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Merging Suppliers or Clients
Dimitris Athanasiadis avatar
Written by Dimitris Athanasiadis
Updated over 4 years ago

It is possible to merge two or more clients (or suppliers) into a single entity. The need for merging two entities in Megaventory emerges when these entities have been created by mistake in the system with a slightly different name in two different points in time. For example:

John Smith, Co

John Smith & Co

may refer to the same business entity. In such a case, merging those entities is the suggested action.
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To start, click the menu and select either Suppliers > View Suppliers or Clients > View Clients.

Once the list loads, you must click the Merge button above the grid.

Clicking on Merge brings a pop-up window where you may select which merge method you want to follow.

The first method is Merge Suppliers/Clients via import. Clicking this button a new page loads where you can download the excel file. In this excel file there are two columns:

The first one is for the Suppliers/Clients you want to merge into another Supplier/Client.

The second one is for the Final Supplier/Client.

An example is given in this picture:

If you click Select from list the next step is to select which Suppliers you want to merge into one Supplier from the dropdown that appears.
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Once you have selected the Suppliers you want to merge the final step is to select the Final Supplier

Click at Merge to complete the process.

Notes:

  1. If one of the fields is empty and the other isn't, then the non-empty is preserved. For example, if the Phone field exists in the non-selected entity and does not exist in the selected entity, the Phone field of the non-selected entity will be copied to the selected entity.
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  2. Apart from the client details all associated documents (orders and invoices) are also merged. This is a process which is not reversible!

  3. Contacts are also merged into the new entity. If a contact has the same name or other feature, no overwrite takes place. In case a contact is common among the merged entities both contacts will remain.

  4. It is possible to merge a client with another client that is also a supplier. In such a case, the remaining entity will be a client and a supplier.

  5. Merging is an irreversible action and past orders/invoices are affected. For that matter, only administrators have access to this feature.

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