How to Merge Vendors

Created by Emma Martin, Modified on Fri, 11 Jul at 2:58 PM by Emma Martin

1. Navigate to the Vendor List.

2. Select the Vendor you suspect has a duplicate and click Edit.

3. Click Merge With...

4. Enter the No. of the Vendor you suspect is the duplicate and hit enter.

5. The Fields section will display any fields which have different values for the two Vendors. Any fields that you want to have the new value, make sure the Override column is ticked for that field so that the merged Vendor has that new value.

6. When you are happy with the field selections, click Merge at the top of the screen.

7. Select Yes when asked if you are sure.

8. If the merge was successful, you will receive a message like below, click OK.

If conflicts exist, choose the Resolve (xx) conflicts before merge action on the Conflicts FastTab, which displays if conflicts exist.

On the Merge Duplicate Conflicts page, select the line for a related table with a conflict, and then choose the View Details action.

The Merge Duplicate page now shows the fields in the selected table that cause a merge conflict between the two vendor records. Notice in both the summarised values in the Current and Conflicts With fields and on the lines that at least one primary-key field is the same for both customers and the value of the No. field is different for the two customers.

If you don't want to keep the duplicate vendor record, choose the Remove Duplicate action, and then choose the Close button.

Identical field values, other than the value in the No. field, are removed from the duplicate record and inserted on the current record.

If you want to keep the duplicate vendor record after the merge, choose the Rename Duplicate.

On lines, not for the No. field, where the field has the same value on both records, change the value in the Alternate Value field, and then choose the Close button.

The conflicting field value is updated on the duplicate record so that it can be merged with the current record. The duplicate record continues to exist after the merge.

Repeat the steps above until all conflicts are resolved. The Conflicts FastTab disappears.

On the Merge Duplicate page, choose the Merge action again, and then select the Yes button in the confirmation message box.