How to merge suppliers

To merge suppliers just follow the steps below:

  1. Go to the Suppliers Menu.
  2. Click on Merge Suppliers.
  3. Search for and select the suppliers you want to merge.
  4. Click Add to Merge List.
    Note: You can add multiple suppliers to merge together. Just be sure to click add to merge list before moving to the next search screen.
  5. After you have selected all of the suppliers that you wish to merge, click on View Merge List.
  6. You then need to select which supplier you want to keep (this is the supplier that all the other suppliers will merge into).
  7. Click on this supplier you want to keep and then click merge into selected supplier.
  8. You can use the buttons at the bottom of this screen to remove any suppliers from the list before the merge, clear the list or add more suppliers before the merge.
  9. After merging, you can click to view and print the merge supplier report.

Important Note: Once a merge has been completed, it cannot be undone or revered. Ensure that everything is correct before merging suppliers together.