work on, on a page by page basis in the Portal.
- If you need to change Merchants or Stores, simply click on the "X" to UNLOCK your previous selection.
- You can then pick another Merchant or Store, or leave unselected and continue to work on the Givex Portal as you have in the past.
*Note: You can search by merchant name, store name, country, province/state, address or store reference. Results will be returned for any matching criteria.
You cannot LOCK / UNLOCK Merchants and Stores during the report submission process.