How to merge Departments / Categories and Supplier Codes

Merging is used to tidy duplicates and unwanted entries.

Before Merging: When merging anything together, just be aware that once the merge has completed, it cannot be reversed or undone.

Merging Supplier Codes

This is used for unique stock only an is useful for when two unique items have different supplier coes and they should have the same supplier code. To merge supplier codes together just follow the steps below:

1. Go to 'Supplier Menu' and click on 'Merge Supplier Codes'.
2. Search for the supplier codes that you want to merge.
3. Once you have found them, select them by clicking on them, and then add them to the merge list by clicking on 'Add To Merge List'.
4. Once you have found all items that you wish to merge into one and have added them to the merge list, click 'View Merge List'.
5. Select the item that you wish to keep and click 'Merge Above List Into Selected Supplier Code'.
   Note: The merge supplier codes is to be used for unique stock items only.

Merging Departments or Categories

To merge departments or categories just follow the steps below:

1. Go to 'Utilities'.
2. Click on 'Lists' and click on 'Department' or 'Category'.
3. To merge into an existing Department / Category, click on the word 'Merge' next to the Department / Category you wish to remove.
4. You will then see a window pop up which has a drop down list to choose which existing Department / Category you wish to merge it into.
5. If you wish to change the name, click on edit, edit the name and then click save.