How do I merge customers/vendors?

You can merge a customer with a customer and a vendor with a vendor. The process to merge either customers or vendors are the same.

To merge two customers/vendors:

• Go to the Sales > Customers (for customers) or Purchases > Vendors (for vendors), and select the contact you want to merge.
• Click the More drop down in the top right corner of the details page and click Merge Customers or Merge Vendors.
• Select the Master Customer or Master Vendor you want to merge with and click Continue.
• Click Confirm to merge.

If you would like to merge more than two customers/vendors, go to the Customers or the Vendors module and select customers/vendors you would like to merge. Click More > Merge and follow the steps mentioned above.

The master customer/vendor will retain all the transactions of the merged customers/vendors and the merged customers/vendors will be marked as inactive. You can mark the customers/vendors active again but this will not transfer the transactions back to the merged customer/vendor.