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:
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.
βApart from the client details all associated documents (orders and invoices) are also merged. This is a process which is not reversible!
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.
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.
Merging is an irreversible action and past orders/invoices are affected. For that matter, only administrators have access to this feature.