Merging vendors

If you have duplicate records in your list of vendors, you can merge the details into one record. When you merge vendor records, the following rules apply:

  • The details of the record you choose as the primary record are kept, and the secondary vendor record is deleted.
  • If the primary record has a field with no information and information exists in the secondary record, the information from the secondary record is copied to the primary record.
  • If there's conflicting information, for example if both records have different sales representatives, the information in the primary record is kept.

NOTE: Merging cannot be undone.

To merge vendor records

  1. To access your vendor records, from the main menu, click Inventory > Vendors.
  2. To find a vendor record to edit, enter the vendor's name in the Name search field and click Search.
  3. To merge two vendors that are the same, open the vendor record you want to keep as the primary record.
  4. On the left menu, click Merge.
  5. Select the check box for the secondary vendor record you want to want to merge into the primary vendor record.
  6. Click Merge OK.

The vendor details of the secondary vendor record are now merged into the primary record.

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