How to merge customers


Latest update: - Andrew Starr

Objective

Merge multiple customers into one single customer

Setup

Vend for Mac or PC

Steps

All sales from one customer need to be reallocated to another customer. Once all sales are reassigned, the customer with no associated sales can be deleted. 

Reallocating sales:

  1. Navigate to Sales Ledger
  2. Find sale associated to customer that needs to be merged into another customer
  3. Click the sale to expand it
  4. Click Edit Sale
  5. Under the 'Customer name' field, search for the customer that the sale should be associated with
  6. Select the customer from the drop-down menu
  7. Click Save
  8. Repeat steps 1-7 until all sales have been reallocated

Deleting the customer:

  1. Navigate to Customers
  2. Search for the customer that needs to be deleted
  3. Click Edit Customer
  4. Click Delete Customer 
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