Merging suppliers is useful if you have similar or duplicate accounts and want to combine them into one.
To delete a supplier listing and merge all information, including transaction history, into a different supplier profile:
- Open your Dashboard.
- Select Suppliers from the Main Navigation menu on the left.
- Select Suppliers.
- Select the supplier you want to DELETE. Use the Finder to help search.
- In the supplier page, select the small arrow to the right of the Save button at the top of the page. Select Merge Supplier from the dropdown.
A new window will appear with the selected supplier on the left, ready to be removed. - On the right side, press Select to choose the supplier you want to move the information to.
- Select Merge above right.
All information from the first supplier will be moved to the new one. The new merged supplier is now available to update and review.
Warning: Once merged, there is no way to undo. You will not be able to separate out the deleted supplier's history; all of it will be saved as if it always belonged to the new item.