HOW TO MERGE DUPLICATE CUSTOMER/SUPPLIER ACCOUNT




Overview:

Merging can be done if a user mistakenly created a duplicate of Customer/Supplier or if user decided to correlate 2 Customers/Suppliers and consolidate their accounts and reports.

 

Procedure:

1. If a user mistakenly created 2 Customer, Go to Customer Modules > Customers > Search, to view list of Customers. Go to “Edit” tab and click “Merge Items”




2. Select a Customer Account you want to merge (Item) and the Customer Account you want to merge it (Merge To)





3. Once the 2 Customer Accounts are selected, click “OK” to proceed with the merging.





4. Click “Refresh” to apply changes and 2 Customer Accounts are merged into 1 Customer Account.




  • This procedure is both applicable on “Customers” and “Suppliers” Module
  • All transactions under Customer/Supplier Account selected in “Item” will now be named under the Customer/Supplier Account selected in the “Merge To”. Thus, system will combine all records into one account (“Merge To” Account) when generating reports.


NOTE:



For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph