Merge suppliers

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  • Question
  • Updated 2 years ago
  • Answered
I'm wondering if its possible to Merge 2 suppliers together.
I have a supplier entered twice with a different name spelling and multiple transaction have been entered under both names. Is it possible to merge the transactions or copy them to the correct name so i can make the incorrect name inactive? If not how can I rectify this?

Thanks
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jamie

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Posted 3 years ago

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DebonAir

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Absolutely, all you have to do is to rename them with exactly the same name.
You must be in single user mode to do this.
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Rav, Community Manager

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Hi Jamie,

If you rename the second supplier to the same name as the first, you should receive an option to merge them together.
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DebonAir

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Yes, and if you rename the second supplier, all details of the one supplier will be the details in the first supplier.
I would check all details are the same before merging.
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jamie

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Thank you All, I will give it a go.
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Leonie

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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
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Bev Coleman

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Just FYI - you can't merge two suppliers you have paid by online banking which is a big shame