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  1. Click on the Take Action button underneath the Assign Visits icon.

  2. Enter an Outlet ID.

  3. Enter a Merchant Name.

  4. Enter a Vendor Name.

  5. Select a Visit Type from the drop-down list.

  6. Select a Fiscal Year from the drop-down list.

  7. A list of Visits is displayed. 

  8. Click the teal Terminate Assignment button to remove that assignment.

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Assign a new Visit

  1.  Click on the Take Action button underneath the Assign Visits icon.

  2. Click the Assign Visit button.

  3. Select Merchant from the drop-down list.

  4. Select Vendor from the drop-down list.

  5. Select Visit Type from the drop-down list.

  6. Select Fiscal Year from the drop-down list.

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