Merging Suppliers - Reckon Hosted
Leonie_7843277
Member Posts: 16 ✭
Wanting to clarify... when merging suppliers... I have two entries, both for the same supplier... one just has the "Pty Ltd" entered, making a second supplier in my list.
One has all of the information required, that is - address, phone number, ABN etc
The other has been entered without all of the required information...
When I want to merge the two... which one do I rename.... the one with no information and then the entries are then shown in the correctly completed supplier name with all relevant information or is it the other way around???
Help!!! thanks, Leonie
One has all of the information required, that is - address, phone number, ABN etc
The other has been entered without all of the required information...
When I want to merge the two... which one do I rename.... the one with no information and then the entries are then shown in the correctly completed supplier name with all relevant information or is it the other way around???
Help!!! thanks, Leonie
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Comments
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Hi Leonie Before you start merging, why not go and make sure the supplier with Pty Ltd has correct name, address, ABN etc., then merge.0
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I am wanting to know which set of details are kept when I merge two suppliers together... I dont want to have to go and enter the address etc again... just wanting to make sure that I get it right the first time!0
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Hi Leonie This is what will happen, choose e.g. the supplier that does not have Pty Ltd
Then Edit, Supplier name (top of the screen) Add Pty Ltd to the name
Question will ask if you want to merge. This will only happen if you have spelt the name exactly as the one you are merging to.
What you end up with is all transactions from the Pty Ltd supplier as well as the transactions from the supplier that did not have Pty Ltd and in date order.
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